Please complete the following self-assessment quiz - Test your own knowledge but if necessary please refer back to the training materials, manuals and/or other relevant resources to complete the questions
They are the same thing
A teaser is not as detailed as a CIM, which contains financial information and projections
A CIM is not as detailed as a teaser, which contains financial information and projections
A CIM provides information, while a teaser is a legally binding contract
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True
False
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FICC services (fixed income instruments, currencies and commodities)
Low-value savings accounts
Assist/advise Mergers & Acquisitions
Residential home loans
Trading derivatives and equity securities
Assist individuals, corporations or governments in raising capital
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For a sell-side deal
For a buy-side deal
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Sign confidentiality agreement
Prepare Confidential Information Memorandum
Conduct due diligence
Submit indication of interest
Prepare, send/receive teaser
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Research Analysts
Associates
Head of Research
Home Loan Specialists
Partners/Managers
Library/Knowledge Managers
True
False
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Association for Corporate Growth
Commercial Finance Association
Alliance of Merger & Acquisition Advisors
Risk Management Association
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Target Short Listing
Pitch Book and CIM
Due Diligence and Deal Closure
Business Valuations
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Where do you get the industry piece for your pitch books?
What sources do you use for first-stage research?
Are you interested in pursuing consulting assignments outside your key market sectors?
How do you prepare for face-to-face meetings?
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Industry at a Glance
Operating Conditions
Industry Outlook
Major Players
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"We don't expect you to read 700 reports, but the ability to understand supply chains and industry interaction is vital to putting an industry in context."
"We add value with our revenue and profit forecasts, allowing an independent estimate of future value."
"First Research meets certain needs, but is designed for sales teams. IBISWorld is more tailored to investment banks."
"We cannot tell you if a specific company will be successful, but we can tell you what is takes to make a successful company in a given industry."
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Quiz Review Timeline (Updated): Mar 15, 2023 +
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