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
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.
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Internship Secured at Bank of America
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