Course Syllabus

 

Introduction – Course Description

This course is the study of investment banking beginning with strategic planning and financial management; moving to the analysis, financing and valuation of investment opportunities; and finishing with the study of corporate governance and ethical issues faced by investment bankers. This course examines the primary functions of investment banking such as mergers & acquisitions (M&A), leveraged buyouts (LBO) and corporate restructuring.

These topics will be explored from the perspective of the corporation’s survival and desire for continued prosperity and expansion. Corporate restructuring and internally redeploying resources to activities within the business with more attractive growth potential is an internal method to attain growth. The application of the investment banking activities through external mergers & acquisitions and leveraged buyouts is often a quicker more powerful way to expand and grow the corporation. The examination of these internal and external activities is the focus of this course.

Course objectives

The main objective of the course is to provide students with the necessary theoretical and conceptual tools used in investment banking. This course will provide an introduction and general understanding of investment banking activities and the mechanics and financial analysis required to value, negotiate and successfully close transactions.

The course will provide the intellectual framework used in the investment banking process: financial analysis, valuation and the mechanics of deal structuring. Other learning objectives include analysis and valuation in M&A and LBO settings and understanding the sources of capital in the context of these transactions. The final objective of this course is to show how corporate governance, ethics and legal considerations factor into investment banking deals.

Appropriate for Students Pursuing:

This course is appropriate for students who are pursuing a career in investment banking or an internship in the investment banking division of a financial firm. This course is also suitable for students who have a general knowledge of corporate finance and who wish to broaden their understanding of finance by applying financial concepts and techniques to analyze activities and transactions in the realm of investment banking.

Main Topics

  1. Investment banking activities
  2. Financial statement analysis
  3. Application of valuation mechanics and techniques
  4. Financial modeling and comprehensive valuation analysis
  5. M&A
  6. LBOs
  7. Deal mechanics
  8. Corporate restructuring
  9. Corporate defense
  10. Legal and ethical and governance issues in investment banking settings


Course Summary:

Course Summary
Date Details Due