A tailored course, built for your situation
Final call on transaction structure and bank-level terms
Make binding decisions on deal architecture without escalation
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
The situation this course is for
Who this is for
Senior investment banking leader overseeing corporate deal origination and structuring in a top-tier financial institution
Who this is not for
Analysts, associates, or professionals outside corporate banking or mid-market deal execution
What you walk away with
- Authority to approve deal structure without senior escalation
- Confirmed ownership of bank-level term decisions
- Ability to finalize covenant packages independently
- Faster path from client mandate to executed term sheet
- Consistent application of internal credit thresholds in live deals
The 12 modules (with all 144 chapters)
Module 1. Defining deal architecture
Learn how to set the foundation for transaction structure, including debt waterfall design and security package scope.
12 chapters in this module
- Mapping client cashflow to senior debt capacity
- Setting subordinated tranche thresholds
- Structuring amortisation profiles
- Incorporating covenant tiers
- Assigning equity sponsor skin-in-the-game
- Designing change-of-control triggers
- Choosing between unitranche and split-layers
- Aligning with internal risk appetite
- Benchmarking against recent UK deals
- Documenting first principles for approval
- Preparing internal sign-off memos
- Finalising structure without escalation
Module 2. Setting bank-level terms
Master the language and leverage points for setting binding terms at the institutional level.
12 chapters in this module
- Negotiating pricing floors and margins
- Setting commitment fee bands
- Defining utilisation thresholds
- Establishing drawdown notice periods
- Creating flexibility for accordion clauses
- Setting currency denomination rules
- Linking terms to ESG benchmarks
- Setting prepayment penalties
- Approving refinancing rights
- Documenting waivers and concessions
- Aligning with treasury policy
- Finalising without legal rework
Module 3. Covenant design and enforcement
Take full ownership of financial covenants and monitoring requirements in live transactions.
12 chapters in this module
- Choosing between maintenance and incurrence covenants
- Setting consolidated leverage ratios
- Designing minimum interest coverage
- Incorporating EBITDA addbacks
- Defining restricted payments thresholds
- Setting capex allowances
- Creating reporting frequency tiers
- Designing compliance certificates
- Assigning default escalation paths
- Waiving breaches internally
- Renewing covenants at amendment
- Benchmarking against sector peers
Module 4. Security package finalisation
Own the decision on collateral scope, priority, and enforcement rights.
12 chapters in this module
- Choosing between fixed and floating charges
- Defining asset coverage ratios
- Setting proceeds waterfalls
- Designing enforcement triggers
- Assigning enforcement cost allocation
- Mapping collateral to jurisdiction
- Including intellectual property
- Covering future assets
- Setting intercreditor terms
- Waiving perfection requirements
- Documenting security release logic
- Finalising without legal loopback
Module 5. Internal approval workflows
Navigate credit committee dynamics and pre-approval sign-offs efficiently.
12 chapters in this module
- Identifying key approvers by deal type
- Preparing decision-ready memos
- Setting deal exception thresholds
- Delegating sub-approvals
- Creating fast-track paths
- Designing no-review pathways
- Setting deal-class exemptions
- Using precedent to avoid rework
- Building internal buy-in early
- Logging rationale for audit
- Reducing turnaround time
- Finalising without committee referral
Module 6. Client negotiation authority
Lead pricing, timing, and structure talks with confidence and speed.
12 chapters in this module
- Setting negotiation mandates
- Defining reservation pricing
- Structuring fee timelines
- Approving advisor mandates
- Setting exclusivity periods
- Negotiating break fees
- Finalising term sheets independently
- Signing engagement letters
- Waiving minimum funding
- Extending mandate windows
- Rejecting third-party terms
- Confirming mandate scope
Module 7. Cross-jurisdictional structuring
Maintain decision authority when deals span multiple legal regions.
12 chapters in this module
- Choosing governing law by asset location
- Setting tax withholding thresholds
- Designing cross-border cash pooling
- Addressing local regulatory caps
- Incorporating transfer pricing rules
- Setting FX risk allocation
- Defining dispute resolution
- Waiving local compliance holds
- Aligning with EU leverage rules
- Applying OECD guidelines
- Finalising multi-jurisdiction terms
- Signing cross-border agreements
Module 8. ESG-linked deal terms
Own sustainability-linked covenants and reporting without external validation.
12 chapters in this module
- Setting carbon reduction targets
- Designing reporting templates
- Confirming third-party verification
- Linking pricing to ESG scores
- Waiving targets for force majeure
- Setting transition plan requirements
- Creating green financing tranches
- Assigning ESG officer roles
- Benchmarking against TCFD
- Finalising without sustainability office review
- Extending grace periods
- Documenting climate risk exposure
Module 9. Refinancing and amendment authority
Make binding decisions on debt restructuring without escalation.
12 chapters in this module
- Setting amendment consent thresholds
- Approving debt buybacks
- Waiving maturity extensions
- Designing tender offers
- Approving liability management
- Setting discount rate bands
- Finalising amendments without legal
- Negotiating with existing lenders
- Waiving ranking changes
- Approving parallel debt provisions
- Extending grace periods
- Documenting waiver rationales
Module 10. Crisis response structuring
Take immediate control of restructuring decisions during client distress.
12 chapters in this module
- Activating event-of-default clauses
- Setting forbearance terms
- Designing debtor-in-possession financing
- Approving asset sales
- Waiving change-of-control triggers
- Renegotiating equity sponsor equity
- Setting cash sweep rules
- Approving new money tranches
- Finalising without steering committee
- Documenting emergency approvals
- Extending maturity in default
- Releasing collateral under distress
Module 11. Benchmarking and peer alignment
Use market data to justify standalone decisions.
12 chapters in this module
- Accessing recent deal databases
- Comparing leverage multiples
- Setting pricing benchmarks
- Aligning with sector norms
- Using LBO model outputs
- Adjusting for covenant tightness
- Documenting peer comparisons
- Revising terms mid-process
- Justifying deviations
- Finalising without market check
- Updating live deals
- Signing off with confidence
Module 12. Command consistency across deals
Apply decision ownership rules uniformly across mandates.
12 chapters in this module
- Creating standard term libraries
- Setting deal classification rules
- Applying precedent automatically
- Training juniors on autonomy
- Auditing decision logs
- Reducing exception volume
- Scaling without escalations
- Maintaining credit quality
- Documenting rationale at scale
- Updating playbooks quarterly
- Sharing templates across team
- Finalising with institutional memory
How this maps to your situation
- When structuring a new mid-market acquisition
- During covenant negotiation with a manufacturing client
- When amending terms mid-cycle
- While responding to a client liquidity crisis
Before vs. after
Before
Decision points on structure, terms, and covenants require senior review and slow down execution.
After
You own final approval on transaction design, bank-level terms, and covenant packages , closing faster and with greater authority.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3-4 hours per module, designed for integration with active deal cycles.
How this compares to the alternatives
Unlike generic leadership courses or broad compliance training, this course delivers specific, actionable authority over binding transaction decisions , not theory, but the exact frameworks used by top-performing investment banking desks to close faster and retain control.
Frequently asked
Who is this course for?
Senior investment banking leaders responsible for structuring and approving corporate transactions without escalation.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me reduce dependency on senior approvals?
Yes , the course is built around owning final decisions on deal structure, bank-level terms, and covenant design independently.
$199 one-time. Approximately 3-4 hours per module, designed for integration with active deal cycles..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours