INVESTMENT BANKER
Browse CFO Speaks series in this domain. Open any module to view the PDF.
The First Engagement
How the CFO Evaluates, Selects, and Manages the Banking Relationship β Before Any Transaction
The IPO
Working with Bankers from S-1 Draft to First Day of Trading β Governance, Pricing, and the CFO's Role
The Follow-On Offering
Secondary Capital Raises, Accelerated Bookbuilds, Block Trades, and Managing the Banker Conflict
The M&A Sell-Side
Managing the Banker Running Your Sale Process β Auction Design, Confidentiality, and Value Maximisation
The M&A Buy-Side
Using Bankers to Find, Finance, and Close Acquisitions β Valuation, Due Diligence, and Deal Structure
The Fairness Opinion
Board Governance, Independence Standards, the CFO's Analytical Role, and When Opinions Fail
The Leveraged Buyout
PE Bankers, Debt Arrangers, the LBO Model, and the CFO's Role on Both Sides of a PE Transaction
The Debt Capital Markets
Investment Grade Bonds, High Yield, the Roadshow, and Managing the DCM Banker Relationship
The Convertible Note
Structure, Pricing, Dilution Analysis, Hedging, and the CFO's Analytical Framework
The SPAC
Sponsor Economics, the De-SPAC Process, PIPE Financing, and Why Most CFOs Regret the Decision
The Restructuring Banker
Distressed Advisors, Creditor Negotiations, Out-of-Court Restructuring, and the CFO's Governance Role
The Activist Defence Banker
Retaining Defence Before the Campaign Arrives, the Shareholder Value Analysis, and the CFO's Governance Role
The Strategic Review
Board-Mandated Process, Banker Selection, the CFO's Governance Role, and Managing Multiple Bankers
The International Capital Markets
Cross-Border Offerings, ADR Programmes, Euro Bond Markets, and Managing the Global Banker Relationship
Master Summary
50 Core Concepts, 12 Governance Frameworks, Apex's Complete Banking Record, and the Investment Banker Relationship Diagnostic