Whats included in an investment banking pitch book. It is also important to have an investment banker ready to engage in case the company receives an unsolicited acquisition offer. Aardvark valuation potential acquisitions process recommendations appendix. 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. It provides an overview of the firm, including historical information, financial. Pitch book sample stocks mergers and acquisitions scribd. Pitchbook overview, examples, types, components of. Just click on the download link button below the sample. Business model plan a pdf file available for download that discusses different avenues in writing business plans. Even at its current levels, however, jaguar is still undervalued relative to peer specialty pharmaceutical companies, and on an intrinsic, cashflow basis. Bankers like to complain about almost everything, but near the top of the complaint list is investment banking pitch books. Plus, see a snapshot of a company when it was acquired with data like employee count, industry and vertical and capital raised to date. The best elevator pitch examples, templates, and tactics pdf. By definition, an elevator pitch is a quick persuasive speech that is used to create interest in a project, a concept, or people.
Weve compiled a list of 30 of the best startup pitch deck examples to serve as inspiration when it comes time to create a pitch deck of your own. Baml served as financial advisor to arclight on its acquisition of american midstream partners, now known as third. 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. Dive into your competitors previous investments and acquisitions to better understand where theyre going next and inform your own strategy. Elevator pitch essentials how to create an effective elevator pitch chris oleary from chriss mouth to gods ears. A pitch book is a brochure that outlines who you are, what you do, how you do it and how you help clients, says sara gilbert, founder of strategist in montreal. Using the pitchbook templateabout the templatepitchbooks are structured presentations with tightly packed text and graphics. Ubs investment banking pitchbook free download as powerpoint presentation. They are usually intended for print rather than projection. Strong growth in credit book with consistently low. There is no class on how to pitch a stock, so let this be your learning center. Investment banking analyst resume samples qwikresume.
The pitch deck is the first comprehensive prototype of a new venture, and so should be. Key statistics 20 80 operational beds 168 physicians 223 nurses 14,783 inpatients tal 537,825 outpatients 50 operational beds. This is a checklist, define the appropriate amount of information to present for each situation and adapt it to assure your success. The cim is also referred to as the offering memorandum, or, in more informal industry parlance, the pitch book, or simply, the book.
We are early entrants to lead this market segment market reach unbound by geographical limits. Here is ubers first pitch deck john mannes 3 years on the ninth anniversary of the founding of uber, its cofounder garrett camp shared the companys initial pitch deck via a personal medium. The art of the investor pitch desmond oconnor innovation works inc. Pitch book guide to investment banking pitch book examples. The best elevator pitch examples, templates, and tactics. It provides an overview of the firm, including historical information, financial strength, and services available to potential clients. Mergers and acquisitions preparing a pitch book on a. Weve also included some examples from the winning entries of previous years the proposed deals were acquisition of airline aer lingus by iag.
If only entrepreneurs would follow chriss advice, i wouldnt be losing my hearing and i would have more time to play hockey. Consistent growth across worldclass global client franchise consistency predictable, low capital, high growth business breadth diversified earnings from multiple products, channels, and regions. 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. Thanks in advance if anyone knows sample investment banking pitch book a pitchbook is a tool that helps sell the bank to prospective. How to make an investment banking pitch book guide and examples. Pitch deck presentation 1015 slides leave behind deck. Beyond the data, the pitchbook team proactively finds ways to bring more value to our business. Oct, 2016 eight ways to create the perfect investment banking pitchbook. Morgan awarded best dr bank japan, taiwan, best dr bank mandate. Executive summary situation overview explain why youre giving the pitch and the call to action or recommendation in one page. Pitchbookbvr guideline public company comps tool frequently asked questions faqs thank you for visiting the faq page for pitchbookbvr guideline public company comps tool. Usually would mean increase in amount of ipods sold.
Some typical characteristics of a pitchbook presentation include. The intense pitch deck is a great example of that, as it includes the key slides that every pitch needs like a team slide, services, timeline, charts, and more. Pitchbook is one of the most important tools we use in our daytoday work, allowing us to identify and target suitable investors and buyers, perform relative valuations, and source. Do send the pitch deck in a pdf format to prospective investors in advance of a meeting. Unlikepineor other similar unixbased email clients, our productprovides an intuitive way to annotate email. 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. The presentation is based potential acquisition targets, which is a very standard type of investment banking pitch. Fintech trading outages cast a shadow over robinhoods lofty valuation. As most buyers dont have an option to walk away from an acquisition and cite the coronavirus, corporate lawyers are advising clients to do more aggressive due diligence. The cfi investment banking pitchbook template is free and available for anyone to download. The cim is prepared early on in the sellside process in conjunction with the sellers investment banker to provide potential buyers with an overview of the company for pursuing an acquisition.
Pitch deck template a few tips this template includes the main points to be covered in a pitch. He served as ceo of the card, merchant services and auto finance business. Why unicorns are overvalued and the industry knows it by anthony mirhaydari. Pitchbook overview, examples, types, components of pitchbooks. Here is an example outline for an investment banking pitch book. Company information 1 al bateen and al baniyas clinic was opened in early 2014. Pre acquisition financial information of acquirees. Automation in construction support services is the new norm. Ubs presentation to investors example pitch book etc. Included, in addition to our own guide, is a video detailing the pitch and what goes into it courtesy of the wallstreetoasis video library and a pdf attached at the bottom that includes a visual summary as well as an example. Here are some investment banking pitchbook drafts from that have archived by the. A powerpoint pitch deck template like this one gives you the flexibility to reuse it for multiple pitches, thanks to. Actual pitch books are almost never made available for public use.
How to make an investment banking pitch book guide and. Pitchbook table of contents cfis investment banking pitchbook template. The goal is to maintain a consistent influx of new customers, which is usually done through marketing. Youd see an ad in the back of a magazine that told you to send away for info on a great investment. Does anyone know of a link where i could find some samples of ib pitchbooks, id really like to see what they are like, a general idea of the look and whats in them. The purpose of a pitchbook is to secure a deal with the potential clients. 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.
A pitchbook is a sales book used by investment banks to sell products and services, as well as pitch potential clients. Strong analytical and financial modeling skills developed from creating robust financial models to support even the most complex businesses in the technology sector. Customer acquisition is the process of bringing new customers to your brand. As of may 9, 2014, jaguars share price and valuation multiples have more than doubled over the last twelve months. So let us now look at another important function of an investment bank i. Healthscope limited all report for these company attached. If youre looking for an example or a guide on how to make your pitchbook, this will be a great starting point. Search for competitors based on industry and stage, and get alerted when new companies meet these criteria. Hotel business plan an example of such a plan is shown at the bottom portion of the page right above the paragraph above. The twopage pitching template begins with four prelimi. Mergers and acquisitions preparing a pitch book on a proposed takeover. Investment banking pitch book sample ppt and pdf files and.
For the remainder of this post, well refer to investmentrelated marketing materials as confidential information memoranda, or the cim. An investment banking pitch book is a marketing device sales book created by investment banksfirms 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 technical note offers an example of a complete pitch book for use as a basis of class discussion and learning. 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.
Project aardvark presentation to the board of directors january 29, 2010. We offer the only modeling courses in the world that teach you how to think and create your own investment recommendations, stock pitches, and investment banking pitch books. If you did, youd get a broker calling you up to pitch you the deal. May 02, 2014 a pitch can be powerful because it not only advertises one book but all of the authors books. The leaked golden pitchbook from one of wall streets more. Autonomy overview 2 summary financial performance trading overview dual headquarters san francisco, ca cambridge, u. After having read unbroken, for example, i went on to read laura hillenbrands first book, seabiscuit, which i then pitched to several of my friends.
It isnt a pdf but at least you can read it offline. Create your own deck and tell your story through the suggested topics. To help you with this daunting task, weve taken cues from top startups whove raised money from angel investors and vcs with effective pitch decks. A confidential information memorandum cim is a document prepared by a company in an effort to solicit indications of interest from potential buyers. While there are many different ways to acquire customers, some methods can be tracked more easily than others. This technical note offers an example of a thoroughly complete pitch book for use as a basis of class discussion and learning. 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.
The leaked golden pitchbook from one of wall streets. Network your way into interviews, master technical and fit interview questions, and learn financial modeling. A pitch book is a document used by investment banks to pitch potential companies to firms. Below is an example of a real investment banking pitchbook, in all its mundane glory. 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. Pitch book template example for investment banking pitch book. Well, the good news is that oracle has made one available to the world, thanks to a feud between it. Experienced, driven finance professional with 3 years in investment banking, providing merger and acquisition advisory services to middle market technology firms. Blank is a symbol on a typewriter you have to press space to get it. Create an effective pitch book investment executive. Investment banking pitch books template, sample, and examples. Ubs investment banking pitchbook ubs mergers and acquisitions. The transaction environment within staffing in europe continues to be strong, and clairfield international has assisted.
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. Discover who the acquirer was, the lead partner on the acquisition, the acquisition amount and form of payment. Some analysts claim that youll devote all your waking hours to creating these documents, while others say theyre timeconsuming but not that terrible to create. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. Investment banking pitchbook template download free ppt file. 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. Confidential draft table of contents executive summary 3. Stock pitch sample template proven examples to help ace y. Pitch book template example for investment banking pitch. Eight ways to create the perfect investment banking pitchbook. Why unicorns are overvalued and the industry knows it. If this happens, its a bad idea to negotiate with the potential buyer yourself because you will almost certainly leave value on the table. A business plan in 10 slides uc davis graduate school of.