Investment Banking: Sell-Side M&A in Real Life

Investment Banking:
Sell-Side M&A
In Real Life

Learn how M&A actually works on-the-job.
Master the full M&A process from start to finish.

Lifetime Access $149 Yearly Access $99/yr Free Preview

Who Should Take This Course?

You're aiming for Bulge-Bracket,
Elite Boutique or Middle-Market IB

Learn the ins and outs of the full Sell-Side M&A Process from start to finish so you can nail your interviews.

Master common IB Interview Questions
and land the job!
You're headed to a Bulge-Bracket,
Elite Boutique or Middle-Market IB Internship or Full-Time Role

Learn the full Sell-Side M&A Process from start to finish so you can hit the ground running.

Get an edge over your peers headed to IB by learning the other 80% of the M&A Process (beyond Modeling & Valuation) that is often never taught until you hit the desk.
You're headed to Private Equity and never worked in Investment Banking

Learn what happens on the other side of the fence to maximize your abilities as an Analyst or Post-MBA Associate
on the Buy-Side.

Ramp up at lightning speed with a full understanding of the M&A Process that you'll navigate as an Investor.

Don't Take Our Word For It!

Hear from our students.

Helped me get a bulge bracket offer

Dylan Kay

Used this course to directly answer multiple questions in my bulge bracket IB superday. Anybody who wants to break in IB needs to take this course to success...

Used this course to directly answer multiple questions in my bulge bracket IB superday. Anybody who wants to break in IB needs to take this course to successfully ace your interviews.

Read Less

My Favorite Course

Grace Demetrician

This is my favorite Financeable course. Prior to taking it, I heard so many phrases, buzzwords, and terms that people in the industry used that I somewhat kn...

This is my favorite Financeable course. Prior to taking it, I heard so many phrases, buzzwords, and terms that people in the industry used that I somewhat knew what they meant, but didn't know how they were pieced together. This course perfectly explains the sell-side process chronologically, with relevant tid-bits about commonalities and other terms used for common terms.

Read Less

Love it!

Aili Nafeisha

This course uses lively examples to explain how M&A works in real life.

Read Less

Great for comprehension of the deal process

Kanan Weitzman

I never really understood M&A until now

Read Less

Going Above and Beyond

Samir Durrani

Many candidates have a general idea of what IB is like. This course takes those ideas to the next level and really gives you insight into what goes on and ho...

Many candidates have a general idea of what IB is like. This course takes those ideas to the next level and really gives you insight into what goes on and how. Definitely recommend.

Read Less

Outstanding Course!

Leonardo Ting

Taking this course before my summer internship at an investment bank helped me understand the nuances/ mechanics of deals I was exposed to!

Read Less

BEST CONTENT TO PREP FOR IB

Myles Opdahl

Have worked two summers in M&A (one in PE and one with MM IB). This simulation teaches you everything you need to know to put you miles ahead of your class.

Read Less

Are Your Courses Really Different?

We use a highly visual approach to make concepts easier to digest.

Modeling vs Doing Deals

The Virtual Data Room

The Buyer Reach-Out Process

What is an NDA?

Course Curriculum

Total Course Time: 3 Hours & 13 Minutes

1. Terms & Conditions
  FREE PREVIEW
1. Pre-Launch - Introduction (1 Min)
2. Working Group List + Kick-Off (4 Min)
3. The Data Room (2 Min)
4. Marketing Documents (9 Min)
5. Sample CIM - Memo Format
6. Sample CIM - Slide Format
7. Burn It In! (2 Min)
1. Marketing - Introduction (27 Sec)
2. Buyer Reach-Out (1 Min)
3. Intro to NDA's (5 Min)
4. Sample NDA - Landry's - Morton's
5. NDA Sections - Direction (5 Min)
6. NDA Sections - Parties + Confidentiality (6 Min)
7. NDA Sections - Termination (1 Min)
8. NDA Sections - Non-Solicit + Standstill (6 Min)
9. NDA Sections - Reps & Warranties (4 Min)
10. Marketing Wrap-Up (2 Min)
11. Take a Breather (3 Min)
12. How are you feeling?
13. Burn It In! (2 Min)
1. Bidding Rounds - Introduction (2 Min)
2. Buyer Diligence & Non-Binding Bid Evaluation (7 Min)
3. Sample Non-Binding Bid - KPS - Wasau
4. Non-Binding Bids - Buyer Background (5 Min)
5. Non-Binding Bids - Purchase Price (5 Min)
6. Non-Binding Bids - Working Capital 'Peg' (2 Min)
7. Non-Binding Bids - Financing (1 Min)
8. Non-Binding Bids - Conditions to Close ('Outs') (6 Min)
9. Non-Binding Bids - Binding Nature (4 Min)
10. Non-Binding Bid Selection Process (5 Min)
11. The Virtual Data Room (4 Min)
12. Management Presentations (2 Min)
13. Due Diligence - Business + Legal + Financial (5 Min)
14. Sample Quality of Earnings Report - Fortune Industries
15. Binding Bid Evaluation (8 Min)
16. Sample Binding Bid - NAC - Belleli
17. Key (Incremental) Binding Bid Terms (6 Min)
18. Selecting a Buyer (6 Min)
19. Burn It In! (2 Min)
1. Closing - Introduction (2 Min)
2. Purchase Agreements (12 Min)
3. Sample Purchase Agreement - Blackstone Acquisition
4. Key Purchase Agreement Terms (3 Min)
5. Approvals + Announcements (2 Min)
6. The Funds Flow (1 Min)
7. Closing Dinner + Deal Toys (1 Min)
8. Burn It In! (2 Min)
9. How are you feeling? - End of Course
10. Wrap-Up (9 Min)
11. Sample Deal Document Links
1. Certification Diagnostic - Sell Side M&A

About this course

71 lessons

Ready To Dive In?

Get Started Now

Do You Really Know What You're Doing?

Learn from a former Investment Banking, Private Equity, and Hedge Fund practitioner (and Columbia Business School professor) who has successfully trained thousands of students.

Mike has accumulated a unique range of experiences as a practitioner and teacher across the core areas of top-tier Finance.

In Finance|able's courses, Mike ties these experiences together to help students see each situation from buy-side, sell-side, and operating roles using time-tested methods from over a decade and a half working and teaching on Wall Street.

Mike oversees all curriculum development and is building the only curriculum available that is purpose-built to tie together the common threads across disciplines above to maximize your potential as an analyst.

Coming from a non-traditional background, our Founder, Mike Kimpel, is incredibly passionate about helping newcomers learn about (and excel in!) the world of Finance!

You will be able to succeed whether you're headed to Investment Banking, Private Equity, Investment Management, Corporate Finance, or M&A.

You'll learn to be much more than a 'Monkey' with our training.

Aiming for a Top- Tier Investment Banking Role?

Get Started Now

How Are Your Courses Different?

Learn Effortlessly With Our Intuitive, Visual Approach

Many finance courses look like a copy-paste from a textbook to a slide.

Let's face it, nobody likes learning this way...especially not in 2022.

Our courses are designed with a highly-visual approach to help make learning easier, more engaging...and call us crazy...but even a little bit fun!

To quote an early user:

"when you mentioned that there's nothing out there like this, I thought you meant you just had a better understanding of accounting than others, but the financeable platform is actually one of a kind. The mini quizzes and visuals are amazing and they're a perfect way to learn."

Zero Time Wasted!

You're a busy person, with a lot on your plate!

We skip the fluff and zero in on what you really need to know!

As an example, many Excel courses teach you every Excel Function under the sun.

In contrast, our Excel Survival Kit focuses on what you'll actually use day-to-day as an analyst.

And our Excel course is built around a comprehensive project that actually reflects what you will actually do on the job!

We continue to be baffled by financial analyst programs that boast about 10-20+ hours of content...in a world where attention spans are shrinking by the minute.

It reminds us of the famous Mark Twain Quote:

“I apologize for such a long letter - I didn't have time to write a short one.”

Don't worry, you won't need 20+ hours to learn core topics with our courses!

Ace Any Task with our Dynamic Frameworks

Most intro-level modeling courses are built around a particular company case.

This sounds like a great idea, but it has two major issues:

Attempting to learn company-specific details while simultaneously learning model mechanics (often ends with information overload and pure confusion).
Building your foundational constructs around a single company. But every model build has company-specific nuances.

While we will offer real-company cases, our foundational courses are built around a simplified example to ensure you build a strong conceptual foundation.

We further reinforce your learning with Visual Mental Maps for everything from Valuation to Financial Modeling.

With our courses and mental maps, you will be able to attack any model with confidence instead of getting lost in one-off nuances of individual companies. You won't get lost in the weeds in our courses!

Prep For Interviews Within The Course

Within each section of our Concepts courses (and LBO Modeling), you'll find a walkthrough of common interview questions tied to the concepts covered.

With this approach, we not only help you build a strong conceptual foundation but also prepare you to nail your interviews.

No More Information Overload!

Our courses are designed to deliver exactly what you need, based on where you are in your career progression.

We know your foundational training is only the beginning.

And we build our courses to provide you with exactly what you need at every stage of your learning journey.

In the end, we're aiming to provide you with everything you need to survive your first 5-10 years on the job.

Ready to Go?

Get Started Now

Interested, But Not Ready To Take The Plunge?

Add your email to the mailing list to get the latest updates.