Templates
Investment Banking
Investment Banking Industrials Strategic Advisory Process
Investment Banking Industrials Strategic Advisory Process
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Investment Banking Industrials Strategic Advisory Process

Comprehensive advisory process for investment banking industrials, from identifying targets to executing transactions and post-investment planning.
1
Identify potential target companies for investment
2
Perform preliminary financial analysis on the target
3
Prepare first draft of investment strategy proposal
4
Approval: Investment Strategy Draft
5
Conduct detailed market research
6
Adjust investment strategy based on the market research
7
Develop the final investment strategy proposal
8
Approval: Final Investment Strategy Proposal
9
Prepare pitch deck for the target company
10
Schedule a meeting with the potential investment target
11
Present the pitch deck to the prospective investment target
12
Follow-up on the pitch meeting results
13
Finalize deal terms if the target accepts the proposal
14
Approval: Deal Terms
15
Prepare all necessary investment documentation
16
Coordinate with the legal team for document review
17
Approval: Legal Document Review
18
Schedule and lead closing meeting
19
Execute investment transaction
20
Prepare post-investment action plan
21
Approval: Post-Investment Action Plan