
Investment Banking models
What is Investment Banking?
Investment banking is a very specific type of banking that creates capital for businesses, governments and other entities. It endorses new debt and equity securities for every type of business, helps with sales of securities and aids businesses carry out mergers and acquisitions. Investment banks also give guidance on the issue and placement of stock to issuers.
What do Investment Bankers really do?
Investment bankers do many things, from front office to back office work to helping companies with mergers and acquisitions. Here is a brief breakdown of investment banking roles:
• Raising capital and Security Underwriting – investment banks act as middlemen between businesses that want to issue new securities and the buying public. For example, if a company wanted to issue new bonds, they would hire the services of an investment bank, so that they can calculate the value and risk of the issuing of new bonds.
• M&As – the advisory services provided by investment banks relates to several aspects of the sale and acquisition of businesses or assets such as negotiation, pricing, valuation etc.
• Sales & Trading and Equity Research – the investment bank matches up buyers and sellers and uses their own account to buy and sell securities to carry out the trading of securities. This then creates a market for this security, thus providing liquidity and prices for investors.
• Retail Brokerage and Commercial Banking – here, customers are individual investors rather than a larger corporate investor. Investment banks can offer the services of insurers, commercial banks and security brokerages.
• Front Office and Back Office – investment banks can be separated into front, middle and back offices. Each of these sectors are very different from one another but still play a vital role in ensuring the bank runs smoothly.
What are the Models associated with Investment Banking?
Investment banking uses financial models to advise their clients. Financial modeling is the process whereby a real world financial situation is represented on a model. The model forecasts how much cash flow a project is expected to make.
The types of financial models are:
• Comparable Company Analysis Model
• Mergers and Acquisitions Model
Furthermore, there are many other types of financial models such as the budget model and initial public offering model (IPO), but the four models stated are the most common.
Most popular models
- Used by Investment Professionals at Private Equity and IB Firms10,9792add_shopping_cart$180.00
by John Swan
M&A Process SellSide: 20 Slides Detailled Guide with Overview, Strategies and Key Moments
A thorough overview of a Company's Sale Process with key phases, issues to consider, strategies and much more432Discussadd_shopping_cart$9.00by Rositsa Chopeva
Business Valuation Excel Model with Pro-Forma Financial Statements
The business valuation model provides an accurate and robust financial reporting structure to value proposed investments1,154Discussadd_shopping_cart$26.00by Business Spreadsheets
Investment Banking Spark Financial Model
Professional investment-banking financial model, made easy by step by step instructions and video tutorial513Discussadd_shopping_cart$65.00by David Liu
IB (Investment Banking) Pitchbook Template
This IB (Investment Banking) Pitchbook Template is the perfect tool for a valuation analysis of a company1,285Discussadd_shopping_cart$50.00by CFI
Financial Analysis Template
Financial Analysis Template - 70 Financial Ratios to asses a companies financial health2344add_shopping_cart$35.00by Fin-Wiser Advisory
Financial Projection Three Statements Model - IB & PE Standards
Three Statements Financial Model - IB & PE Standards in Microsoft Excel.180Discussadd_shopping_cart$10.00by Alex Lucas
Financial Portfolio Tracking and Valuation Excel Model Template
Excel portfolio tracking and valuation allows the ongoing tracking of the performance of financial investment portfolios956Discussadd_shopping_cart$22.00by Business Spreadsheets
Complete Stock Analysis Excel Model
Complete Stock Analysis ( Quality and Quantity)2,1704add_shopping_cart$49.00by Jatin Goel
Financial Ratio Analysis (Annual) Excel Model
Annual Financial Ratio Analysis tool to compare trends over a 5-year period9602add_shopping_cartLBO Financial Model Template (Illustrative) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,511Discussadd_shopping_cart$250.00by Karl Schopf
LBO Financial Model Template (Detailed) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,7203add_shopping_cart$500.00by Karl Schopf
Financial Ratio Analysis (Monthly) Excel Model
Financial Ratio Analysis tool to compare 5 different companies127Discussadd_shopping_cart3-way Banking Financial Model converted into an App
Demonstration tool of a 3-way banking financial model converted into an interactive visualisation App1,758Discussadd_shopping_cart$9.50by Lance Rubin
LBO model - Leveraged Buyout Analysis
A step by step LBO model tutorial. It is easy to use and we provide support if needed. Have fun modeling!23,0177add_shopping_cart$9.00by Patrik Johansson
Quarterly Leveraged Buyout LBO Model
An LBO model illustrating a number of detailed analytical techniques to construct an acquisition LBO model with history1,663Discussadd_shopping_cart$10.00by Prof. Ed Bodmer
priced models
LBO Financial Model Template (Detailed) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,7203add_shopping_cart$500.00by Karl Schopf
All in One Private Equity Model
Used by Investment Professionals at Private Equity and IB Firms10,9782add_shopping_cart$180.00by John Swan
M&A Process SellSide: 20 Slides Detailled Guide with Overview, Strategies and Key Moments
A thorough overview of a Company's Sale Process with key phases, issues to consider, strategies and much more432Discussadd_shopping_cart$9.00by Rositsa Chopeva
LBO Financial Model Template (Illustrative) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,511Discussadd_shopping_cart$250.00by Karl Schopf
GAAP-compliant Financial Model (UNLOCKED)
Financial Model compliant with GAAP & Wall Street reporting235Discussadd_shopping_cart$9.00by ExcelModels
Mining Project Finance Model (Debt and DCF Valuation)
Mining Project finance model based on tried and tested investment banking methodologies.1981add_shopping_cart$199.00by Perry Fisher
3-way Banking Financial Model converted into an App
Demonstration tool of a 3-way banking financial model converted into an interactive visualisation App1,757Discussadd_shopping_cart$9.50by Lance Rubin
Saudi Cement Financial Model
This model shows that you can make a reasonable simple model from the data in TAWDAL1,250Discussadd_shopping_cart$5.00by Prof. Ed Bodmer
LBO model - Leveraged Buyout Analysis
A step by step LBO model tutorial. It is easy to use and we provide support if needed. Have fun modeling!23,0177add_shopping_cart$9.00by Patrik Johansson
Quarterly Leveraged Buyout LBO Model
An LBO model illustrating a number of detailed analytical techniques to construct an acquisition LBO model with history1,662Discussadd_shopping_cart$10.00by Prof. Ed Bodmer
Complete Stock Analysis Excel Model
Complete Stock Analysis ( Quality and Quantity)2,1694add_shopping_cart$49.00by Jatin Goel
Financial Portfolio Tracking and Valuation Excel Model Template
Excel portfolio tracking and valuation allows the ongoing tracking of the performance of financial investment portfolios955Discussadd_shopping_cart$22.00by Business Spreadsheets
Business Valuation Excel Model with Pro-Forma Financial Statements
The business valuation model provides an accurate and robust financial reporting structure to value proposed investments1,153Discussadd_shopping_cart$26.00by Business Spreadsheets
Investment Banking Spark Financial Model
Professional investment-banking financial model, made easy by step by step instructions and video tutorial512Discussadd_shopping_cart$65.00by David Liu
IB (Investment Banking) Pitchbook Template
This IB (Investment Banking) Pitchbook Template is the perfect tool for a valuation analysis of a company1,285Discussadd_shopping_cart$50.00by CFI
Financial Analysis Template
Financial Analysis Template - 70 Financial Ratios to asses a companies financial health2344add_shopping_cart$35.00by Fin-Wiser Advisory
Newly published
Pitch Deck / Investment Presentation Template
Lengthy set of slides covering various aspects of a typical investment presentation, along with the excel source file.117Discussadd_shopping_cartMining Project Finance Model (Debt and DCF Valuation)
Mining Project finance model based on tried and tested investment banking methodologies.1981add_shopping_cart$199.00by Perry Fisher
LBO model - Leveraged Buyout Analysis
A step by step LBO model tutorial. It is easy to use and we provide support if needed. Have fun modeling!23,0177add_shopping_cart$9.00by Patrik Johansson
Distressed Company Financial Model
A financial model of a Distressed Company in the North American Automotive Retail industry.110Discussadd_shopping_cart$100.00by Modelyze Investments Inc.
IT Project ROI (Return on Investment) Tool
Credibly assess/quantify the costs and benefits (ROI / TCO) of a variety of IT investments826Discussadd_shopping_cartfreeby Andrew Hall
Complete Stock Analysis Excel Model
Complete Stock Analysis ( Quality and Quantity)2,1704add_shopping_cart$49.00by Jatin Goel
Bulletproof your Pitch Book (Investment Banking)
Investment banking sales and pitch book course69Discussadd_shopping_cartfreeby Perry Fisher
Financial Writing Cheat Sheet
A power guide to hone your financial writing skills236Discussadd_shopping_cartfreeby UPtick
LBO Financial Model Template (Detailed) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,7203add_shopping_cart$500.00by Karl Schopf
LBO Financial Model Template (Illustrative) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,511Discussadd_shopping_cart$250.00by Karl Schopf
Financial Projection Three Statements Model - IB & PE Standards
Three Statements Financial Model - IB & PE Standards in Microsoft Excel.180Discussadd_shopping_cart$10.00by Alex Lucas
Financial Analysis Template
Financial Analysis Template - 70 Financial Ratios to asses a companies financial health2344add_shopping_cart$35.00by Fin-Wiser Advisory
Investment Banking Cover Letter Template
This is a template to create cover letters in the field of Investment Banking457Discussadd_shopping_cartfreeby Wall Street Oasis
M&A Process SellSide: 20 Slides Detailled Guide with Overview, Strategies and Key Moments
A thorough overview of a Company's Sale Process with key phases, issues to consider, strategies and much more432Discussadd_shopping_cart$9.00by Rositsa Chopeva
GAAP-compliant Financial Model (UNLOCKED)
Financial Model compliant with GAAP & Wall Street reporting235Discussadd_shopping_cart$9.00by ExcelModels
Investment Thesis - Powerpoint Template
Powerpoint template guiding the user to create an investment strategy presentation914Discussadd_shopping_cartfreeby Wall Street Oasis
Full catalog
LBO Financial Model Template (Detailed) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,7203add_shopping_cart$500.00by Karl Schopf
All in One Private Equity Model
Used by Investment Professionals at Private Equity and IB Firms10,9792add_shopping_cart$180.00by John Swan
Actual vs Potential Dividends
Compares the dividends paid to what a firm could have paid, by estimating the free cash flow to equity261Discussadd_shopping_cartfreeby Aswath Damodaran
Effects of Restructuring on a Firm - Discounted Cash Flow
This modesl quantifies the effects of firm restructuring414Discussadd_shopping_cartfreeby Aswath Damodaran
M&A Deal Flow and M&A Pipeline Management Guide
An informative guide on how to deal flow and how to create pipeline management solutions for M&As.938Discussadd_shopping_cartfreeby Midaxo
Pitch Deck / Investment Presentation Template
Lengthy set of slides covering various aspects of a typical investment presentation, along with the excel source file.117Discussadd_shopping_cartM&A Process SellSide: 20 Slides Detailled Guide with Overview, Strategies and Key Moments
A thorough overview of a Company's Sale Process with key phases, issues to consider, strategies and much more432Discussadd_shopping_cart$9.00by Rositsa Chopeva
LBO Financial Model Template (Illustrative) - EXCEL
LBO (Leveraged Buyout) financial model for private companies (clean, simple, functional, and reusable template).1,511Discussadd_shopping_cart$250.00by Karl Schopf
Time Value
Introduction to time value concepts, such as present value, internal rate of return, etc.117Discussadd_shopping_cartfreeby Prof. Kerry Back
Private Equity Band Chart Template
Compute the Price to Earnings (or other PE ratios) Band Chart for your target stock or index851Discussadd_shopping_cartHow to do well in Investment Banking Interviews
A guide on how to do well in investment bank interviews for both core and non-core recruiting133Discussadd_shopping_cartfreeby Street Of Walls
GAAP-compliant Financial Model (UNLOCKED)
Financial Model compliant with GAAP & Wall Street reporting235Discussadd_shopping_cart$9.00by ExcelModels
Mining Project Finance Model (Debt and DCF Valuation)
Mining Project finance model based on tried and tested investment banking methodologies.1981add_shopping_cart$199.00by Perry Fisher
3-way Banking Financial Model converted into an App
Demonstration tool of a 3-way banking financial model converted into an interactive visualisation App1,758Discussadd_shopping_cart$9.50by Lance Rubin
Three-Stage Free Cash Flow for the Firm (FCFF) Discount Model
Value the equity in a firm with three stages of growth1,465Discussadd_shopping_cartfreeby Aswath Damodaran
Three-Stage Free Cash Flow to Equity (FCFE) Discount Model
Value the equity in a firm with three stages of growth2,047Discussadd_shopping_cartfreeby Aswath Damodaran
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Related categories
Valuation Models
Corporate Finance
Private Equity
Discounted Cash Flow (DCF)
Leveraged Buyout (LBO)
Mergers & Acquisitions (M&A)
Stock Valuation
Real Estate Finance
CV (Curriculum Vitae) / Resume
Financial Markets
Dividend Discount Models
Return on Investment (ROI)
Venture Capital
Interviews
Comparable Comps Analysis
Capital Budgeting
IPO (Initial Public Offering)
Scenario Analysis
Automotive Business
Accounting
Amortization & Depreciation Schedule
eLearning
IT (Information Technology) Business
Project Finance Models