An Overview of the Investment Banking

Investment Banking Primer

This primer covers all investment banking essentials, including what types of deal services investment banks offer.

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Topics include: M&A, ECM, and DCM services, as well as an overview of the players in the market, the economics, and key trends impacting the industry.

Course: 8 Chapters

Est. time: 45 mins

What's Covered In This Primer?

Introduction

Capital Structure Fundamentals

Products and Services

M&A

ECM and DCM

Market Overview

Fees and Economics

Trends

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Chapter 1 Breakdown

Overview of the investment banking industry

Chapter 2 Breakdown

Assets, liabilities, and equity
What is capital structure?

Chapter 3 Breakdown

What do investment banks offer?

Chapter 4 Breakdown

What role does an investment bank play in an M&A?
What happens on the seller side and the buyer side?

Chapter 5 Breakdown

What is Equity Capital Markets (ECM) and Debt Capital Markets (DCM)?
What role does an investment bank play in ECM and DCM deals?

Chapter 6 Breakdown

Who are major players, and who are their customers?
Bulge bracket banks, regional banks, and boutiques

Chapter 7 Breakdown

What are the revenues and costs of an investment bank?
What are base fee, incentive fee and retainer?

Chapter 8 Breakdown

What trends will likely impact the industry in the next 3-5 years?

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Investment Banking Trends

ESG (Environmental, Social, and Governance)

ESG is now increasingly a deal consideration, and affects financial instruments. Investment banks are doing deals in ESG growth industries that are smaller than their core deals.

Direct listing and SPAC

Direct listing and Special Purpose Acquisition Vehicle (SPAC) have emerged as innovations that either bypasses or modifies the role that investment banks have historically played in raising equity.

Listing venue reassessment

Traditionally, companies sought to list on the exchange most common to their industry and geography. Today, however, companies are deviating from these patterns and are willing to list across borders.

How Our Investment Banking Primer Can Help

Build A Foundation

Go from newbie to knowledgeable in under an hour! Our primers break down the essentials of an entire industry - products, trends, terminology, and more - into a concise, easy-to-digest format. Gain the knowledge you need quickly, so you can hit the ground running with confidence and clarity.

Boost Your Credibility & Confidence

Stand out when it counts! Our primers are packed with industry insights, allowing you to navigate professional conversations with greater confidence and leave a lasting impression. With a solid foundation in industry knowledge, you'll feel prepared for any client conversation that comes your way.

Gain Competitive Edge

Nothing beats knowing! Our primers are concise but we never skimp on insights. Staying up-to-date on industry challenges, opportunities, and trends empowers business leaders to make informed strategic decisions and maintain a competitive edge.

Primed for Success

Trustworthy insights, sourced from subject matter experts

Organized and streamlined into digestible lessons

Presented in binge-worthy videos that learners love

Testimonials

Very good overview of investment banking - easy to understand and follow.

- Consultant

I liked the simplification of the most important concepts and terminologies.

- Management Consultant

Extremely concise yet deep enough to understand what makes this industry special.

- SaaS Sales Professional

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Frequently Asked Questions

What is a primer?

Think of a primer as your quick-start guide to understanding the landscape of an industry (such as Investment Banking, Renewable Energy, Retail, etc.).

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Industry information is readily available but Googling can lead you down a rabbit hole of scattered, inconsistent and text-heavy resources - leaving a fragmented picture of the industry. And this content can miss the mark: they’re either too long and full of extraneous details, making it tough for beginners to find what they need, or too short, leaving out critical detail.

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Primerli is changing this! All our primers are presented in a concise, engaging format, covering everything you need to know in binge-worthy videos.

Who are the primers intended for?

Primers are perfect for anyone looking to understand an industry, fast. Whether you’re a consultant preparing for a case in telecom; a salesperson hoping to make headway with a big pharmaceutical customer, or a student preparing for their first job interview, primers are the prep step that enables success.

How long does it take to complete a primer?

A full primer takes less than an hour. We pack tons of insights into each primer collection of bite-sized, binge-worthy videos that you can watch anytime, anywhere. Perfect for busy schedules - because learning shouldn’t take forever.

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And for industry aficionados, our primers are split into sections so you can bypass the introductory info and stay up-to-date on trends or brush up on terminology in less than 10 minutes.

What topics does the primer cover?

Each industry primer covers the essentials: key trends, terminology, value chain, economics, and products & services. But some of our technology and functional topic primers include additional sections to make sure all the critical information is covered and each primer is comprehensive.

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