This powerpoint template includes all the slide examples that include in typical pitch books used by major investment banking, hedge funds, and real estate investment firms. Pitchbook overview, examples, types, components of. Standard bank s corporate and investment banking division offers you a robust solution through specialist teams who provide you with funding, manage your daytoday financial risks and facilitate your transactions across africa via market leading electronic platforms. Pitch book template example for investment banking pitch. Investment banking analyst resume samples and examples of curated bullet points for your resume to help you get an interview. It provides an overview of the firm, including historical information, financial strength, and services available to potential clients. Pitch book how to make investment banking pitchbook. Listing of overseas companies in hong kong latest developments. How to make an investment banking pitch book guide and. This powerpoint template provides a foundation for investment bankers to create a professional pitch. The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank will help close these deals.
Investment banking interview questions street of walls. The leaked golden pitchbook from one of wall streets. Here we discuss what are pitch books, why are they used, examples, samples along with its types. Ubs presentation to investors example pitch book etc. Pitch books contain general information and include a wide variety of selling points, such as an overview of the investment bank, including details of its specific capabilities in research, corporate finance, and. Investment banking pitchbook template professional ppt. One way to do that is to work in professional services investment banking. An investment banking pitch book is a marketing devicesales book created by investment banksfirms it is a sales presentation that details the main attributes of the firm, to secure a deal for the investment bank with the potential client. The cfi investment banking pitchbook template is free and available for anyone to download. The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank. Investment banks act as intermediaries pitch book is a powerpoint presentation designed. Investment banking analyst resume samples velvet jobs. A pitchbook is a sales book used by investment banks to sell products and services, as well as pitch potential clients. Create pitch books and other presentation materials, cover market research and perform due diligence.
For the remainder of this post, well refer to investment related marketing materials as confidential information memoranda, or the cim. In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to take action and pay. Finally, get all the information you need to build comps in one placeincluding detailed. An ib investment banking pitchbook is used, and often constructed, by investment banks to aid in the selling of products and services. If youre looking for an example or a guide on how to make your. These types of pitch books include all the details and information about the investment banking firm. Weve also included some examples from the winning entries of previous years the proposed deals were acquisition of airline aer lingus by iag. Therefore, it can be a tool for generating new clients. Ubs investment banking pitchbook free download as powerpoint presentation. The cim is prepared early on in the sellside process in conjunction with the sellers investment. Well, the good news is that oracle has made one available to the world, thanks to a feud between it and the software company autonomy, recently acquired. An investment banking pitchbook is used by investment banks to aid in the selling of products and services to potential corporate clients.
The purpose of a pitchbook is to secure a deal with the potential clients. Also, the statistics related to recent deals, profits, successful investments, recent trends, and deals in the market are demonstrated in the pitch book. An investment banking pitch book is a marketing devicesales book created by investment banksfirms. The recent surge in popularity of wallstreetbets sub has brought an influx of people to rinvesting peddling harmful information for new investors, and it pains me to see a sub that was such a great. Investment banking associates initiate strategic financial transactions in an attempt to make a profit for their company. Cibglobal investment bank investment banking analyst resume examples.
A pitch book is the paramount of days and nights of a bankers hard work. Here are some investment banking pitchbook drafts from that have archived by the sec. Since we sign ndas with our clients, it has always been difficult for us to share a real pitchbook example. The cim is also referred to as the offering memorandum, or, in more informal industry parlance, the pitch book, or simply, the book.
The 10 steps to writing a pitch book for institutional. The pitch book is a collaboration between junior and senior bankers, with most of the actual work being done by investment banking analysts and associates. It is a marketing tool that tries to set apart basically very similar banks and to support the claim that this bank. Knowledge process outsourcing roles in india as one example, but it turned out to be quite difficult to hire companies halfway across the world to do everything. You will also see examples of the reallife uses of powerpoint, including in pitch books in investment banking and investment recommendations in private equity and hedge funds. Alpine investors is a private equity firm focused on making investments in. A s s e t m a n a g e m e n t consistent growth across a worldclass franchise consistency high margin, high roe, predictable growth breadth diversified earnings from multiple products, channels.
A confidential information memorandum cim is a document prepared by a company in an effort to solicit indications of interest from potential buyers. Below is an example of a real investment banking pitchbook, in all its mundane glory. Investment banker prepares pitch book and buyer list potential buyers pitch book. Investment banking associate resume samples jobhero. It consists of a careful arrangement and analysis of the investment. Since we sign ndas with our clients, it has always been difficult for us to. Eight ways to create the perfect investment banking pitchbook.
Skills found on an example resume for an investment banking associate include. Hence such a pitch book needs to be updated regularly. Euromonitor, who, world bank, haad statistics 2011, espicom medical markets fact book 2012, rncos, the national newspaper uae hospital beds per 1,000 people in selected countries. You will also find two pitchbook templates at the bottom of this post with an introductory market pitchbook by jp morgan. This powerpoint template includes all the slide examples that include in typical pitch books used by major investment banking, hedge funds, and real estate investment.
What is the typical structure of an investment banking. Then this pitch book template will provide you with a solid foundation to build a winning pitch book. Built financial models, including 3statement merger, accretiondilution, lbo, ipo, and dcf models. Ib pitchbook template business model, forecast, ownership. Investment banking pitchbook template download free ppt file. Morgan awarded best dr bank japan, taiwan, best dr bank mandate. How to make an investment banking pitch book guide and examples. Sep 11, 2017 sample pitch book template ppt for a winning investment banking pitch book, real estate investment or hedge fund pitch book presentation. Advanced powerpoint tutorial for investment banking cfi.