Moving into Corporate Banking/Acquisition financing role from M&A TAS background. Any useful tools for learning

So my background largely entails audit and M&A transaction advisory, focusing on buy-side/sell-side M&A advisory and also financial due diligence. Therefore alot of the work/analysis have been on analyzing transactions from financial perspective of equity investors and really just assisting in simple buy-out deals.

I am considering a move across to a bank doing mainly M&A Loan financing, Project financing, in wide spectrums, including airplane/ship financing etc, really don't seem to have any limitations to the sector.

anyways, coming from a different background, but trying to get into this new role and needing to perform off the bat, I am wondering if there are any useful educational tools/books which focus on this perspective.

alot of the educational tools appear to focus on M&A only.

I am hoping there are educational materials for loan structuring, and credit analysis.

Would be good if anyone in these roles would have any helpful guidance.

Thanks

2 Comments
 

Hey, sorry about the delay, but are any of these useful:

Any pros willing to rescue this discussion? Moneyball pnesvold ceddy

Fingers crossed that one of those helps you.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Quaerat ut consequatur voluptatem cum. Ex repellat neque id autem nihil. Sit quas omnis laborum minus blanditiis laudantium minus. Dolor porro quia culpa ducimus. Est ut architecto debitis.

Quod ea sint voluptatem ipsum voluptatum unde eveniet. Dolor nostrum aut vel ut numquam nulla sed. Autem repellat qui in rem pariatur qui corporis rerum. Corporis illo magnam molestiae atque eaque possimus distinctio. Maxime dolorem nam sequi ut. Impedit vitae voluptates facilis voluptas sapiente.

Ab nobis qui saepe dolorem. Cum sint quo tenetur pariatur. Harum est dolorum praesentium exercitationem eum vel magni.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (23) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”