Tl;dr: 3 examples of presentations prepared by BofA Merrill Lynch 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 BofA Merrill Lynch
Merrill Lynch were a top-tier M&A firm and was acquired by Bank of America in the financial crisis. No one wants to work for Bank of America, they work for Merrills.
Bank of America is one of the largest banks in the US based on assets. The financial conglomerate offers it’s core business composed of consumer and small business banking, corporate banking, credit cards, mortgage lending, and Asset Management. After the company’s 2009 acquisition of Merrill Lynch, Bank of America has become one of the world’s leading wealth managers with more than $2 trillion under management.
Investment Banking Presentation Examples (PDF)
Rouse Properties, Inc.
[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/48-IBD-presentation-2016-Rouse-Properties-Inc.-Merrill-Lynch-1.pdf” title=”48 – IBD presentation – 2016 – Rouse Properties, Inc. – Merrill Lynch”]Endesa Americas S.A.
[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/49-IBD-presentation-2016-Endesa-Americas-S.A.-Merrill-Lynch-1.pdf” title=”49 – IBD presentation – 2016 – Endesa Americas S.A. – Merrill Lynch”]Pike Corp
[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/11/BAML-Presentation-to-Pike-Corporation-03-Aug-2014.pdf”]All the Slides (Images)
If you don’t want to flick through the PDF, you can scroll through images from the investment banking presentations.
Rouse Properties, Inc.
Endesa Americas S.A.
Pike Corp
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