Help! Looking for advice and tips on best practices and common tools (for my tiny IBD)
Hey Monkeys,
I currently work at what is probably best described as a fledgling IBD.
- < 5 employees in the department (including myself)
- None of the employees have prior banking experience
- Decent middle-market deal flow
Can anyone just throw out some advice or tips for what we should be doing? That sounds terrible but I would honestly like to hear anything you are willing to share, even the most basic crap that you learned on the first day of your internship.
Some specifics that I would really like to hear outside input on if anyone has time:
- What goes in your pitch books (just a macro level rundown)?
- What types of financial models do you use most frequently
- When do you use those models?
How do you approach a new deal? What did you read when you were starting out? What's some of the best advice you've heard from a co-worker? What are some things that you ALWAYS do as part of a deal (the most basic of the basics)?
This is a great learning opportunity and I really want to help our department grow and refine its practices and deliverables.
All of our work is with lower middle-market companies. We do sell-side and buy-side advising (market research, analysis, marketing, target identification, pitching, deal structuring) along with raising capital.
Thanks.






What information are you
What information are you provding when you are raising capital for a deal?