Investment Banking

Investment bankers are usually disciplined about giving us some notice. In most cases they (or the analyst on the project) will call prior to an issuer's first S-1 (or F-1) filing although it is not uncommon for us to receive a call during a thicket of "slash a" (/a) revisions.

Investment bankers are most interested in our presentation and presentation training resources. We can get management up to speed. Quickly.

We also provide PowerPoint operators that can make changes on the fly while the working group reviews the presentation. This can save hours of turns and mitigates the risk of missed changes. It also galvanizes the team by eliciting the most constructive changes in the shortest period of time possible. For many bankers, the ability to manage the presentation process so tightly is a major benefit.

The biggest concern bankers have is that an outside entity will interfere with their process. This is not an unfounded concern. However, after 14 years of working on deals we have an intimate understanding of the communication authorization chain. Any material digressions or permutations we see happening are brought to the attention of the banking team.

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