Investment Bankers: PitchBook

Pitch Book for Investment Bankers
Learn how to create pitch books for M&A Advisers and Investment Bankers
Pitch Book for Investment Bankers

What you'll learn
Learn what is a Pitch Book and Who uses a Pitch Book.
Learn what is the basic format of a pitch book.
Learn types of Pitch Books and their General Formats, Contents of a Pitch Books and What to highlight in a pitch book
Learn creating Excel Backups
Learn formatting the Pitch book to improve the look and feel

Requirements
Basic knowledge of finance concepts
Should know how to create graphs and charts in excel

Description
Through this course we are going to learn how to create pitch books for M&A advisers and investment bankers to avoid the common mistakes and discuss some tips for crafting the perfect pitch book. The main purpose of a pitch book is to provide a realistic overview of a business being marketed for sale. Additionally, a pitch book needs to communicate some insight into the personality and culture of the business being pitched. Both parties need to get to know each other and determine if they can work together, because the goal is a long-term relationship.The training includes the following:

Introduction to Topic

What is a Pitch Book?

Who uses a Pitch Book?

What is the basic format of a pitch book?

Types of Pitch Books and their General Formats

Contents of a Pitch Books

What to highlight in a pitch book

Case study- Creating a Sample pitch book – Previous Deal Highlights, League Tables, Industry Landscape, Company Profiles, Board Profiles, Team description, Financial Outlook for the sector and the company, Trading Stats, Share price Graph with Annotations, Comps Template, Revenue Breakdown of Subject companies, Ownership, Multiple History and Outlook, Broker Outlook, Management Commentary and Disclaimer

Creating Excel Backups

Formatting the Pitch book to improve the look and feel

Concluding the presentation

Common Interview questions

Who is the target audience?
Students
Investment bankers
Financial Analysts
Anyone who is keen on understanding the creation of Pitch books

Definitions
An investment bank is a financial services company or corporate division that engages in advisory-based financial transactions on behalf of individuals, corporations, and governments. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of securities. An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, and FICC services (fixed income instruments, currencies, and commodities). Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses.

A pitch book (also pitch deck) is a marketing presentation (information layout) used by investment banks around the world. It consists of a careful arrangement and analysis of the investment considerations of a potential or current client, and/or a reference for comparison for an employee in an investment or commercial bank. Its purpose is to secure a deal for the investment bank with the potential client.


When an investment bank seeks new business, the starting point is the initial pitch or sales introduction. Investment banking traditionally adopts a highly formalised approach to making sales and will follow a tailored and highly effective sales strategy. If the bank is planning to be a participant and managing member of a share offering then it will make making agreeing to firm commitment underwriting, if the investment bank is planning to act as a lesser participant, involving less commitment, then it is agreeing to either a best efforts underwriting or "standby" commitment.


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