Investment Banking Introduction Pitch to Prospects

Hi All,

I spent 3 years at a decent MM bank, and have transitioned to a more a role with a boutique with two other MDs. I know most may not consider this an "upgrade", but I really enjoy the visibility and client relationship development aspects. I have been able to greatly expand my network in our city (not a huge financial hub), and get cuts of deals I bring in plus a decent base.

I am wanting to expand our base of companies we reach out to via email potentially. Our target audience is companies with $15M-100M in revenues. Many of the companies are still owned by the original owners. Would email marketing be effective? If so, what would be a good, short email that would capture the attention of an owner if they were interested.

I have sent about 100 (very specific industry), and had 4 calls from them. One has turned into some strategy work, which may lead to a deal.

I generally start the email by introducing the firm and industry group I focus on. Then, I explain our services, and at the end, mention I'd like to follow-up with call to learn more about their long term objectives and potential need for capital.

Any tips?

1 Comments
 

Blanditiis sint ut recusandae. Provident delectus nisi nesciunt dolor nam. Nisi rem facilis aliquid sit aut ad et.

You crave what you are not. Dude, your perspective on life sucks.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Guggenheim Partners 01 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
GameTheory's picture
GameTheory
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”