INVESTMENT BANKING MASTERCLASS
Mastering the Core Functions, Deal Structures, and Advisory Roles in Investment Banking
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 12 – 13 Feb 2026 | Kuala Lumpur, Malaysia | USD 1995 per delegate |
Course Introduction
Investment banking plays a pivotal role in global finance by helping corporations, governments, and institutions raise capital, execute strategic transactions, and navigate complex financial markets. Understanding the inner workings of investment banking is essential for professionals involved in finance, capital markets, or corporate growth strategy.
This intensive 2-day course offers a comprehensive overview of the key areas of investment banking, including capital raising, mergers and acquisitions (M&A), IPOs, valuations, and financial modeling. Through real-world case studies and practical simulations, participants will gain insight into the lifecycle of deals and the skills required to support or lead investment banking transactions.
Course Objectives
By the end of this course, participants will be able to:
• Understand the core services provided by investment banks
• Analyze how capital is raised through equity and debt instruments
• Understand the process and valuation methods behind M&A and IPO deals
• Interpret and apply key financial models and pitchbook structures
• Navigate the regulatory, strategic, and operational aspects of transactions
Key Benefits of Attending
• Build fluency in investment banking terminology and functions
• Gain practical insights into valuation, capital markets, and deal execution
• Strengthen your ability to contribute to or manage high-value financial transactions
• Prepare for a transition into investment banking, corporate finance, or M&A advisory
• Learn how to critically assess investment opportunities and deal risks
Intended Audience
This program is designed for:
• Finance professionals and analysts preparing for investment banking roles
• Corporate finance, strategy, and treasury professionals
• Entrepreneurs and business owners exploring capital raising or M&A
• Legal, audit, and compliance professionals supporting deals
• Anyone seeking a deeper understanding of investment banking
Individual Benefits
Key competencies that will be developed include:
• Core knowledge of investment banking products and services
• Understanding of deal structuring, valuation, and transaction strategy
• Skills in preparing financial models and investment presentations
• Familiarity with capital markets instruments and syndication processes
• Ability to analyze risks, synergies, and valuation implications in deals
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Enhanced readiness to support M&A, IPOs, and fundraising transactions
• Greater capacity to assess capital structure and financing options
• Stronger collaboration with advisors, investment banks, and investors
• More effective financial planning and corporate growth support
• Improved strategic insight into market entry and divestiture decisions
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Core investment banking processes and deal types
• Case Studies – High-profile IPOs, M&A transactions, and fundraising examples
• Workshops – Valuation modeling, pitchbook analysis, and deal structuring
• Peer Exchange – Group discussions on deal challenges and best practices
• Tools – Term sheet templates, multiples-based valuation models, pitch slides
Course Outline
DETAILED 2-DAY COURSE OUTLINE
Training Hours: 07:30 AM – 03:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Capital Raising and Deal Fundamentals
- Module 1: Overview of Investment Banking (07:30 – 09:30)
• Structure and functions of investment banks
• Client types and service offerings
• IB vs. commercial banking - Module 2: Equity and Debt Capital Markets (09:45 – 11:15)
• IPO process and roles of underwriters
• Private placements vs. public offerings
• Debt issuance: bonds, notes, and hybrids - Module 3: Deal Lifecycle and Participants (11:30 – 01:00)
• End-to-end timeline of a transaction
• Legal, tax, and regulatory aspects
• Syndicates and advisor coordination - Module 4: Workshop – IPO Case Simulation (02:00 – 03:30)
• Analyze and pitch a sample IPO deal structure
Day 2: Mergers, Acquisitions, and Valuation
- Module 1: M&A Advisory Process (07:30 – 09:30)
• Buy-side vs. sell-side roles
• Due diligence and confidentiality
• Strategic rationale and synergy analysis - Module 2: Valuation Techniques and Deal Metrics (09:45 – 11:15)
• DCF, comparable companies, and precedent transactions
• Enterprise value, equity value, and premium analysis
• Deal multiples and leverage considerations - Module 3: Pitchbooks and Deal Presentation (11:30 – 01:00)
• Structure of an investment banking pitchbook
• Key slides: executive summary, valuation, strategic options
• Common pitfalls and best practices - Module 4: Workshop – M&A Deal Pitch (02:00 – 03:30)
• Teams prepare and present a mini pitchbook for an acquisition target
Certification
Participants will receive a Certificate of Completion in Investment Banking Masterclass, confirming their understanding of capital markets, M&A, valuation, and deal structuring fundamentals essential to the investment banking industry.