Investment Banking Fundamentals: Learning Capital Raising, Advisory Services, Deal Structuring, and Financial Intermediation in Global Markets

Designed for readers who want a practical, end-to-end view of how deals are sourced, structured, executed, and managed, this book brings investment banking into clear focus. It connects the major functions of the industry, capital raising, advisory work, underwriting, syndication, valuation, and risk control, with the market mechanics and professional disciplines that support them.

The chapters move from the basics of market structure and funding instruments to the realities of client engagement, transaction planning, and execution across equity, debt, loans, and M&A. Along the way, the book explains how mandates are won, how financing alternatives are compared, how documents are prepared, and how pricing, allocation, settlement, and compliance issues are handled in practice.

What readers will find inside A clear introduction to investment banking , including the roles of issuers, investors, banks, brokers, and exchanges. Coverage of key instruments and pricing tools , such as bonds, loans, stocks, discounting, yield curves, and credit risk measures. Step-by-step treatment of capital raising , from pitch process and term sheets to roadshows, bookbuilding, and settlement. Detailed discussion of debt and loan syndication , including covenants, security, fees, and distribution mechanics. M&A advisory guidance covering process management, information materials, negotiation support, and bidding workflows. Valuation and modeling foundations , including DCF analysis, trading comparables, transaction comparables, and scenario testing. Deal structuring and risk allocation , with attention to earnouts, escrows, bridge financing, and contractual protections. Governance and compliance essentials , including conflicts of interest, recordkeeping, quality control, and file organization. Each chapter includes a practical example that helps translate concepts into real transaction work, whether the reader is preparing for an internship, strengthening professional skills, or building a more complete understanding of global capital markets.

Clear, structured, and transaction-focused, this volume is a strong guide for students, analysts, finance professionals, and anyone seeking a grounded understanding of modern investment banking.