Listen "Investment Banking: The full M&A Process"
Episode Synopsis
This source material from Financial Edge 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 find that full document 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=ACoAABGzL5gBDtJNUCsnAPn6tKYpDHZSNFxIWh8About Andrea Ward: She began her career in the M&A group at Lehman Brothers, working on private equity and media and technology transactions, before leaving investment banking to pursue teaching. After managing AMT Training globally, she joined Financial Edge in 2018 as a Managing Director and instructor, where for the past seven years he has trained top Wall Street banks using the firm’s Felix e-learning platform, delivering 800+ programs globally and growing the platform to over 23,000 subscribers.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.Learn More About BizNexus Schedule a Demo: https://www.biznexus.com/demoAccess our marketplace: https://www.biznexus.com/marketplace-homeAccess our community: https://community.biznexus.com/Learn more about OmniSource™: https://omnisource.ai/Follow us on LinkedIn: https://www.linkedin.com/company/biznexusGet an acquisition loan: https://biznexus.tech/acquisition-financing Show Credits Intro Music Artist: DJ Freedem | Track: Pretty Boy
More episodes of the podcast BizNexus Roundup
Aerospace & Defense M&A activity
07/01/2026
SRS Acquiom’s new 2025 Deal Terms Study
31/12/2025
A Practical Guide to ETA Deal Pre-Screening
10/12/2025
The McLean Group’s Q3 2025 M&A Market Update
24/10/2025
CIBC’s 3rd quarter US Middle Market Monitor
22/10/2025
How to evaluate deal consideration in M&A
27/08/2025
Middle Market Direct Lending
25/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.