Investment banking business plan

Service Industry Manufacturing This business plan sample plan was used to help a manufacturer of Coconut Oil to acquire bank financing in order to scale the production levels and enter the United States Market. Pro Business Plans helped them to develop a market-entry strategy and acquire the bank financing.

Investment banking business plan

Sample One-Page Financial Advisor Business Plan Template

Strategic Analysis with current research! The Company was founded in by John Doe. At the onset of operations, the Investment Bank will primarily seek to sell debt instruments on behalf of its client base.

The Investment Bank will also solicit capital from accredited investors defined later with the intent to use this capital to make investments marketable securities. The third section of the business plan will further describe the underwriting services and investment management services offered by the Investment Bank.

Doe has more than 10 years of experience in the investment management and investment banking industry. Through his expertise, he will be able to bring the operations of the business to profitability within investment banking business plan first year of operations.

Doe expects a strong rate of growth at the start of operations. Below are the expected financials over the next three years. The Company is registered as a corporation in the State of New York.

Below is a breakdown of how these funds will be used: The first strategy would be to sell the Company to a larger entity at a significant premium. Since, the financial management and investment banking industry maintains a very low risk profile once the business is established; the Management feels that the Company could be sold for ten to fifteen times earnings.

The Company will earn substantial fees for the equity and debt instruments that it underwrites and then resells to the general public. As the Investment Bank is starting with a modest amount of capital, the Company will primarily engage debt instruments among middle market companies that will be sold on a best efforts basis.

The Company will also earn substantial per hour management and deal fees regarding advisory services for mergers and acquisition operations.

investment banking business plan

The Investment Bank may also engage a covered call strategy that would allow the fund to amply it return on investment for securities that are held for an extended period of time. In regards to investing in hedge funds, outsourcing trading activities is expensive as hedge funds charge large AUM fees and performance fees on their aggregate capital pools.

Currently, the economic market condition in the United States is in recession.

Investment banking career overview

This slowdown in the economy has also greatly impacted real estate sales, which has halted to historical lows. Many economists expect that this recession will continue until mid, at which point the economy will begin a prolonged recovery period.

Computerized technologies allow financial firms to operate advisory, investment banking, and brokerage services anywhere in the country. In previous decades, most financial firms needed to be within a close proximity to Wall Street in order to provide their clients the highest level of service.

This is no longer the case as a firm can access almost every facet of the financial markets through Internet connections and specialized trading and investment management software.

With these advances, several new firms have been created to address the needs of people in rural and suburban areas. The Bureau of Labor Statistics estimates that there are approximately 94, investment advisors and investment bankers currently employed throughout the United States.

Salaries are expected to increase at a rate of 2. In the last study conducted by the U.The third section of the business plan will further describe the underwriting services and investment management services offered by the Investment Bank.

The Financing At this time, the Company is seeking to raise $10,, for the development of the Investment Bank’s operations. Investment Company investment company business plan company summary. Investment Company is a start-up which buys and sells other businesses. Free Investment Bank Business Plan For Raising Capital from Investors, Banks, or Grant Companies!

Please note that the financials in this complete free business plan are completely fictitious and may not match the text of the business plan below. Not having an investment banking analyst background, this program was the perfect way to bridge the gap in technical skills I missed out on while working in corporate finance, especially because I knew my IB peers had received their training from Wall Street Prep.

Starting an Investment Banking Business. 25 comments; 1 expert advice; 29, views; If you are going to start an investment banking business, you will need to prepare a comprehensive business plan. Since the plan will cover all aspects of the business, you will find it easier to manage your business.

I would like to get the template for an. Get expert help from a financial services business plan consultant. and business development to Cayenne Consulting.

Charlie's experience Read More. Jimmy Lewin Principal Consultant Phoenix, AZ | Deer Valley, UT Jimmy's background includes over 40 years in international, commercial, and investment banking, and nearly a decade as the. - Free Investment Bank Business Plan