Testimonials

Foreword by Joseph R. Perella 

Founding Partner 

Perella Weinberg Partners

"For me personally, it’s exciting to see Joshua Rosenbaum and Joshua Pearl take the lead in training a new generation of investment bankers. Their work in documenting valuation and deal process in an accessible manner is a particularly important contribution as many aspects of investment banking cannot be taught, even in the world’s greatest universities and business schools."

Afterword by Joshua Harris

Co-Founder and Senior Managing Director 

Apollo Global Management

"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."

David M. Rubenstein

Co-Founder and Co-Executive Chairman 

The Carlyle Group

"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."

Mitchell R. Julis 

Co-Chairman and Co-CEO 

Canyon Partners, LLC

"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."

Thomas H. Lee

President

Lee Equity Partners

"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."

Adena Friedman

President and CEO, Nasdaq

“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.”

Alan C. "Ace" Greenberg 

Former CEO and Chairman of the Board 

Bear Stearns

"As a new generation of students prepare to enter Wall Street, a sound technical foundation is more essential now than ever. Rosenbaum and Pearl have drawn from their broad deal experience and extensive network to create the best valuation and deal guidebook in the world."

Josh Lerner 

Jacob H. Schiff Professor of Investment Banking

Harvard Business School

"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."

Roger G. Ibbotson 

Professor in the Practice of Finance 

Yale School of Management Chairman

"Valuation is the key to any transaction. Investment Banking provides specific step-by-step valuation procedures for LBO and M&A transactions, with lots of diagrams and numerical examples."

 Gregory Zuckerman 

Special Writer, The Wall Street Journal Author,

The Greatest Trade Ever

"Valuation is the key to any transaction. Investment Banking provides specific step-by-step valuation procedures for LBO and M&A transactions, with lots of diagrams and numerical examples."

William D. Cohan 

Columnist, Bloomberg Author

Money and Power, House of Cards

"Navigating the treacherous waters around Wall Street has never been easy. That is especially true in the wake of the recent financial crisis. But thanks to the two Joshes, aspiring bankers can get all their questions answered right here!"

David Haeberle

Peterson Faculty Fellow in Investment Banking, 

Indiana University, Kelley School of Business

“Investment Banking is the best resource for helping bridge students from the academic world of finance to the real world of Wall Street. It is core reading material for all my finance courses and a must-read for students looking to break into the ultra-competitive world of professional finance.”