In order to build a career in investment banking, it is essential for the individual to know and practice the Front Office Investment Banking Process. Whether one’s career track is in a bulge bracket investment bank, middle market M&A group, or as a lower middle market M&A advisor, it is crucial to know the primary process of the investment banker.

I. Coverage

II. Mandate/Target Matching

III. Origination

IV. Fee Structuring & Winning Mandate

V. Underwriting

VI. Packaging

VII. Buyer List

VIII. Deal Structuring

IX. M&A Process