• English
Login Register
  • Mon - Fri 9am - 5pm
  • Scottsdale, AZ, USA
  • 602-842-2008
Investment Banking University
  • Curriculum
  • Books
  • Courses
  • Blog
  • Curriculum
  • Books
  • Courses
  • Blog
Investment Banking University > Blog > Mandate/Target Matching Methodology

Mandate/Target Matching Methodology

  • September 29, 2019
  • Posted by: admin
  • Category: Blog
No Comments

After determining one’s coverage and then initiating coverage in the form of index-building, it is important for the investment banker to then begin matching investment mandate’s of strategic and financial buyers to targets within the investment banker’s coverage. The Mandate/Target Matching Methodology is the following:

  1. Build relationships with strategic and financial buyers in a given industry sector or subsector (Use Mergr.com as a database within which to understand investment mandates and contact information)
  2. Indicate your interest in sourcing deals on their behalf and obtain their investment mandate. This will usually be detailed in a one-page teaser or presentation that they will send to you
  3. Screen for companies that match the mandate(s) in Salesgenie and obtain CEO/owner emails and phone numbers
  4. Begin emailing and calling CEO/owners and soliciting interest in taking an offer on their business from a financial or strategic buyer
  5. Structure as a sell-side engagement or a buy-side engagement depending on CEO/owner’s level of interest in selling
  6. Collect historical financial data for the last three years
  7. Introduce the financial and/or strategic buyer to the opportunity with the summary financial information and have them sign an NDA
  8. Have a call with the financial and/or strategic buyer and then make the formal introduction to the CEO/owner and have a buyer/seller meeting

Leave a Reply Cancel reply

Recent posts

Front Office Investment Banking Process
Blog ,
How to Become an Investment Banker?
Blog ,

Search

Tags

finance how to become an investment banker how to start an investment bank investment banker investment banking investment banking career

Archive

Working hours

Monday 9:30 am - 6.00 pm
Tuesday 9:30 am - 6.00 pm
Wednesday 9:30 am - 6.00 pm
Thursday 9:30 am - 6.00 pm
Friday 9:30 am - 3.00 pm
Saturday Closed
Sunday Closed

Like Us On Facebook

Facebook Pagelike Widget

About Investment Banking University

Investment Banking University was founded to fill the Front Office Investment Banking skill gap by providing thought leadership and instruction to working professionals and students.

Contact

  • USA, Scottsdale, Arizona
  • 602-842-2008
  • info@investmentbankingu.com

Blog

Front Office Investment Banking Process
February 23, 2020
How to Become an Investment Banker?
January 6, 2020

Like Us On Facebook

Facebook Pagelike Widget
Search