Investment Banking Insights

Today I'll give a quick update on where I'm at in my journey, and share some insights I've learned talking with a several of you! Contact: investmentbankinginsights@gmail.com

AI's a big buzzword these days, but it's worthwhile to think about how artificial intelligence is going to impact our work as investment bankers. While I don't think we'll be out of a job, I strongly believe the nature of our work as advisors is changing, and we'll be expected to do much more, as sophisticated tools allow us to expand our productivity. Contact: investmentbankinginsights@gmail.com

It's my pleasure to welcome Jason Lum back on the show to talk about recruiting trends and strategies to help you stand out (particularly if you go to a non-target school). We discuss what's going on in the market right now and specific actions you can take to make progress toward success! Looking for one-on-one help with the recruiting process? Jason and his team still have a few slots open for this cycle, so reach out now [https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcalendly.com%2Fjlum070%2Faffiliate&data=05%7C02%7Camm598%40cornell.edu%7Cb9e2235ac01c4466d11608dd49f382f7%7C5d7e43661b9b45cf8e79b14b27df46e1%7C0%7C0%7C638748032425903896%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=1CsTJbrSJA%2F%2B77e%2F5seGlz8f38Ki8UAoj1818CbYbrk%3D&reserved=0] if you need some extra help. Note: At no extra cost to you, I may receive compensation from services you purchase through this podcast. Contact: investmentbankinginsights@gmail.com

Last week we talked about the Capital One and Discover deal going on right now, and I thought it would be a great opportunity to explore how the math might look for a deal like this. We'll go over a simple merger model that I put together in Excel.  Contact: investmentbankinginsights@gmail.com

Capital One has decided to acquire Discover Financial, a big deal in the financial services space. Today we discuss the basic elements of the deal, including purchase price, consideration, and rationale. Contact: investmentbankinginsights@gmail.com