Stats on the M&A Deck Collections

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.

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.

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.

This version is effectively a cleaned-up version of my master research file. Ignoring the time I spent figuring out the data, training the analyst, cleaning up and filling in her data, she cost me 125.5 hours (which seems a clean number, but I limited her to 40 hours per week, so 3 plus a bit of clean up makes sense).

There are 3,814 rows of data. I stopped around 2001 as the data became less interesting. It’s only around 2005(ish) that all presentations are decent. From 2001 to 2003 they are between text and image as text (I think things with the SEC changed).

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 file is not just a presentation like the other two. It’s every single filing that seemed interesting. So you get the links to opinions, fairness opinions, financial analysis bla bla.

I sort of made this for bankers who have to do take-private transactions and want a monster index to make their job easier.