Investment Banking

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Industry Overview

Pro Business Plans has worked with many investment banks and their clients to form partnerships and has assisted with research and analysis for their transactions. It has extensive experience working both with regional boutique and middle-market investment banks for financing, sales & trading, and mergers & acquisitions.

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Services

Investor Materials

Preparing investment materials on behalf of the clients of investment banks for GPs, LPs, and business brokerage.

Financial Projections / Valuation

Developing custom financial models for front and back office teams for analysis and valuations.

Strategic Planning

Developing custom strategic plans for investment banks and their clients to enter new markets and verticals.

Case Studies

SBA Bank Loans     Venture/PE Capital     Strategic Planning

A bulge bracket investment bank was seeking to establish a new emerging markets trade desk. Pro Business Plans assisted with the operations planning and prepared a business plan for them to share with partners.

An M&A advisory company was seeking to prepare materials on behalf of its buyer and seller clients to provide the banks for leveraged buyouts. Pro Business Plans prepared an investment package for banks.

An investment bank was conducting debt financing for a real estate project and needed an investment package to provide the lender. Pro Business Plans prepared a feasibility study, business plan, and financial model.

Sector Experience


  • M&A advisory
  • Debt financing
  • Equity financing
  • Sales & trading

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