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Internal Factors Evaluation Matrix

Submitted by trisingapore on June 30, 2008

Category: Business
Words: 6573 | Pages: 27
Views: 518
Popularity Rank: 17,852
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Morgan Stanley Dean Witter

A Strategic Audit

May 6, 1998

EXECUTIVE SUMMARY

Investment Banks are defined as financial intermediaries that focus on the capital raising needs of firms through the use of debt and equity. In this capacity, Investment Banking firms concentrate primarily on underwriting debt and equity issues, as well as provide valuable consulting information for other firms in need of merger and acquisition expertise.

A co-petitive analysis provides the analytical framework for an industry to evaluate its key external relationships relative to the industry’s customer base and supply inputs. Some customer competitors identified are investment banks offerings in the same markets, federal and municipal governments, and Big 6 accounting firms. Examples of supply competitors include commercial banks, private investors, and strategic consulting firms. Customer complementors consist of financial media, institutional investors, and software developers. Lastly, corporations subject to consolidation and higher institutes of learning compose the industry’s supply complementors

In determining "what matters" in the external environment, competitive, social/cultural, legal, economic, political, and technological forces are analyzed. Factors such as pressures for globalization, demographic trends, changing legal policies, and strong economies impact the investment banking industry.

The opportunities and threats identified here are the critical success factors in the external environment that can help position the industry to be profitable. The chief opportunities identified include the favorable economic environment that fosters mergers and acquisitions. Further, investment banks themselves have a unique window of opportunity to merge or acquire other investment banks which in turn promotes globalization. Erosion of the Glass-Steagall Act will provide long...

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