M&a pitch book example

You will also find two pitchbook templates at the bottom of this post with an introductory market pitchbook by jp morgan. For the remainder of this post, well refer to investmentrelated marketing materials as confidential information memoranda, or the cim. As compared to the main pitch book, the deal type may also list down the firms notable achievements and clients to assure acceptability and prospective partnership. Pitchbook overview, examples, types, components of pitchbooks. We ve also included some examples from the winning entries of. Advanced powerpoint tutorial for investment banking cfi. March 2005 discussion of current industry trends strictly confidential yuanni printed. What does an investment banking pitch book look like. The main purpose of a pitchbook is to elicit interest from prospective buyers and generate an expression of interest. A blog dedicated to studying successful pitch decks. 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 mid1800s. At the same time, the one sentence pitch is the core of all the summarizing youre going to do in the future.

Oct 09, 2007 the original 30 second video for itt van a gumimaci, the hungarian version of i am a gummy bear, debuted on the internet in august of 2006. Examples of investment banking pitch books are hard to come by on the internet although pretty widely distributed by clients internally. Target is underperforming peers in roe, roa, and roic walmart. Pitch book how to make investment banking pitchbook. Beyond the data, the pitchbook team proactively finds ways to bring more value to our business. How to make an investment banking pitch book guide and examples. Ruthann mckellin february, 2012ruthann mckellin 847. Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on youtube. Its going to be seen from afar and youre going to do all the talking. The original 30 second video for itt van a gumimaci, the hungarian version of i am a gummy bear, debuted on the internet in august of 2006. Your customizable and curated collection of the best in trusted news plus coverage of sports, entertainment, money, weather, travel, health and lifestyle, combined with outlookhotmail, facebook.

Scribd is the worlds largest social reading and publishing site. Connect to personal banking, business banking, mortgage, loan, investment and insurance accounts. When two companies combine together to form one company, it is termed as merger of companies. Its going to be seen on a laptop monitor, so small font is not so bad. Eight ways to create the perfect investment banking pitchbook. While acquisitions are where one company is taken over by the company. Analysts and the odd associate have to spend ages cranking out 40 page decks on the whims o. Find realtime m macys inc stock quotes, company profile, news and forecasts from cnn business.

Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. M often represents male or masculine, especially in conjunction with f for female or feminine. This document is confidential and is being made available to a limited number of persons for informational purposes only and for their exclusive use subject to. With peter lorre, ellen widmann, inge landgut, otto wernicke. Pitch deck examples from successful startups airbnb, uber. It consists of a careful arrangement and analysis of the investment considerations of the client. This technical note offers an example of a thoroughly complete pitch book for use as a basis of class discussion and learning.

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. M james bond is a fictional character in ian flemings james bond book and film series. A good pitch is not going to mean your book gets published and a bad pitch doesnt mean your book wont get published. It quickly went viral, gaining hundreds of thousands of. This investment banking pitchbook template contains the following key sections. Pitchbooks accurate, comprehensive public and private market data on your mobile device. This technical note offers an example of a complete pitch book for use as a basis of class discussion and learning.

An ideal listing and capital raising market trends, facts and figures. The pitchbook is a detailed, data rich document that describes a companys business, provides historical financial information and projections, details on assets, and offers a summary of a preferred transaction structure and steps. Pitchbook overview, examples, types, components of. The cim is also referred to as the offering memorandum, or, in more informal industry parlance, the pitch book, or simply, the book.

A pitch book is a document used by investment banks to pitch potential companies to firms. Pitchbook table of contents cfis investment banking pitchbook template. A demo day presentation, for example, should be very visual and contain very little text. Mostly because bankers tend to deliver them in printed formats they are flipped in the room, not projected. In typography, an em dash is a punctuation symbol whose width is equal to that of a capital letter m. 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. 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. 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. Such a strategy would allow jaguar to maximize shareholder value. 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. Harvard business case studies solutions assignment help. Below is an example of a real investment banking pitchbook, in all its mundane glory. When the police in a german city are unable to catch a childmurderer, other criminals join in the manhunt. Search search pitchbook overview, examples, types, components of pitchbooks.

Here we discuss what are pitch books, why are they used, examples. Find the latest macys inc m stock quote, history, news and other vital information to help you with your stock trading and investing. Learn the most advanced functions, tips and best practices for presentation design to be a distinguished powerpoint user. Its the heart of your book, whittled down to one sentence. 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. Msn outlook, office, skype, bing, breaking news, and. Weve also included some examples from the winning entries of. Emc corporation oracle corporation brocade communication systems, inc. Investment banking pitchbook template professional ppt. This tutorial is designed specifically for financial analysts who need to create powerpoint presentations, mainly in the form of pitchbooks. Take care to draft a complete, honest, and accurate.

Actual pitch books are almost never made available for public use. Since we sign ndas with our clients, it has always been difficult for us to. 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. It provides an overview of the firm, including historical information, financial. 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. How to write a one sentence pitch nathan bransford.

Pitch book example ruthann mckellin quality assurance management 43. In the case of merger, the acquired company ends to exist and becomes part of the acquiring company. Google allows users to search the web for images, news, products, video, and other content. Examples of investment banking pitch books are hard to come by on the internet. Morgan awarded best dr bank japan, taiwan, best dr bank mandate. The purpose of a pitchbook is to secure a deal with the potential clients. Company overview a company overview is the most important section of an investment banking pitchbook because it highlights the attractiveness of the company and presents. Pitch book template example for investment banking pitch. A pitchbook is a sales book used by investment banks to sell products and services, as well as pitch potential clients. Every day, pitchbook and thousands of other voices read, write, and. I m a big believer that the page after the cover page should be a company overview where you summarize in 46 bullet points your.