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:
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
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
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
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
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:
Competitive EnvironmentIB Pitchbook - Competitive EnvironmentThere are many reasons to benchmark a company against its competitors, whether it is to display comparable valuations or find strategy similarities.
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
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:
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
Valuation SummaryIB Pitchbook - Valuation AnalysisThe valuation analysis component is generally the most important piece of information for a company that is seeking to pursue an M&A transaction. (including Football Field)
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
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:
Strategic Review and Opportunities
Recommendation 1
Recommendation 2
Recommendation 3
V. Team Overview
The Team Overview section of the Pitch deck template includes:
Investment Banking Deal Team
Deal Tombstones
How to Use the Investment Banking Pitchbook Template
The pitchbook is meant 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. You will get 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 it 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.
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
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
Comparable Company AnalysisComparable Company AnalysisThis guide shows you step-by-step how to build comparable company analysis ("Comps") and includes a free template and many examples.
CFI Financial Analyst CertificationBecome a Certified Financial Modeling & Valuation Analyst (FMVA)®CFI's Financial Modeling and Valuation Analyst (FMVA)® certification will help you gain the confidence you need in your finance career. Enroll today!
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