Real Investment Banking M&A Presentations

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Largest free collection of investment bank presentations

  • 65 investment banking presentations
  • 20 of the top-tier investment banks
  • 827 examples of slides sorted across 32 sections
  • Largest free collection of investment bank presentations
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Barclays Capital

 Discussion Materials Prepared by Barclays Capital 

Year 2018
Company Medley Management
Deal Value ($m) $35M
Category Finance, insurance and real estate
Group Security & Commodity Brokers, Dealers, Exchanges & Services
Sector Investment Advice
Barclays Capital2018$1-200M

Barclays Capital

 Barclays Presentation to the Special Committee of the BoD 

Year 2021
Company Fbl Financial Group
Deal Value ($m) $537M
Category Finance, insurance and real estate
Group Insurance Carriers
Sector Life Insurance
Barclays Capital2021$500-1000M

Barclays Capital

 Discussion Materials Prepared by Barclays Capital 

Year 2009
Company Hiland Partners
Deal Value ($m) $31M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Distribution
Barclays Capital2009$1-200M

BofA Merrill Lynch

 Presentation Materials of Merrill Lynch, Pierce, Fenner & Smith Incorporated 

Year 2016
Company Endesa Americas
Deal Value ($m) $243M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Electric Services
BofA Merrill Lynch2016$300-500M

BofA Merrill Lynch

 Discussion Materials of Merrill Lynch, Pierce, Fenner & Smith Incorporated to the Special Committee 

Year 2014
Company Pikerp
Deal Value ($m) $392M
Category Construction
Group Construction - Special Trade Contractors
Sector Electrical Work
BofA Merrill Lynch2014$300-500M

BofA Merrill Lynch

 Preliminary Discussion Materials of Merrill Lynch, Pierce, Fenner & Smith Incorporated for the Special Committee of the BoD 

Year 2016
Company Rouse Properties
Deal Value ($m) $709M
Category Finance, insurance and real estate
Group Real Estate
Sector Real Estate
BofA Merrill Lynch2016$500-1000M

Centerview Partners

 Presentation of Centerview Partners to the Special Committee of the BoD 

Year 2020
Company Avxrp
Deal Value ($m) $1,046M
Category Manufacturing
Group Electronic & Other Electrical Equipment & Components
Sector Electronic Components & Accessories
Centerview Partners2020$1000-2000M

Centerview Partners

 Joint Presentation Materials of Centerview Partners LLC and Goldman Sachs to the BoD of HSN. 

Year 2017
Company HSN
Deal Value ($m) $1,314M
Category Retail trade
Group Miscellaneous Retail
Sector Retail-Miscellaneous Shopping Goods Stores
Centerview Partners2017$1000-2000M

Centerview Partners

 Joint Presentation Materials of Centerview Partners LLC and Goldman Sachs to the BoD of HSN. 

Year 2017
Company HSN
Deal Value ($m) $1,314M
Category Retail trade
Group Miscellaneous Retail
Sector Retail-Miscellaneous Shopping Goods Stores
Centerview Partners2017$1000-2000M

Citigroup

 Preliminary Discussion Materials of Citigroup Global Markets to the BoD of Kinder Morgan. 

Year 2014
Company El Paso Pipeline Partners
Deal Value ($m) $5,204M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Citigroup2014$2000-5000M

Citigroup

 Presentation of Citigroup Global Markets to the Disinterested Directors of the BoD 

Year 2016
Company Talen Energy
Deal Value ($m) $1,840M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Electric Services
Citigroup2016$1000-2000M

Citigroup

 Presentation of Citigroup Global Markets to the Special Committee of the BoD of Taro 

Year 2012
Company Taro Pharmaceutical Industries
Deal Value ($m) $601M
Category Manufacturing
Group Chemicals and Allied Products
Sector Pharmaceutical Preparations
Citigroup2012$500-1000M

Citigroup

 Preliminary Discussion Materials of Citigroup Global Markets to the Disinterested Directors of the BoD 

Year 2016
Company Talen Energy
Deal Value ($m) $1,840M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Electric Services
Citigroup2016$1000-2000M

Credit Suisse

 Preliminary Discussion Materials of Credit Suisse Securities (USA) for the BoD of NewStar 

Year 2017
Company Newstar Financial
Deal Value ($m) $517M
Category Finance, insurance and real estate
Group Nondepository Credit Institutions
Sector Finance Lessors
Credit Suisse2017$1000-2000M

Credit Suisse

 Discussion Materials Prepared by Credit Suisse Securities (USA) for Discussion with the Special Committee of the BoD 

Year 2015
Company Wuxi Pharmatech
Deal Value ($m) $3,218M
Category Manufacturing
Group Chemicals and Allied Products
Sector Pharmaceutical Preparations
Credit Suisse2015$2000-5000M

Credit Suisse

 Materials of Credit Suisse Securities (USA) to the Special Committee’s BoD 

Year 2007
Company Cumulus Media
Deal Value ($m) $471M
Category Transportation and public utilities
Group Communications
Sector Radio Broadcasting Stations
Credit Suisse2007$300-500M

Deutsche Bank

 Presentation to the Special Committee of the BoD Presented by Deutsche Bank 

Year 2018
Company Amtrust Financial Services
Deal Value ($m) $1,256M
Category Finance, insurance and real estate
Group Insurance Carriers
Sector Fire, Marine & Casualty Insurance
Deutsche Bank2018$1000-2000M

Deutsche Bank

 Presentation of Deutsche Bank Securities to the Special Committee 

Year 2013
Company Dole Food
Deal Value ($m) $746M
Category Agriculture, forestry and fishing
Group Agricultural Production - Crops
Sector Agricultural Production-Crops
Deutsche Bank2013$500-1000M

Deutsche Bank

 Presentation of Deutsche Bank to the Special Committee 

Year 2016
Company Affinity Gaming
Deal Value ($m) $209M
Category Services
Group Hotels, Rooming Houses, Camps, and Other Lodging Places
Sector Hotels & Motels
Deutsche Bank2016$300-500M

Duff & Phelps

 Discussion Materials Prepared by Duff & Phelps for Discussion with the Independent Committee of the BoD 

Year 2021
Company Newater Technology
Deal Value ($m) $20M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Sanitary Services
Duff & Phelps2021$1-200M

Duff & Phelps

 Discussion Materials Prepared by Duff & Phelps for Discussion with the Special Committee of the BoD 

Year 2021
Company Tarena International
Deal Value ($m) $129M
Category Services
Group Educational Services
Sector Services-Educational Services
Duff & Phelps2021$1-200M

Duff & Phelps

 Discussion Materials Prepared by Duff & Phelps, for Discussion with the Special Committee of the BoD 

Year 2021
Company 51Job
Deal Value ($m) $2,499M
Category Services
Group Business Services
Sector Services-Employment Agencies
Duff & Phelps2021$2000-5000M

Evercore Group

 Presentation Prepared by Evercore Group and Presented to the GCI Liberty. Special Committee and the GCI Liberty. BoD 

Year 2020
Company Gci Liberty
Deal Value ($m) $8,828M
Category Transportation and public utilities
Group Communications
Sector Telephone Communications (No Radiotelephone)
Evercore Group2020$5000m+

Evercore Group

 Presentation Materials Prepared by Evercore Group for the Conflicts Committee 

Year 2020
Company Tallgrass Energy
Deal Value ($m) $3,501M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Evercore Group2020$2000-5000M

Evercore Group

 Presentation Materials Prepared by Evercore Group for the Special Committee 

Year 2019
Company Dryships.
Deal Value ($m) $76M
Category Transportation and public utilities
Group Water Transportation
Sector Deep Sea Foreign Transportation of Freight
Evercore Group2019$1-200M

Goldman Sachs

 Presentation Materials Prepared by Goldman Sachs (Asia) to the Special Committee of the BoD 

Year 2013
Company Asiainfo-Linkage
Deal Value ($m) $763M
Category Services
Group Business Services
Sector Services-Prepackaged Software
Goldman Sachs2013$300-500M

Goldman Sachs

 Presentation Materials of Goldman Sachs Provided to Management of NASCAR Holdings. 

Year 2019
Company International Speedway
Deal Value ($m) $1,281M
Category Services
Group Amusement and Recreation Services
Sector Services-Racing, Including Track Operation
Goldman Sachs2019$1000-2000M

Goldman Sachs

 Presentation Prepared by Goldman Sachs to the Conflicts Committee of the BoD of AMGP GP LLC 

Year 2019
Company Antero Midstream Partners
Deal Value ($m) $5,569M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Goldman Sachs2019$5000m+

Goldman Sachs

 Discussion Materials of Goldman Sachs Prepared for the Special Committee of GGP Inc.’s BoD 

Year 2018
Company GGP
Deal Value ($m) $17,382M
Category Finance, insurance and real estate
Group Holding and Other Investment Offices
Sector Real Estate Investment Trusts
Goldman Sachs2018$5000m+

Goldman Sachs

 Preliminary Draft of Discussion Materials of Goldman Sachs and Discussion Materials of Goldman Sachs 

Year 2019
Company Craft Brew Alliance
Deal Value ($m) $328M
Category Manufacturing
Group Food and Kindred Products
Sector Malt Beverages
Goldman Sachs2019$300-500M

Greenhill

 Presentation Materials Provided to the Special Committee of the BoD of Wesco Financial Corporation by Greenhill

Year 2011
Company Wesco Financial
Deal Value ($m) $551M
Category Services
Group Business Services
Sector Services-Equipment Rental & Leasing, NEC
Greenhill2011$500-1000M

Greenhill

 Special Committee Discussion Materials Provided by Greenhill to the Special Committee 

Year 2017
Company Brookfield Canada Office Prop
Deal Value ($m) $375M
Category Finance, insurance and real estate
Group Holding and Other Investment Offices
Sector Real Estate Investment Trusts
Greenhill2017$300-500M

Greenhill

 Discussion Materials of Greenhill to the BoD of Inergy GP

Year 2013
Company Crestwood Midstream Partners
Deal Value ($m) $1,568M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Greenhill2013$1000-2000M

Houlihan Lokey

 Discussion Materials Prepared by Houlihan Lokey for Discussion with the Special Committee of the BoD 

Year 2020
Company 58.Com
Deal Value ($m) $5,850M
Category Services
Group Business Services
Sector Services-Computer Programming, Data Processing, Etc.
Houlihan Lokey2020$5000m+

Houlihan Lokey

 Discussion Materials Prepared by Houlihan Lokey (China) for Discussion with the Special Committee of the BoD 

Year 2020
Company Gridsum Holding
Deal Value ($m) $57M
Category Services
Group Business Services
Sector Services-Prepackaged Software
Houlihan Lokey2020$1-200M

Houlihan Lokey

 Houlihan Lokey Preliminary Financial Analyses Provided to the Finance and Strategic Planning Committee 

Year 2019
Company Parker Drilling
Deal Value ($m) $1M
Category Mining
Group Oil and Gas Extraction
Sector Drilling Oil & Gas Wells
Houlihan Lokey2019$1-200M

J.P. Morgan

 Presentation Materials Prepared by J.P. Morgan Securities for UGI 

Year 2019
Company Amerigas Partners
Deal Value ($m) $2,496M
Category Retail trade
Group Miscellaneous Retail
Sector Retail-Retail Stores, NEC
J.P. Morgan2019$2000-5000M

J.P. Morgan

 Valuation Analysis of J.P. Morgan Securities and PJT Partners LP Presented to the BoD of Navistar International Corporation 

Year 2020
Company Navistar International
Deal Value ($m) $3,720M
Category Manufacturing
Group Transportation Equipment
Sector Motor Vehicles & Passenger Car Bodies
J.P. Morgan2020$2000-5000M

J.P. Morgan

 Board Discussion Materials of J.P. Morgan Securities to the BoD of Reynolds American Inc. 

Year 2017
Company Reynolds American
Deal Value ($m) $53,701M
Category Manufacturing
Group Tobacco Products
Sector Cigarettes
J.P. Morgan2017$5000m+

Jefferies Broadview

 Presentation Materials Prepared by Jefferies for the Conflicts Committee of the BoD of CPP GP LLC 

Year 2016
Company Columbia Pipeline Partners
Deal Value ($m) $937M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Jefferies Broadview2016$500-1000M

Jefferies Broadview

 Presentation of Jefferies to the Conflicts and Audit Com. of the BoD of Kinder Morgan, and Special Com. of the BoD of Kinder Morgan Management

Year 2014
Company Kinder Morgan Energy Partners
Deal Value ($m) $26,399M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Jefferies Broadview2014$5000m+

Jefferies Broadview

 Discussion Materials of Jefferies to JLL Associates VI, L.P. as General Partner of JLL Partners Fund VI, L.P. 

Year 2014
Company Patheon
Deal Value ($m) $1,386M
Category Manufacturing
Group Chemicals and Allied Products
Sector Pharmaceutical Preparations
Jefferies Broadview2014$1000-2000M

Lazard

 Presentation to the Special Committee Prepared by Lazard Frères for the Special Committee 

Year 2021
Company Urovant Sciences
Deal Value ($m) $217M
Category Manufacturing
Group Chemicals and Allied Products
Sector Pharmaceutical Preparations
Lazard2021$300-500M

Lazard

 Discussion Materials Prepared by Lazard Frères for Discussion with the Special Committee of the BoD of Hudson 

Year 2020
Company Hudson
Deal Value ($m) $311M
Category Retail trade
Group General Merchandise Stores
Sector Retail-Misc General Merchandise Stores
Lazard2020$300-500M

Lazard

 Presentation Materials of Lazard Frères & Company to the VMware Special Committee 

Year 2019
Company Pivotal Software
Deal Value ($m) $4,015M
Category Services
Group Business Services
Sector Services-Prepackaged Software
Lazard2019$2000-5000M

Lazard

 Presentation of Lazard Frères to the Special Committee of the BoD of the BPY General Partner 

Year 2021
Company Brookfield Property Partners
Deal Value ($m) $5,142M
Category Finance, insurance and real estate
Group Real Estate
Sector Real Estate
Lazard2021$5000m+

Lehman Brothers

 Presentation of Lehman Brothers to the Special Committee of the BoD of ASE Test

Year 2008
Company Ase Test
Deal Value ($m) $867M
Category Manufacturing
Group Electronic & Other Electrical Equipment & Components
Sector Semiconductors & Related Devices
Lehman Brothers2008$500-1000M

Lehman Brothers

 Materials Presented by Lehman Brothers and Morgan Stanley to the Special Committee of the BoD of Cablevision 

Year 2007
Company Cablevision Systems
Deal Value ($m) $8,922M
Category Transportation and public utilities
Group Communications
Sector Cable & Other Pay Television Services
Lehman Brothers2007$5000m+

Lehman Brothers

 Presentation of Lehman Brothers to the BoD of Tercica 

Year 2008
Company Tercica
Deal Value ($m) $366M
Category Manufacturing
Group Chemicals and Allied Products
Sector Pharmaceutical Preparations
Lehman Brothers2008$300-500M

Moelis & Company

 Presentation Materials Prepared by Moelis & Company Delivered to the Special Committee 

Year 2019
Company Empire Resorts
Deal Value ($m) $58M
Category Retail trade
Group Eating and Drinking Places
Sector Retail-Eating & Drinking Places
Moelis & Company2019$1-200M

Moelis & Company

 Materials Prepared for Discussion Presented by Moelis & Company to the BoD of RealD Inc. 

Year 2015
Company Reald
Deal Value ($m) $532M
Category Manufacturing
Group Electronic & Other Electrical Equipment & Components
Sector Radio & Tv Broadcasting & Communications Equipment
Moelis & Company2015$500-1000M

Moelis & Company

 Presentation Materials of Goldman Sachs to the Dell Board 

Year 2019
Company Pivotal Software
Deal Value ($m) $4,015M
Category Services
Group Business Services
Sector Services-Prepackaged Software
Moelis & Company2019$2000-5000M

Morgan Stanley

 Discussion Materials Prepared by Morgan Stanley Asia Limited for Discussion with the Special Committee of the BoD of DouYu 

Year 2020
Company Douyu International Holdings
Deal Value ($m) $5,003M
Category Services
Group Business Services
Sector Services-Computer Programming, Data Processing, Etc.
Morgan Stanley2020$5000M+

Morgan Stanley

 Presentation of Morgan Stanley to the Strategic Committee of the BoD of Juno Therapeutics. 

Year 2018
Company Juno Therapeutics
Deal Value ($m) $9,413M
Category Manufacturing
Group Chemicals and Allied Products
Sector Biological Products, (No Diagnostic Substances)
Morgan Stanley2018$5000M+

Morgan Stanley

 Presentation of Morgan Stanley to the Special Committee of the AMTG Board 

Year 2016
Company Apollo Residential Mortgage
Deal Value ($m) $429M
Category Finance, insurance and real estate
Group Holding and Other Investment Offices
Sector Real Estate Investment Trusts
Morgan Stanley2016$300-500M

Morgan Stanley

 Presentation Materials of Morgan Stanley to the Pivotal Special Committee 

Year 2019
Company Pivotal Software
Deal Value ($m) $4,015M
Category Services
Group Business Services
Sector Services-Prepackaged Software
Morgan Stanley2019$2000-5000M

Perella Weinberg Partners

 Presentation Materials of Perella Weinberg Partners LP for the BoD of Oaktree Capital Group, LLC 

Year 2019
Company Oaktree Capital Group
Deal Value ($m) $4,888M
Category Finance, insurance and real estate
Group Security & Commodity Brokers, Dealers, Exchanges & Services
Sector Investment Advice
Perella Weinberg Partners2019$2000-5000M

Perella Weinberg Partners

 Presentation of Perella Weinberg Partners LP to the Special Committee of the BoD of rue21 

Year 2013
Company Rue21
Deal Value ($m) $1,060M
Category Retail trade
Group Apparel and Accessory Stores
Sector Retail-Apparel & Accessory Stores
Perella Weinberg Partners2013$1000-2000M

Perella Weinberg Partners

 Presentation Prepared by Perella Weinberg Partners and Presented to the Liberty Broadband Special Committee and the Liberty Broadband BoD 

Year 2020
Company Gci Liberty
Deal Value ($m) $8,828M
Category Transportation and public utilities
Group Communications
Sector Telephone Communications (No Radiotelephone)
Perella Weinberg Partners2020$5000M+

PJ Solomon

 Valuation Discussion Materials Prepared by PJ Solomon for the Special Committee of Sears Hometown and Outlet Stores. 

Year 2019
Company Antero Midstream Partners
Deal Value ($m) $36M
Category Retail trade
Group General Merchandise Stores
Sector Retail-Department Stores
PJ Solomon2019$1-200M

PJ Solomon

 Discussion Materials Prepared by PJ Solomon for the Special Committee of Sears Hometown and Outlet Stores. 

Year 2019
Company Sears Hometown & Outlet Stores
Deal Value ($m) $36M
Category Retail trade
Group General Merchandise Stores
Sector Retail-Department Stores
PJ Solomon2019$1-200M

PJ Solomon

 Discussion Materials of PJ Solomon to the BoD 

Year 2020
Company Stein Mart
Deal Value ($m) $29M
Category Retail trade
Group Apparel and Accessory Stores
Sector Retail-Family Clothing Stores
PJ Solomon2020$1-200M

Tudor Pickering Holt

 Presentation Materials Prepared by Tudor Pickering Holt & Co. Advisors LP for the GP Audit Committee 

Year 2019
Company Amerigas Partners
Deal Value ($m) $2,496M
Category Retail trade
Group Miscellaneous Retail
Sector Retail-Retail Stores, NEC
Tudor Pickering Holt2019$2000-5000M

Tudor Pickering Holt

 Presentation Prepared by Tudor Pickering Holt & Co. Advisors LP to the Conflicts Committee of Antero Midstream Partners LP 

Year 2019
Company Antero Midstream Partners
Deal Value ($m) $5,569M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Tudor Pickering Holt2019$5000M+

Tudor Pickering Holt

 Presentation of Tudor, Pickering, Holt & Co. Securities. to the Conflicts Committee of the BoD of El Paso Pipeline GP Company 

Year 2014
Company El Paso Pipeline Partners
Deal Value ($m) $5,204M
Category Transportation and public utilities
Group Electric, Gas and Sanitary Services
Sector Natural Gas Transmission
Tudor Pickering Holt2014$5000M+

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Wonder what M&A presentations look like?

Regardless of whether you are a student in Uni hoping to get into banking, or even an MD in M&A already, knowing what presentations look like is massively useful. You can get ideas for how to structure slides. how smart...
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Can’t find anything to learn from?

Maybe a friend might share something with you privately, but it will be 1-3 decks, and not more than that and not from more than their bank. Bankers take confidentiality seriously and the decks they make for clients are never...
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examples

Slide examples

details

The presentations you will find here

# of decks

  • 65 banking decks
  • Selected for quality

# of banks

  • 20 different banks
  • Selected from top tier banks

Real presentations

  • Used on live deals by paying clients
  • Filed with the SEC

Excel sheet

  • Excel sheet
  • Filter each header

 

Unlocked

  • Simple sheet, nothing weird
  • You can add comments etc

 

Links to decks

  • Each presentation has a link
  • Connected to original filing

65 examples

Learn from the Top 20 Investment Banks

You can click through and see 65 example presentations by bank, part of the 2,150 available 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
Rank #5
3 decks
Rank #11
5 decks
Rank #1
3 decks
Solid boutique
3 decks
Tier 2/3 firm
3 decks
Rank #2
3 decks
Rank #5
4 decks
Rank #6
3 decks
Deceased ;(
3 decks
Rank #19
4 decks
Rank #3
3 decks
Solid boutique
3 decks
Solid boutique
3 decks
Big on energy deals

many slide examples

32 slide categories

You can click through and see 827 examples of slides across the 32 sections.

Company overview
General overview
Corporate structure
Organisational charts
Management projections
Making sure management have their numbers right
Research analyst
Brokers show what their company forecasts are
Comparison fin projections
Brokers and the company compare
Analysis At Various Prices
See how offer values compare at different prices
Share Price Analysis
Evaluate the historic trading of prices
Volume Weighted Average Price
See how valuation changes based on the weighted price that are traded
Regression Analysis
Regression Analysis
Discounted Cash Flow
Core valuation by discounting projections
Weighted Average Cost Of Capital
Fancy calculation for the discount rate
Comparable Companies
Valuation based on public companies
Comparable Transactions
Valuations based on transactions that happened
Dividend Discount Model
Like a DCF but less useful
Leveraged Buy Out
Buying a company with a lot of debt
Premiums Paid
Did other public companies pay more or less?
Sum Of The Parts
Value all the bits and add them up
Football Field
All valuations summarised on a slide
Executive Summary
Short and smart summary of the work to date
Offer Summary
What cash is being offered
Offer Comparison
What deal is better or worse?
Accretion Dilution
Will the share price go up or down?
Exchange Ratio
What share or a merged company does each get?
Shareholder Analysis
What institutionals own the companies?
Ability To Pay
Can a competitor pay more than you?
Synergy
Can BS assumptions magically make a deal work?
Strategic Options
What the F should we do now?
Transaction Case Study
How did deals work out before?
Next Steps
What are we working on next?
Disclaimer
Boring legal BS
Full valuation
Full example of number valuation fun
Sales Pitches
Examples of banks hoping to get into deals (they did)

Want to see more real decks?

You can get access to 3 levels of Excel files with M&A investment banking decks.

Basic (Analyst)

  • 65 presentations
  • 20 banks
  • All the free decks
Check it out $99

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  • 374 decks
  • 73 banks
  • Great selection
Check it out $299

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  • 2,473 decks
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Check it out $799 Most popular

Comments (23)

    • Hey Brandon- don’t follow. Everything free is on the blogs that I say is. You just click to see by category and bank etc. You can see it all.
      Btw, everyone who has bought a paid banking resource to date is either an MD at a bank or a finance prof at a uni.
      Go to your HR person who does training and ask to buy. It’s so f’n cheap compared to the bs courses they sent us on.
      Best,
      ADJ

      Reply

  • Hi Alexander,

    Do some of the presentations included in the premium collection cover IPOs, rights issues, sell-side and other capital raising transactions?

    Best

    Reply

    • Hey- there are limits to what kinds of topics are covered and available because they’re only shared under an SEC rule. Otherwise bankers absolutely wouldn’t make them available, duh! I forget (the nerdy SEC details) but I think it’s mainly to do with take private transactions.
      So there is a wealth of info to learn from, but it’s not going to cover all kinds of deals because those deals don’t have to be made public.

      Reply

    • Hi Michael –
      This information all comes from SEC filings as is deemed public info. I show the material for educational purposes but selling material is potentially not ok so I won’t go there.
      I provide a list of links to the SEC website where you can directly view the presentations hosted on the SEC site.
      Best,
      Alexander

      Reply

    • Hi Millicent – I pulled everything back to 2001. These are only available due to a loophole I found and material not normally ever shared publicly.
      IPOs and SPACs are public deals so you can find some roadshow decks and the first presentations they use. I started to make a little collection on this but haven’t put time into it yet.
      Private placements, agreements are not going to be shared publicly. You only see them if a ‘friend’ shares them with you or you work in the industry.
      I put in the time to try share resources when I can because It’s so hard to see examples.

      Reply

  • Hi Alexander,

    If one purchases one of your packages, I understand that you provide SEC links to these presentations.

    Do you have those links categorized by type of presentation?:

    I am solely interested in Mergers & Acquisitions actual deal presentations.

    I am not interested in bank pitches, pure-fairness opinions, nor any other type of presentations, and I wouldn’t have the time to review each individual presentation from the full database ( 2000 pres.) to determine if its the type of presentation I need.

    Please let me know, thank you.

    Reply

    • Daniel-

      I’ve added all the columns I can reasonably add. I provide SEC links for legal reasons.

      I’m just shipping an update with 5 new columns with SIC codes/industry cats (it was a lot of effort to make!).

      Every line is categorised by presentation/fairness opinion etc. The ‘title’ gives some idea of what it is but mainly “discussion material” or “pres to BoD”.
      Don’t know how to better categorise each item and unless charged a lot more I’m not going to write a manual description for each.
      I would like to do OCR to categorise each slide, but then I would have copywrite issues (I theorise).

      All the material is available due to a rule on ‘take private’ transactions (to protect minority investors). The material has the usual M&A val’n etc stuff in it, but as part of a take-private process. Most are proper decks and only a few have bank pitches in them.

      Material however you might define M&A otherwise doesn’t exist publicly so this is all there is online.

      Alexander

      Reply

  • Hi Alexander,

    I have downloaded the USD50 basic free investment banking presentations. I think it would be really helpful to also do pricing pacakges based on industry / sector? E.g. I am only interested in tech investment banking, hence pure tech-related pitches / decks would be super useful for me.

    Thanks a lot in advance!

    Chris

    Reply

  • I am in the Board of a mid sized bank in Asia, 8 bn Total assets, mainly corporate clients. Our Bank managment9 hired a Big four company to write the strategy, the result is a disaster and I need to write a strategy document in less then 6 weeks. Which package would help me best ?

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