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A.G. Edwards

A.G. Edwards. Presentation to. Investment Banking. Institutional Sales and Trading. Securities Research. Securities and Investment Services Firm. Securities and Commodities Brokerage. Syndicate. Asset Management and Private Client Services. What is an “Investment Bank?”.

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A.G. Edwards

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  1. A.G. Edwards Presentation to

  2. Investment Banking Institutional Sales and Trading Securities Research Securities and Investment Services Firm Securities and Commodities Brokerage Syndicate Asset Management and Private Client Services What is an “Investment Bank?”

  3. Investment Banking What is “Investment Banking?” Industry Focus Product Focus • Technology • Healthcare • Financial Services • Consumer Products • Energy • Equity Capital Markets • Debt Capital Markets • Mergers & Acquisitions • Private Placements • Private Equity Capital Raising Financial Advisory • Public Equity Offering • Public Debt Offering • Private Equity Offering • Private Debt Offering • Hybrid/Structured Products • Buy-Side Advisory • Sell-Side Advisory • Valuations • Fairness Opinions • Takeover Defense • Recapitalization Services

  4. Public Private Public Private Investment Banking Capital Markets Client Equity Offering Debt Offering Financial Advisory What is the Role of Investment Banking?

  5. A.G. Edwards INVESTMENT BANKING Types of Investment Banks Bulge Bracket Investment Banks Global Commercial Banks Boutique Investment Banks Regional Investment Banks • Strengths • Global reach • Large equity transaction expertise • Public debt expertise • M&A expertise • Strengths • Global Reach • Corporate relationships • Strong debt expertise • Large product offering • Strengths • IPO expertise • Primary research coverage • Small cap focus • Strong industry expertise • Strengths • Regional distribution system • Strong retail-client relationships • Middle market M&A experience • Strong geographic expertise • Firms • Thomas Weisel Partners • Adams, Harkness & Hill • Putnam Lovell • Sandler O’Neill & Partners • Firms • Goldman Sachs • Merrill Lynch • Morgan Stanley Dean Witter • Firms • Credit Suisse First Boston • Bank of America Securities • Citigroup/Salomon • JP Morgan Chase & Co. • Firms • Legg Mason • Raymond James • Tucker Anthony • Friedman Billings

  6. Recent Investment Banking Transactions

  7. Investment Banking Career Path Managing Director Vice President Associate Analyst

  8. Investment Banking Analyst Responsibilities include: • Developing industry analyses • Creating models of financial forecasts • Analyzing historical & projected financial performance • Developing & participating in pitches for prospective clients • Representing firm with clients & peer investment banks • Assist in creating marketing materials for upcoming transactions

  9. Investment Banking Analyst • Accounting or finance background • Detail-oriented • Highly motivated • Excellent analytical & communication skills • Flexible • Management of multiple projects simultaneously • Team player

  10. Investment Banking Analyst Career Progression Return to Investment Banking Pursue MBA Enter into new field of employment Joins Analyst program 2-3 yrs Undergraduate Pursue alternative professional employment

  11. Investment Banking Analyst Training Program • 6 week training program • Exposure to operations of numerous departments throughout firm • Equity Research • Equity Syndicate • OTC • Institutional Sales • Exposure to outside professionals • Accountants • Law firms • IPO and mergers & acquisitions case simulation • Mentor program

  12. A.G. Edwards Investment Banking Questions or Concerns, please contact us:

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