Investment Banking Slide Examples of a Sales Pitch

Tl;dr: Part of a collection of real examples of M&A investment banking slides. This blog shows examples of what sales pitches can look like for getting investment banking deals.

This is part of a collection of 67 free M&A presentations from the top 20 banks (based on ranking, and also the quality of presentation for you to learn from). In this, I have 4 examples of investment banking presentations with a sales element. Investment banking presentations are never just sales- they are always “here is why we are great” and then a bunch of free work for the client.

Collection of M&A slide examples

The main page for all the M&A resources is here.

I have broken out 827 examples of slides across 32 sections. You can click through to the section you want to learn about next here:

Company Overview
Corporate Structure
Management Projections
Research Analyst
Comparison Financial Projections
Analysis At Various Prices
Share Price Analysis
Volume Weighted Average Price
Regression Analysis
Discounted Cash Flow
Weighted Average Cost Of Capital
Comparable Companies
Comparable Transactions
Dividend Discount Model
Leveraged Buy Out
Premiums Paid
Sum Of The Parts
Football Field
Executive Summary
Offer Summary
Offer Comparison
Accretion DilutionĀ 
Exchange Ratio And Contribution Analysis
Shareholder Analysis
Ability To Pay
Strategic Options
Transaction Case Study
Next Steps
Full valuation
Sales Pitches

Is this blog for you?

Why the heck should you care? Investment banks (historically) attracted the best and the brightest.

  • Slide structure/design: Learn how complicated concepts are structured and designed in PowerPoint
  • Analysis approach: See exactly how complex financial methods are presented
  • Strategy and communication: M&A deals are not (normally, other than many Duff and Phelps decks) cookie cutter. There’s a host of topics that need to be dealt with
  • Morbid interest: I used to do this for a living, but it’s still interesting to see how PPT are made… but then maybe it’s just me and so FML šŸ˜‰

Who this will help:

  • You want to work in banking: There’s a lot of applicants. Knowing the job helps you answer questions
  • You work in banking: Even if you’re an MD, you need to know how the best are structuring their thoughts/analysis
  • You write presentations: You can’t buy learnings like this. You can learn from the slides
  • You have a curious mind: Good for you

The Investment Banking Sales Pitch

  1. Antero Midstream by Goldman Sachs
  2. Reynolds American by Barclays
  3. FBL Financial by Deutsche Bank
  4. Amtrust Financial by Providence Capital

In investment banking, there is no “sales pitch” explicitly. There is a fecking long as balls sales cycle where you do a tonne of free analysis and try be best buddies with a decision-maker who then picks you like at high school to be on the team. It’s pretty brutal. I mean, I did maybe 2 years of free work for a big Italian Asset Manager and they fecking went with UBS.

When you are in soft pitch land hoping to be the preferred service provider you will make a big presentation with maybe a week of analysis for a potential client. At the start, you will have some slides about the bank showing off how fancy you are, but your MD will sort of skip over it at the start and leave the evidence as reading material so you mull in their mind.

Of course, sometimes there is a formal beauty parade, but most of the time it’s just turning your legs towards a guy at the bar, flicking you hair and hoping they want to take you home for $4m after you do a bunch more free work.

As I went through a thousand or so presentations to make this huge free collection for you, I noticed a couple of decks that had the salesy bit in them. I thought why not share so you can see how bankers show themselves off.

You will see that it starts with about us and then there are the usual financial analysis slides.

If you are Goldman, then you are an order taker. You don’t have to show off that much because you’re typically number one.

For everyone else, well, you’ll spend hours fecking about with league tables to show you are at least top 3 by some kind of metric.

No one exactly teaches you to do this, you’re just expected to figure it out and make the team look amazing and the best. You’ll find some way of doing it. Reflecting, no one ever gave me revisions for these slides. It’s not because I was amazing, I think it was just because they only cared about good enough as the client won’t really read it anyway. They just care how good the MD is and how much free work they get out of you.

4 Examples of Investment Banking Sales Pitch

  1. Antero Midstream by Goldman Sachs
  2. Reynolds American by Barclays
  3. FBL Financial by Deutsche Bank
  4. Amtrust Financial by Providence Capital

Antero Midstream by Goldman Sachs

Reynolds American by Barclays

FBL Financial by Deutsche Bank


Amtrust Financial by Providence Capital

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