Role of Investment banking firms and their strategies

1. ROLE AND BUSINESS
STRATEGY OF
INVESTMENT BANKS
Firdaus Khan – Adjunct Professor, Finance Area
CMS B-School, Jain (Deemed-to-be University)

2. ACTIVITIES OF AN INV BANK

3. What is Investment Banking?

4. An investment bank is a financial institution that acts
as an intermediary to assist individuals, corporations
and governments in raising financial capital by
underwriting or acting as the client's agent in the
Assurance of Securities (or both), advising and enabling
M&A and corporate restructuring.
What is an Investment Bank?

5. UNIVERSAL BANK VS. INV. BANK

6. Top 10 Investment Banks Globally

7. Top 10 Investment Banks in India

8. Full Service Global Inv. Banking

9. Core Inv. Banking & Allied Services

10. Functions of
Investment Banks

11. TYPES OF IB FIRMS OR
STRATEGIES OF IB BUSINESS
BULGE BRACKET INVESTMENT BANK
MIDDLE MARKET INVESTMENT BANK
BOUTIQUE INVESTMENT BANK (Elite or Regional)

12. BULGE BRACKET IB

13. MIDDLE MARKET IB

14. REGIONAL BOUTIQUE IB

15. ELITE BOUTIQUE IB

16. Business Portfolio of Indian Inv. Banks

18. SELL SIDE VS BUY SIDE ROLE OF IB

19. BUY SIDE – SELL SIDE ROLES

20. BUY SIDE – SELL SIDE REPUTED FIRMS

21. FOUR ASPECTS OF IB BUSINESS

22. CAPITAL MARKETS

23. CAPITAL MARKET SERVICES
FPO

24. ADVISORY SERVICES

25. PROPRIETARY TRADING &
BROKERAGE

26. ASSET MANAGEMENT

27. ADVISORY SERVICES
Investment Banking Tutorials - Learn Most Important Topics & Concepts (wallstreetmojo.com)

28. LEVERAGED BUY-OUT

29. VALUATION APPROACHES

30. DEALS AT DIFFERENT PHASES
OF FIRM’S LIFECYCLE
Investment Banking Tutorials - Learn Most Important Topics & Concepts (wallstreetmojo.com)

31. SHORTLISTING TARGETS &
DOING VALUATION
Investment Banking Tutorials - Learn Most Important Topics & Concepts (wallstreetmojo.com)

32. TYPES OF RESTRUCTURING
Investment Banking Tutorials - Learn Most Important Topics & Concepts (wallstreetmojo.com)

33. ASSET MANAGEMENT
Investment Banking Tutorials - Learn Most Important Topics & Concepts (wallstreetmojo.com)

34. FUNCTIONAL SEPARATION
OF IB ROLES
FRONT
OFFICE
MIDDLE
OFFICE
BACK OFFICE

35. FRONT OFFICE IN AN IB

36. MIDDLE & BACK OFFICE IN AN IB

37. REFERENCES
• Investment Banking Tutorials - Learn Most Important Topics &
Concepts (wallstreetmojo.com)
• Types of Investment Banks (investopedia.com)
• A quick little guide to roles in Investment Banking
(brightnetwork.co.uk)
• Types of Banks: Bulge Brackets vs. Boutiques vs. Middle Markets | by
Will Tso | Banking at Michigan | Medium
• Investment Banking by Pratap Giri