John Wiley & Sons : Newly Published “Investment Banking, University Edition” and “Investment Banking Workbook” by Joshua Rosenbaum, Joshua Pearl, and Joseph Gasparro Help Students Who Want to Land Jobs on Wall Street

Newly Published "Investment Banking, University Edition" and "Investment Banking Workbook" by Joshua Rosenbaum, Joshua Pearl, and Joseph Gasparro Help Students Who Want to Land Jobs on Wall Street

Indispensable Guides for Students and Professionals to Master Valuation and Transaction Analysis at the Core of M&A, Private Equity, and Investing

'Investment Banking, University Edition' and 'Investment Banking Workbook' with contributions by Nasdaq, Latham & Watkins LLP, Datasite, and Altrum - Available Now

Hoboken, NJ (October 5, 2021) - On the back of publishing their 2020 global best-sellers, Investment Banking: Valuation, LBOs, M&A, and IPOs, Third Edition and The Little Book of Investing Like the Pros, the authors are out with two newly updated books, Investment Banking, UNIVERSITY EDITION andInvestment Banking WORKBOOK.

Investment Banking, UNIVERSITY EDITION (ISBN: 9781119823377) introduces readers to the primary valuation methodologies currently employed on Wall Street using a step-by-step how-to approach for each methodology and builds a chronological knowledge base along the way. It also provides critical instruction on IPOs and equity capital markets, including valuation, terms, and structure. The content is specifically designed and sequenced to teach readers everything they need to know to land their dream jobs on Wall Street. Written by actual practicing bankers and investors, Investment Banking, UNIVERSITY EDITION focuses on practical application to ensure readers master the answers to the technical questions that have become standard in Wall Street interviews.

Investment Banking WORKBOOK (ISBN: 9781119776796) is the ideal complement to Investment Banking, UNIVERSITY EDITION-enabling readers to truly master and refine the core skills at the center of the world of finance. The WORKBOOK, which parallels the main book chapter by chapter, contains over 500 questions and detailed answers. Topics reviewed include valuation and its various forms of analysis, leveraged buyouts, M&A sell-side tools and techniques, M&A buy-side strategy and analysis, and IPOs, including valuation, structure, and process, as well as SPACs and direct listings.

The WORKBOOK provides a mix of multi-step problem set exercises, as well as multiple choice and essay questions with a comprehensive answer key that aims to truly teach and explain. This unique layout is designed to ensure mastery of key modeling conventions and financial calculations, and is meant to be an indispensable learning tool for current and aspiring investment bankers, students, career changers, private equity and hedge fund professionals, sell-side research analysts, corporate lawyers, and finance professionals at corporations.

The books were developed in partnership with Nasdaq, Latham & Watkins LLP, Datasite, and Altrum. The publications break ground on content related to initial public offerings (IPOs), direct listings, and special purpose acquisition companies (SPACs). Past editions have sold hundreds of thousands of copies and are used by over 200 universities globally. The series has become a go-to resource for investment banks, private equity, investment firms, and corporations undertaking M&A, LBOs, IPOs, restructurings, and investment decisions.

Marc Jaffe, Office Managing Partner of Latham & Watkins' New York office, said: "To call these books indispensable is not exaggeration. From new entrants to experienced executives on Wall Street, they are essential resources that offer insight and analysis on dealmaking. We are delighted to add our expertise and knowledge and to partner with the authors to create such a valuable pair of handbooks."

Rosenbaum, Pearl, and Gasparro said: "We are extremely excited to be working with Wiley once again, and thrilled to be partnering with Nasdaq, the leading U.S. exchange and technology provider for IPOs and new listings; global law firm Latham & Watkins, the #1 IPO adviser and #1 public M&A adviser; Datasite, the #1 provider in M&A lifecycle software, and Altrum, the global leader in custom deal toys and financial tombstones. Nasdaq and Latham, as powerhouses in financial services, law, and the deal economy, contributed vital insight and expertise on cutting-edge transactional issues."

About the Authors:

JOSHUA ROSENBAUM is a Managing Director and Head of the Industrials & Diversified Services Group at RBC Capital Markets, where he also serves on the Management Committee for the U.S. Investment Bank. He originates, structures, and advises on M&A, corporate finance, and capital markets transactions. Previously, he worked at UBS Investment Bank and the International Finance Corporation, the direct investment division of the World Bank. He received his AB from Harvard and his MBA with Baker Scholar honors from Harvard Business School. He is also the co-author of Investment Banking: Valuation, LBOs, M&A, and IPOs and The Little Book of Investing Like the Pros.

JOSHUA PEARL is the Founder and Chief Investment Officer of Hickory Lane Capital Management, a long/short equity asset manager. He focuses on equity investments and special situations utilizing a fundamentals-based approach. From 2011-2020, he served as a Managing Director and Partner at Brahman Capital. Previously, he structured high yield financings, leveraged buyouts, and restructurings as a Director at UBS Investment Bank. Prior to UBS, he was an investment banker at Moelis & Company and Deutsche Bank. He received his BS in Business from Indiana University's Kelley School of Business. He is also the co-author of Investment Banking: Valuation, LBOs, M&A, and IPOs and The Little Book of Investing Like the Pros.

JOSEPH GASPARRO is a Vice President in the Industrials & Diversified Services Group at RBC Capital Markets, where he advises on and executes M&A, corporate finance, and capital markets transactions. Previously, he worked in the Investment Banking Division and Global Markets Division of Credit Suisse. Prior to Credit Suisse, he worked at BofA Securities and UBS Investment Bank. He received his BA from Gettysburg College and his MBA from Rutgers Business School. He is a two-time recipient of the President's Volunteer Service Award, bestowed by the President of the United States. He is also an editor of Investment Banking: Valuation, LBOs, M&A, and IPOs and The Little Book of Investing Like the Pros.

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Praise for Investment Banking

"This book will surely become an indispensable guide to the art of buyout and M&A valuation, for the experienced investment practitioner as well as for the non-professional seeking to learn the mysteries of valuation."
-David M. Rubenstein, Co-Founder and Co-Executive Chairman, The Carlyle Group
Host, The David Rubenstein Show: Peer to Peer Conversations

"The two Joshes present corporate finance in a broad, yet detailed framework for understanding valuation, balance sheets, and business combinations. As such, their book is an essential resource for understanding complex businesses and capital structures whether you are on the buy-side or sell-side."

-Mitchell R. Julis, Co-Chairman and Co-CEO, Canyon Partners, LLC

"As a pioneer in public equities, Nasdaq is excited to be partnering with Rosenbaum and Pearl on Investment Banking as they break new ground on content related to IPOs, direct listings, and SPACs. We recommend the book for any shareholder and senior executive looking to take a company public, as well as their bankers and lawyers."

-Adena Friedman, President and CEO, Nasdaq

"It gives me great confidence that many from the new generation of future financial leaders learned their corporate finance fundamentals with the help of Rosenbaum and Pearl and their best-selling book, Investment Banking. Rosenbaum and Pearl have created a comprehensive, yet highly accessible, written guide to the core skills of the successful investment professional, with a particular emphasis on valuation analysis."

-Joshua Harris, Co-Founder and Managing Partner, Apollo Global Management

"Investment Banking provides a highly practical and relevant guide to the valuation analysis at the core of investment banking, private equity, and corporate finance. Mastery of these essential skills is fundamental for any role in transaction-related finance. This book will become a fixture on every finance professional's bookshelf."
-Thomas H. Lee, President, Lee Equity Partners, LLC
Founder, Thomas H. Lee Capital Management, LLC

"Investment Banking provides fresh insight and perspective to valuation analysis, the basis for every great trade and winning deal on Wall Street. The book is written from the perspective of practitioners, setting it apart from other texts."
-Gregory Zuckerman, Special Writer, The Wall Street Journal Author, The Greatest Trade Ever, The Frackers, and The Man Who Solved the Market

"Investment banking requires a skill set that combines both art and science. While numerous textbooks provide students with the core principles of financial economics, the rich institutional considerations that are essential on Wall Street are not well documented. This book represents an important step in filling this gap."
-Josh Lerner, Jacob H. Schiff Professor of Investment Banking, Harvard Business School
Co-author, Venture Capital and Private Equity: A Casebook

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About Nasdaq (nasdaq.com):

Nasdaq (Nasdaq: NDAQ) is a global technology company serving the capital markets and other industries. Our diverse offering of data, analytics, software and services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on Twitter @Nasdaq, or at www.nasdaq.com.

About Latham & Watkins (lw.com):

Latham & Watkins delivers innovative solutions to complex legal and business challenges around the world. From a global platform, our lawyers advise clients on market-shaping transactions, high-stakes litigation and trials, and sophisticated regulatory matters. Latham & Watkins is a market leader at the cutting-edge of the practice: #1 US IPOs law firm by deal count (excluding SPACs), DealPointData YE 2020; #1 Global M&A Advisor by value, Mergermarket YE 2020; #1 Global Cross-Border PE by value and volume, Bloomberg YE 2020; #1 SPAC M&A seller's counsel, SPACInsider YE 2020; and #1 Global Syndicated Loans Legal Adviser-Borrowers & Lenders Combined by deal count, Refinitiv YE 2020. Latham is one of the world's largest providers of pro bono services, steadfastly supports initiatives designed to advance diversity within the firm and the legal profession, and is committed to exploring and promoting environmental sustainability.

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Wiley Media Contact

Amy Laudicano

[email protected]

Nasdaq Media Contact

William Briganti

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Latham & Watkins Media Contact

Geoff Burt

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Tracy Iacovelli

[email protected]

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