Investment Bank Presentations Pro List -

2,150 REAL INVESTMENT BANKING PRESENTATIONS

Learn from real M&A presentations in this Premium collection

Collection of 2,150 investment banking presentations from 190 investment banks. There are 3,489 rows of data filed with the SEC including fairness opinions and financial analysis.

This is for those that are serious about M&A, work in finance, and want an extensive resource to draw on as part of your work, particularly if you work on take-private or minority squeeze-outs. All the EX-99 filings back to 2001.

Stats on the Pro Collection

Quick points whilst you figure out if this is super interesting 😉

# of decks

# of banks

All fillings

2,150 banking decks
Every presentation filed

190 different banks
Every bank filing since 2001

Every attachment filing (3,189 rows)
Sourced directly from EDGAR

Excel sheet

Unlocked

Links to decks

Data filters
Cleaned data set

Simple sheet, nothing weird
You can add comments etc

Each presentation has a link
Connected to original filing

The 20 Top Investment Banks

You can click through and see 65 example presentations, part of the 2,150 in this collection

Stats on the Pro Sheets

2,150 presentations (There are links to 216 text presentations too)

Decks by Year

Decks by Firm

2001	22
2002	9
2003	67
2004	92
2005	104
2006	121
2007	157
2008	124
2009	75
2010	133
2011	96
2012	42
2013	181
2014	77
2015	20
2016	138
2017	90
2018	172
2019	230
2020	151
2021	49

Goldman, Sachs	229
Houlihan Lokey	135
Citigroup	116
Lazard	104
Evercore Group	90
BofA Merrill Lynch	88
J.P. Morgan	85
Morgan Stanley	79
Tudor Pickering Holt	72
Duff & Phelps	56
Credit Suisse	51
Perella Weinberg Partners	49
Robert W. Baird	48
Barclays Capital	42
Lehman Brothers	40
Sandler O’Neill	35
Centerview Partners	35
Deutsche Bank	33
Wachovia Capital Markets	32
Jefferies Broadview	31
PJ Solomon	29
Greenhill	24
UBS	24
RBC	23
Stephens	20
William Blair	20
Moelis & Company	19
Bank of America	19
SG Cowen Securities	16
Oppenheimer	16
Cowen	16
Peter J. Solomon	16
Raymond James	15
SunTrust Robinson Humphrey	11
Piper Jaffray	11
Morgan Joseph	11
Bear, Stearns	10
Raine Securities	10
Citadel Securities	10
151 other banks:	380

3 Options of File to Buy

I made three versions of this file to suit individual goals and budgets. This page is the Basic version

Basic

I made 40 free blogs, 20 for the top investment banks with 65 presentations in total, and 20 with 837 slides of specific examples by topic from 1,500 decks I went through.

I always give away massive free value. I charge more for convenience and generally more of it.

This is a collection of 67 of the free presentations in one file you can link to and read from the comfort of your Excel file.

It's a nice intro to all the fun reading you could continue with.

Premium

The Premium file has 374 presentations from 73 investment banks. I did focus on the top banks, as I know that's what you care about.

It is the free file plus 307 more goodness. I spent multiple nights trawling through around 1500 presentations to pick these. I picked top firms, but also diversity of learnings. Some transactions have the best presentations, so I spent time trying to pick the best ones.

It all comes in a file similar to the Basic file. The Pro one has more fields and generally everything, but is not curated.

Pro

If you're not really interested in learning about banking, or this stuff is not your job, skip this file. Get the Premium file as it is enough for you to get solid learnings. The Pro version is for real nerds.

If you're Mr. Money Bags, ignore me, but you do you boo. I don't over-promise and underdeliver.

This version is effectively a cleaned-up version of my master research file. Ignoring the time I spent figuring out the data, training the analyst, cleaning up and filling in her data, she cost me 125.5 hours (which seems a clean number, but I limited her to 40 hours per week, so 3 plus a bit of clean up makes sense).

There are 3,489 row of data. I stopped around 2001 as the data became less interesting. It's only around 2005(ish) that all presentations are uploaded as images. From 2001 to 2003 they are between text and image as text. I don't know how the requirements changed from the SEC.

There are 216 text-based presentations which I manually labeled as Text Presentations.

I've done mass manipulation of the text fields and made other assumptions. Where there are multiple advisors, I picked the first name or the format that was used. I did a lot of name reduction (Merrill Lynch was subsumed into Bank of America etc). Bla bla. Basically, I blew a lot of time trying to clean it all up for you within reason.

This file is not just a presentation like the other two. It's every single attachment that a firm was legally required to submit. So you get the links to opinions, fairness opinions, financial analysis bla bla.

I sort of made this for bankers who have to do take-private transactions and want a monster index to make their job easier.

Quick Overview

Here's me explaining what you get so you're clear

Who the heck is hawking me cool stuff!?

Hey! It's me Alexander Jarvis. I love to teach you nerdy stuff.

Worked in M&A (Lazard financial institutions group)
I blog a lot to teach you interesting stuff
TEDx, Top Quora Writer, accelerator mentor, VC, fund director, built lots of startups, etc
I keep told to brag since I actually know what I'm talking about but I don't really feel the need

Purchase guide and note

Let's just get clear so you know how it works and what to expect

Buying the sheets

Getting the sheets

Payment and delivery of the model is 100% automated!
It's hosted on SamCart and payment is via Stripe (Secure)
There are no refunds. These are digital goods you can't return
If you have questions ask me first in the chat or via email
If you aren't sure if this is the right sheet for you, ask me!

After you buy you get confirmation emails from SamCart
Delivery of the model is automated
Note: I don't know why, but occasionally it can take an hour
The file comes in a zip file. You need to unzip it (e.g. WinZip)
If you're really stuck, ping me an email or via chat box!

Shopping Time. Pick your Version

You're on the Basic page right now

Basic

€49

65 presentations

20 banks

All the free decks

Buy Now!

Premium Most Popular!

€149

374 decks

73 banks

Great selection

Buy Now!

Pro

€499

2,150 decks

190 banks

Full database

Buy Now!

Want to know more?

Let's run through details and answer your FAQs

Details on the sheets

Why I made this

I love learning. I worked in a lot of amazing places, but when I think back, I hated how hard it was to learn anything. People don't like sharing information.

In 2009 I found it impossible to learn about startup, so I bought a domain called OpenSourceStartup.com with the goal of making it easier to learn to build a startup. It didn't go far because I was uneducated.

I know more now.

I left banking a decade ago and yeah, I hated how hard it was to learn there given the daily pressure.

One night I was making collections of learning content and thought I wonder if I could do something for M&A?

I remember what it was like as an Undergrad to get into M&A. I had to hustle my way in. I saved up money to buy guides which were ok. I did whatever it took to get internships. Getting information is hard.

I have the resources to make cool stuff now, so I do.

How this was made

I spent around two days figuring out how to get investment banking presentations without anyone breaking an NDA.

I spent about 8 hours trying to figure out a scaleable process to aggregate them so I could hire someone to build a database.

I spent a lot of money on a research analyst to spend a bizarrely round 125.5 hours to build an index for the past 10 years.

I spent 2 weeks cleaning the data, then manually clicking through over 1500 presentations to make selections for you. Some things you can't outsource.

Who this is for

Do you like learning? Well, yeah, then this is for you.

I'm not being facetious. Investment banking is hard. A lot of time is spent thinking about how complex information is presented.

If you ever have to write a PowerPoint presentation then here is a resource for you to be better than all your colleagues.

I get away with so much because I'm good at 1/ PPT and 2/ Excel. This is about 1 - presentation. I have a tonne of content on 2 on other blogs.

I'm dyslexic, ADHD, was in special classes... so I'm telling you studying these presentations will help you seem smarter. I sure as hell am not.

What the F am I getting?

Ok, I get it. Anyone can be a dog on the internet.

Excel file
Formatted all pretty
It's basically a list of links to the SEC website
It was a FECK tonne of work to do
There are filters
There are 3 versions of the file
I purposefully am giving links to the SEC website because if I made a folder of PDFs it would be annoying to find
Basic: I picked the top 20 banks and the best presentations I could show to you for free which you can read on the site. You can pay a nominal amount for a file with links to them all
Premium: It's the free + a bunch more. I clicked through around 1500 fecking links, scrolled to identify unique presentations, and picked the interesting ones (that took about 4 very dull nights)
Pro: I made this huge index of filings. We stopped when the filings weren't useful. I had this girl do 4 weeks of work (126 hours) and then I spent a week cleaning it up. I made small versions to give away for free and a mid-upsell. The Pro is my entire index of every filing since around 2001. Every fairness opinion, financial analysis etc that is required to be uploaded is here. Well, I figured out a legal requirement that I'm not explaining, so there are all the docs under those rules

FAQ

Do the sheets work with Google docs?

Do the sheets work on Mac?

Support

What do I need to use this model?

Refunds?

What if there is an error?

It's a list of data points.

It is not a model.

For the basic and premium sheet I'm pretty sure every data field is reasonably correct.

For the pro aka master index, there is like 3k rows. I mass manipulated data and did some manual spot checks. I guarantee there are some categorisation errors. If you want to pay me a standard banking fee of $250k I can guarantee accuracy whilst I'm in the Maldives.

Do you send updates?

Stats on the Premium Sheets