BizNexus Roundup

Investment Banking: The full M&A Process

BizNexus

This source material presents a comprehensive, nine-phase ultimate guide to the Investment Banking Mergers and Acquisitions (M&A) process, created by Financial Edge. The initial phases focus on the company board establishing a long-term M&A strategy and collaborating with investment banks to execute a search for appropriate targets or buyers. 

A crucial intermediate step is the detailed business valuation, where methods like discounted cash flow and comparables are utilized to calculate the share price range, often summarized using a "football field chart." Following valuation, the process mandates signing confidentiality agreements and conducting thorough due diligence before engaging in complex deal negotiations concerning pricing and structure. 

The document concludes by detailing the necessary steps for public disclosure, including SEC filings for deal announcements, followed by regulatory clearance, final closing, and post-merger integration.

You can read that full post here: 

https://www.linkedin.com/posts/andrea-ward-1a212b3_investment-banking-the-full-ma-process-activity-7361417316363812864-nzHM?utm_source=share&utm_medium=member_desktop&rcm=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8

About Andrea Ward: 

After launching his investment banking career in Lehman Brothers’ M&A group—working across private equity, media, and technology—he pivoted to his true passion: teaching. He first led global training at AMT before joining Financial Edge in 2018 as Managing Director and instructor. For the past seven years, he has trained top Wall Street banks worldwide, leveraging Financial Edge’s innovative e-learning platform, Felix. In the last year alone, his team delivered more than 800 programs globally and expanded Felix’s subscription base to over 23,000 users.

Follow here: https://www.linkedin.com/in/andrea-ward-1a212b3/

DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.

Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.

For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.





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