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
3 decks
Rank #10
3 decks
Rank #4
3 decks
Rank #14
4 decks
Rank #5
3 decks
Rank #7
3 decks
Rank #15
3 decks
5 decks
3 decks
Rank #11
5 decks
Rank #1
3 decks
Solid boutique
3 decks
Tier 2/3 firm
3 decks
Rank #2
3 decks
5 decks
4 decks
Rank #6
3 decks
5 decks
Positivity
Rank #19
4 decks
Rank #3
3 decks
Solid boutique
3 decks
Solid boutique
3 decks
Big on energy deals
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 |
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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)
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Stats on the Premium Sheets
So you know what you are getting
Decks by Year
Decks by Firm
2007 | 2 |
2008 | 3 |
2009 | 1 |
2011 | 3 |
2012 | 10 |
2013 | 50 |
2014 | 13 |
2015 | 4 |
2016 | 32 |
2017 | 43 |
2018 | 91 |
2019 | 62 |
2020 | 44 |
2021 | 16 |
Goldman, Sachs | 56 |
Lazard | 23 |
J.P. Morgan | 22 |
Duff & Phelps | 18 |
Evercore Group | 18 |
Morgan Stanley | 17 |
Citigroup | 16 |
Centerview Partners | 16 |
Houlihan Lokey | 16 |
Tudor Pickering Holt | 15 |
Robert W. Baird | 12 |
Deutsche Bank | 11 |
Barclays Capital | 9 |
Perella Weinberg Partners | 8 |
Credit Suisse | 8 |
PJ Solomon | 6 |
BofA Merrill Lynch | 6 |
Jefferies Broadview | 6 |
Sandler O'Neill | 5 |
Greenhill | 5 |
53 other firms: | 81 |
Stats on the Basic Sheets
So you know what you are getting
Decks by Year
Decks by Firm
2007 | 2 |
2008 | 2 |
2009 | 1 |
2011 | 1 |
2012 | 1 |
2013 | 4 |
2014 | 5 |
2015 | 2 |
2016 | 7 |
2017 | 5 |
2018 | 4 |
2019 | 15 |
2020 | 10 |
2021 | 6 |
Barclays Capital | 3 |
Centerview Partners | 3 |
Citigroup | 4 |
Credit Suisse | 3 |
Deutsche Bank | 3 |
Duff & Phelps | 3 |
Evercore Group | 3 |
Goldman, Sachs | 5 |
Greenhill | 3 |
Houlihan Lokey | 3 |
J.P. Morgan | 3 |
Jefferies Broadview | 3 |
Lazard | 4 |
Lehman Brothers | 3 |
Moelis & Company | 3 |
Morgan Stanley | 4 |
Perella Weinberg Partners | 3 |
PJ Solomon | 3 |
Tudor Pickering Holt | 3 |
BofA Merrill Lynch | 3 |