Trending Content - Investment Banking Forum
| +197 | Americas M&A League Table Q2 Updated | 79 | 1h |
| +142 | New Article: Dramatic Slide as UBS #22 (US) & New Leadership Desperately Needed | 38 | 21h |
| +131 | Restructuring: Anti-climactic Experience | 34 | 1d |
| +101 | IB Net Worth / Savings Check | 47 | 9h |
| +91 | Woman who emptied Knicks trashcan on street then stole it was DEI exec, worked at JPMorgan Chase | 24 | 11h |
| +77 | Stop sleeping on UBS - it’s pretty good | 26 | 16m |
| +51 | 2026 VAULT PRESTIGE RANKINGS | 29 | 1d |
| +39 | AI + Financial Modelling | 12 | 22h |
| +28 | Summer before college | 17 | 11h |
| +27 | Hardest interview experiences? | 16 | 20h |
Career Resources
It's all the same book/presentation. After all, likely the reason you're even talking to them is because they're considering a deal.
However, sometimes the senior bankers will have a "catch up" meeting to maintain a relationship with a potential client, even though there is no transaction scheduled. These pitch books (because no senior banker can go anywhere without a book) usually just include an "about our bank" section, and a "market update" section with relevant industry information.
Sometimes it can be two separate meetings/books, though.
For example, we routinely call on C-levels in our target company universe. Of course, if there's no prior relationship, we wouldn't walk in and immediately pitch a sell side transaction or restructuring plan; rather, we have an "introductory" meeting and simply sell the capabilities of a full-service investment bank on a high level.
Once we figure how we can help them, then the actual "pitch" book creation begins.
Aspernatur ducimus id magni quidem. Consequuntur quod aut quod repellendus qui. Aliquam consequuntur a aliquid corrupti.
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...