REAL INVESTMENT BANKING PRESENTATIONS

Free

  • Largest free collection of investment bank presentations and slide examples to learn about how to make M&A decks
  • 65 decks from 20 top-tier banks, with 827 examples of slides sorted into 32 sections
  • For the committed, you can access thousands more decks

  • 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

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 people thought about illustrating information, even what was put (or not) on a slide.

Issue is that no one shares their decks.

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 publicly shared.

That is unless they legally have to (Pesky SEC!).

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!

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.

why

Why I made this resource for you

You get very little support as a junior banker, but you’re still expected to do amazing things.

I worked in M&A (Lazard) and I found it overly painful to learn how to present analysis, what I even needed to cover! I would trawl through old presentations on the drive to draw upon, but it was a nightmare.

I’m older now and I still need to make technical presentations. Seeing how it was done before saves sooo much time!

I want to make life easier for you.

 

how

How I made this collection

I figured out a loophole. Under certain transactions, banks have to file information with the SEC to protect minority shareholders.

  • I blew weeks figuring out how to extract decks from the SEC
  • I then trained and paid someone to manually collate the info over weeks
  • I manually cleaned the data set as best I could
  • I paid a Twitter engineer to add metadata such as industry filters
fundraising support alexander jarvis

who

Who the heck is sharing cool stuff with me!?

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 startups, etc

About Alexander

Want more? Check out these three versions

Everything on this page is free. If you want access to a lot more presentations, check out the paid offers. These aren’t buy buttons.

Basic (Analyst)

  • 65 presentations
  • 20 banks
  • All the free decks

Premium (VP)

  • 374 decks
  • 73 banks
  • Great selectiona

Pro (MD)

  • 2,150 decks
  • 190 banks
  • Full database

Comments (18)

    • 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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