M&A advisory
Strategy, valuation, process, diligence and negotiation
Related Matchpoint service M&A Advisory →
Module 10
Investment Banking Explained
Learn the teams, hierarchy, documents, participants, work products and economics behind investment-banking transactions.
Front officeadvice and execution
Middle / backrisk and infrastructure
Front office
Product teams and coverage teams build and execute transactions together.
Middle-office risk, treasury, compliance, legal and product control govern exposure. Operations, finance, settlement and technology support reliable execution.
Equity capital markets
IPO, follow-on and equity-linked issuance
Related Matchpoint service IPO Advisory →Debt capital markets
Bonds, sukuk, private placements and liability management
Related Matchpoint service Sukuk & Islamic Financing →Leveraged finance
Acquisition debt, leveraged loans and bridge commitments
Related Matchpoint service Acquisition Finance →Restructuring
Liquidity, stakeholder negotiations, recapitalization and rescue
Related Matchpoint service Debt Restructuring →Financial sponsors
Coverage of PE, private credit and other sponsor clients
Related Matchpoint service Financial Sponsors →Industry coverage
Sector relationships, origination and strategic advice
Related Matchpoint service Industries We Serve →Private capital advisory
Private debt, equity, fund placement and secondaries
Related Matchpoint service Alternatives →Role hierarchy
Responsibility moves from production to judgment and client ownership.
- 1Analyst
Analysis, valuation, materials, data and process support
- 2Associate
Workstream ownership, review, client coordination and execution
- 3Vice President
Day-to-day deal leadership, judgment and team management
- 4Director / Executive Director
Senior execution, origination and relationship development
- 5Managing Director
Client ownership, origination, negotiation and accountability
- 6Group Head / Partner
Franchise leadership, risk decisions and senior client counsel
Deal documents
Each document moves a decision forward.
Teaser
An anonymized first look
Related Matchpoint service Investment Teaser →Information memorandum
Detailed company and transaction narrative
Related Matchpoint service Information Memorandum →Financial model
Integrated history, forecast and transaction cases
Related Matchpoint service Three-Statement Model →Pitchbook
Advisory analysis and proposed approach
Related Matchpoint service Corporate Finance →Term sheet
Commercial financing or investment terms
Related Matchpoint service Term Sheet Advisory →Data room
Controlled evidence for diligence
Related Matchpoint service Data Room Preparation →Credit memorandum
Lender underwriting and approval case
Related Matchpoint service Credit Memorandum →Investment committee memo
Decision case for an investor
Related Matchpoint service IC Memo →Advisory economics
Fees follow scope, risk, senior attention and completion.
Common components include a retainer, milestone fees, financing or transaction success fees, and agreed expenses. Fee levels are engagement-specific.
Reliable public Matchpoint fee ranges are unavailable. Terms are agreed in writing for the mandate.
Review Matchpoint engagement FAQs →Module 10 of 15
