Investment Banking Education

Private investment Banking

A business owner must assess the skills and experience of the professionals they are considering hiring when completing an M&A transaction. It is important to consider the following attributes:

• Track record of success - What is their closing ratio?
• Regional focus - Do they have the reach and network to find the best buyers?
• Industry expertise - Do they understand the operations, trends and M&A environment of your industry?
• Transaction size - Are they capable of handling your deal size?
• Transaction type - Do they have the intricate knowledge of your deal complexities (i.e. MBO, reverse merger or IPO)?

Based on the above assessment, an owner may determine that a private investment banker is better suited than an M&A intermediary or public investment banker to complete the deal. Fees should also be considered as a public investment banker will likely be the most expensive option.