Our Course

IB101 teaches students about investment banking, specifically the sell-side M&A process. The goal of the course is to help guide students in their choice of major / college and career. If a student wants help with intern or full time recruiting, we will send his / her / their application materials to our proprietary network of investment banking partners. These firms know that our IB101 graduates can add value to their firm day one!

  • Access lectures and interviews from experts in their field.

  • Test your knowledge of each Module via the assignments and quizzes.

  • Speak with the lead teacher or teaching assistants during office hours, or via email, to discuss any topic in more depth.

  • Secure internship offers. IB101 partners with investment banks looking to hire students who successfully complete our course. (Additional fee.)

Registration is Temporarily Closed

For further information, email us at: [email protected]

Course curriculum

  • 1

    Get Started with IB101

    • Why IB101?
  • 2

    Module 1: What is M&A?

    • Introduction to Module 1

    • What is M&A?

    • M&A Dictionary

    • Who Are the Key Players in M&A?

    • Product Groups vs Industry Groups

    • Phases of the Sell-Side M&A Process

    • Phases of the Buy-Side M&A Process

    • Summary
  • 3

    Module 2: Building the Buyer List (Phase 1)

    • Introduction to Module 2

    • Strategic Buyers

    • Analyzing the Strategic Buyer

    • Financial Buyers

    • Financial Buyer Types

    • Summary
  • 4

    Module 3: Gathering the Data for the Buyers (Phase 1)

    • Module 3: Introduction

    • Who to Reach Out to for M&A?

    • How to Use LinkedIn for M&A

    • How to Use PitchBook (1/2)

    • How to Use PitchBook (2/2)

    • How Else Can We Find Contact Information?

    • How to Use Crunchbase

    • Company Brief: Template

    • How to Write a Company Brief

    • Company Brief: Example 1

    • Summary
  • 5

    Module 4: Writing the CIM and BOM (Phase 1)

    • Introduction to Module 4

    • How to write a BOM

    • Example of a BOM

    • How to write a CIM

    • Example of a CIM

    • Summary
  • 6

    Module 5: Going out to Market (Phase 2)

    • Introduction to Module 5: Phase 2 of the M&A Process

    • Reaching Out to Potential Buyers

    • The NDA Process

    • Example NDA

    • LOI/IOI Terminology

    • IOI Guidelines

    • IOI Guidelines for a Buyer

    • IOI Example

    • A second IOI Example

    • Management Presentations

    • LOI Guidelines

    • Summary
  • 7

    Module 6: Getting the Transaction Across the Finish Line (Phase 3)

    • Introduction to Module 6

    • Due Diligence

    • Example List of Due Diligence Items for an M&A Transaction

    • Overview of Purchase Agreements

    • Summary
  • 8

    Module 7: Working Capital and Financial Modeling

    • Introduction to Module 7
  • 9

    Module 8: Recruiting and Internships

    • Introduction to Module 8

    • Interview Tips and Tricks with Obinna Arizor

    • Tips and Tricks for Interviewing

    • A Day In the Life of an Investment Banker, Interview with Caroline Lippman

    • More Interview Tips and Tricks

    • Summary
  • 10

    Next Steps

    • Course Review

    • Activity: Your Final Exam

Students who have completed this training have been hired by: