Beyond the Pitchbook: What Really Makes a Great Investment Banker?

What separates the investment bankers who win deals from those who win trust?

In this episode, Simon Mordant, Vice Chairman at Luminis Partners, reflects on more than four decades in investment banking, building independent advisory businesses and working alongside CEOs and boards.

We explore:

• Why great bankers listen more than they talk.

• How to build trusted, long-term client relationships.

• Making the transition from execution to origination.

• Building a successful and durable boutique advisory firm.

• Hiring, developing and retaining entrepreneurial talent.

• Why 200-page pitch books can get in the way of effective client conversations.

Simon also shares practical insights on networking, meritocracy, leadership, entrepreneurship and what it takes to leave the security of a major banking brand and build your own advisory business.

Investment Banking Leaders Club: https://ibleadersclub.com/

Host: Peter Nieberg (https://www.linkedin.com/in/peternieberg/)

Guest: Simon Mordant (https://www.linkedin.com/in/cav-simon-mordant-ao-738b4710/)

Sponsor: Altrum (https://www.altrum.com/)

If you’re thinking about your next step towards MD → join the waiting list for the IBLC Inner Circle 🔗https://ibleadersclub.com/inner-circle-community