Perspectives
Training for bankers and the C-suite.
A practitioner curriculum for teams that must originate, underwrite, or govern complex transactions.
Curriculum
- Reading a transaction
- Sponsor, asset, market, and sources and uses — what institutional reviewers examine first and why.
- Capital-stack engineering
- Layering senior, mezzanine, preferred, and common capital against risk, duration, and control.
- Positioning and materials
- Building the narrative, model, and documentation an institutional counterparty expects.
- Negotiation and execution
- Term-sheet comparison, covenant economics, and coordination through documentation and closing.
Train a team
Cohorts are arranged for institutions, banks, and executive teams.