Foundations of Investment Banking

Describe the role of investment banks in capital markets and the broader economy.

Identify the main divisions of an investment bank (IBD, S&T, Research, Asset Management) and their functions.

Explain the primary ways investment banks generate revenue (e.g., advisory fees, underwriting fees).

Outline the typical lifecycle of an M&A or capital markets transaction from origination to closing.

Identify the key roles and hierarchy within an investment banking division (Analyst to Managing Director).

Describe the purpose and importance of due diligence within a transaction process.