Investment Banking Insights

Today we're performing a quick comparable companies analysis for NVIDIA in Capital IQ. We'll walk through how to create the set of comparable companies and get to the point of being able to compare trading multiples for similar firms.

Contact: [email protected]

Today I'll give a quick update on where I'm at in my journey, and share some insights I've learned talking with a several of you!

Contact: [email protected]

AI's a big buzzword these days, but it's worthwhile to think about how artificial intelligence is going to impact our work as investment bankers. While I don't think we'll be out of a job, I strongly believe the nature of our work as advisors is changing, and we'll be expected to do much more, as sophisticated tools allow us to expand our productivity.

Contact: [email protected]

It's my pleasure to welcome Jason Lum back on the show to talk about recruiting trends and strategies to help you stand out (particularly if you go to a non-target school). We discuss what's going on in the market right now and specific actions you can take to make progress toward success!

Looking for one-on-one help with the recruiting process? Jason and his team still have a few slots open for this cycle, so reach out now if you need some extra help.

Note: At no extra cost to you, I may receive compensation from services you purchase through this podcast.

Contact: [email protected]

Last week we talked about the Capital One and Discover deal going on right now, and I thought it would be a great opportunity to explore how the math might look for a deal like this. We'll go over a simple merger model that I put together in Excel. 

Contact: [email protected]

Capital One has decided to acquire Discover Financial, a big deal in the financial services space. Today we discuss the basic elements of the deal, including purchase price, consideration, and rationale.

Contact: [email protected]

After you get the internship and secure the return offer, what's next? To get licensed as an investment banker, you have to take a few tests....bummer right? Don't worry, these are standardized exams that will draw on a lot of knowledge you've already been learning. Let's dive into exactly what these tests are so you know how to approach them when you're ready.

Contact: [email protected]

Happy 2025! Every now and then it's good to zoom out of the small details of recruiting and understand what's going on in the broader industry. Here are are some fast facts and figures about how the IB industry did in 2024...and my thoughts for what's to come this year!

Contact: [email protected]

When you get that investment banking offer in hand, it's a beautiful thing. The most common situation is simple - you accept the offer!

But what if you have multiple IB offers to choose from? It's an amazing position to be in, for sure, so how do you decide? We talk about this scenario today on Investment Banking Insights.

Contact: [email protected]

How To Know When To Quit Recruiting

Contact: [email protected]