Investment Banking

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This specialization guides learners through the essential techniques and frameworks of investment banking, equipping them with the skills to analyze, structure, and execute complex financial transactions. Beginning with core valuation methods, participants develop proficiency in comparable company analysis, precedent transactions, and discounted cash flow techniques to accurately assess company value. The second course deepens expertise by exploring deal structuring and execution, covering leveraged buyouts and both sell-side and buy-side M&A processes. Learners gain insight into the analytical frameworks and financial modeling techniques required to structure, evaluate, and implement transactions effectively. The third course transitions to capital markets, detailing initial public offerings and the IPO process. This segment reinforces how valuation and deal structuring insights inform public offerings, providing a comprehensive view of the investment banking lifecycle from analysis to execution. Designed for aspiring finance professionals, analysts, anyone seeking a structured path in investment banking, this specialization assumes no prior experience but benefits those with a basic understanding of finance. The sequence builds from foundational valuation to applied transaction execution and capital market practices, offering a progressive and coherent learning journey. This Specialization is based on the book, Investment Banking, by Joshua Rosenbaum and Joshua Pearl

Syllabus

Course 1: Core Valuation Techniques in Investment Banking
Course 2: Deal Structuring and Execution: LBOs and M&A
Course 3: Capital Markets and the IPO Process

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This course offers a thorough exploration of how companies access public markets through initial public offerings (IPOs) and related equity transactions. You will gain valuable knowledge of the strategies, structures, and processes behind successful IPOs, equipping you to navigate the complexities of capital markets. Throughout the course, learners will understand the key aspects of IPO transactions, such as selecting the right IPO candidates, organizing syndicates, and exploring alternative public offerings like SPACs and direct listings. The course covers the entire IPO journey, from team selection and due diligence to pricing and allocation. What makes this course unique is its practical, step-by-step approach to the IPO process, blending finance-driven theory with real-world decision-making. You will gain insights into the execution of capital market transactions and the operational workflows that bring companies to the public market. This course is designed for professionals in investment banking, corporate finance, and equity markets, as well as anyone interested in the IPO process. Some knowledge of finance and accounting is recommended to get the most from this course. This course is part three of a three-course Specialization designed to provide a comprehensive learning pathway in this subject area. While it delivers standalone value and practical skills, learners seeking a more integrated and in-depth progression may benefit from completing the full Specialization. Copyright © 2022 by Joshua Rosenbaum and Joshua Pearl. All rights reserved. Used by arrangement with John Wiley & Sons, Inc.
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This course focuses on foundational valuation methods used by investment bankers to assess companies and transactions. You'll learn essential techniques like comparable company analysis, precedent transactions, and discounted cash flow modeling. These skills are crucial for interpreting financial data and making informed valuation judgments in various deal contexts. You’ll explore how these valuation frameworks are applied in real-world scenarios. By using a finance-first approach, the course emphasizes step-by-step modeling logic, enabling you to connect theoretical concepts with practical applications used by professionals in the field. What makes this course different is its practical orientation, combining essential valuation techniques with hands-on modeling experience. You will gain the tools and knowledge required to perform accurate valuations, ensuring you're equipped for real-life investment banking roles. This course is ideal for individuals pursuing a career in investment banking or finance. It's suitable for beginners to intermediate learners with basic financial knowledge. This course is part one of a three-course Specialization designed to provide a comprehensive learning pathway in this subject area. While it delivers standalone value and practical skills, learners seeking a more integrated and in-depth progression may benefit from completing the full Specialization. Copyright © 2022 by Joshua Rosenbaum and Joshua Pearl. All rights reserved. Used by arrangement with John Wiley & Sons, Inc.
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This course provides an in-depth exploration of leveraged buyouts (LBOs) and mergers & acquisitions (M&A), emphasizing their strategic importance in investment banking. You will learn how deals are structured, analyzed, and executed, gaining insights into the critical financial and strategic elements that ensure a successful transaction. Throughout the course, learners will develop the skills to model LBOs, analyze financing structures, and assess the characteristics of prime LBO candidates. This practical knowledge will equip you to handle sell-side and buy-side M&A transactions, from preparation and negotiation to closing. What sets this course apart is its unique blend of theoretical frameworks and real-world deal execution. You'll master essential concepts like transaction structure and decision-making, while also gaining hands-on experience with LBO modeling and M&A deal-making. The course is designed for professionals in investment banking, private equity, and corporate finance, as well as anyone eager to understand the intricacies of high-stakes financial transactions. Prior knowledge of finance and accounting principles is recommended, but not mandatory. This course is part two of a three-course Specialization designed to provide a comprehensive learning pathway in this subject area. While it delivers standalone value and practical skills, learners seeking a more integrated and in-depth progression may benefit from completing the full Specialization. Copyright © 2022 by Joshua Rosenbaum and Joshua Pearl. All rights reserved. Used by arrangement with John Wiley & Sons, Inc.