© THINKdeal Training LLC 2019 


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

  • Capital Raising

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.  Sample Training topics include:

Industry / Organizational

  • Industry Trends

  • Functional and Team Roles by Organization Type

  • M&A / Investment Ecosystem


  • Investment Strategy

  • Capital Raising

  • Strategic Options

  • Deal Sourcing

  • M&A Analytics

  • Approval Process

  • Due Diligence

  • Legal / Transactional Documents

  • Operational Value Creation


  • Investment Strategy and Decision Frameworks

  • Key Seller / Banking Deliverables

  • Sell-side Process Review

  • Investor / Buyer Identification

  • Sell-side Milestones

  • M&A Analytics

  • Due Diligence

Value Add Recruitment and On Job The Performance

  • Senior Executive Survey

  • Interview and On Job Performance Coaching

  • Case Studies

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.  Sample training topics include:

Industry / Organizational

  • Industry Trends

  • Functional and Team Roles by Organization Type

  • Investment Ecosystem and Career Pathing

Process Focused Agenda

  • Buy-side and Sell-Side Processes

  • Sales, Trading, and Investment Banking

  • Investment Strategy and Thesis Development

  • Ratings and Price Targets

  • Quantitative vs Qualitative Research

  • Initiation Reports

  • Earnings Season

  • Road Shows

  • Compliance / Legal

Value Add Recruitment and Career Advancement Insights

  • Senior Executive Survey Insights

  • Interview and On Job Performance Coaching

  • Interview Based Case Studies (Case Studies We Provide As Hiring Managers)