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Wiley to Publish Final Installment of Renowned ‘Little Book’ Series by Joshua Pearl and Joshua Rosenbaum, and the Updated Edition of the Global Best-Seller ‘Investment Banking’ to Help Investors and Companies Navigate Today’s Dynamic Market...

Third edition of ‘Investment Banking,’ with contributions by Nasdaq, Latham & Watkins LLP, Merrill Corporation, and Altrum, includes new chapters covering IPOs, direct listings, and SPACs

The Little Book of Investing Like the Pros: 5 Steps for Picking Stocks and Investment Banking: Valuation, LBOs, M&A, and IPOs, Third Edition – In stores: April 7th

Thursday, March 19, 2020 9:00 am EDT
"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."

Joshua Pearl and Joshua Rosenbaum, two of Wiley’s global best-selling authors, are back with two new highly anticipated books, The Little Book of Investing Like the Pros and Investment Banking: Valuation, LBOs, M&A, and IPOs, both to be published by Wiley on April 7th. These two books seek to help investors and companies looking to navigate today’s dynamic market environment.

Wiley is launching the FINAL installment of its Little Book global franchise with Pearl and Rosenbaum. The Little Book of Investing Like the Pros is a truly accessible, easy-to-understand resource that demystifies the art and science of picking stocks for the professional and beginner investor alike. The book is currently available for pre-order and will be available wherever books and ebooks are sold on April 7th.

Simultaneously, Rosenbaum and Pearl have updated their best-selling book on valuation and deal-making, Investment Banking. The third edition, developed in partnership with Nasdaq, global law firm Latham & Watkins LLP, Merrill Corporation, and Altrum, breaks ground on content related to initial public offerings (IPOs), direct listings, and special purpose acquisition companies (SPACs). Past editions have sold hundreds of thousands of copies, and are used by bankers, investors, corporate executives, and professors worldwide. The new edition is currently available for pre-order and will be published by Wiley on April 7th.

Testimonials for The Little Book of Investing Like the Pros and Investment Banking include luminaries from investment banking, private equity, public equity investing, distressed debt, academia, and the corporate world: David Abrams, Abby Joseph Cohen, Stanley Druckenmiller, Adena Friedman, Joshua Harris, Roger Ibbotson, Mitchell Julis, Thomas H. Lee, Josh Lerner, Howard Marks, Rodney O’Neal, Nelson Peltz, Joseph Perella, David Rubenstein, Thomas Rutledge, and Gregory Zuckerman.

Rosenbaum and Pearl said: "We are extremely excited to be working with Wiley once again, and thrilled to be partnering with Nasdaq, the leading U.S. exchange and technology provider for IPOs and new listings; global law firm Latham & Watkins, the #1 IPO adviser and #1 public M&A adviser; Merrill Corporation, the #1 virtual data room provider, and Altrum, the global leader in custom deal toys and financial tombstones. Nasdaq and Latham, as powerhouses in financial services, law, and the deal economy, contributed vital insight and expertise on cutting-edge transactional issues.”

Marc Jaffe, Global Chair of Latham & Watkins’ Corporate Department, said: “Investment Banking is a go-to resource, and we are delighted to partner with the authors on this new edition. This book provides essential and practical knowledge for experienced practitioners and future leaders in banking and finance.”

Furthermore, given the current evolving public health circumstances, a portion of the books’ net proceeds will be donated to The CDC Foundation’s Emergency Response Fund.


About the Books:

THE LITTLE BOOK OF INVESTING LIKE THE PROS: 5 Steps for Picking Stocks (Wiley; April 2020; $25.00; Hardcover and E-book formats; ISBN: 9781118281406). Stock investing is more prevalent than ever, whether directly or indirectly through brokerage accounts, exchange-traded funds, mutual funds, or retirement plans. Despite this, the vast majority of individual investors have no training on how to pick stocks. And, until now, there hasn’t been a truly accessible, easy-to-understand resource available to help them. The Little Book of Investing Like the Pros was written to fill this void. Using real-world examples and actual Wall Street models used by the pros, the authors teach you how to pick stocks in a highly accessible, step-by-step manner. For more information, please visit: www.investinglikethepros.com

INVESTMENT BANKING: Valuation, LBOs, M&A, and IPOs, Third Edition, (Wiley; April 2020; $125.00; Hardcover and E-book formats; ISBN: 9781119706182). 10 years after the release of the first edition, the book is more relevant and topical than ever. It is used in over 200 universities globally and has become a go-to resource for investment banks, private equity, investment firms, and corporations undertaking M&A, LBOs, IPOs, restructurings, and investment decisions. As the world of finance adjusts to the new normal of the post-Great Recession era, it merits revisiting the pillars of the second edition for today’s environment. While the fundamentals haven’t changed, the environment must adapt to changing market developments and conditions. As a result, Rosenbaum and Pearl have updated their widely adopted book accordingly, while adding two new chapters on IPOs. For more information, please visit: www.investmentbankingbook.com

 

About the Authors:

JOSHUA PEARL is the Founder and CIO of Hickory Lane, a long/short equity asset manager. He focuses on equity investments and special situations utilizing a fundamentals-based approach. From 2011-2020, he served as a Managing Director and Partner at Brahman Capital. Previously, he structured high yield financings, leveraged buyouts, and restructurings as a Director at UBS Investment Bank. Prior to UBS, he was an investment banker at Moelis & Company and Deutsche Bank. He received his BS in Business from Indiana University's Kelley School of Business.

JOSHUA ROSENBAUM is a Managing Director and Head of the Industrials & Diversified Services Group at RBC Capital Markets. He originates, structures, and advises on M&A, corporate finance, and capital markets transactions. Previously, he worked at UBS Investment Bank and the International Finance Corporation, the direct investment division of the World Bank. He received his AB from Harvard and his MBA with Baker Scholar honors from Harvard Business School.

 

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Praise for The Little Book of Investing Like the Pros and Investment Banking


“Simply put, I have never before seen a book that provides the same complete and thoughtful orientation to the process of investing. The Little Book is clear, logical and well-organized, a concise survey course in what investors need to know. It starts at the beginning, with identifying candidates for investment and screening them for potential.”

Howard Marks, Co-Chairman and Co-Founder, Oaktree Capital Management

 

"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."

—David M. Rubenstein, Co-Founder and Co-Executive Chairman, The Carlyle Group
Host, The David Rubenstein Show: Peer to Peer Conversations

 

"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."

Joshua Harris, Co-Founder and Managing Partner, Apollo Global Management

 

“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.”

—Adena Friedman, President and CEO, Nasdaq

 

“Contrary to what many believe, investing need not be a random walk. For would-be stock pickers who want to beat the market, The Little Book of Investing Like the Pros articulates a process which will greatly assist them in achieving that goal.”

Stanley Druckenmiller, Founder & CIO, Duquesne Family Office

 

"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."

—Mitchell R. Julis, Co-Chairman and Co-CEO, Canyon Partners, LLC

 

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About Nasdaq (nasdaq.com):

Nasdaq (Nasdaq: NDAQ) is a global technology company serving the capital markets and other industries. Our diverse offering of data, analytics, software and services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on Twitter @Nasdaq, or at www.nasdaq.com.


About Latham & Watkins (lw.com):

Latham & Watkins delivers innovative solutions to complex legal and business challenges around the world. From a global platform, our lawyers advise clients on market-shaping transactions, high-stakes litigation and trials, and sophisticated regulatory matters. Latham & Watkins is a market leader at the cutting-edge of the practice: #1 US Equity IPO Manager Adviser by Deal Count, Bloomberg YE 2019; #1 Global Public M&A Adviser by Deal Count, Mergermarket YE 2019; #1 Global Cross-Border Private Equity Adviser by Deal Count, Bloomberg YE 2019; and #1 Global Syndicated Loans Legal Adviser—Borrowers & Lenders Combined by Deal Count, Refinitiv YE 2019.

Latham is one of the world’s largest providers of pro bono services, steadfastly supports initiatives designed to advance diversity within the firm and the legal profession, and is committed to exploring and promoting environmental sustainability.


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Contact:

Wiley Media Contact

Amy Laudicano

alaudicano@wiley.com

Nasdaq Media Contact

William Briganti

william.briganti@nasdaq.com

Latham & Watkins Media Contact

Geoff Burt

geoff.burt@lw.com

Tracy Iacovelli

tracy.iacovelli@lw.com

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