BREAK INTO INVESTMENT BANKING
How to Land a Job in
Investment Banking
Even If You Don’t Have a Strong Network or
Prestigious Internship
Join the Most Innovative Investment Banking Training
& Career Coaching Experience Available
Strictly Limited to 20 Participants Each Month
Our Students Come From Top Institutions Including:
Our graduates have received internships at top institutions including Bank of America.
Recruiting Services
Your recruiting strategy extends far beyond submitting applications. We work with you one on one to create professional application materials, develop a personalized recruiting plan, and keep you accountable throughout the investment banking recruiting process.
We will:
- Create Your Investment Banking Resume
- Optimize Your LinkedIn Profile
- Develop a Networking Calendar
- Recommend Bankers to Network With
- Build Your Target Firm List
- Edit Your Behavioral Interview Answers
- Review Your Applications Before Submission
- Provide Networking Accountability
A successful recruiting process requires organization, consistency, and personalized guidance. We help you stay on track by creating the materials recruiters expect, developing a structured networking plan, and providing ongoing support so you never have to navigate the recruiting process alone.
Technical Training
Investment banking interviews require more than memorized answers. We teach you the technical concepts and analytical skills expected of investment banking analysts.
- Discounted Cash Flow (DCF) Valuation
- Comparable Company Analysis
- Precedent Transaction Analysis
- Three Statement Modeling
- Accounting Fundamentals
- Technical Interview Preparation
Technical interviews are designed to evaluate your understanding, not your ability to memorize answers. We teach the reasoning behind each concept so you can confidently explain your thought process and solve unfamiliar questions during interviews.
Investment Banking Training
Learn how investment bankers execute live transactions by completing the same deliverables used throughout the M&A process with personalized instruction and guidance.
We will teach you how to:
- Build a Confidential Information Memorandum (CIM)
- Build an Investment Banking Teaser
- Build a Buyer List
- Perform a Company Valuation
The fastest way to prepare for investment banking is by completing the same work analysts perform on live deals. By creating real investment banking deliverables, you will gain practical experience that strengthens both your technical skills and your interview performance.
Interview Preparation
Investment Banking Academy
The Investment Banking Academy : An Exclusive Coaching and Training Program for Aspiring Investment Bankers
An Exclusive Coaching and Training Program for Aspiring Investment Bankers
Haven’t seen our FREE masterclass about breaking into investment banking yet?
Break into investment banking even without connections or prior finance experience.
Strictly Limited to 20 Participants Each Month
The Investment Banking Academy : An Exclusive Coaching and Training Program for Aspiring Investment Bankers
Haven’t seen our FREE masterclass about breaking into investment banking yet?
Break into investment banking even without connections or prior finance experience.
Strictly Limited to 20 Participants Each Month
Note To Parents
A personal message
from Noah Neitlich
Noah Neitlich
Founder & CEO
Infogate Financial, LLC
You are probably wondering, “Why on earth would we pay for our son or daughter to take a program like this?” We understand.
You have already made a significant investment in higher education. However, the reality is that investment banking recruiting has become brutally competitive, and many students discover that classroom education alone does not always translate directly to internships and analyst roles.
The Investment Bank Academy is designed to bridge that gap. It provides the tools and skill building that finance programs and college career offices don’t: practical training, recruiting support, networking guidance, and direct coaching designed to help students convert finance education into real-world skills and career opportunities.
We give your finance student what they need to reach the finish line and optimize their chances of landing a lucrative and fulfilling job in finance.
If you have questions or concerns about making this investment for your son or daughter, please contact Founder and CEO Noah Neitlich anytime: nneitlich@infogatefinancial.com or (813) 945 – 4344.
CIM Academy - Comprehensive Investment Banking Training
Join the Top Investment Banking Academy Program for Job Success
Finance majors graduate with technical knowledge, but we do not know of any academic programs that provide hands on experience in crafting Confidential Information Memorandums (CIMs), Business Valuations, and Targeted Buyer Lists which are essential skills for M&A professionals. Meanwhile, it is a challenging job market and only the most qualified finance majors, those with real world skills, will succeed. Our program fills this gap by offering dedicated M&A training for students who want to move beyond theory and build practical deal experience.
Similarly, many financial analysts in investment banking and private equity firms enter the industry without structured analyst training in transaction documentation. Without these skills, firms risk inconsistencies, missed opportunities, and inefficient deal processes along with stress and headaches for more senior leaders.
At InfoGate Confidential Information Memorandum Experts Academy, we solve this problem by offering real world investment banking training led by seasoned professionals, equipping participants with precise, practical expertise that will immediately provide in demand skills and enhance careers.
Upon completion you receive our exclusive Certificate of Completion and a digital badge attesting to your achievement. For Finance majors and aspiring financial analysts, this program is an essential way to show that you are credible, stand out in an extremely competitive marketplace, and hit the ground running. For firms, it is the key to avoiding hassles and headaches getting your analysts up to speed.
CIM Academy - Comprehensive Investment Banking Training
Join the Top Investment Banking Academy Program for Job Success
PLUS: Receive Certification as a ‘Certified M&A Deal Preparation Analyst’ to Set Yourself Apart Professionally.
Investment Bank Academy is a hands-on training ecosystem that gives you real investment banking experience to talk about in interviews before you even get your first internship. No other course, whether at a university or privately offered, gives you this level of deal experience to show recruiters. The Academy provides two specialized tracks to ensure you are a complete candidate who can handle both the documentation and the technical modeling required on an active M&A desk.
The M&A Deal Prep track includes 12 structured modules teaching you exactly how bankers build and pitch deals. You learn how to create the most important M&A documents like CIMs, Teasers, and Buyer Lists step by step so you are prepared to perform like a real analyst. At the end, you complete a full M&A case study for a simulated company. This is not an academic exercise but the same work analysts do when preparing a company for sale. Your work is reviewed by Noah Neitlich, a licensed investment banking analyst, to earn a certificate proving you can build a CIM and Teaser to industry standards.
Our groundbreaking Live Modeling track focuses on the technical mechanics of valuation. You learn the exact Excel workflows Noah Neitlich uses as a Series 79 professional to manage over $120 million in transaction volume. You start with six lessons to build your model’s engine, including three-statement integration and DCF architecture. Once your base is set, you gain unlimited access to live webinar trainings where we build models in real-time. You also get immediate entry to the Webinar Vault to download past recordings and completed Excel models for your permanent reference.
This is how you stand out in an extremely competitive job market. You are no longer just another finance major with coursework on your resume. Whether you are mastering the art of the CIM or the technical science of the DCF, you are a candidate who has already built, priced, and pitched a deal. You go through the program at your own pace and we are here anytime to offer personalized support and career advice to help you land the offer.
Our Students Come From Top Institutions Including:
Students from leading universities choose Investment Bank Academy to gain real-world deal experience.
Our graduates have received internships at top institutions including Bank of America.
Networking Sprint Leaderboard
Students ranked by confirmed networking calls secured with investment banking professionals.
Who Should Enroll?
Finance Graduates, Near-Graduates, and New Financial Analysts
Our Guarantee
You will complete our Investment Bank Academy knowing the skills required in order to create professional Confidential Information Memorandum (CIM), teaser documents, business valuations, and buyer lists. If you have questions after completion, reach out anytime for up to six months of responsive email support!
Firms & Teams
Train your analysts with a proven framework for producing high-quality transaction documents. Assure consistent quality and build a bench of even better analysts. Save time, headaches, and stress by having a team that gets it right. Remember the adage: Whether you pay for training or not, you pay for training!
Program Overview & Curriculum
Course 1: M&A Deal Preparation
Mastering Professional CIMs
Learn to build the most important document in investment banking. Noah Neitlich shows you exactly how to pitch a company to investors so you look like a pro before your first day.
Writing Persuasive Teasers
Crafting concise, compelling summaries that attract investor interest. Learn how to highlight key value drivers, structure impactful content, and leave investors wanting to learn more.
Developing Business Valuations
Stop guessing what a company is worth. Learn the proven data methods and presentation styles that analysts use to establish credibility with clients and senior bankers.
Building Effective
Buyer Lists
Understand the strategy behind who buys companies and why. Learn how to identify the right targets so you can explain the “strategic fit” in any networking call or interview.
Case Studies & Practical Exercises
Take everything you have learned and apply it to a real transaction. You will finish the course with a portfolio of work reviewed by a professional analyst that you can show to recruiters.
Course 2: Live Valuation & Modeling
The Foundation of Modeling
Build the engine of a professional financial model. Learn how to connect the three core financial statements so your work is dynamic and “desk-ready” for any high-stakes deal.
Future Forecast Architecture
Learn how to project a company’s future performance like a licensed analyst. Build the schedules that drive the numbers and prove you can handle complex financial data.
The Cost of Capital
Engine
Master the mechanics behind the “WACC” and market comparables. We simplify the architecture so you can determine the risk and value of any business with total confidence.
Professional Valuation Summary
Connect your work into a high-level summary that compares multiple valuation methods. Learn how to visualize your results so they are ready for a professional presentation.
Live Weekly Training
Vault
Join Noah Neitlich, a licenced investments banker, for live technical builds where you will value companies in real-time. Gain access to every past recording and professional Excel model we’ve ever built.
To complete the M&A Deal Prep track, you will develop a professional grade Confidential Information Memorandum (CIM) for an analyst to review. This ensures you have the documentation skills needed to stand out to recruiters and demonstrate day one readiness.
To complete the Live Modeling track, you will construct a professional valuation model alongside Noah Neitlich during our live valuation sessions. You can choose the specific track that fits your goals or master both to become a dual threat candidate.
Graduates receive a digital Certificate of Completion and a professional badge for their profile.
M&A Deal Preparation Track: $197 paid in full or 5 monthly payments of $47.50.
Live Valuation & Modeling Track: $97 one-time payment for yearly access.
For individuals, the programs are completely online. Start anytime, go at your own pace, and reach out to our expert staff if you have questions or need career support. Join the live weekly webinars to see exactly how a Series 79 professional handles a real-world technical desk.
For firms, with a cohort of at least 10 participants: Contact us if you would like a live virtual training for your team. In-person trainings are also available.
Don’t procrastinate. Join the Investment Bank Academy today. It might be one of the best decisions you make for your career, or for your firm.
By purchasing, you agree to our Terms & Conditions
To complete the M&A Deal Prep track, you will develop a professional grade Confidential Information Memorandum (CIM) for an analyst to review. This ensures you have the documentation skills needed to stand out to recruiters and demonstrate day one readiness.
To complete the Live Modeling track, you will construct a professional valuation model alongside Noah Neitlich during our live valuation sessions. You can choose the specific track that fits your goals or master both to become a dual threat candidate.
Graduates receive a digital Certificate of Completion and a professional badge for their profile.
M&A Deal Preparation Track: $197 paid in full or 5 monthly payments of $47.50.
Live Valuation & Modeling Track: $147 one-time payment for yearly access.
For individuals, the programs are completely online. Start anytime, go at your own pace, and reach out to our expert staff if you have questions or need career support. Join the live weekly webinars to see exactly how a Series 79 professional handles a real-world technical desk.
For firms, with a cohort of at least 10 participants: Contact us if you would like a live virtual training for your team. In-person trainings are also available.
Don’t procrastinate. Join the Investment Bank Academy today. It might be one of the best decisions you make for your career, or for your firm.
By purchasing, you agree to our Terms & Conditions
Internship Secured at Bank of America
What Our Students Say
FREE COURSE: Learn How to Land Interviews in Investment Banking
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