Transaction case study

Investment Banking Slide Examples of Transaction Case Study

Tl;dr: Part of a collection of real examples of M&A investment banking slides. This blog covers Transaction Case Study. 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 Transaction Case Study

Case studies explain how something was done in the past. So for M&A purposes, you explain how a similar or related transaction was executed.

These are normal things that an analyst will have to make. Fortunately, you’ll be able to trawl through old documents and steal some slides meaning you will only have to make new ones that you’re told to make.

Why these slides are made

When you work in M&A you learn specialty things. Because all you do is M&A deals you start to assume that everyone knows what you do too. But why would they?

If you’re the CEO of a company that grows organically, it’s very likely that you’ve never done a transaction. This means that you need some hand-holding and so bankers will have to educate you.

Now, even if you do a lot of deals, you definitely don’t know as much as the MD you picked to lead the deal. You’ll want to know:

  • How similar deals were enacted in the past?
  • What were the terms of the deal?
  • Whether there were synergies?
  • What happened to the share price after?
  • What the key learnings were?

Makes sense right? These are some of the reasons you get stuck making transaction case studies. They can be a bit of a drag to have write, but I actually enjoyed making these slides as I learned about other deals.

Comments on making these slides

Some general pointers:

  • See if you can steal slides from other presentations
  • Make a file of transaction case studies you can rip off in future
  • Ask what the goal of the slides are so you can write the right content
  • If it was a deal that your firm did, you can pull up the deal memo (normally you have to write a summary of the deal for others to learn from) and it probably has the information you want to steal in it

Examples of Transaction Case Study

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