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Investment Banker

Real-Life Activities

Real-Life Communication -- Solution

Here's what you could say:

Good morning. I'm happy to report that the valuations on company A and company B look very good. Their potential for successful IPOs is promising.

I recommend that we submit proposals to provide them with our firm's full range of IPO services, including business plans and financing options, so that they may list their companies.

Company C, however, is another story. My research has called into question the accuracy of some of the information they've provided. I feel that we should proceed with caution with this client.

(Your recommendations would include only those services related to IPOs -- 1, 3, 5 -- at this time.)

Companies go through the IPO process because they need investment capital for various reasons related to their goals.


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OCAP believes that financial literacy and understanding the financial aid process are critical aspects of college planning and student success. OCAP staff who work with students, parents, educators and community partners in the areas of personal finance education, state and federal financial aid, and student loan management do not provide financial, investment, legal, and/or tax advice. This website and all information provided is for general educational purposes only, and is not intended to be construed as financial, investment, legal, and/or tax advice.