Moelis

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

Moelis 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!

Empire Resorts Inc

About

Empire Resorts, Inc. is a holding company based in Monticello, New York, primarily engaged in the hospitality and gaming industries. Through its subsidiary, Montreign Operating Company, LLC, Empire Resorts owns and operates Resorts World Catskills, a luxury casino resort located in Sullivan County, New York, approximately 90 miles from New York City. Resorts World Catskills, which opened in 2018, features a casino with 150 table games, 1,600 slot machines, a poker room, and a sportsbook lounge.

The resort also includes an 18-story all-suite hotel with 332 suites, a spa, indoor pools, fitness centers, and various dining and entertainment options.

In addition to Resorts World Catskills, Empire Resorts owns and operates Monticello Raceway, a harness horse racing track in Monticello, New York. Monticello Raceway features live harness racing and offers pari-mutuel wagering and simulcasting of both harness and thoroughbred horse racing.

Empire Resorts is owned by affiliates of the Genting Group, with Kien Huat Realty holding a 51% stake and Genting Malaysia owning 49%. The company was taken private in 2019, and its operations have been integrated with the broader portfolio of Genting’s global gaming and hospitality assets.

Deck

Pivotal Software, Inc

About

Pivotal Software, Inc. was a software and services company based in San Francisco, California, specializing in cloud platform hosting and consulting services. The company was originally spun out from EMC Corporation and VMware in 2012. Pivotal provided a cloud-native platform that aimed to enhance software development and IT operations for large enterprises, helping them to modernize their applications and infrastructure.

In April 2018, Pivotal went public, raising $555 million in its IPO. However, by December 2019, VMware acquired Pivotal, integrating its technologies into VMware’s Tanzu application suite. This acquisition aimed to enhance VMware’s portfolio, particularly in Kubernetes-based solutions, facilitating multi-cloud operations and enabling enterprises to deliver software more efficiently.

Pivotal’s technology and methodologies were instrumental in transforming how large companies developed and managed their software applications, offering tools that allowed developers to build and run applications more effectively. Post-acquisition, Pivotal Labs was rebranded as VMware Tanzu Labs.

The strategic acquisition by VMware was part of a broader move to strengthen its cloud-native and containerized application offerings, positioning itself as a leader in the enterprise software market.

Deck

Reald Inc.

About

RealD Inc. is a technology company headquartered in Beverly Hills, California, that specializes in 3D visual experiences. Founded in 2003, RealD is a pioneer in digital 3D cinema technology and has become one of the world’s largest 3D cinema platforms. The company designs, manufactures, markets, and licenses 3D visualization technologies for theatrical, scientific, medical, and consumer electronic applications.

RealD has a strong presence in the 3D cinema market, with more than 2 billion people having experienced a movie in RealD 3D. The company’s technology is utilized in numerous theaters globally, often in partnership with major cinema chains like AMC.

In addition to its core cinema business, RealD continues to innovate in visual display technologies, with numerous patents and ongoing research and development efforts. The company has offices in multiple locations, including California, Colorado, the United Kingdom, China, and Hong Kong​ .

Deck

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

About Barclays Investment Bank

About Moelis & Company (Investment Banking M&A – Early 2025)

Moelis & Company is a prominent global independent investment bank focused purely on providing strategic M&A advisory, capital raising, and restructuring services.

Founded by veteran investment banker Ken Moelis, the firm operates with a client-centric, conflict-free model, eschewing lending, trading, and underwriting activities. As of early 2025, Moelis advises a diverse global client base, including corporations, governments, institutions, and particularly financial sponsors (private equity firms), with whom it has strong relationships.

The firm is known for its entrepreneurial culture, high level of senior banker involvement, expertise across various industry sectors, and significant capabilities in handling complex transactions, including restructurings, cross-border deals, and shareholder advisory matters.

Rankings (2024 & Early 2025)

Moelis & Company consistently ranks well among independent advisors and holds a significant position in the overall M&A landscape, particularly when considering its focus and size.

• Global: For the full year 2024, Moelis typically ranked within the Top 15 to Top 20 globally by announced M&A deal value, according to major league table providers. Crucially, it consistently placed within the Top 5 to Top 10 among independent advisory firms globally.
• USA: Maintained a strong presence in the US market, generally ranking in the Top 15 overall and firmly within the Top 10 among independent advisors during 2024.
• Europe: Moelis has built a notable European presence, typically ranking within the Top 20 advisors in the region during 2024, and holding a solid position among the independent firms.
• Restructuring: Recognized as a significant player in financial restructuring advisory globally, complementing its M&A practice.

Early indications for 2025 suggest Moelis continues to leverage its independent platform and strong relationships, particularly with financial sponsors, to capture advisory mandates.

Key Changes (2024 & Early 2025)

• Leadership Consistency: The firm continued to be led by its founder, Ken Moelis, as Chairman and CEO, providing strong strategic continuity and maintaining the firm’s distinct culture.
• Strategic Hiring (Core Strategy): A fundamental aspect of Moelis’s strategy remains the ongoing recruitment of experienced Managing Directors and senior bankers from competitors across key industries and geographies. This selective, strategic hiring continued throughout 2024 and into early 2025, fueling organic growth and expertise enhancement.
• Focus on Core Advisory: Moelis remained committed to its independent, advisory-focused model. There were no significant shifts into non-advisory businesses. The synergy between its M&A, capital advisory, and restructuring practices remained a key strength.
• No Major Acquisitions (of other firms): The firm’s growth continued to be driven primarily by organic expansion and strategic hiring, rather than through large-scale acquisitions of other advisory firms during this period.
• Market Adaptation & Sponsor Focus: Moelis adeptly navigated the market dynamics of 2024, leveraging its strong relationships with financial sponsors, who remained active despite broader market fluctuations. Its restructuring expertise also provided counter-cyclical support. The firm advised on various transactions, including sponsor-led deals, carve-outs, and strategic capital raises.

FT Rankings

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).