Skip to content

Home Articles Investment Banking

Investment Banking

  • 8 articles
  • 2 hours of reading

Start here

3 articles · 39 min

  1. Comparable Companies Analysis: The 5-Step Comps Methodology

    Learn the 5-step investment banking methodology for comparable companies analysis — from peer selection and SEC filing sourcing to spreading multiples…

    11 min readLevel: CoreCalculatorExcel model

  2. Precedent Transactions Analysis: How to Value a Company Using M&A Data

    Learn the 5-step Rosenbaum methodology for precedent transactions analysis: selecting comparable acquisitions, sourcing SEC filings, spreading transaction…

    13 min readLevel: CoreCalculatorExcel model

  3. The M&A Sale Process: Teasers, CIMs, Data Rooms & Fairness Opinions

    Learn how investment banks run M&A sale processes, from teaser and CIM preparation through IOIs, final bids, fairness opinions, and regulatory closing.

    15 min readLevel: Core

More articles

6 articles · 1½ hours

Tools for this topic

Browse other topics

Professional certificates

Explore Top Finance Certificates

Access official certificates from Wharton Online & Columbia Business School Executive Education, powered by Wall Street Prep. Save up to $500 with my exclusive discount code:

View Certificates

Contact Me

Feel free to reach out to discuss your freelance project needs, and let’s collaborate on bringing your vision to life!

Contact Ryan

Get in touch

Contact Me

Have a question or want to work together? Fill out the form below and we'll get back to you as soon as possible.

Contact Form Demo

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.