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Technical Skills

Modeling · Valuation · DCF · Deal Execution · PPT Craft

6 articles

Technical Skills

From Analyst to MD: The 3 Mindset Shifts That Actually Matter in IB

The jump from IB Analyst to Managing Director isn't just about more hours. It requires a fundamental rewiring of how you view your job. Here are the 3 shifts that separate deal captains from spreadsheet jockeys.

April 20, 20266 min read
Technical Skills

Career Strategy: Navigating the Chaos of Deal Process Management

Live M&A deals are messy, sprawling affairs with simultaneous workstreams. Learn how top analysts stand out in deal execution — from the deal hierarchy to seizing golden client opportunities.

April 1, 20267 min read
Technical Skills

Beyond the Formula: Mastering the DCF Triangulation

Most candidates can recite DCF steps in an interview. Very few know how to use it as a high-stakes diagnostic tool on a live mandate. Master UFCF, Terminal Value, and the banker's triangulation method.

March 27, 20268 min read
Analyst Survival

What Does "Turning Comments" Mean in Investment Banking? (An Analyst's Survival Guide)

Learn what turning comments means in investment banking and why this process is the ultimate masterclass in high finance. An MD's perspective on the markup lifecycle and unspoken rules.

February 27, 20268 min read
Technical Skills

The Alchemy of Finance: Mastering Pro Forma Capitalization with the "Chocolate Company"

Master pro forma capitalization with the Premium Chocolate Company case study. Learn how to calculate Enterprise Value, analyze special dividends, and understand EBITDA multiples like a Managing Director.

December 26, 2025
Deals

Anatomy of a Deal: The 7 Phases of M&A (And Where You Fit In)

Deals are sprawling, messy marathons lasting 4-6 months. Learn the unvarnished roadmap from Kick-Off to Closing Dinner and where you fit in each phase.

June 27, 2025