offer summary

Investment Banking Slide Examples of Offer Summary

Tl;dr: Part of a collection of real examples of M&A investment banking slides. This blog covers Offer Summary slides. 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
Synergy
Strategic Options
Transaction Case Study
Next Steps
Disclaimer
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 Offer Summary slides

If you are on the sell-side (selling a company) then you sort of hope that you get an acquisition offer. So when you do, your client (who you are billing the crap out of) would reasonably expect that you are going to tell them what the offer is and whether it is a good deal. If you have more than one offer you will compare those offers.

Why these slides are made

Because it is your job. It’s literally the least you can do for your client to explain what the heck an offer is.

Comments on making these slides

You summarise what matters. At the start, you don’ know what matters. You learn. For a small deal, it’s pretty easy to do this stuff. Complexity creeps in when you are doing a huge ass deal where there are significant no-shop clauses with punitive fines etc.

Examples of Offer Summary slides

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