I have been getting lots of comments that my titles are bad, the wording and phrasing in decks are bad, etc. The grammar and spelling are all correct, but it doesn’t have the “correct tone” of being in a pitch slide.
Are there good resource to improve my writing in this sense? Or does is just take experience and practice?
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It really depends on your MD's style. The two I work with are very different, one is concise/direct and the other is quite verbose so I tailor the writing to each. The context of the materials matter too, for example some are more educational for clients like market/M&A updates, that sort of thing.
I usually just reword whatever the group has already said about similar businesses:
"market-leading, value-add supplier to the xxxx industry with strong margins and significant growth opportunity"
and then just swap in different phrases depending on the business (margins, operations, etc.) and slide. Eventually becomes a game of just pulling phrases in and out of different decks to fit your needs. Seems to do the trick.
This is it. When you begin in IB ask the other analysts for every single IM they have access to, find the most generic businesses and save them. Use these as templates and just reword them. Also most businesses will have investor decks and management presentations. Just reword those in the tone/structure of a previous IM
My first couple weeks on the job, as I was studying for my series exams, my VP gave me 10+ CIMs and MPs to read through in my free time. Gave me a good sense of how to think about organizing data and developing marketing materials in the context of an M&A process.
Getting more experienced on the job, I often leverage slide formats / wording from books previously used in prior processes, since those materials have already gone through an extensive process of revisions. Gotta work smarter, not harder!
Hope this helps.
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