What is a roadshow presentation?
A roadshow presentation takes place over a series of in-person meetings held between the management team of a corporation seeking to raise money and the institutional investorsBuy-SideInstitutional asset managers, known as the Buy Side offer a wide range of jobs including private equity, portfolio management, research. Learn about the job considering the investment opportunity.
How does a roadshow work?
After the corporate issuerCorporate InformationLegal corporate information about Corporate Finance Institute (CFI). This page contains important legal information about CFI including registered address, tax number, business number, certificate of incorporation, company name, trademarks, legal counsel and accountant. files a preliminary prospectus, underwriters often arrange one or more meetings between the issuer’s senior management and institutional investors and brokers to discuss the offering. These meetings are called a roadshow.
![roadshow presentation]()
Benefits of a roadshow
Roadshows are a valuable tool for building the order book and assisting underwritersInvestment BankingInvestment banking is the division of a bank or financial institution that serves governments, corporations, and institutions by providing underwriting (capital raising) and mergers and acquisitions (M&A) advisory services. Investment banks act as intermediaries in appropriately pricing a marketed offering. They allow for the management of the corporation to meet many of their largest potential investors in a short amount of time and give them a compelling presentation on why they should invest.
Guidelines for investment bankers
While investment bankersInvestment Banking Career PathInvestment banking career guide - plan your IB career path. Learn about investment banking salaries, how to get hired, and what to do after a career in IB. The investment banking division (IBD) helps governments, corporations, and institutions raise capital and complete mergers and acquisitions (M&A). typically attend roadshows, the issuer’s management team should have primary responsibility for preparing any written roadshow materials for delivering the roadshow presentation and for answering any questions from institutional investors and brokers. It may be prudent to engage assistance from a professional roadshow consultant and legal counsel in preparing roadshow materials.
Equity researchEquity Research OverviewEquity research professionals are responsible for producing analysis, recommendations, and reports on investment opportunities that investment banks, institutions, or their clients may be interested in. The Equity Research Division is a group of analysts and associates. This equity research overview guide analysts cannot participate in a roadshow and are not permitted to assist in the preparation of roadshow presentation materials.
Management presentations
Management roadshow presentations should be consistent in all material respects with the information contained in the preliminary prospectus and other public sources. Any written roadshow materials should be prepared by the issuer’s management and be reviewed by the issuer’s and underwriters’ legal counsel.
More investment banking resources
We hope this has been a helpful guide on roadshow presentations in investment banking. Please visit some of our most popular resources, including:
- What is investment banking?Investment BankingInvestment banking is the division of a bank or financial institution that serves governments, corporations, and institutions by providing underwriting (capital raising) and mergers and acquisitions (M&A) advisory services. Investment banks act as intermediaries
- How to get a job in investment bankingHow to Get a Job in Investment Banking?This guide will outline how to get a job in investment banking using out top three tactics: networking and resume, interview prep, and technical skills
- Confidentiality agreements in IBConfidentiality Agreements in Investment BankingWhenever possible, investment bankers should avoid entering into a confidentiality agreement as a condition of receiving confidential information.
- How to make a pitch bookInvestment Banking Pitch BookHow to make an investment banking pitch book. This guide will teach you what's included, how to make an IB pitch book, and provides examples of slides.
- Financial modeling guideFree Financial Modeling GuideThis financial modeling guide covers Excel tips and best practices on assumptions, drivers, forecasting, linking the three statements, DCF analysis, more
