Investment Banking Insights

Last week we talked about the Capital One and Discover deal going on right now, and I thought it would be a great opportunity to explore how the math might look for a deal like this. We'll go over a simple merger model that I put together in Excel. Contact: investmentbankinginsights@gmail.com

02-13

17:56

Capital One has decided to acquire Discover Financial, a big deal in the financial services space. Today we discuss the basic elements of the deal, including purchase price, consideration, and rationale. Contact: investmentbankinginsights@gmail.com

02-04

13:15

After you get the internship and secure the return offer, what's next? To get licensed as an investment banker, you have to take a few tests....bummer right? Don't worry, these are standardized exams that will draw on a lot of knowledge you've already been learning. Let's dive into exactly what these tests are so you know how to approach them when you're ready. Contact: investmentbankinginsights@gmail.com

01-28

07:48

Happy 2025! Every now and then it's good to zoom out of the small details of recruiting and understand what's going on in the broader industry. Here are are some fast facts and figures about how the IB industry did in 2024...and my thoughts for what's to come this year! Contact: investmentbankinginsights@gmail.com

01-22

09:12

When you get that investment banking offer in hand, it's a beautiful thing. The most common situation is simple - you accept the offer! But what if you have multiple IB offers to choose from? It's an amazing position to be in, for sure, so how do you decide? We talk about this scenario today on Investment Banking Insights. Contact: investmentbankinginsights@gmail.com

12-24

11:54

How To Know When To Quit Recruiting Contact: investmentbankinginsights@gmail.com

12-15

14:30

There are a number of ways to prepare for investment banking interviews...and there are ways to not prepare. I've experienced some of these mistakes myself and want to share the lessons I've learned with you in today's episode. The content of what you share is important, but the way you deliver your message is equally important. Contact: investmentbankinginsights@gmail.com

12-06

12:37

Today I have the pleasure of sharing a conversation with someone who not only rose the ranks of investment banking to become a Director, but is also someone who runs recruiting at the largest privately held investment bank in the world, Lincoln International. Oh and...he's also the person who hired me at Lincoln! Jon Paris shares his story with us, detailing his career growth as well as what investment banking candidates should do to perform at their best during the interview process. ...

11-26

53:43

A trend is emerging among some investment banks, where case studies are becoming a component of the interview process. In today's episode, we discuss: why case studies can be relevant to investment banksthe two structures of case studies I've observedhow to approach preparation for case studiesContact: investmentbankinginsights@gmail.com

11-19

08:53

Today's episode features a conversation with finance consultant Jason Lum. Jason worked his way up to several high-finance roles - including a banking role at CIBC - from his time as an undergraduate at a non-target university in Canada. We discuss several aspects of the recruiting process, including: - using 'bridge' roles to land your IB job - the importance of combining networking with relevant experience - how to bounce back from a superday disaster! Looking for one-on-one help with th...

11-12

30:22

Today we'll look at a real deal pitch example for a deal that's happening in the market right now. We cover the basic facts of the deal and what things you can point to in terms of the strategic rationale for the acquisition. Contact: investmentbankinginsights@gmail.com

11-07

14:41

Getting the typical "why investment banking" question is expected, but what if your interviewer expects you to go deeper? You might get asked for a deal pitch! Today we cover the basics of how to structure an answer to the question "pitch me a deal" Contact: investmentbankinginsights@gmail.com

10-30

12:32

What does it take to become an investment banking analyst? When you do you need to start the process, and how do you keep track of so many deadlines? In today's conversation, I speak with Larry B Oliver. As a current IB analyst, Larry has experience navigating the analyst recruiting process and offers tips on how to best navigate it. Larry also runs The Pulse newsletter, a free resource helping aspiring bankers (and others in adjacent fields) stay on top of deadlines. Check it out in the li...

10-21

37:48

When a company mergers with another business or acquires a business, there is a standard process that investment banks go through to get the deal done. Today we explore these six steps. Contact: investmentbankinginsights@gmail.com

10-14

12:45

Today we discuss some common valuation ratios for investment bankers! Contact: investmentbankinginsights@gmail.com