
Choosing the Right Investment Banking CRM
In the fast-paced world of investment banking, efficient client relationship management is crucial for success. To remain competitive, differentiate your firm from other practices, and
In the fast-paced world of investment banking, efficient client relationship management is crucial for success. To remain competitive, differentiate your firm from other practices, and
Business podcasting has exploded in popularity during the past few years. Ever since the COVID lockdowns, more and more business podcasts have emerged. Unfortunately, many
If you are reading this article, you likely work at a deal-driven firm in the private markets or other adjacent industries and want to learn
For deal-driven teams (venture capital, private equity, financial services, real estate, etc.), it’s all about who you know. And keeping track of your network is
It’s 2023, and the bonanza of M&A deals and IPOs we experienced during the pandemic has dried out. 2022 was a dismal year for IPOs,
Most deals in the private markets begin with a relationship, making your team’s relationship capital a crucial asset for sourcing quality deals and advancing your portfolio companies. And similar to other types of assets, relationships take time, commitment, and dedication to build and foster.
2020 proved that most financial services firms, including investment banks, could go entirely virtual and smoothly execute transactions by deploying the right technology. To remain
Your due diligence efforts are key to making a smart investment. The goal of this guide is to ensure that your process is as efficient and thorough as possible.
Why should your firm produce investment banking content? Here’s how it can work to grow your profile and improve deal flow:
This article offers our list of must-read books for investment bankers. Use these resources to grow your career as a finance professional or aspiring investment banker looking to break into the profession.
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