Barclays Investment Bank Presentation Examples

Alexander Jarvis

3 years ago

Tl;dr: 3 examples of presentations prepared by Barclays Capital 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. § 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 😉

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 Barclays Investment Bank

Barclays Investment Bank has been an inspiring top-tier investment bank for around 10 years now. I doubt they will ever be magic circle.

Barclays Investment Bank (trading as Barclays, formerly Barclays Capital) is a British multinational investment bank headquartered in London, United Kingdom and a division of Barclays. It provides financing and risk management services to large companies, institutions and government clients. It is a primary dealer in U.S. Treasury securities and various European Government bonds.

Barclays is led by co-CEOs Rich Ricci and Jerry del Missier. Barclays Capital had 2004 income of GBP 3.4 billion/USD 6.4 billion primarily driven by the structured tax and rates businesses.

In mid-March 2012, Barclays Capital, Barclays Wealth and Barclays Corporate began transitioning to a single Barclays brand to serve clients more easily and efficiently, rather than sustaining the cost and complexity of multiple brands. Barclays Capital is now called Barclays Investment Bank, using simply the Barclays logo.

Barclays Investment Bank has offices in over 29 countries and since the acquisition of Lehman Brothers’ main U.S. division in September 2008, employs over 20,000 people, over 7,000 people work in the IT division.This has significantly increased Barclays Capital’s presence in North America.

Observations on Barclays Capital presentations

By virtue of being a newer player, their colors are more modern, as is their design to some extent.

Investment Banking Presentation Examples (PDF)

Fbl Financial Group Inc

[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/1-IBD-presentation-2021-Fbl-Financial-Group-Inc-Barclays-Capital.pdf” title=”1 – IBD presentation – 2021 – Fbl Financial Group Inc – Barclays Capital”]

Medley Management Inc.

[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/2-IBD-presentation-2018-Medley-Management-Inc.-Barclays-Capital.pdf” title=”2 – IBD presentation – 2018 – Medley Management Inc. – Barclays Capital”]

Hiland Partners, LP

[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/3-IBD-presentation-2009-Hiland-Partners-LP-Barclays-Capital.pdf” title=”3 – IBD presentation – 2009 – Hiland Partners, LP – Barclays Capital”]