Investment Banking Pitch Book - Investment Banking by edu CBA

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Learn the nuts and bolts of Investment Banking Pitch Book. This article deal with the what is Investment banking pitch book, types of Investment banking pitch book and the anatomy of investment banking pitch book.

Published in: Business, Economy & Finance

Investment Banking Pitch Book - Investment Banking by edu CBA

  1. 1. Investment Banking Pitch books -by edu CBA
  2. 2. Pitch Book Definition A Pitchbook is a type of sales book which is created by an investment bank that details the main features of the bank.  Used by investment bank’s sales force.  Aids the process of selling products and issues.  Helps in generating new clients.
  3. 3. • Pitch books acts as a marketing device for Investment banks. • It acts as the starting point of initial pitch or sales introduction for the investment bank when it is trying to seek new business. • It offers the bank a chance to show and prove why the clients should choose them.
  4. 4. Contributors of Pitchbook Preparation Process!!! Associate Vice President Managing Director
  5. 5. Main Pitch Book Deal pitch Book Combo Pitch Book Management Presentations Targeted Deal Pitch Book Some important types of Investment banking Pitchbooks
  6. 6. Includes information about the investment bank- Background details, vision & mission statements, history, management details etc. Used to pitch the clients to the investors. Prepared when the client company isn’t sure whether it wants to go public or sell. Created when your client company is approached by a buyer with an acquisition offer.
  7. 7. Sell-Side M&A Pitch Books contains information on - • Potential buyers for the client • Bank Overview • Positioning Overview • Valuation Summary • Recommendations • Appendix
  8. 8. Buy-Side M&A Pitch Books contains information on - • Potential Acquisition Candidates • Bank Overview • Positioning Overview • Valuation Summary • Recommendations • Appendix
  9. 9. Anatomy of a Pitchbook  All the details in the Pitchbook must be accurate and up-to-date.  There is no scope for any mistakes that may leave a negative impression on the client.  The information should be brief and to the point.  It should be simple but must have a professional layout.
  10. 10. Points to concentrate upon while making a Pitch book!!! Look and Feel
  11. 11. For more information visit us at https://www.educorporatebridge.com/ https://www.educorporatebridge.com/free-courses/ https://www.facebook.com/CorporateBridgeGroup https://twitter.com/corporatebridge Thank You!!!

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