Rosenbaum Joshua - Investment banking: valuation, leveraged buyouts, and mergers & acquisitions

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Copyright 2013 by Joshua Rosenbaum and Joshua Pearl. All rights reserved.

Published by John Wiley & Sons, Inc., Hoboken, New Jersey.
First Edition published by John Wiley & Sons, Inc. in 2009.
Published simultaneously in Canada.

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ISBN 978-1-118-65621-1 (cloth); ISBN 978-1-118-28125-3 (cloth + models);
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In loving memory of Ronie Rosenbaum, an inspiration

for strength and selflessness.

J.R.

To the memory of my grandfather, Joseph Pearl, a Holocaust

survivor, for his inspiration to persevere and succeed.

J.P.

.

Additional Resources

Investment Banking, Second Edition is supplemented by a suite of products available for separate purchase that will further enhance your understanding of the material, including:

• Valuation Models
• Investment Banking Workbook
• Investment Banking Focus Notes

Professors can learn more about available instructor and student resources by visiting: http://www.wiley.com/WileyCDA/WileyTitle/productCd-1118472209.html .

VALUATION MODELS

Valuation Models for the methodologies discussed in Investment Banking, Second Edition are available with purchase of the book or can be purchased separately at wiley.com. If the models came with your version of the book, go to www.wiley.com/go/investmentbanking2e and input the access code found at the back of the book.

There are five model templates as well as five completed models, one for each of the following:

• Comparable Companies
• Precedent Transactions
• DCF Analysis
• LBO Analysis
• Merger Consequences Analysis

WORKBOOK

The Investment Banking Workbook is designed for use both as a companion to Investment Banking, Second Edition , as well as on a standalone basis. The workbook provides a mix of multi-step problem set exercises, as well as multiple choice and essay questionsover 400 questions in total. It also provides a comprehensive answer key that aims to truly teach and explain as opposed to simply identify the correct answer. Therefore, the answers themselves are an effective learning tool. The completion of this comprehensive guide will help ensure the achievement of your professional and educational milestones.

FOCUS NOTES

Investment Banking Focus Notes provides a comprehensive, yet streamlined, review of the basic skills and concepts discussed in Investment Banking, Second Edition . The Focus Notes are designed for use as a companion to the main book as well as a standalone study program. This text serves as a one-stop resource in an easy-to-read-and-carry format that serves as a perfect reference material for a quick refresher.

Focus Notes seeks to help solidify knowledge of the core financial topics as true mastery must be tested, honed, and retested over time. It is the ultimate self-help tool for students, job seekers, and existing finance professionals, as well as in formal classroom and training settings.

About the Authors

JOSHUA ROSENBAUM is a Managing Director at UBS Investment Bank in the Global Industrial Group. He originates, structures, and advises on M&A, corporate finance, and capital markets transactions. Previously, he worked at the International Finance Corporation, the direct investment division of the World Bank. He received his AB from Harvard and his MBA with Baker Scholar honors from Harvard Business School.

JOSHUA PEARL is an investment analyst at Brahman Capital Corp. Previously, he structured and executed leveraged loan and high yield bond financings, as well as leveraged buyouts and restructurings as a Director at UBS Investment Bank in Leveraged Finance. Prior to UBS, he worked at Moelis & Company and Deutsche Bank. He received his BS in Business from Indiana University's Kelley School of Business.