For me, writing my pitch book is an ongoing process. This chapter is compliments of intralinks dealspace, the leading virtual data room. A pitch book is one of the most critical components of a firms marketing and communications efforts. 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. Investment banking pitch book sample ppt and pdf files and downloadable templates 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. Investment banking pitch deck template get powerpoint. Buy the best book on investment banking careers by khalife, donna isbn. I cannot tell you with 100% assurance that there is just one fullproof way to do a pitchbook. Pitch book how to make investment banking pitchbook. Ib pitchbook template valuation analysis cfi marketplace.
Use this ib pitchbook powerpoint template to summarize the valuation range derived from various valuation methods including dcf valuation, precedents analysis, comps analysis, analyst forecast, and 52week trading range. 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. Key statistics 20 80 operational beds 168 physicians 223 nurses 14,783 inpatients tal 537,825 outpatients 50 operational beds. These securities are then traded in the global financial markets. The pitch book may contain the banks swot strenghts, weakness, opportunities and threat analysis. Have you found any banking or related decks that i can use as reference and learn from pitch book presentations. First created about a year ago september 2015, this stock pitch proved to be 100% correct. What does an investment banking pitch book look like. This article deal with the what is investment banking pitch book, types of investment banking pitch book and the anatomy of investment. This is a common interview question that not a lot of candidates are prepared for. Much of the work depends on various factors, like your company culture or who youll be pitching to. Company information 1 al bateen and al baniyas clinic was opened in early 2014.
List of books and articles about investment banking online. Pitch deck template a few tips this template includes the main points to be covered in a pitch. Ubs investment banking pitchbook ubs mergers and acquisitions. Investment banking course syllabus 2 course outline1 class onesaturday, july 6, 20 morning the world of investment banking this class explores the business of investment banking from both a historic and current perspective. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. Pitchbook has given us information about the pe and venture communityits an excellent. For more information about any of our premier valuation products or services, please contact us. Click here to open a pdf which provides definitions for all the terms used in the pitchbookbvr guideline public company comps tool. They say red is the color of energy, passion and action. 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. Technically, its defined as a marketing device that goes into detail about the attributes and services of a firm. Uq business school, university of queensland, brisbane, qld, australia abstract in this article, i propose a simple new research tool a template designed for pitching research. To those of you not intimately familiar with this software, you may think powerpoint is but a simple tool for putting text on a slide and adding cute little diagrams. Dreaded by many, masturbated to by a few, ignored by most.
Ubs presentation to investors example pitch book etc. Jun 12, 2014 home \ blog \ learning the basics of investment banking pitch books investment banks and firms make use of pitch books to secure potential clients. Pitchbook us template the global investment banking firm. This video walkthrough offers a brief overview of the pitchbook platforms many updated features, capabilities and functions. It isnt a pdf but at least you can read it offline. A pitch book is a document used by investment banks to pitch potential companies to firms. 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.
From day one as a summer analyst or summer associate, every banker comes to revile the term pitch. The state bank of india, popularly known as sbi is one of the leading. The pitch deck is the first comprehensive prototype of a new venture, and so should be. When a pitch is problemoriented, it may create a conversation with your client but it will be far deeper if you shift your pitch to being solutionsoriented. 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. Jul 14, 2015 hedge fund pitch book terebellum investment group slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. The pitch is typically an explanation of why the bank in question is best suited to lead the. Ubs investment banking pitchbook free download as powerpoint presentation. Investment banking interview questions street of walls. A business plan in 10 slides the pitch deck this template has been designed to describe all aspects of the venture not just the ones you know about or are excited by and serves as both a prototype your vision and communicate it to others. The leaked golden pitchbook from one of wall streets more. Standard bank asia limited is a fully licensed bank under the banking ordinance and is a registered institution under the securities and futures ordinance in hong kong. That is, the total number of employees, excluding administrative staff.
If you want to be an analyst or associates, you will be spending the majority of your time in creating the perfect investment banking pitch book. The leaked golden pitchbook from one of wall streets. 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. Simply place charts, tables, and text on powerpoint slides and then link them to data variables to create templates, a onetime effort. The interview below has been edited for length and clarity. If you did, youd get a broker calling you up to pitch you the deal. We believe this red color marketing powerpoint template will exude the power and the solid foundation of.
Jun 05, 2012 from day one as a summer analyst or summer associate, every banker comes to revile the term pitch. One example is bng bank, founded in 1914 to finance. A resume is a marketing brochure pitch book about you. Consistent growth across worldclass global client franchise consistency predictable, low capital, high growth business breadth diversified earnings from multiple products, channels, and regions depth solid global clientcentric franchises, each with significant room to grow growth engine within jpmc. It highlights the forces that have transformed the business to what it is todayand what it is becoming. To gain a merger an investment bank puts together a pitch book of financial information to market the bank to a potential client. This guide is your starting point to an overview of the skills required to work as an analyst in the investment banking industry. Aug, 2011 whats the objective of an investment banking pitchbook. Morgan cb client am gim gwm illustrative example private bank.
It is the bigger context that creates the more impactful story. 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. Colors help to keep peoples attention, but dont make the document look like a. Investment banking pitch book investment banking by edu cba 1.
Jan 22, 2014 learn the nuts and bolts of investment banking pitch book. It consists of a careful arrangement and analysis of the investment considerations of the client. Eight ways to create the perfect investment banking pitchbook. I want my entire company outlined in such a way that if the time comes or when the time comes, i dont have to create the book from the start. Everyday low prices and free delivery on eligible orders. What is a pitch, and why are pitches so despised by the junior team members. Pitch book template example for investment banking pitch book.
Pitch book template download investment pitch book. We use pb to test market appetite for specific potential acquisitions and to give us the proverbial hash marks we use in valuation. Investment banking pitch book investment banking by edu cba. Retail banking, project and corporate finance, working capital. Is there a definitions page which defines the terms used in the pitchbookbvr guideline public company comps tool, as well as displays how the financial ratios and valuation multiples are calculated. Below is an example of a real investment banking pitchbook, in all its mundane glory. Well, the good news is that oracle has made one available to the world, thanks to a feud between it. Here are some investment banking pitchbook drafts from that have archived by the sec.
You will also find two pitchbook templates at the bottom of this post with an. Home investment banking fit questions what goes into an investment banking pitch book. Pitch book definition a pitchbook is a type of sales book which is created by an investment bank that details the main features of the bank. This is readytouse powerpoint pitch book template ideal for any sales pitch book including investment banking pitch book, hedge fund pitch book, and real estate investment pitch book. After all, there are inperson meetings which take place, where the bankers will bring anywhere from a few to a dozen or more. Investment banks sell securities debt and equity to investors in order to raise the capital. Description this ib pitchbook template from cfi is a fantastic tool for presenting a valuation analysis of a corporation. Friends, have you found any banking or related decks that i can use as reference and learn from pitch book presentations here are some investment banking pitchbook drafts from that have archived by the sec. Pitchbook definitions business valuation resources, llc thank you for visiting business valuation resources, the leading data, research, and training provider for the business valuation profession. The lifting of the ban is a result of the jumpstart our business startups act, or jobs act, bipartisan legislation that was introduced in late 2011 and signed into law six months laterless time than it takes to craft a pitch book.
Morgan awarded best dr bank japan, taiwan, best dr bank mandate. This is a technical training guide, and it will go into great detail to explain the analytical and quantitative work that junior investment bankers do on a daily basis. You will also find two pitchbook templates at the bottom of this post with an introductory market pitchbook by jp morgan. A business plan in 10 slides uc davis graduate school of. Examples of investment banking pitch books are hard to come by on the internet although pretty widely distributed by clients internally. Learning the basics of investment banking pitch books. Pitch deck presentation 1015 slides leave behind deck. It describes your education, work and leadership experience paid and unpaid, and your skills, activities, and interests. Investment banking presentations and pitchbooks are usually done in powerpoint. R e s u m e s for finance roles in investment banking and. How to make an investment banking pitch book guide and examples. Investment banking is also commonly referred to as corporate finance because businesses rely on the information provided by bankers to successfully invest in the market place. The recommended goldman sachs reading list that we have compiled below this is the list they hand out to incoming investment banking employees is one of the most comprehensive finance reading list that probably exists.
Jan 22, 2014 investment banking pitch book investment banking by edu cba 1. What is the typical structure of an investment banking pitchbook. Wealth management built on integrity and experience how successful portfolios can help you. Then, assette automatically populates templates with data from your portfolio accounting and analytics systems. Pitch book software investment presentations assette. The law was supposed to take effect in july 2012, but because it was such a seismic shift, the sec mulled over proposed rules for more than a year before giving. It usually depends on how the investment bank wants to portray a particular deal. Pitch book is an information layout or presentation that is used by the investment banks, business brokers, corporate firms etc that provides with the firms main attributes and valuation analysis which helps the potential investors to decide whether they should invest in business of the client or not and also this information is known as confidential information memorandum which is used by. Investment banking pitch book sample ppt and pdf files and. Investment banking pitch books template, sample, and examples. Learn the basics of investment banking pitch books and presentations here.
The pitchbook platform for investment banks youtube. Whats the objective of an investment banking pitchbook. Create your own deck and tell your story through the suggested topics. Investment banking is the business of raising capital for companies and providing advising services on financing and merger activities. It usually depends on how the investment bank wants to. Mostly because bankers tend to deliver them in printed formats they are flipped in the room, not projected. Investment banking pitch book sample ppt and pdf files and downloadable templates. Below is an example of a real investment banking pitchbook, in all its mundane. 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. Feb 29, 2016 examples of investment banking pitch books are hard to come by on the internet although pretty widely distributed by clients internally.
F i n a n c i a l total r 8 e s u l t 4 s 4q14 financial highlights 1 see note 1 on slide 19 2 see note 2 on slide 19 3 see note 4 on slide 19 basel iii advanced fully phasedin refers to the capital rules the firm will be subject to as of january 1, 2019. Hedge fund pitch book investment banking books ovis. How to create a business pitchbook for presenting real value. Sep 28, 2015 it is highly dependent on the nature of the pitch. If you continue browsing the site, you agree to the use of cookies on this website. An ib investment banking pitchbook is used, and often constructed, by investment banks to aid in the selling of products and services. Thus, for example, a company will approach an investment bank when it needs to raise capital or when it needs advice in negotiating and structuring an acquisition of another company. The goal is obviously to engage a client or potential client by discussing with them what they care about rather than just what you want them to hear that is certainly the wrong way to go. The twopage pitching template begins with four prelimi. But why would i go through the exercise of recording my companys history if im still making history. The main purpose of a pitch book is to provide a realistic overview of a business being marketed for sale.
An investment bank raises capital money, in the form of debt and equity for companies and advises them on financing and merger alternatives. Eight ways to create the perfect investment banking. Natixis is an example of a bank with a sharp focus, in its. Standard securities asia limited is a licensed corporation with the securities and futures commission. Then you can focus on the analysis, invite new ideas and. Pitchbook definitions business valuation resources. Morgan, kelvin worked at np paribass business valuation division based in paris later moving to hong kong to join the greater china corporate finance team. An investment banking pitch book is a marketing devicesales book created by.
Pitch book template example for investment banking pitch. Luckily these were soft copies, pdf ed for the occasion. This is a checklist, define the appropriate amount of information to present for each situation and adapt it to assure your success. There really isnt one formulaic way to make an investment banking pitch book. Learn how investment banks are using the pitchbook platform to increase deal flow, better execute on deals and build stronger comparables and analysis. It is a marketing tool that tries to set apart basically very similar banks and to support the claim that this bank, and no any. Learn how to run an advanced search, navigate from profile to profile, analyze data sets and much more. A pitch book is the paramount of days and nights of a bankers hard work. Wealth management built on integrity and experience. The leaked golden pitchbook from one of wall streets more notorious brokerage firms. The sales team focuses on these data to explain the potential client about the benefits of the bank and how it can help the client in achieving specific deal.