Every professional needs a clear view of the most important investment banking processes: controlled, repeatable workflows that move a transaction from origination through analysis, valuation, due diligence, approvals, execution, and handoff. They cover work such as mergers and acquisitions, restructuring, equity and debt issuance, research, and strategic advisory.

Clear process ownership helps deal teams coordinate models, pitch materials, reviews, and evidence under tight timelines. The guide below explains the main roles and process families, then provides 80 investment banking process templates that teams can adapt to their mandate, risk controls, and approval structure.