Inside the M&A Process: An Investment Banker Explains the Steps

In this video, Nikola an Investment Banker at Evercore explains in detail the steps of a Merger and Acquisition Deal.

#investmentbanking #finance #career #london #mergersandacquisitions

*Disclaimer*: All thoughts and opinions expressed in this video reflects the guest's and the host's personal views and are not an official statement from their employers.

⏱Timestamps⏱:

0:00 Introduction
0:28 4. Stages of an M&A Transaction
1:28 Phase1: 1. Investment Teaser
3:16 Pahse1: 2. Management View (Financial Model)
5:13 Phase1: 3. Investment Memorandum (IM)
9:16 Phase1: 4. Non-Binding Offer
11:36 Phase2: 1. Q&A and Binding Offer
13:01 Phase2: 2. Management Presentation (MP)
15:36 Phase2: 3. Negotiating
16:46 Phase3: Closing