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ABOUT US

CFA, NASBA, AND CFP CREDITS AVAILABLE THROUGH IBI

The Investment Banking Institute is registered with CFA Institute as an Approved Provider of continuing education programs. This program is eligible for 24.5 CE credit hours as granted by CFA Institute. If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE Diary.

The Investment Banking Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasbatools.com.

The Investment Banking Institute Financial Modeling and Valuation Training Program has been accepted by the CFP Board for Continuing Education credit. 28.5 hours of CE credit have been granted by the CFP Board. CERTIFIED FINANCIAL PLANNERS will have their CE credit submitted automatically by providing their CFP Board ID number, and the last 4 digits of their Social Security number at the time of registration.


Please click for a selected list of corporations and universities from which students and professionals have joined IBI.

VALUE PROPOSITION: OUR TEN POINT APPROACH TO OPTIMAL TRAINING

  1. We offer the same training program provided by Investment Banks, PE firms, and Hedge Funds
  2. We tailor resume revision, interview preparation, mock interviews, and placement to individual students
  3. Financial modeling and valuation analysis proficiency guaranteed after 28 hours of live training
  4. Our training programs are led by seasoned investment bankers with extensive transaction experience
  5. We offer the longest training duration (1 full month, 28 hours of training)
  6. We customize your class sessions to fit your professional schedule
  7. You can make-up and/or re-take classes indefinitely, included in the tuition at no extra charge
  8. Computer laptops, CD-ROMs, and all handouts provided to trainees
  9. Access to Reuters Knowledge Database through our Investment Banker Development Partnership
  10. Full time staff available for continued support and career advancement beyond the live training



Live training-class photo

PERSONALIZED INSTRUCTION FROM SENIOR BANKERS

The most unique aspect of our teaching is the interaction with the instructor that our small classes provide. Our instructors are seasoned bankers from large, well known firms with years of experience and expertise gained from hundreds of transactions. (Please call to request the resume and transaction experience of any of our Bankers/Instructors).

As a student, you will learn firsthand every aspect of investment banking and private equity as if you were working in your first year as an analyst or associate. You will also learn by interacting with the instructor; you will build financial models along with the banker in the classroom. Every aspect of financial modeling will be covered, from structuring LBOs and mergers to analyzing companies using all the traditional valuation methodologies.

COURSE DELIVERABLES INCLUDED WITH TUITION

  • 4 Week IBI Training: Eight 3.5-Hour Sessions taught by a Senior Banker
  • CD-ROM with all class materials and Financial Models
  • Training Manuals and Case-Studies, including Distressed Security Analysis
  • Detailed reusable, modifiable Excel model templates
  • Prerequisite Materials sent in advance
  • Personalized resume and cover letter revision
  • Interview preparation, career advice, and job contacts
  • 200 page manual, "IBI Desktop Guide to Valuation and Financial Modeling: A Practical Approach"

**EACH SESSION INCLUDES THE FOLLOWING DELIVERABLES:

(All deliverables are submitted to trainees electronically as well as on CD-ROM)
a. Proprietary presentations outlining the structure and content of each session (30 - 45 pages per session)
b. Proprietary Excel based financial models, templates and spreadsheets, including homework assignments
c. Handouts prepared by the Banker/Instructor
d. SEC filings relevant to the specific Excel based financial models built in the sessions

CORPORATE AND ACADEMIC LIST

Below is a partial list of corporations and universities from which professionals and students have enrolled in the Investment Banking Institute's live training programs. The list is arranged in alphabetical order by Company type and Business, Graduate or Undergraduate schools.


CORPORATIONS UNIVERSITIES
Bulge Bracket Investment Banks
  • Al Rajhi Financial Services Co.
  • Banco Bilbao Vizcaya Argentaria
  • Barclays Capital
  • Bear Stearns (now JPMorgan)
  • BofA - Bank of America
  • Cantor Fitzgerald L.P.
  • Citigroup Inc.
  • CSFB - Credit Suisse First Boston
  • Deutsche Bank AG
  • Dresdner Kleinwort
  • Goldman Sachs Group, Inc
  • HSBC Bank USA, N.A.
  • JPMorgan Chase & Co.
  • Lazard Ltd.
  • Lehman Brothers (now Barclays)
  • Mitsubishi UFJ Financial Group
  • Merrill Lynch & Co., Inc.
  • Morgan Stanley
  • RBC Capital Markets
  • The Royal Bank of Scotland Group, plc
  • SGCIB - Societe Generale
  • Smith Barney
  • TD Securities Inc.
  • UBS AG
Middle Market Investment Banks
  • Ampersand Ventures
  • Bayern LB NY
  • CIT Group Inc.
  • Citadel Investment Group, LLC
  • Cowen and Company, LLC
  • Duff & Phelps Corporation
  • GMP Securities L.P.
  • H.C. Wainwright & Company
  • Jeffries & Company, Inc.
  • The Jordan Edmiston Group
  • Kimball & Cross Investment Management
  • NB Financial - National Bank Financial
  • Nomura Holdings, Inc.
  • Piper Jaffray & Co.
  • RBS Greenwhich Capital
  • RBS Sempra
  • Rodman & Renshaw Capital Group, Inc.
  • Scotia Waterous
  • Silicon Valley Bank - SVB Financial Group
  • ThomasLloyd Group
Boutique Investment Banks
Private Equity - Venture Capital

  • Acorn Capital Group
  • Agilence Advisors
  • AIBNY - Allied Irish Bank
  • AllCapCorp - Allegiance Capital Corporation
  • Alliance Asset Management, Inc
  • Alvarez and Marsal
  • Amber Capital Investment Management
  • Argentum Group
  • The Blackstone Group
  • Blue and Gold Ventures, LLC
  • Bridge Global Strategies LLC
  • Bryant Park Capital, Inc.
  • Bunker Hill Capital
  • DAC Consulting, Inc.
  • Dahlman Rose & Company, LLC
  • Devante Capital Inc.
  • DH Capital, LLC
  • DML Capital Partners, Inc.
  • Dragonfly Capital Partners, LLC
  • Environmental Capital Partners, LLC
  • Fortress Investment Group
  • Frankel Group LLC
  • Galley Eco Capital LLC
  • GSP Cap - Galatioto Sports Partners
  • Guild Partners, LLC
  • Hawthorne Corporation
  • HG Private Equity Fund
  • Houlihan Lokey
  • HPC Capital Management Corporation
  • HT Capital Advisors, LLC
  • Lineage Capital, LLC
  • M & A Capital Group, LLC
  • Maxim Group LLC
  • Midtown Partners & Co., LLC
  • Petro Capital Advisors LLC
  • Solar Power Partners Inc.
  • Sovereign Investment Company
  • Viking Asset Management, LLC
  • Vulcan Capital Inc.
  • Wolfensohn & Company
  • Yorkville Advisors LLC
  • Zephyr Management, L.P.
Hedge Funds

  • Avenue Capital Group
  • Cincinnati Asset Management , Inc.
  • HT Capital Management Ltd
  • Lombard Capital Management, LLC
  • Newbrook Capital Advisors LP
  • Performance Equity Management, LLC
  • Perella Weinberg Partners
  • State Street Capital Markets LLC
  • Weston Capital Asset Management LLC
  • York Capital Management, LLC
Advisory and Consulting
  • Booz Allen Hamilton
  • The Boston Consulting Group
  • Bowne & Co., Inc.
  • Brendan Wood International
  • Capital Strategies - Capstrat
  • Cedar Capital LLC
  • CRA International
  • Deloitte & Touche LLP
  • Eisner LLP
  • Ernst & Young
  • Eventus Group
  • Friedman LLP
  • FundQuest Inc.
  • Glass, Lewis & Co.
  • Grant Thornton LLP
  • KPMG LLP
  • Pison Consulting Co., Inc.
  • PWC - PricewaterhouseCoopers
  • Rudoeu Consulting
  • Spring Ventures Inc.
  • Traxi LLC
  • WM Partners LLP
Real Estate Investment and Development
  • The Barone Group
  • Benenson Capital Partners, LLC
  • Cammeby's International Ltd
  • Capital Realty Investors, LLC
  • Cedar Capital Partners
  • Centerline Capital Group
  • The Durst Organization
  • HG Capital, LLC
  • Madison Marquette
  • Vulcan Real Estate
Commercial Banks
  • ABN Amro
  • Barclays Group
  • Bank of New York Mellon Corporation
  • BPD Bank
  • Citibank
  • Countrywide Financial Corporation
  • Israel Discount Bank of New York
  • NeXerra Financial Services, Inc.
  • RBC - Royal Bank of Canada
  • TwinStar Credit Union
  • USBank - U.S. Bancorp Investments, Inc.
  • Wachovia Corporation
  • Wells Fargo
  • Whitney National Bank
Insurance and Reinsurance
  • AIG - American International Group, Inc.
  • Aon Corporation
  • ING Group
  • Liberty Mutual Insurance Company
  • Manulife Financial
  • Northwestern Mutual Life Insurance
  • Q Capital Strategies, LLC
Industrial - Technology - Life Sciences
  • Altair Nanotechnologies, Inc
  • Atlantic Industrial
  • CCA Inc
  • Cisco Systems, Inc.
  • Eco-Tech Solutions Inc.
  • Emprise Consulting, LLC
  • Enablx, Inc.
  • Enserco Energy Inc.
  • GE - General Electric Company
  • Genzyme Corporation
  • GMX - Global Mail Exchange
  • ITOCHU Corporation
  • Lafarge
  • Louis Dreyfus Group
  • Neos Energy LLC
  • Novartis AG
  • Ovation Pharmaceuticals, Inc.
  • Rio Technical Services, Inc.
  • Salesforce.com
  • Shell Oil Company
  • Siemens AG
  • Sympatico
  • Terranova Systems Inc.
Professional Services
(Law, Search, and Ratings Agencies)
  • Aerotek
  • Arora Group
  • Baum, Stevens Inc
  • Cravath, Swaine, & Moore LLP
  • Dow Jones & Co.
  • Gibson, Dunn, & Crutcher LLP
  • Jones Day
  • Killeen & Stern, PC
  • Moody's Investors Service
  • Ropes & Gray LLP
  • Russell Stephens LLC
  • Skadden, Arps, Slate, Meagher & Flom LLP
  • Thomson Reuters
  • Webber Chase
  • Weil, Gotshal & Manges LLP
  • Whitney Group
Regulatory Agencies
  • FINRA - Financial Industry Regulatory, Inc.
  • The United Nations
Business and Graduate Schools
  • Alabama A&M - School of Graduate Studies
  • Arizona - W.P. Carey School of Business
  • Babson - F.W. Olin Graduate School of Business
  • Bard College Graduate School
  • Baruch - Zicklin School of Business - Graduate
  • Bentley - McCallum Graduate School of Business
  • Binghamton University Graduate School
  • Boston College Graduate School
  • Boston University Graduate School
  • Brigham Young - Marriot School of Management
  • Brooklyn Law School
  • Bryant University - Graduate School of Business
  • Cal Poly - Research and Graduate Program
  • California, Berkeley - Haas School of Business
  • California, San Diego - Graduate School
  • California, Santa Barbara - Gevirtz Graduate
  • University of Cambridge
  • Carnegie Mellon - Tepper School of Business
  • Case Western Reserve - Graduate School
  • Clark University Graduate School of Management
  • Clarkson - School of Business - Graduate Program
  • University of Chicago - Booth School of Business
  • Columbia University Business School
  • Cornell University - The Johnson School
  • Dartmouth College - Amos Tuck School of Business
  • Drew - Caspersen School of Graduate Studies
  • Drexel - Bennett S. LeBow College of Business
  • Duke University - Fuqua School of Business
  • Duquesne - John F. Donahue Graduate Business
  • Emory University - Goizueta Business School
  • University of Florida Graduate School
  • Fordham - Graduate School of Business
  • George Washington University School of Business
  • Georgetown - McDonough School of Business
  • Georgia Southern - Jack N. Averitt College
  • University of Hartford - Barney School of Business
  • Harvard Business School
  • Hofstra University - Frank G. Zarn Business
  • Howard University - Gradaute School
  • Indiana University - Kelley School of Business
  • Iona College - Hagan School of Business
  • Iowa State University - College of Business
  • Ithaca College - School of Business
  • Johns Hopkins - Carey Business School
  • Kent State - Graduate School of Management
  • LaSalle University - School of Business
  • Lehigh - College of Business and Economics
  • London Business School
  • London School of Economics
  • Loyola, Chicago - Graduate School of Business
  • Maryland - Robert H. Smith School of Business
  • Massachusetts at Lowell - Graduate School
  • Massachusetts Institute of Technology, Sloan MBA
  • McGill - Graduate and Postdoctoral Studies
  • Michigan State - Eli Broad Graduate School
  • Michigan Technological - School of Business
  • Morgan State - Earl G. Graves School of Business
  • New Hampshire - Whittemore School of Business
  • New York Law School
  • UNC at Chapel Hill - Kenan-Flagler Business
  • Northeastern - College of Business Administration
  • Northwestern - Kellogg School of Management
  • NYU - Stern School of Business
  • Ohio State University - Fisher College of Business
  • Pace University - Lubin School of Business
  • University of Pennsylvania - The Wharton School
  • Pennsylvania State University -Graduate School
  • Pepperdine - Graziadio School of Business
  • Princeton - The Bendheim Center for Finance
  • Richmond University - London
  • RIT - Philip Saunders College of Business
  • Roger Williams - Gabelli School of Business
  • Rutgers University, School of Business
  • Sacred Heart - John F. Welch College of Business
  • Seton Hall University - Stillman School of Business
  • University of Southern California - Graduate
  • Southern Methodist University - Cox Business
  • Stanford University - Graduate School of Business
  • Stony Brook University - Graduate School
  • SUNY - Graduate Studies at Mulitple Locations
  • Syracuse University Graduate School
  • Texas at Austin - McCombs School of Business
  • Tufts - Graduate School of Arts and Sciences
  • University of Toronto - School of Graduate Studies
  • UCLA, Anderson School of Management
  • Vanderbilt - Owen Graduate School
  • University of Vermont - Graduate College
  • Villanova University - School of Business
  • Washinton University, St. Loius - Olin Business
  • University of Waterloo (Canada) - Graduate
  • Wesleyan College - Graduate Programs
  • Wisconsin - Sheldon B. Lubar School of Business
  • Yale University School of Management
  • Yeshiva University - Sy Syms School of Business
Undergraduate Schools
  • Alabama A&M University
  • Amherst College
  • Arizona State University
  • Babson College
  • Bard College
  • Barnard College
  • Baruch College
  • Bentley College
  • Berkeley College
  • Binghamton University
  • Boston College
  • Boston University
  • Brigham Young University
  • Brown University
  • California Polytechnic University, San Luis Obispo
  • University of California, Berkeley
  • University of California, San Diego
  • University of California, Santa Barbara
  • Case Western Reserve University
  • University of Chicago
  • Clark University
  • Clarkson University
  • Colgate University
  • Columbia College
  • Concordia College
  • Cornell University
  • Dartmouth College
  • Dickinson State University
  • Drew University
  • Drexel University
  • Duke University
  • Duquesne University
  • Emerson College
  • Emory University
  • University of Florida
  • Fordham University
  • George Washington University
  • Georgetown University
  • Georgia Southern University
  • University of Hartford
  • Harvard University
  • Hofstra University
  • Holy Cross College, Notre Dame Indiana
  • Indiana University
  • Iowa State University
  • Ithaca College
  • The Johns Hopkins University
  • Kent State University
  • La Salle University
  • Lafayette College
  • Lehigh University
  • London Business School
  • Long Island University
  • Loyola University, Chicago
  • Manhattan College
  • Marymount College
  • University of Massachusetts at Lowell
  • MIT - Massachusetts Institute of Technology
  • McGill University, Canada
  • Michigan State University
  • Michigan Technological University
  • Middlebury College
  • UNC - University of North Carolina, Chapel Hill
  • Northeastern University
  • Northwestern University
  • NYU - New York University
  • The Ohio State University
  • Pace University
  • University of Pennsylvania
  • Penn State - The Pennsylvania State University
  • Pepperdine University
  • Princeton University
  • Richmond University - London
  • Rochester Institute of Technology
  • Rutgers University
  • Sacred Heart University
  • Saint John's University, Collegeville Minnesota
  • Seton Hall University
  • Skidmore College
  • Smith College
  • Southern Methodist University
  • Stanford University
  • Stony Brook University
  • SUNY - Multiple locations
  • Swarthmore College
  • Syracuse University
  • University of Texas at Austin
  • University of Toronto
  • Tufts University
  • UCLA
  • Union University
  • Vanderbilt University
  • Vassar College
  • University of Vermont
  • Villanova University
  • Washington University in St. Loius
  • University of Waterloo (Canada)
  • Wellesley College
  • Wesleyan College
  • Wheaton College
  • University of Wisconsin Milwaukee
  • Yale College
  • Yeshiva University
























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