Investment Banking Courses & Schedule - Boston - IBI

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Investment Banking Institute Boston

Established in 2002 and with more than 34,000 professionals graduating from our program, The Investment Banking Institute is the world's largest financial modeling training program, offering an accelerated career path for both current finance professionals and all individuals seeking to enter the finance industry.

IBI has conducted more financial modeling courses in more cities than any other firm. Last year alone, we held over 1200 sessions worldwide for more than 4000 live training hours; moreover, our bankers/instructors possess a combined 172 years of I-banking and/or PE experience.

Boston Investment Banking Training


In total, our investment bankers have led or held a significant role in over $217 Billion of transactions. The result? Training with our bankers allows the effective transfer of skills that you can directly apply when seeking to enter the finance industry or add further value in your existing role. This alone is not the key to our success; IBI bankers are chosen because of their passion for teaching as well as their exceptional deal experience and training engagements within the firms they worked for.

Over the past twelve years, IBI has trained thousands of professionals who are currently working or have worked with some of the most prestigious Investment Firms on Wall Street. IBI has also trained analysts and associates on behalf of many firms. More specifically, a number of our graduates have been employed or are currently employed by the following organizations*:

Each class is comprised of multiple sessions and is limited to 20 students

Boston Investment Banking Course


Saturdays & Sundays, March 11 - April 2
(From 10:00am to 1:30pm)

Session 1: Saturday, March 11th
Session 2: Sunday, March 12th
Session 3: Saturday, March 18th
Session 4: Sunday, March 19th
Session 5: Saturday, March 25th
Session 6: Sunday, March 26th
Session 7: Saturday, April 1st
Session 8: Sunday, April 2nd

Saturdays & Sundays, May 13 – June 11
(From 10:00am to 1:30pm)

Session 1: Saturday, May 13th
Session 2: Sunday, May 14th
Session 3: Saturday, May 20th
Session 4: Sunday, May 21st
Session 5: Saturday, May 27th
Session 6: Sunday, June 28th
Session 7: Saturday, June 3rd
Session 8: Sunday, June 4th

Saturdays & Sundays, July 22 – August 13
(From 10:00am to 1:30pm)

Session 1: Saturday, July 22nd
Session 2: Sunday, July 23rd
Session 3: Saturday, May 29th
Session 4: Sunday, May 30th
Session 5: Saturday, Aug 5h
Session 6: Sunday, Aug 6th
Session 7: Saturday, Aug 12th
Session 8: Sunday, Aug 13th

Saturdays & Sundays, September 30 – October 22
(From 10:00am to 1:30pm)

Session 1: Saturday, Sept. 30
Session 2: Sunday, Oct. 1st
Session 3: Saturday, Oct 7th
Session 4: Sunday, Oct 8th
Session 5: Saturday, Oct 14th
Session 6: Sunday, Oct 15th
Session 7: Saturday, Oct 21st
Session 8: Sunday, Oct 22nd

Saturdays & Sundays, November 18 – December 17
(From 10:00am to 1:30pm)

Session 1: Saturday, Nov. 18th
Session 2: Sunday, Nov. 19th
Session 3: Saturday, Dec 2nd
Session 4: Sunday, Dec 3rd
Session 5: Saturday, Dec 9th
Session 6: Sunday, Dec 10th
Session 7: Saturday, Dec 16th
Session 8: Sunday, Dec 17th

*Class enrollment is limited to 15 students and available on a first-come, first-served basis.



*First Name / Last Name:


*Phone Number:


Fields marked with * are required

IBI Boston Instructor Spencer Adams

IBI Boston Student Testimonials

IBI BOSTON 617-938-3775

Financial Modeling Training classes are held in the conference room of our Boston office located in the downtown financial district at 10 Post Office Square, 8th Floor. The Government Center subway station is close by.

Investment Banking Institute
10 Post Office Square, 8th Floor
Boston, MA 02109

Boston Financial Modeling Course


SPENCER ADAMS leads the IBI training program in Boston, where he lives full time. Spencer is an accomplished finance professional with over 14 years experience as an investment banker and corporate executive. He has advised dozens of companies on a wide range of corporate finance and strategic initiatives and acted as a lead banker on transactions with an aggregate value in excess of $2 billion. Spencer has specific deal experience in initial public offerings, public and private equity offerings, convertible debt issuance, loan portfolio acquisitions/divestitures, corporate mergers & acquisitions, fairness opinions and financial restructuring.

Spencer served as a Vice President of investment banking at The Kessler Group in Boston, MA, an industry focused boutique that works with banks and other financial institutions to buy and sell credit card and consumer loan portfolios. During his tenure at The Kessler Group the firm completed over 20 transactions with an aggregate value of approximately $3 billion.

Prior to joining the Kessler Group, Spencer was the Chief Financial Officer at Empact Solutions, Inc., an early stage software company funded by MC Venture Partners. Prior to Empact, Spencer was a Vice President at Deutsche Bank in the Global Investment Banking Group where he focused on technology and telecommunications companies.

Spencer received his BA in Political Science from the George Washington University where he graduated Magna Cum Laude and Phi Beta Kappa. He holds an MBA from the Amos Tuck School of Business at Dartmouth College.

Selected Transaction Experience:
  • Lead managed a $250 million convertible debt offering for Manugistics, Inc. - a global supply chain and logistic software company
  • Lead managed a $65 million secondary equity offering for Jakks Pacific, Inc. – a leading maker of licensed toys and entertainment products including World Wrestling action figures, Discovery Kids and the Smurfs
  • Co-managed a $85 million secondary equity offering for Jakks Pacific, Inc.
  • Advised The Elan Ski company on their privatization and financial restructuring in connection with the divestiture of state owned enterprises in the former Republic of Yugoslavia
  • Advised Manugistics, Inc. on their $270 million acquisition of Talus Software
  • Coordinated a $50 million private equity investment in TManage, Inc. – an IT services company that provided outsourced telecommuting programs for large corporations
  • Advised Arrow Automotive Industries on their $125 million restructuring
  • Advised a confidential financial institution client on a potential $5.4 billion asset divestiture

Boston Private Equity Course

CLASS ATTENDANCE POLICY (MAKE-UP SESSIONS AND RE-TAKES): In keeping with our primary goal of delivering the most effective financial modeling training to our students, our attendance policy is flexible to accommodate your already demanding schedule and any unexpected occurrences. Missed classes can be made up at your earliest convenience at no extra charge. If expected absences are known in advance, make-up classes can even be attended ahead of time.
Similarly, if it becomes necessary for you to re-take any sessions, you can do so as your schedule permits. We offer multiple classes simultaneously; there are always numerous options available and we will be happy to include your name on the roster for desired makeup (and/or re-take) sessions. Additional seats are always set aside in reserve for this purpose.

Boston Financial Modeling Course

Headquarters:   The Helmsley Building, 230 Park Avenue, Tenth Floor,  New York, NY 10169 
For expedited service, please call our offices

© 2002-2017 Investment Banking Institute. All rights reserved.

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