Does anyone know if there would be a legal issue doing this? I am interviewing for a small investment bank and would like to show them a pitch book i made from my previous job (at a large BB). Is this okay? Would there be an issue?
Oh, and the pitchbook has no non-public information. But it does have the name of my previous employer, which is why I am asking.
Thanks
| +268 | UBS Layoffs (October 2026) | 80 | 1h |
| +120 | Do people still want to go PE? | 36 | 8h |
| +96 | UBS Tech layoff | 31 | 5h |
| +36 | Lazard hirevue | 11 | 1d |
| +36 | What Differentiates the Best Analysts as AI Improves? | 9 | 1d |
| +31 | How do YOU manage networking requests? | 6 | 1h |
| +28 | Quitting After First 4 months | 10 | 1d |
| +25 | Cornell Club T10 Rankings (UPDATED 10/2026) | 16 | 4h |
| +23 | MBB Pay Raises | 10 | 4h |
| +19 | Are target prospects getting dumber? | 11 | 5h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Don't know the technicalities, but if you don't sanitize names/numbers, it sure as hell is going to be an issue.
Anything you create ie pitchbooks during working hours is property of the firm. Unless you get written permission from your previous firm it is illegal to share company property in its entirety to another entity. This makes it even worse that you're showing it to a competitor.
It is likely that on the front of the pitchbook, it will say "confidential"- probably would not be a good idea
screw legal issues, this is a horrible idea regardless. Please do yourself a favor and present no such material. Speak to whatever you have to, even if it's only public information. These things can backfire on you pretty bad.
Not worth it-- just be able to talk about what you did. They don't care about what your old pitch books look like as long as you were at a real firm...
Not that big a deal at all... use some older deal where everything is public and just bring one hard copy (should be plenty lying around) and do not give it to them to keep.
What seems shady is that they care to see a book from a BB. I would think this would only be the case from an unheard of small firm such that they can make sure the work being prepared by analysts was legit.
are you kidding?
Aut tenetur et ad hic qui voluptas iure. Et non molestiae qui. Id natus sit consequatur et placeat asperiores. Cupiditate incidunt asperiores perferendis quia quibusdam exercitationem.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...