So, I've been trying to find an actual Investment Committee Memo from a real deal. I randomly asked for one on an existing thread on this board and someone told me it was too "proprietary" for anyone to share. Fair enough. So I took to the magical, wonderful Google! Started out with: investment memo filetype:pdf - I got some good stuff, but nothing earth shattering. I tried a bunch of combinations and kept getting roughly the same stuff. It was usually an investment memo to a pension fund from an investment consultant, (Townsend Group seems to be popular) recommending an investment manager -
08 Feb 2017
How long does it take you to compile a full slide company profile? Consisting of all the following: - Logo Business Overview: - What the company does (service provided/product sold) - Company strategy - No. of employees and countries operated in - Shareholders - Key management - Latest quarter revenues - Newsrun for recent management changes, acquisitions or divestment, product launches... Sales Split: - Graph any possible revenue splits (by geography, product, sales channel..) Product Portfolio OR Share price development: - Pictures of products and their description (3 - 6) OR recent share price development (LTM) Key Financials: - Create table of financials plus multiples (Revenue, EBIT, EBITDA, NI, and their % growth/margin) plus (EV/EBITDA, P/E...)
20 Jun 2014
Ok guys, I'm looking to practice writing pitch books. Primarily Sell-side. I've searched the forums/M&I and have found some useful pitch book examples and 'templates'. My question is though, how to you practise creating them? Would you suggest using past M&A transactions or completely starting from scratch and generating your own M&A transaction ideas. I'm looking for a way to neatly demonstrate my competency in DCF, Comps, Price-to-Earnings and precedent transactions Analysis along with my PowerPoint skills. I thought a pitch book would be the most relevant way to do so.
12 Dec 2012
My mentee has asked me if I think it is a good idea and/or proper to create a pitch book to use as a work sample in her investment banking interview. What is the consensus on this? Does it show good proactivity or is it too much? Thanks for your comments in advance.
21 Jan 2015
We all know making pitch books is one of the necessary evils of analyst life. The endless editing, thankless work and useless data sent to clients, often never even read or realized to be irrelevant halfway through a client meeting. Tell us your best stories!
23 Jul 2006
Folks, Any Idea or experiences can you share for a good pitch book or web site where there are examples of it. I am trying to create one.... I just need tips and I would realy appreciate it... for all the constructive feedback and comments
13 Nov 2007
Does anyone know of a link where I could find some samples of IB pitchbooks, Id really like to see what they are like, a general idea of the look and whats in them. Thanks in advance if anyone knows Sample Investment Banking Pitch Book A pitchbook is a tool that helps sell the bank to prospective clients. The bank will use a pitchbook to say two things: We understand your business We are the bank for you A pitchbook is a printed powerpoint that is printed, bound, and covered. At the bottom of this post, you will find a downloadable investment banking pitchbook pdf. It is a presentation from
04 Sep 2009
What separates a compelling pitch book from the rest? We quizzed an M&A expert on the Do's & Don'ts. Thought it might be helpful for some of you. http://www.firmex.com/blog/is-your-pitch-book-out-of-pitch/
25 Mar 2014
I know there has been some talk about an example of a pitchbook on here.. I like most people didnt do too much searching on this site... but google tossed this my way, and I figured I would pass it along to you all eager seekers. http://puchoo.googlepages.com/PitchBook.pdf its a bit out dated... but who cares; DCF is DCF...
12 Aug 2010
Do they have pitch books in consulting as well? For IT-consulting in particular, a firm may create a promotional brochure (mostly in size of a book with 50~200 pages) which includes similar features of an IB pitchbook such as firms credentials, financials (including potential sub-contractors'), project-value-estimates(which estimates future income generated from the project), etc. Would it be wrong to call this a pitchbook?
27 Dec 2009
what is the difference between a pitch book and an information memorandum ? It seems to me that there are not always valuation in an IM, only industry, demand, clients, etc... am I correct on that ?
12 Jul 2010
I'm having a bit of trouble trying figure out what goes into a buyer profile, and more generally, what the buyer section usually looks like. Any thoughts or good samples?
26 May 2013
A pitch book is a document used by investment banks to pitch potential companies to firms. The book contains the main attributes of the firm as well as potential returns and attempts to show how the bank making the pitch is the best bank for the job. The purpose of the pitch book is twofold: Convince the potential buyer that the companies on offer are good value Convince the potential buyer that the bank making the pitch is the best possible bank for the deal Typically a pitch book is divided up into 5 sections depending on whether it is to the company or to investors:
06 Oct 2011
I'm working as a public finance summer intern at a state government after my junior year. The position doesn't lead into a full-time job, and I wouldn't be interested in continuing on anyway; I'd rather get into financing or consulting. We get a lot of pitchbooks and they all of course list MDs, VPs, and associates with e-mail addresses and telephone numbers. Would it be a legit move to use this info to get in contact with the bankers and explain that I worked on this public finance project but am interested in participating in recruiting for their firm this fall?
01 Jul 2010