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IB101: Your Guide to M&A 

M&A can seem complex, but IB101 makes it accessible to everyone—from Founders and CEOs to students and curious learners. This course breaks down the fundamental concepts behind M&A, explaining the key players, processes, and strategies that drive corporate transactions. Whether you're leading a company, considering an exit, or just exploring the world of investment banking, IB101 provides a clear and engaging introduction to the essentials of M&A. Brought to you by James Marciano's avatar and Synthesia technology.

Module 1: What is M&A?

1.1 What is M&A
02:24
1.2 Key players in M&A
03:47
1.3 Product Groups vs. Industry Groups
02:40
1.4 Phases of the Sell Side M&A Process
07:10

Module 2: Building the Buyer List (Phase 1)

2.1 Building the Buyer List
02:14
2.2 Strategic Buyers
02:20
2.3 The M&A Matrix™: Analyzing the Strategic Buyer
10:59
2.4 Financial Buyers
05:35

Module 3: Gathering the Buyer Data (Phase 1)

3.1 The Right People for M&A
05:03
3.2 How to Use LinkedIn for M&A
01:41

Module 4: OM and CIM (Phase 1)

4.1 Offering Memorandum (OM)
02:49
4.2 Confidential Information Memorandum (CIM)
02:54

Module 5: Going out to Market (Phase 2)

5.1 Going to Market
02:22
5.2 Outreach
02:11
5.3 The NDA Process
01:48
5.4 Company Background & Research
03:37
5.5 Indications of Interest (IOIs)
03:11
5.6 Management Presentations
02:42
5.7 Letters of Intent (LOIs)
04:48

Module 6: Getting the Transaction Across the Finish Line (Phase 3)

6.1 Due Diligence
03:36
6.2 Purchase Agreements
05:52

Bonus Videos

Phases of the Buy-Side M&A Process
03:19
Raising Capital
09:16

An investment bank for entrepreneurs by entrepreneurs. Tuck Advisors. Copyright 2025. 

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