more examples
PRO: Real M&A Decks
$799
2,473 real M&A presentations listed in Excel from real SEC filings.
Note: Considerable effort has been put in to make a genuinely useful resource you can’t get anywhere else! It’s dull to re-record video and content if I make an update, so assume things are ‘order of magnitude’ what you will receive. Cool?
- 2,473 M&A presentations
- 204 investment banks (and advisors)
- Every useful filing (3,814 rows)
- Only public collection of bank decks
- Automated delivery
Testimonial
Valued by finance pros
Tommaso Venditti
Shemseddine Fellahi
Merouane Hamaoui
Rajath Madhyastha
Danish Khan
Sven Van Gasse
Cyrus Lee
Akash Swain
Surya Kiran
Devansh Agarwal
video
Intro to what is in the Excel
Here is a quick 3-minute video on what is in the Pro investment banking presentation collection so you are sure of what you are getting.
You will see:
- What the Excel file looks like
- The fields in it as well as the sheets
- Examples of the banking presentations you’ll see
- How you see the presentation (As I keep being asked!)
Images
Slide examples
Have a look at some images of what you can expect to see in the decks.
purchase
Get the pro version
Or check out the other versions that suit your learning goals.
Basic (Analyst)
- 65 presentations
- 20 banks
- All the free decks
Premium (VP)
- 374 decks
- 73 banks
- Great selection
Pro (MD)
- 2,473 decks (approx)
- 204 banks/advisors
- Full database
Stats
Want to see stats on the 3 sheets?
Of course you do, you’re a nerd too!
Hit the button to see stats on the 3 options. Why?
- I update the files each year so I just have to update 1 not 3 tables!
- Minimise your cognitive load on this page!
summary
What you’ll recieve
You receive an Excel file with columns of supporting data and links to view each deck on a page.
Note: To be very clear, you will not receive PPT or PDFs (legal reason).
1
# of decks
- 2,473 banking decks
- There was some filtering for duplications and quality
# of banks
- 204 different banks (and advisors)
- Includes actuary reports etc
Relevant filings
- There are 3,814 rows in total
- I included fairness opinions etc if looked ok
Excel sheet
- Excel with links to SEC (for legal reasons…)
- Filter each header
Unlocked
- Simple sheet, nothing weird
- You can add comments etc
Links to decks
- Each deck is linked to their SEC filing
- These are images not PowerPoint
need
Do you want to see real 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...
Read MoreCan’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...
Read MoreNow you can!
I want you to be able to get smarter, so here is a collection of presentations to learn from that isn’t available anywhere on the internet!
Read Moreissue
Why no one can see real M&A presentations
1
Banker work is confidential
- Banks are always under strict NDA
- They legally can’t share information publicly
- The legal department would never let them if asked!
2
Clients have only downside in info being public
- Most M&A deals destroy shareholder value
- If you were the CEO would you want that documented publicly?
3
There is zero upside to share
- No one is getting a bonus or a promotion for sharing the information
- Banks are not more likely to get new clients
4
Proprietary information
- How banks make presentations is proprietary
- How they model, format etc is a trade secret
- Why teach the competition?
5
No one wants to look bad
- Look, everyone makes mistakes so better to have less scrutiny
You can click through and see 65 example presentations by bank.
purchase
Get the pro version
Or check out the other versions that suit your learning goals.
Basic (Analyst)
- 65 presentations
- 20 banks
- All the free decks
Premium (VP)
- 374 decks
- 73 banks
- Great selection
Pro (MD)
- 2,473 decks (approx)
- 204 banks/advisors
- Full database
- 3,814 rows with filings
purchase option details
3 File Options Overview & Stats
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 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 bankers.
There are 3,814 rows of data. I stopped around 2001 as the data became less interesting. It’s only around 2005(ish) that presentations are decent. From 2001 to 2003 they are between text and image as text. Rules with the SEC changed in the early 2000s I think.
There are 200ish text-based presentations which I manually labelled 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 version of file is not just presentation focused like the other two. It’s every filing that seems like it would be interesting (So it has been filtered-joy…). So you get the links to opinions, fairness opinions, financial analysis bla bla. sort of made this for bankers who have to do take-private transactions and want a monster index to make their job easier.
purchase
Purchase guide and note
Let’s just get clear so you know how purchasing works so we agree there is no non-sense
Buying 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!
Getting the sheets
- Upon purchase you can download (If there is an upsell page or 300, just click pass till the end page, lol)
- You will get a confirmation email from SamCart
- Delivery of the model is automated so chill if there is a delay!
- 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!
Legal Note
Some corporate customers are concerned about the “legalities” this file. No stress as I purposefully limit how useful I am to you to be as legal as I can.
Information is publicly sourced and protected by Securities Exchange Act, 17 U.S.C. § 78ll (1) (D).
I do not sell copyrighted information.
FAQs
Want to know more?
Let’s run through details and answer your FAQs
Random stuff
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
This was a lot of work:
- Two days figuring out how to get investment banking presentations without anyone breaking an NDA.
- 8 hours trying to figure out a scaleable process to aggregate them so I could hire someone to build a database.
- A lot of money on a research analyst who spent 125.5 hours building the index for the past 10 years.
- 2 weeks cleaning the data, then manually clicking through over 1500 presentations to make selections for you.
- Hired a former Twitter engineer to add industry columns so you can filter
- And more time…
The sheets have just been updated to 2023.
Who this is for
Anyone who wants to learn to make better presentations!
Sure, if you want to do banking it could help, but if you are in banking already, it will be awesome!
If you ever have to write a PowerPoint presentation then here is a resource for you to be better than all your colleagues.
What the F am I getting?
Ok, I get it. Anyone can be a dog on the internet.
- Excel file with filters
- Formatted pretty
- A list of links to the SEC website where the deck is shown in a series of images on a clean webpage
- These images and NOT PowerPoint files! You can not get PPT files!
- I don’t sell PDF files etc as that might be illegal (maybe)
- 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?
It’s a simple Excel file. You can upload it to Google Sheets if you wanted, but I don’t know why you would. If you don’t have Excel (?) then don’t buy it.
Do the sheets work on Mac?
I build crazy models so this question is reasonable otherwise. These is just some text boxes and links. There is zero compatibility issues.
Support
There is no support. It’s basically a list of links. If you don’t have rudimentary computer skills, please don’t buy anything!
What do I need to use this model?
- You need Excel
- This works on both Mac and PC
- If you are on Linux, then you aren’t asking this because you’re likely smarter than I am
Refunds?
No refunds.
These are digital goods. You can’t return them.
If you aren’t sure if this is for you ask me your questions first. I may be slow, but I will respond.
You can email me or hit me up on live chat (If I’m around).
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 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 while in the Maldives.
Do you send updates?
No. If 1000 people buy a year, sure.
Frankly, this will all be useful for 10 years.
purchase
Get the pro version
Or check out the other versions that suit your learning goals.
Basic (Analyst)
- 65 presentations
- 20 banks
- All the free decks
Premium (VP)
- 374 decks
- 73 banks
- Great selection
Pro (MD)
- 2,473 decks (approx)
- 204 banks/advisors
- Full database
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