NEEDED: Sample Banking Client Presentation

I'm currently doing a project for my banking class where we need to build a 9-12 page powerpoint presentation that includes our valuations (LBO, DCF, precedent, comparable) for a firm and strategy recommendations to the firm's exec board.

Since this project is a large part of the overall grade, I do not want to turn in a hogwash presentation.

I was wondering if any of you here can direct me to a sample banking client recommendation ppt presentation so I can get a better idea of how to make the project look as realistic/professional as possible.

Thanks.

 

You don't need fresh ideas; you need the last three MPs that the lead MD on your deal team has done. No need to create more work for yourself than you need to.

Also, I'm sure you know already, but MPs are almost never publicly available, given that the only parties that ever see them have already signed an NDA.

 

As blackcleo mentioned, the above is a fairness opinion. He is also correct that pitches are proprietary and no one would share them with you as it is a breach of confidentiality.

However, below is a link to another recent thread on this site that contains much more recent and relevant fairness opinions. You can still glean the applicable information that would be found in a strategic alternatives pitch in terms of content and valuation, but it will be presented in a different format.

Hopefully you find this helpful.

http://www.wallstreetoasis.com/forums/dell-ib-decks

 

The assignment was to research pitchbooks so I can come up with a sort of template for a startup investment bank. I guess it is a sort of test for interns ;).

Truth is, I haven't seen any pitchboooks, be it for public or private companies. I was told that a pitchbook is essentially similar to a 10-K, except with a sales-oriented spin (big "except," I realize).

I'd appreciate any advice...I do realize it's not something people just say, "sure, I'll send you some of our past pitchbooks right away."

 
  • Company description (4-5 bullets around products/services offered, headquarters, number of employees, estimated revenue and ebitda, end markets sold to, etc)

  • Selected products (pictures of representative products)

  • Key management and BOD (if known, list of these people)

  • Recent news

  • Geographic footprint (sometimes this info is on their website... map of their facilities, offices, HQ, etc)

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