Investment Banking Slide Examples of Disclaimer

Tl;dr: Part of a collection of real examples of M&A investment banking slides. This blog covers Disclaimers. See the PowerPoint presentations investment bankers are paid millions for. No matter your job, or your aspirations, you can learn from these slides.

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).

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

About Disclaimers

Disclaimers say we don’t know wtf we are doing and you can’t sue us if we say something which messes you up.

This is the absolute lamest thing you are ever going to pay 3 seconds paying attention to when you make a presentation.

You do not give two shites about this slide, but lawyers do.

Ok so, you’ll be told by someone that you only ever see once that you need to put in a template disclaimer on the second slide (the one after the cover).

Now, I can tell you (at least in my day), no front office banker gives a flying feck about this slide. There’s not one presentation where I didn’t put the disclaimer as the last slide. If my MD told me to do what legal said, sure, I’d do what I was told, but no.

These fecking disclaimers are buzz kills. When you get in the room with a client, you want to get down to business. The legal stuff messes up your flow.

So, sure. When you see all these deck examples, the disclaimer is upfront. That’s because you get told that you need to share documents and so you pick them, you change them so you don’t get in trouble. Ib the real world the disclaimer is at the end.

Why these slides are made

You don’t have to do anything. You’re given a template. You put it in. That’s it.

Comments on making these slides

Whatever. It’s a template no one other than compliance cares about (which got way worse since I quit banking).

Examples of Disclaimers

disclaimer disclaimer disclaimer

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