Nonetheless, a good pitchbook is key to impressing senior bankers and clients alike. Investment banker at the first boston corporation director of four nonprofit organizations laura conigliaro director retired partner of goldman sachs other experience codirector of americas equity research covered computer systems sector as technology equity research business leader director of infoblox, arista networks and. Use examples to jumpstart your presentation building process and save valuable time. The investment banking analyst apart from making research and analysis is shouldered with the responsibilities of monitoring funds, client assistance, valuation analysis, and pitch books compilation. Morgan client to whom it is directly addressed and delivered including such clients subsidiaries, the company in order to assist the company in evaluating, on a preliminary basis, the feasibility of a. The book contains the main attributes of the firm as well as potential returns and attempts to show how the bank making the pitch is the best bank for the job. Mar 04, 2017 do send the pitch deck in a pdf format to prospective investors in advance of a meeting. Investment banking pitchbook is the word most dreaded by the analysts and. Here we discuss what are pitch books, why are they used, examples. Pitchbook overview, examples, types, components of.
The primary purpose of pitch book is to stimulate discussion between the potential client. You are receiving a professionally designed presentation slide set focused on marketing your firms services and products. These types of pitch books include all the details and information about the investment banking firm. Nate works with corporate clients looking to acquire, sell, divest or raise growth capital from qualified buyers and institutional investors. The best elevator pitch examples, templates, and tactics pdf. Here are a number of example pitch books in editable powerpoint ppt, pptx and pdf versions, drawn from some of the case studies within our investment banking courses. Jun 05, 2012 a pitch is the sales presentation by an investment bank, to a prospective or current client, marketing the firms services and products or a specific transaction. Hedge fund pitch book investment banking books ovis creative. Eight ways to create the perfect investment banking pitchbook. First and foremost, a cim is not a legally binding contract. The purpose of a pitchbook is to secure a deal with the potential clients. You will also find two pitchbook templates at the bottom of this post with an introductory market pitchbook by jp morgan. Investment banking is a broad term that encompasses capital raising and strategic transaction advisory services for companies.
Ubs investment banking pitchbook ubs mergers and acquisitions. They act as a marketing device that is used by all the investment. Process was rigorous, objective and competitive prior to signing, 3 leading financial sponsors conducted due diligence but 2 declined to submit firm offers, citing challenges in pc business evercore retained. The harder the sell, the better the marketing and pitch will need to be. As investment bankers, we curate deals for company investors. The 10 steps to writing a pitch book for institutional. How to make an investment banking pitch book guide and. As a junior in investment banking, pitchbooks are your life.
For those seeking a position as an investment banking. Most are for live deals which are different than pitchs in that pitches have more generic marketing, market. The best elevator pitch examples, templates, and tactics. Below is an example of a real investment banking pitchbook, in all its mundane glory. A pitch book is a document used by investment banks to pitch potential companies to firms. It includes debt and equity issuances, private placements of capital and advisory on strategic transactions such as mergers, acquisitions and divestitures. A pitch is the sales presentation by an investment bank, to a prospective or current client, marketing the firms services and products or a specific transaction.
This pitch book example includes a professionally designed set of slides that can be easily customised to create your investment banking pitch book, hedge fund pitch book or real estate pitch book. Presentation templates professional pitch decks and. Slightly customized presentation deck based on feedback from your first meeting 1 to get a meeting 2 to use in a meeting 3 to send as a follow up after the meeting example pitch decks. Pitch books contain general information and include a wide variety of selling points, such as an. Learn dos and donts for an investor pitch deck as well as the most important elements it must include. Morgan awarded best dr bank japan, taiwan, best dr bank mandate. Draft preliminary analysis for discussion purposes only strictly private and confidential. It describes your education, work and leadership experience paid and unpaid, and your skills, activities, and interests. How to make an investment banking pitch book guide and examples. Hedge fund pitch book investment banking books ovis. Pitch book how to make investment banking pitchbook. Created by the bankers and used to guide introductions and presentations during a sales pitch. Pitchbook for investment banks build comps like never before finally, get all the information you need to build comps in one placeincluding detailed data on precedent private transactions pitchbook is the worlds largest source of deal multiples and valuations, public company fundamentals and consensus estimates. It consists of a careful arrangement and analysis of the investment.
They act as a marketing device that is used by all the investment banks around the world. It provides an overview of the firm, including historical information, financial strength, and services available to potential clients. Investment banking pitch book sample ppt and pdf files and downloadable templates. Euromonitor, who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae hospital beds per 1,000 people in selected countries 2011 per capita spend on healthcare usd healthcare spend as % of total gdp average per capita spend 21.
Ubs investment banking pitchbook free download as powerpoint presentation. Also, the statistics related to recent deals, profits, successful investments, recent trends, and deals in the market are demonstrated in the pitch book. The investment bankers talk about how they are best in the industry and give clients all the data and information about a particular deal through an investment banking pitchbook. Created properly, a financial services or hedge fund pitch book identifies a firm, supports its brand and communicates its message to current and potential clients, investors, employees and new hires. Investment banking and asset management what is a resume. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. Pitching to investors can be tough, so its important to nail your presentation. You will also find two pitchbook templates at the bottom of this post with an. A pitchbook is a sales book created by an investment bank or firm that details the main attributes of the firm, and it is used by the firms sales force to help sell products and. Browse pitch decks and presentation templates to deliver a worldclass presentation. An investment banking pitch book is a marketing devicesales book created by investment banksfirms. A s s e t m a n a g e m e n t consistent growth across a worldclass franchise consistency high margin, high roe, predictable growth breadth diversified earnings from multiple products, channels. Eric manages the hkexs issuer marketing efforts, working closely with. It is indispensable to the investment banks while marketing themselves to the clients.
A resume is a marketing brochure pitch book about you. Marketing of banking services 105 for all occasions. Investment banking analyst resume samples qwikresume. Its a marketing document, it needs to be crisp and concise, and most.
Investment banker prepares pitch book and buyer list potential buyers pitch book. It is a marketing document intended to make a company. A pitch deck is a sales presentation used by investment banks to pitch. This powerpoint template includes all the slide examples that include in typical pitch books used by major investment banking, hedge funds, and real estate investment firms. The leaked golden pitchbook from one of wall streets more. Pitch book template example for investment banking pitch book.
Weve also included some examples from the winning entries of previous years the. Ubs presentation to investors example pitch book etc. Euromonitor, who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae hospital beds per 1,000 people in selected countries. It is a sales presentation that details the main attributes of the firm, with an aim to secure a deal for the investment bank with the potential client. This presentation was prepared exclusively for the benefit and internal use of the j.
We use pb to test market appetite for specific potential acquisitions and to give us the proverbial hash marks we use in valuation. Create your own deck and tell your story through the suggested topics. The primary purpose of the pitch is to secure a mandate, but it also serves as a means to stimulate discussion between the client and deal team. The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank will help close these deals. Well, the good news is that oracle has made one available to the world, thanks to a feud between it and the software company autonomy, recently acquired. Youd see an ad in the back of a magazine that told you to send away for info on a great investment. Created properly, a financial services or hedge fund pitch book identifies a firm, supports its brand and. From marketing materials to outreach, the components of a fullyexecuted marketing plan for a deal can vary widely depending on whether you are attempting to buy a business, sell your company or raise capital. Since we sign ndas with our clients, it has always been difficult for us to. A pitch book is one of the most critical components of a firms marketing and communications efforts. A pitchbook is a sales book used by investment banks to sell products and services, as well as pitch potential clients.
Built financial models, including 3statement merger, accretiondilution, lbo, ipo, and dcf models. Pitchbook overview, examples, types, components of pitchbooks. You are receiving a professionally designed presentation slide set focused on marketing. The leaked golden pitchbook from one of wall streets.
It describes your education, work and leadership experience paid and unpaid, and. An investment banking pitch book is a marketing device sales book created by investment banks firms. Investment banking pitch book template download powerpoint. Hence such a pitch book needs to be updated regularly. Once you nail your elevator pitch, you will need to expand it into the 7 essential stories charismatic leaders tell.
The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank. Pitch deck template a few tips this template includes the main points to be covered in a pitch. Write a pitch book, pitchbook, pitch deck presentation of data to help start a hedge fund or investment fund including research, pricing with examples like a template used to raise assets from. Investment banking pitch book sample ppt and pdf files and. Morgan also prohibits its research analysts from being compensated for involvement in investment banking transactions except to the extent that such participation is intended to benefit investors. The ultimate pitch deck to raise money for startups. Debtrelated cims will include the proposed terms interest rates, interest rate floors, maturity, covenants, etc. R e s u m e s for finance roles in investment banking and. Sep 27, 2017 this pitch book example includes a professionally designed set of slides that can be easily customised to create your investment banking pitch book, hedge fund pitch book or real estate pitch book presentation.
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