2,150 REAL INVESTMENT BANKING PRESENTATIONS

Learn from real M&A presentations in this Pro collection

Collection of 2,150 investment banking presentations from 190 investment banks. There are 3,489 rows of data filed with the SEC including fairness opinions and financial analysis.

This is for those that are serious about M&A, work in finance, and want an extensive resource to draw on as part of your work, particularly if you work on take-private or minority squeeze-outs. All the EX-99 filings back to 2001.

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Quick Overview

Here's me explaining what you get so you're clear

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Stats on the Pro Collection

Quick points whilst you figure out if this is super interesting 😉

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# of decks

# of banks

All fillings

  • 2,150 banking decks
  • Every presentation filed
  • 190 different banks
  • Every bank filing since 2001
  • Every attachment filing (3,189 rows)
  • Sourced directly from EDGAR
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Excel sheet

Unlocked

Links to decks

  • Data filters
  • Cleaned data set
  • Simple sheet, nothing weird
  • You can add comments etc
  • Each presentation has a link
  • Connected to original filing
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Stats on the Pro Sheets

2,150 presentations (There are links to 216 text presentations too)

Decks by Year

Decks by Firm

2001 22
2002 9
2003 67
2004 92
2005 104
2006 121
2007 157
2008 124
2009 75
2010 133
2011 96
2012 42
2013 181
2014 77
2015 20
2016 138
2017 90
2018 172
2019 230
2020 151
2021 49
Goldman, Sachs 229
Houlihan Lokey 135
Citigroup 116
Lazard 104
Evercore Group 90
BofA Merrill Lynch 88
J.P. Morgan 85
Morgan Stanley 79
Tudor Pickering Holt 72
Duff & Phelps 56
Credit Suisse 51
Perella Weinberg Partners 49
Robert W. Baird 48
Barclays Capital 42
Lehman Brothers 40
Sandler O’Neill 35
Centerview Partners 35
Deutsche Bank 33
Wachovia Capital Markets 32
Jefferies Broadview 31
PJ Solomon 29
Greenhill 24
UBS 24
RBC 23
Stephens 20
William Blair 20
Moelis & Company 19
Bank of America 19
SG Cowen Securities 16
Oppenheimer 16
Cowen 16
Peter J. Solomon 16
Raymond James 15
SunTrust Robinson Humphrey 11
Piper Jaffray 11
Morgan Joseph 11
Bear, Stearns 10
Raine Securities 10
Citadel Securities 10
151 other banks: 380
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3 Options of File to Buy

I made three versions of this file to suit individual goals and budgets. This page is the Basic version

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Who the heck is hawking me cool stuff!?

Hey! It's me Alexander Jarvis. I love to teach you nerdy stuff.

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  • Worked in M&A (Lazard financial institutions group)
  • I blog a lot to teach you interesting stuff
  • TEDx, Top Quora Writer, accelerator mentor, VC, fund director, built lots of startups, etc
  • I keep told to brag since I actually know what I'm talking about but I don't really feel the need
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Purchase guide and note

Let's just get clear so you know how it works and what to expect

Buying the sheets

Getting the sheets

  • Payment and delivery of the model is 100% automated!
  • It's hosted on SamCart and payment is via Stripe (Secure)
  • There are no refunds. These are digital goods you can't return
  • If you have questions ask me first in the chat or via email
  • If you aren't sure if this is the right sheet for you, ask me!
  • After you buy you get confirmation emails from SamCart
  • Delivery of the model is automated
  • Note: I don't know why, but occasionally it can take an hour
  • The file comes in a zip file. You need to unzip it (e.g. WinZip)
  • If you're really stuck, ping me an email or via chat box!
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Shopping Time. Pick your Version

You're on the Basic page right now

Basic

€49


  • 65 presentations

  • 20 banks

  • All the free decks

Buy Now!

Premium Most Popular!

€149


  • 374 decks

  • 73 banks

  • Great selection

Buy Now!

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Want to know more?

Let's run through details and answer your FAQs

Details on the sheets

FAQ

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Stats on the Premium Sheets

So you know what you are getting

Decks by Year

Decks by Firm

2007 2
2008 3
2009 1
2011 3
2012 10
2013 50
2014 13
2015 4
2016 32
2017 43
2018 91
2019 62
2020 44
2021 16
Goldman, Sachs 56
Lazard 23
J.P. Morgan 22
Duff & Phelps 18
Evercore Group 18
Morgan Stanley 17
Citigroup 16
Centerview Partners 16
Houlihan Lokey 16
Tudor Pickering Holt 15
Robert W. Baird 12
Deutsche Bank 11
Barclays Capital 9
Perella Weinberg Partners 8
Credit Suisse 8
PJ Solomon 6
BofA Merrill Lynch 6
Jefferies Broadview 6
Sandler O'Neill 5
Greenhill 5
53 other firms: 81
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Stats on the Basic Sheets

So you know what you are getting

Decks by Year

Decks by Firm

2007 2
2008 2
2009 1
2011 1
2012 1
2013 4
2014 5
2015 2
2016 7
2017 5
2018 4
2019 15
2020 10
2021 6
Barclays Capital 3
Centerview Partners 3
Citigroup 4
Credit Suisse 3
Deutsche Bank 3
Duff & Phelps 3
Evercore Group 3
Goldman, Sachs 5
Greenhill 3
Houlihan Lokey 3
J.P. Morgan 3
Jefferies Broadview 3
Lazard 4
Lehman Brothers 3
Moelis & Company 3
Morgan Stanley 4
Perella Weinberg Partners 3
PJ Solomon 3
Tudor Pickering Holt 3
BofA Merrill Lynch 3