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Mod Note (Andy): #TBT Throwback Thursday - this was originally posted on 8/23/12. You can read part 2 here. Since I've been writing for WSO, my most popular posts have been about banking experiences. The All Nighter is perhaps one of the most quintessential experiences of investment banking. While I...
24 Sep 2015
The following post is Part 2 of an investment banking analyst's nightmare all-nighter. If you missed Part 1, read it here. After getting ready to leave work at a reasonable hour, you get bombed with a nasty email and get caught up in a fire drill that will have you pulling an all-nighter at work....
30 Aug 2012
Hey guys, My team is looking at alternatives to CapIQ. Did a demo with Pitchbook (www.pitchbook.com) recently. Was wondering if anyone uses it and has an opinion? I do tons of public company comps for all our portfolio companies which is amazing with CapIQ and the excel plug-in. I also do a lot of...
21 Sep 2012
Nice write-up from dealbreaker on the Dell situation: http://dealbreaker.com/2013/04/dells-board-was-so-fed-up-with-its-manag… And great find on the links for the IB decks: JP Morgan http://www.sec.gov/Archives/edgar/data/826083/000119312513134593/d50547… GS...
01 Apr 2013
Background: I work at a boutique investment bank on the east coast that does mainly M&A advisory for small grocery store and food chains ( think Kwik-E-Mart, 7/11, subway). Most of the time sellers own a portfolio of stores, 40+, and we market the whole bundle. What takes up most of our time is CIM...
09 Aug 2015
As a Sales intern who has nearly zero project based responsibility, I would like to know, what exactly do IBD SAs do when they work on a pitch: does it involve just researching and cutting/pasting into powerpoint presentations, or does it include modeling work as well? As for live deals - what do...
18 Jun 2009
Guys, I'm sick of our color scheme for our PPT decks (pitches, discussion materials, etc.). It was created to coincide with our firm's logo, but our group is trying to find a new format. What are some good color schemes that you have come across? Obviously I am not looking for "shit brown", 90's...
03 May 2013
I'm an incoming SA and was wondering what are tips/tricks you more experienced monkeys have used in making pitchbooks? Frequently used hot-keys in PPT would be nice as well as other tricks/shortcuts. Resources please? Sorry if I sound too eager. I just want to make my life easier on myself when the...
22 Mar 2012
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...
23 Feb 2012
Just wondering how a TMT coverage group structures its pitchbook? Is this mostly about industry trends followed by details of some companies that went public and did awesome in the markets / successful M&A deals / Leveraged buyouts (based on the situation)?
11 Sep 2019
Do you just follow a standard format which is uniform across all pitchbooks or presentations you make or are you creative and try to incorporate different ways/charts.tables/ graphics to present the data at hand. Do you just stick to clip art and smart art? Any creative ideas monkeys have used here?
21 Nov 2016
Still struggling to digest the profit projectile vomit inducing Merrill/Countrywide acquisitions, Bank of America has resorted to new bottom line boosting tactics. The once mighty pimp hand behind the world's largest ATM stable, has begun to lay the smacketh down on unsuspecting johns and janes...
17 Jun 2010
Is anyone that has access to Pitchbook willing to pull some quick points sets for me? Thank you in advance!
19 Jun 2022
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
discuss.
10 Jul 2011
Monkeys -- Does anyone know if there is a formula to convert a large set of CAPIQ Company ID's (excel plugin ID's) to the appropriate Pitchbook Company Identifier (again for excel plugin)? I have a large set of CAPIQ identifiers but need them to fit within a Pitchbook template.
04 Nov 2021
I have a large spreadsheet of 8,000 companies that I have to filter out. At least a couple thousand of them aren't in PitchBook so we want to filter those out first. I downloaded the PB excel plug-in. Does anyone know a formula or way to pull the PBIDs for the companies in another column so I can...
20 Dec 2019
Currently staffed to put together a pitch book in a new sector for our bank. Who has gone through this process and what advice do you have?
19 Jul 2017
Hey guys, Just curious about where I-banks, consultants etc get their graphs from?
27 Jan 2013
Guys I was wondering if any of the top shops, both BB and Middle Market/ Boutiques, let analysts go on pitches? Or do analysts simply make the books and pass it along?
07 Oct 2012
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
Wondering average time and man hours to put a sell side pitch book together. 1. For a public company 2. For a private placement
04 Aug 2011
https://www.sec.gov/Archives/edgar/data/826083/000119312513247883/d5503… From the db article: http://dealbook.nytimes.com/2013/06/05/dells-mathematical-argument-agai… Looks awesome - would love to have worked on this.
05 Jun 2013
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