Investment Banking Pitchbook Template

Investment Banking Pitchbook Template

The CFI Investment Banking Pitchbook template is free and available for anyone to download.  If you’re looking for an example or a guide on how to make your pitchbook, this will be a great starting point.  The presentation is based on a hypothetical pitch to a board of directors on several potential acquisition targets, which is a very standard type of investment banking pitch.

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Investment Banking Pitchbook Template Table of Contents

The template is divided into five main sections: (I) Company Overview, (II) Industry Overview, (III) Valuation, (IV) Transaction Opportunities and (V) Team Overview.

Each of the sections below is discussed in much more detail in its own, independent article.

Click on the link below to learn more about each section in the template.

I. Company Overview

The Company Overview section of the Investment Banking Pitchbook template includes:

1. Company OverviewIB Pitchbook - Company OverviewWhen constructing a pitchbook for an M&A, the most important thing is to present a company overview and portray the company in the most attractive light as possible to the management team. Regarding the order of slides,
2. Business ModelIB Pitchbook - Business Model, Forecast, OwnershipEvery company's business model is unique, and their execution of key activities is how a company derives its competitive advantage. It is imperative that an investment banker gains a strong understanding of the business, how it
3. Operating ForecastIB Pitchbook - Business Model, Forecast, OwnershipEvery company's business model is unique, and their execution of key activities is how a company derives its competitive advantage. It is imperative that an investment banker gains a strong understanding of the business, how it
4. Shareholder AnalysisIB Pitchbook - Business Model, Forecast, OwnershipEvery company's business model is unique, and their execution of key activities is how a company derives its competitive advantage. It is imperative that an investment banker gains a strong understanding of the business, how it
5. Liquidity AnalysisIB Pitchbook - Liquidity AnalysisAn analysis of a company’s liquidity is important because it gives us insight into its capacity to pursue an M&A transaction. When performing a liquidity analysis, the main points to consider are the company’s cash flow profile,

II. Industry Overview

The Industry Overview section of the Pitchbook template includes:

1. Competitive EnvironmentIB Pitchbook - Competitive EnvironmentWhen framing an M&A transaction discussion, it would be remiss to not bring up the main competitors in the industry and assess the existing competitive environment, specifically the steps they are taking to remain viable
2. Key Industry TrendsIB Pitchbook - Industry Trends and StatisticsIn order for a recommendation to make sense, it must be framed in the context of key industry trends that affect the company you are pitching to. At the highest level, any company in any industry will want to pursue a transaction in order
3. Corporate Finance ActivityIB Pitchbook - Corporate Finance ActivityWhen performing an industry analysis for pitching a strategic recommendation, it is important to perform an analysis of precedent corporate finance activity of major industry competitors to determine the type of transaction that may be

III. Valuation

The Valuation section of the Investment Banking deck includes:

1. Historical Share Price PerformanceIB Pitchbook - Historical Share Price PerformanceBy analyzing a company’s historical share price performance, we can visualize the catalysts that have moved its valuation over time, and recommend transactions that will be perceived positively by the market. This article will
2. Valuation SummaryIB Pitchbook - Valuation AnalysisThe valuation component is generally the most important piece of information for a company that is seeking to pursue an M&A transaction. Both parties in a potential deal perform a thorough valuation analysis to maximize their (including Football Field)
3. Comparables OverviewIB Pitchbook - Comparables AnalysisOne of the three major valuation methodologies employed by investment bankers is trading comparables analysis. In the world of corporate finance, there are two forms of valuation that are utilized: relative valuation and
4. Precedents OverviewIB Pitchbook - Precedent Transactions AnalysisPrecedent Transactions Analysis is based on the premise that a company’s valuation can be assessed using the prices paid by acquirers of companies that are similar to the client company. The method is similar to the comparable

IV. Transaction Opportunities

The Transaction Opportunities section of the Investment Banking Pitchbook template includes:

1. Strategic Review and Opportunities
2. Recommendation 1
3. Recommendation 2
4. Recommendation 3

V. Team Overview

The Team Overview section of the Pitch deck template includes:

1. Investment Banking Deal Team
2. Deal Tombstones

How to Use the Investment Banking Pitchbook Template

The pitchbook is mean to be used as an example to build on.  It provides the basic building blocks that are included in every presentation and can easily be expanded on.  What you will get is a real-life example of the typical formatting, style, and design of powerpoint slides in an investment banking presentation.

Recommend steps to effectively use the template are:

• Download the PPT file and save as a new version
• Update the table of contents to match what your presentation will cover
• Delete and duplicate slides as necessary to build out the content
• Use tables, charts, icons, shares, etc. as examples that can easily be copied and repurposed
• Reformat the master slides with your own brand

Sample Pitchbooks from Investment Banks

If you’d like to see an example of a pitchbook from an investment bank, you can see this example presentation made by Elliott Associates to the shareholders of Iron Mountain Incorporated in 2011.

Another interesting example is a special committee investor presentation made to Dell shareholders prepare by JP Morgan and Evercore Partners.

These two decks will give you plenty of ideas for slides to add to the CFI template.

Additional Resources

Thank you for downloading and using CFI’s investment banking pitchbook template. To continue learning and advancing your career, these additional resources will be helpful:

• Company valuation methodsValuation MethodsWhen valuing a company as a going concern there are three main valuation methods used: DCF analysis, comparable companies, and precedent transactions. These methods of valuation are used in investment banking, equity research, private equity, corporate development, mergers & acquisitions, leveraged buyouts and finance
• 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, Excel modeling and much more. Designed to be the best free modeling guide for analysts by using examples and step by step instructions. Investment banking, FP&A, research
• Comparable company analysisComparable Company AnalysisHow to perform Comparable Company Analysis. This guide shows you step-by-step how to build comparable company analysis ("Comps"), includes a free template and many examples. Comps is a relative valuation methodology that looks at ratios of similar public companies and uses them to derive the value of another business
• CFI Financial Analyst CertificationFMVA™ CertificationThe Financial Modeling & Valueation Analyst (FMVA)™ accreditation is a global standard for financial analysts that covers finance, accounting, financial modeling, valuation, budgeting, forecasting, presentations, and strategy.