Inside the M&A Process: An Investment Banker Explains the Steps
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- Опубликовано: 17 май 2024
- In this video, Nikola an Investment Banker at Evercore explains in detail the steps of a Merger and Acquisition Deal.
#investmentbanking #finance #career #london #mergersandacquisitions
*Disclaimer*: All thoughts and opinions expressed in this video reflects the guest's and the host's personal views and are not an official statement from their employers.
⏱Timestamps⏱:
0:00 Introduction
0:28 4. Stages of an M&A Transaction
1:28 Phase1: 1. Investment Teaser
3:16 Pahse1: 2. Management View (Financial Model)
5:13 Phase1: 3. Investment Memorandum (IM)
9:16 Phase1: 4. Non-Binding Offer
11:36 Phase2: 1. Q&A and Binding Offer
13:01 Phase2: 2. Management Presentation (MP)
15:36 Phase2: 3. Negotiating
16:46 Phase3: Closing
I think investors should always put their cash to work, especially In 2024, we'll start to see more market diversification. I'm hoping to invest about $350k of my savings in stocks against next year. Hope to make millions in 2024
Since risk is at an all-time high right now, perhaps you should be a little more patient and return when it has decreased. Alternatively, you can consult a trained financial expert for strategy.
Yes true, I have been in touch with a brokerage Advisor. With an initial starting reserve of $80k, my advisor chooses the entry and exit commands for my portfolio, which has grown to approximately $550k.
I’ve been looking to switch to an advisor for a while now. Any help pointing me to who your advisor is?
Just research the name Angela Lynn Shilling. You’d find necessary details to work with a correspondence to set up an appointment.
I searched for her full name online, found her page, and sent an email to schedule a meeting. Hopefully, she responds soon. Thank you
This is amazing! Thank you so much!!
I've enjoyed watching this and other videos from this channel - excellent guests and very informative conversations. Keep them coming 👌
Thank you Sofiane🙏
Just a quick one, when the banker was talking, it would be better if you just listened and didn't make noises. It was quite annoying for you to shake your head and make uh-huh sounds all the time. Other than that, great video and very insightful especially from an Evercore banker.
Indeed, very unprofessional. Also, dress a bit up.
That’s active listening to me. I think it shows that you’re following. He did excellent work IMO.
100% agreed
Seriously, i didn't find anything wrong with it. Relax kids! Don't be a sensitive snowflake
@@sbtopjosh4098Clearly you haven’t worked in IB, kid 😂
just wow, this channel is exactly what I was looking for, keep up the good work and thank you! 🙂
Thank you very much!! Let us know what industries/fields you are interested in 🙌
Well I work as a software engineer but I am very interested in finance, banking and management positions + I really enjoy listening to successful people who can teach me more about the industry they have experience with!@@careerstalks
Nice pod. He explained m&a in a quick structured way, personally this give me some color as someone who is an investment banker and thinking about going in m&a or private equity. 👌👌 well done
Thank you very much for your feedback Omar! Lets us know how the channel can be of value to you. What content or insights would add value to your career?
Fascinating and super useful!
Thank you 🙏🏼🙏🏼
Thanks for sharing with us
Happy that you found it insightful!
Super underrated content here🔥
Thank you!! Let us know what topics,industries and/or fields you are interested in 😎🙌
Is Investment Memorandum synonymous with Equity Research? If not, how do these differ?
Hello 👋 thanks for the question!!
They are different concepts. An Investment Memorandum is a document created by the company seeking investment, while Equity Research is a broader practice conducted by analysts to provide recommendations and insights to potential investors. Investment Memorandum is specific to a particular company seeking funds, while Equity Research is more general and can cover various publicly traded companies in the stock market.
Here are more details:
1. Investment Memorandum (IM):
- Purpose: An Investment Memorandum, also known as an Information Memorandum or Offering Memorandum, is a document prepared by a company or investment bank when seeking external funding or selling securities.
- Content: It provides detailed information about the business, its financials, management, risks, and other relevant information to potential investors.
- Audience: It is primarily targeted at prospective investors to help them make informed decisions about investing in the company.
2. Equity Research:
- Purpose:Equity Research involves analyzing financial data and trends of publicly traded companies to provide insights and recommendations to investors.
- Content: Equity research reports typically include detailed analysis of a company's financials, industry trends, competitive landscape, and a recommendation (such as Buy, Hold, or Sell).
-Audience: The primary audience is often institutional investors, fund managers, and individual investors looking for guidance on their investment decisions.
So basically
Stop nocking and say every minute “yes” “oh okay” etc.
Thanks for the feedback 🙂