Real Investment Banking M&A Presentations

Free

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
IBD Name
Transaction Amount
IBD Year

Private:  Barclays Presentation to the Special Committee of the BoD 

Year:

2021

Company:

Fbl Financial Group

Valuation:

$537M

Category:

Finance, insurance and real estate

Group:

Insurance Carriers

Sector:

Life Insurance

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

Year:

2017

Company:

Reynolds American

Valuation:

$53,701M

Category:

Manufacturing

Group:

Tobacco Products

Sector:

Cigarettes

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

Year:

2018

Company:

GGP

Valuation:

$17,382M

Category:

Finance, insurance and real estate

Group:

Holding and Other Investment Offices

Sector:

Real Estate Investment Trusts

Private:  Discussion Materials of Greenhill to the BoD of Inergy GP

Year:

2013

Company:

Crestwood Midstream Partners

Valuation:

$1,568M

Category:

Transportation and public utilities

Group:

Electric, Gas and Sanitary Services

Sector:

Natural Gas Transmission

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

Year:

2014

Company:

Patheon

Valuation:

$1,386M

Category:

Manufacturing

Group:

Chemicals and Allied Products

Sector:

Pharmaceutical Preparations

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

Year:

2014

Company:

Pikerp

Valuation:

$392M

Category:

Construction

Group:

Construction - Special Trade Contractors

Sector:

Electrical Work

Private:  Discussion Materials of PJ Solomon to the BoD 

Year:

2020

Company:

Stein Mart

Valuation:

$29M

Category:

Retail trade

Group:

Apparel and Accessory Stores

Sector:

Retail-Family Clothing Stores

Private:  Discussion Materials Prepared by Barclays Capital 

Year:

2018

Company:

Medley Management

Valuation:

$35M

Category:

Finance, insurance and real estate

Group:

Security & Commodity Brokers, Dealers, Exchanges & Services

Sector:

Investment Advice

Private:  Discussion Materials Prepared by Barclays Capital 

Year:

2009

Company:

Hiland Partners

Valuation:

$31M

Category:

Transportation and public utilities

Group:

Electric, Gas and Sanitary Services

Sector:

Natural Gas Distribution

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

Year:

2015

Company:

Wuxi Pharmatech

Valuation:

$3,218M

Category:

Manufacturing

Group:

Chemicals and Allied Products

Sector:

Pharmaceutical Preparations

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

Year:

2021

Company:

Newater Technology

Valuation:

$20M

Category:

Transportation and public utilities

Group:

Electric, Gas and Sanitary Services

Sector:

Sanitary Services

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

Year:

2021

Company:

Tarena International

Valuation:

$129M

Category:

Services

Group:

Educational Services

Sector:

Services-Educational Services

need

You want to learn about M&A presentations

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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Now you can learn for free!

I want you to be able to learn for free, so here is a collection of presentations to learn from that isn’t available anywhere on the internet!
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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

many slide examples

32 slide categories

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

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

Premium (VP)

  • 374 decks
  • 73 banks
  • Great selection

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

  • Hi Alexander,

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

    Best

    • 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.

    • 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

    • 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.

  • 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.

    • 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

  • 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

  • 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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