Analysts on Pitches
Guys I was wondering if any of the top shops, both BB and Middle Market/ Boutiques, let analysts go on pitches? Or do analysts simply make the books and pass it along?
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summer analysts dont go, but some of the FT analysts usually go, at least from my xp
any firms in particular that allow analysts to go? Or any that give them a role during the pitch?
I went on a pitch as an intern but FT analysts usually go if the client is near by Do we have a speaking role? Definitely not aside from introductions
At some places firms want to give interns the experience of going to meetings to coax them into taking FT offers
for FT, you'll probably go to a meeting if you're extremely involved with a client. you'll definitely go to meetings (DD, meetings with mgmt, mgmt pres., etc.) if you're on active, extended process. otherwise, i'd say if you ask to go to any old one-off pitch and it doesn't take much in terms of resources for you to tag along (ex: if your office is in NYC and the meeting is there too, rather than having the firm pay for you to fly elsewhere) then you'll be allowed to go.
Analysts at the MM I worked at went along on major pitches (ie bakeoffs) if they were very involved in putting together the presentation, but as stated above, there was definitely no speaking role outside of introductions. This didn't only include meetings in our city, although I don't recall any analyst flying internationally for a pitch.
a place I interviewed at says analysts go on every pitch, have a speaking/presenting role on every pitch, and stay with the deal all the way through...too good to be true or really cool gig?
I don't think what you're saying is "too good to be true" but I do think going to every pitch would become a lot less cool than you think... Don't get me wrong, having client facing experience is a great opportunity to have and you can learn a lot. But sometimes its easier to just dial in while you do work at the desk...
Traveling is not fun after the first few times.
I went on a ton of pitches as an analyst, but mostly within the city. It depends on the culture I guess.
i SAed at a random M&A shop and went on a couple pitches. didn't say much. just took notes.
Trust me- going to a pitch as an analyst is not that fun as in case the client asks about a certain number, buyer, deal, etc., if the senior guys don't know, it's up to you to step up and provide back up. Meaning, you have to have back ups (often a thick book) for all your data. Cool part is though that you do get to see the result of your work.
Haha, or the result of your work never even being opened...
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