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Our Approach

THINKdeal Training leverages a structured and intimate approach to providing attendees with unique industry insights and a detailed understanding of the investment processes of investors, advisors and sellers. 

We serve as a complement to academic coursework and other 3rd party quantitative focused training.  We partner with leading academic institutions  to provide rich and unique content, to help business owners, executives, investors and students.

Our program outcomes include:

  • Develop industry and investment process specific knowledge, beyond standard finance and accounting

  • Gain greater confidence to engage with more tenured colleagues, clients and business partners

  • Identify often overlooked career opportunities within corporate finance, mergers & acquisitions, private equity, investment banking and consulting 

  • Achieve higher likelihood of success during initial recruitment, internship to offer job conversion, and 1st year job performance

All of our contributors are senior level executives that have led investment teams, hired and developed staff members, and have a passion for education.

Focus Areas
  • Corporate Mergers & Acquisitions

  • Private Equity

  • Investment Banking

  • ​Investment (Equity) Research

  • Financial Restructuring

  • Capital Raising (Equity and Debt)

Select Agenda Topics

Mergers & Acquisitions, Private Equity, and Banking Module

Focus on buy-side (acquire, invest) process, while offering deep insights to the sell-side (sell, divest), and capital raising, with consistent and unique recruitment / on the job performance insights throughout session. 

Investment (Equity) Research Module

Focus on investment (equity) research relevant to equity research, asset management, and private banking with consistent and unique recruitment insights throughout session. 

Capital Raising (Equity and Debt)

Focus on process and analytics related to capital raising, with an emphasis on organizations looking to raise capital and the role of advisors.

Financial Restructuring

Focus on process and analytics related to cost savings, synergy analysis and restructuring.

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