Financial Models for Investment Banking

Breaking into investment banking requires mastery of core analytical tools. For first-year analysts, understanding which financial models for investment banking to prioritize can make the difference between struggling and excelling in your role. This guide explores the essential models you’ll use daily in M&A advisory and deal execution. Building accurate, dynamic models is the core […]
EBITDA Add-Back Training

In investment banking, understanding how to identify and justify EBITDA add-backs separates competent analysts from exceptional ones. This essential skill directly impacts deal valuations, often adding millions to a company’s purchase price through proper normalization of earnings. For students pursuing careers in M&A, corporate finance, or investment banking, mastering EBITDA add-back training is non-negotiable. Mastering […]
Investment Banking Training: Understanding Bank Types

The investment banking landscape features three distinct categories of firms, each offering unique opportunities for aspiring professionals. Whether you’re exploring an investment banking training or preparing for recruiting season, understanding the differences between boutique, middle-market, and bulge bracket banks is crucial for making informed career decisions. While identifying the right firm is essential, it is […]
How to Build a CIM: The Step-by-Step Investment Banking Guide

Table of Contents Introduction: The CIM as the Ultimate Deliverable in the Digital Age The 2026 Workflow: How AI and Analysts Collaborate to Build Deal Documents The Anatomy of a High-Value CIM: What Buyers Actually Expect The Art of the Strategic Narrative: Why Positioning Is the Highest-Paid Skill How a World-Class CIM Justifies $100M+ Valuations […]