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. Ive laid out the stepbystep process to get a hedge fund job for both experienced professionals and mbas. Create your own deck and tell your story through the suggested topics. There are several types of investment banking pitch books, differentiated depending on purpose and content. The leaked golden pitchbook from one of wall streets more.
What does an investment banking pitch book look like. Pitch book template example for investment banking pitch. Also, the statistics related to recent deals, profits, successful investments, recent trends and deals in the market are demonstrated in the pitch book. If you did, youd get a broker calling you up to pitch you the deal. Examples of investment banking pitch books are hard to come by on the internet although pretty widely distributed by clients internally. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. 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, and regions depth strong global clientcentric franchises, each with significant room to grow growth engine within jpmc difficult to replicate fiduciary mindset ingrained since mid. Ubs presentation to investors example pitch book etc. Surprisingly, although a wealth of academic and policy work analyzes speci. The primary responsibility of this managing director is to help the client solve corporate finance issues by offering the banks products and services. It consists of a careful arrangement and analysis of the investment considerations of a potential or current client, andor a reference for comparison for an employee in an investment or commercial bank.
This is a solid reference book for experienced ibankers and those interested in learning more about this industry. Making a strong stock pitch is the way to get your. 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. Investment banking pitch book sample ppt and pdf files and downloadable templates. Investment banking pitch book investment banking by edu. Required stepbystep course to learn to build a basic 3 statement financial model in excel online. Get dozens of sample pitch book, presentation, and company and deal profile layouts. 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. Jan 22, 2014 investment banking pitch book investment banking by edu cba 1. If youre looking for an example or a guide on how to make your. Use a subject with your name and position you are applying for e. That said, the book does not get into the valuation issues involving closely held businesses lower middle market or your momnpop small businesses, such as. Sep 28, 2015 it is highly dependent on the nature of the pitch.
Pitch deck template a few tips this template includes the main points to be covered in a pitch. Learn the nuts and bolts of investment banking pitch book. 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. Required learn to value a business based on comps, precedents, and a dcf model. It highlights the forces that have transformed the business to what it is todayand what it is becoming. Morgan awarded best dr bank japan, taiwan, best dr bank mandate. How to make an investment banking pitch book guide and. It consists of a careful arrangement and analysis of the investment considerations of. Download investment banking book file in pdf format. Investment banking interviews typically start with a battery of questions about yourself. 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.
Prerequisite fundamental overview of capital raising, valuation, mergers, acquisitions, and corporate finance careers. An investment banking pitch book is a marketing device sales book created by investment banks firms. If youre looking for an example or a guide on how to make your pitchbook, this will be a great starting point. Investment banking presentations and pitchbooks are usually done in powerpoint.
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. Nov 17, 2014 a sales pitch book created by an investment bankfirm that details the main attributes of the firm. Pitchbook format 1 free download as powerpoint presentation. Investment banking pitch book sample ppt and pdf files and.
In other cases, says shah, senior bankers use the pitch document as a. Below is an example of a real investment banking pitchbook, in all its mundane. A pitch book is a marketing device used by investment banks in the united states. Mostly because bankers tend to deliver them in printed formats they are flipped in the room, not projected. The pitch book is a collaboration between junior and senior bankers, with most of the actual work being done by investment banking analysts and associates investment banking career path investment banking career guide plan your ib career path. Ubs investment banking pitchbook free download as powerpoint presentation. Aug, 2011 investment banking presentations and pitchbooks are usually done in powerpoint.
Here are some investment banking pitchbook drafts from that have archived by the. The pitch deck is the first comprehensive prototype of a new venture, and so should be. 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. Eight ways to create the perfect investment banking pitchbook. Hence such a pitch book needs to be updated regularly.
An investment bank raises capital money, in the form of debt and equity for companies and advises them on financing and merger alternatives. 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. Pitch book template example for investment banking pitch book. 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. 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. Feb 29, 2016 examples of investment banking pitch books are hard to come by on the internet although pretty widely distributed by clients internally. Sep 11, 2017 sample pitch book template ppt for a winning investment banking pitch book, real estate investment or hedge fund pitch book presentation. Having a killer stock pitch is what matters the most. No, you may use other software products, but yes, you will eventually need to express your ideas in an electronic format ppt, pdf, etc. 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.
Youd see an ad in the back of a magazine that told you to send away for info on a great investment. Making investment banking pitch books can be easily become daunting. Jul 14, 2015 it is the policy of terebellum investment group, llc to keep confidential nonpublic personal information pertaining to each current and former client and or investor i. The pitch deck is the first comprehensive prototype of a new venture, and so should be created, shared.
How to perfect your pitch 2 minutes pitch deck presentation 1015 slides leave behind deck. The document used to facilitate this presentation is known as a pitch book. Investment banking pitchbook template professional ppt. Learning the basics of investment banking pitch books. The cfi investment banking pitchbook template is free and available for anyone to download.
As a junior in investment banking, pitchbooks are your life. The presentation is based potential acquisition targets, which is a very standard type of investment banking pitch. Investment banking and asset management what is a resume. Learn about investment banking salaries, how to get hired, and what to do after a career in ib. 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. The insider guide to developing a stock pitch ive written over 30,000 words detailing what its like to have an investing career. Jun 12, 2014 making investment banking pitch books can be easily become daunting. Therefore, it can be a tool for generating new clients. Pitchbook format 1 investment banking lehman brothers. Standard banks corporate and investment banking division offers you a robust solution through specialist teams who provide you with funding, manage your daytoday financial risks and facilitate your transactions across africa via market leading electronic platforms. 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. These securities are then traded in the global financial markets. What is the typical structure of an investment banking pitchbook. Below is an example of a real investment banking pitchbook, in all its mundane glory.
Investment banking pitch book investment banking by edu cba. The book has been updated and expanded with a try to make it more reader friendly. Pitch book how to make investment banking pitchbook. This article deal with the what is investment banking pitch book, types of investment banking pitch book and the anatomy of investment.
R e s u m e s for finance roles in investment banking and. A pitch book is a document used by investment banks to pitch potential companies to firms. Delve into the basics of making these pitch books to get started. The book acts as the first guide to the capital marketsa aspirants who wish to make a fruitful career in finance or in investment banking domain and as a useful resource and reference for the capital market participants who quickly wish to learn the valuation of companies or refine and finetune their skills and compare the companies on. Weve also included some examples from the winning entries of previous years. It describes your education, work and leadership experience paid and unpaid, and your skills, activities, and interests. You will also find two pitchbook templates at the bottom of this post with an introductory market pitchbook by jp morgan.
A resume is a marketing brochure pitch book about you. Investment banking pitch books template, sample, and examples. Jan 22, 2014 learn the nuts and bolts of investment banking pitch book. This is a checklist, define the appropriate amount of information to present for each situation and adapt it. 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.
Investor pitch faq should i provide additional information. Standard securities asia limited is a licensed corporation with the securities and futures commission. The primary purpose of pitch book is to stimulate discussion between the potential client. All those questions you will get in the investment banking interview have a single purpose and are trying to assess adaptability, analysis and problem solving, commercial awareness, communication, decisionmaking and judgment, influencing. A business plan in 10 slides uc davis graduate school of. 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. The twopage pitching template begins with four prelimi. 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.
Investment banking pitch book investment banking by edu cba 1. Investment banking pitchbook template download free ppt file. The book has been expanded, updated and improved with growing experiences of training and working in the investment banking sector. The leaked golden pitchbook from one of wall streets. Email resume and cover letter as one pdf attachment use cover letter as page 1 and resume as page 2 include your last and first name in the title of the document e. The pitch book is used by the firms sales force to aid it with selling products and issues.
These types of pitch books include all the details and information about the investment banking firm. It is the policy of terebellum investment group, llc to keep confidential nonpublic personal information pertaining to each current and former client and or investor i. Two modules of the course are dedicated to different slide layouts for 1page, 2page, column, quadrant, and multiplerow profile layouts, as well as sample 1page and multipage deal profiles you can use at assessment centers and in case studybased interviews. Investment banks sell securities debt and equity to investors in order to raise the capital. Investment banking courses collection online training.
The book has been expanded, updated and improved with growing experiences of training and working in the investmentbanking sector. The initial idea for a pitch typically begins with an industry group managing director. The insider guide to developing a stock pitch buyside focus. 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. 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. 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. 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. I believe that the book appeals to readers around the globe as it advocates the logical approach and universal fundamentals. An investment banking pitchbook is used by investment banks to aid in the selling of products and services to potential corporate clients. How to make an investment banking pitch book guide and examples. Jun 05, 2012 the document used to facilitate this presentation is known as a pitch book. Ubs investment banking pitchbook ubs mergers and acquisitions.
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