Investment Banking Pitchbooks - Creating Presentations

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

3.85 (48 reviews)
Udemy
platform
English
language
Finance
category
Investment Banking Pitchbooks - Creating Presentations
4,784
students
3.5 hours
content
Jan 2022
last update
$99.99
regular price

What you will 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

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

Content

Introduction

Introduction to Pitch Book

What is a Pitch Book

What is a Pitch Book

Types of Pitch Book

Target Audience
Types of Pitch Books
Sell Side Pitch Book
Main Pitch Book

Structure and Components of a Pitch Book

Structure of a Pitch Book
Components of a Pitch Book

Creating Markups

Creating Markups
Creating Markups Continues
Create Valuation Summary

Drafting a Mail and Replying to the Client

Drafting a Mail
Replying to the Client

Creating Industry Overview Section

Creating Bank Overview Section
Creating Bank Overview Section Continues

Creating Company Overview Section

Creating Company Overview
More on Company Overview
Industry Attractiveness and PS
Share Price Chart
Includes Annotations
Company Overview – Financials

Creating Bank Overview Section

More on Bank Overview

Common Interview Question

Common Interview Questions

Conclusion

Conclusion

Reviews

Supriya
May 20, 2020
It should have been more engaging as the slides are dull and should contain videos that will help in keeping the audience attentive.
Maulik
March 15, 2020
Probably only one of its kind of course exclusively on Investment Banking Pitch Book. An average to good content. Mostly focusing on the formate and content to be placed on Pitch Book powerpoint slides. No detailed analysis or specific domain knowledge shared. The formate of the course could have been better with actual industrial examples from a domain stand point. Overall a good course for someone who wants to have very basic level of info on an Investment Banking Pitch Book.
Justin
December 23, 2018
Hard to understand his accent and too slow, too much rambling. Accent is one thing but the delivery is another. Example when he tries to explain the 80-20 rule it is barely even understandable because the instructor got confused himself. The irony of the whole thing is that this is supposed to be a course on pitchbooks but the presentation itself is ABYSMAL. A majority of time for the "markups" we're just watching the instructor HANDWRITE which is ridiculous. Couldn't this have been prepared? Not only that, the handwriting is illegible. I learnt nothing substantial or important and its just very repetitive as the videos goes on. Literally the company overview is him copy and pasting things from the internet over to an visually ugly and poorly formatted powerpoint slide. The instructor doesn't even know how to format the dates for a simple stock graph properly and shows a NEGATIVE example of how to do it by manually adding a textbox to the graph's axis. I seriously doubt the instructor is a real investment banking practitioner or at least never have worked at a proper prestigious bank. Highly do not recommend.

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Coupons

DateDiscountStatus
6/12/2019100% OFF
expired

Related Topics

1983994
udemy ID
10/23/2018
course created date
6/12/2019
course indexed date
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