perella weinberg presentations

Perella Weinberg Investment Banking Presentation Examples

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

Legal notice for banks: Information is publicly sourced in EDGAR through SC 13E3 and protected by Securities Exchange Act, 17 U.S.C. ยง 78ll (1) (D).

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 (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 ๐Ÿ˜‰

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 Perella Weinberg

Perella Weinberg Partners is an independent, privately-owned financial services firm that provides corporate advisory and Asset Management services to clients around the world. The Firm has assembled a group of talented and experienced professionals recruited from a wide variety of leading global financial institutions.

They’re solid firm. Some believe they’re a little over-hyped abd Lazard, Evercore, Greenhill, Centerview, and Moelis are still a slight notch above PWP. It could definitely change in the coming years. Their top restructuring guys just “left/got fired for attempting” to start their own firm. It’ll be interesting to see how they build out their new RX practice.

Investment Banking Presentation Examples (PDF)

Gci Liberty, Inc

58 - IBD presentation - 2020 - Gci Liberty, Inc - Perella Weinberg Partners

Rue21, Inc.

59 - IBD presentation - 2013 - Rue21, Inc. - Perella Weinberg Partners

Oaktree Capital Group, LLC

60 - IBD presentation - 2019 - Oaktree Capital Group, LLC - Perella Weinberg Partners

All the Slides (Images)

If you don’t want to flick through the PDF, you can scroll through images from the investment banking presentations.

Gci Liberty, Inc

Rue21, Inc.

Oaktree Capital Group, LLC


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