Jefferies

Tl;dr: 3 examples of presentations prepared by Jefferies for their clients in real transactions. Learn how investment bankers do their job by seeing real examples of the PowerPoints they create.

Jefferies Investment Banking Presentation Examples

Here are 3 presentations to check out.

Hit the button that looks like a box to open it up full screen for your viewing pleasure!

Columbia Pipeline Partners LP

About

Columbia Pipeline Partners LP (CPPL) is a Delaware-based master limited partnership established to own, operate, and develop natural gas pipelines and midstream assets. Founded in 2015 by NiSource Inc., CPPL focuses on fee-based operations and growth. Its assets include three regulated U.S. natural gas pipelines serving markets from New York to the Gulf of Mexico. In 2017, CPPL merged with Columbia Pipeline Group, a subsidiary of TransCanada Corporation, and delisted from the NYSE following the acquisition.

Deck

Kinder Morgan Energy Partners

About

Kinder Morgan Energy Partners, a segment of Kinder Morgan, Inc. (KMI), is one of North America’s largest energy infrastructure companies. Headquartered in Houston, Texas, Kinder Morgan owns and operates approximately 79,000 miles of pipelines and 139 terminals. These assets are used to transport and store a variety of energy products, including natural gas, gasoline, crude oil, carbon dioxide (CO2), and renewable fuels.

Kinder Morgan’s business model focuses on providing energy transportation and storage services safely and efficiently. The company’s pipelines transport significant volumes of natural gas, refined petroleum products, and other commodities. Additionally, their terminals handle products such as gasoline, diesel fuel, jet fuel, chemicals, and ethanol. Kinder Morgan is also involved in renewable natural gas production, aiming to support the transition to lower-carbon energy solutions.

Deck

Patheon Inc

About

Patheon Inc., a part of Thermo Fisher Scientific, operates as a global leader in providing contract development and manufacturing organization (CDMO) services. It serves the pharmaceutical, biotechnology, and life sciences industries. Patheon specializes in delivering integrated, end-to-end solutions across all phases of drug development, clinical trials, and commercial manufacturing.

The company offers a wide range of services, including small and large molecule production, advanced therapies, and biologics. Additionally, Patheon provides comprehensive support in areas such as API (Active Pharmaceutical Ingredient) production, oral solid dose manufacturing, sterile injectables, cell and gene therapies, mRNA, and viral vectors. Their services extend to clinical trial logistics, cold chain management, strategic comparator sourcing, commercial packaging, and regulatory support.

Patheon’s strategic partnerships emphasize quality, trust, and collaboration, aiming to bring innovative medicines to market efficiently and safely. The company operates over 60 locations worldwide, ensuring a robust global supply network and extensive expertise across various therapeutic areas.

Thermo Fisher Scientific acquired Patheon for $7.2 billion, enhancing its capabilities in the CDMO sector and solidifying its position as a leader in the life sciences industry​.

Deck

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There are resources for you to purchase if they are helpful to you.

I recommend “Premium” for anyone serious about learning slide structures.

Only get the “Pro” version if you are serious about learning about M&A decks (VP to MD).

About Jefferies Investment Bank

About Jefferies (Investment Banking M&A – Early 2025)

Jefferies operates a significant and growing global investment banking platform, with M&A advisory as a core component. As of early 2025, it positions itself as a full-service firm offering integrated M&A advice alongside strong equity and debt capital markets, sales, trading, and research capabilities. Jefferies serves a broad client base, including corporations (from middle-market to large-cap), financial sponsors, and institutional investors globally. Known for its entrepreneurial culture, deep sector expertise (particularly notable in Healthcare, Technology, Energy, Consumer & Retail, and Financial Sponsors coverage), and aggressive market approach, Jefferies competes effectively against both bulge bracket firms and independent advisors across various transaction sizes and complexities. Its US franchise is particularly strong, complemented by expanding operations in Europe and Asia.

Rankings (2024 & Early 2025)

Jefferies consistently ranks strongly, often challenging the traditional bulge bracket firms, particularly in the US and middle-market segments.

• Global: For the full year 2024, Jefferies typically ranked near the Top 10 globally by announced M&A deal value (often placing 8th-12th) and frequently higher by deal count, reflecting its high activity level, according to major league table providers.
• USA: Jefferies maintains a powerful US M&A presence, consistently ranking within the Top 10 throughout 2024, often placing in the Top 5-7 range, especially strong in middle-market league tables but also executing significant large-cap transactions.
• Europe: The firm has built a notable European presence, generally ranking within the Top 15 for European M&A advisory during 2024.

Early indications for 2025 suggest Jefferies continues its competitive trajectory, leveraging its platform to capture market share.

Key Changes (2024 & Early 2025)

• Leadership Stability: Jefferies benefited from long-standing, stable leadership at the top, with Richard Handler as CEO and Brian Friedman as President, providing consistent strategic direction for the investment bank.
• Aggressive Talent Acquisition (Continued Strategy): A hallmark of Jefferies’ strategy remained its continuous and aggressive recruitment of experienced Managing Directors and entire teams from competitors across key industry sectors and regions. This focus on strategic hiring was a primary driver of growth and capability enhancement throughout 2024 and into early 2025.
• Sector Expansion and Deepening: Continued focus on building out and deepening expertise in core and adjacent industry verticals, aligning hiring and resources with growth opportunities (e.g., further investment in Technology, Healthcare, Energy Transition).
• No Major M&A-Related Acquisitions (of firms): Jefferies’ growth model continued to prioritize organic expansion via strategic hires over acquiring other advisory firms during this period.
• Market Navigation: Jefferies navigated the 2024 market dynamics by leveraging its strong sector coverage (particularly in relatively resilient areas like Healthcare and certain Tech sub-sectors), its robust sponsor relationships, and its ability to offer integrated financing solutions alongside M&A advice.

About the Investment Banking Decks here

Investment banking presentations are rarely if ever, made public. When I was junior in M&A, it would have been so helpful to have access to see how banking decks were made and how other banks made them.

The issue is that they are never made available, so I set out to help you.

What you will find here

You will find 2-4 real M&A decks from one bank. They are in a fancy form of PDF you can open and go through (best on your computer). If you want to see more, there are options to purchase more access (which funds a little team of analysts to make updates).

If you want to see more, 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).

Why the heck should you care?

Investment banks 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 😉

Who this will help

• You want to work in banking: There are 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

Want more IBD decks?

There are resources for you to purchase if they are helpful to you.

• I recommend “Premium” for anyone serious about learning slide structures.
• Get the “Pro” version if you are serious about learning about M&A decks (VP to MD).