LEARN FROM REAL INVESTMENT BANKING PRESENTATIONS
65 real presentations and 32 pages with 827 slide examples
Largest free collection of investment bank presentations and slide examples to learn about how to make M&A decks.
65 investment banking presentations from 20 of the top-tier investment banks. In addition, there are 827 examples of slides sorted across 32 sections.
For the committed, you can buy thousands of more investment banking presentations to learn from.
What you can learn here
Quick points whilst you figure out if this is super interesting 😉
# of decks
# of banks
All fillings
- 65 banking decks
- 827 slide examples in 32 sections
- 20 different banks
- Selected from the top 20 banks
- Used on live deals for paying clients
- Filed with the SEC (Genuine)
Quick Overview
Here's me explaining what this page is about (I need to do...)
65 Examples from 20 Top Investment Banks
You can click through and see 65 example presentations by bank, part of the 2,150 available in this collection
3 decks
Rank #10
3 decks
Rank #4
3 decks
Rank #14
4 decks
Rank #5
3 decks
Rank #7
3 decks
Rank #15
3 decks
5 decks
3 decks
Rank #11
5 decks
Rank #1
3 decks
Solid boutique
3 decks
Tier 2/3 firm
3 decks
Rank #2
3 decks
5 decks
4 decks
Rank #6
3 decks
5 decks
Positivity
Rank #19
4 decks
Rank #3
3 decks
Solid boutique
3 decks
Solid boutique
3 decks
Big on energy deals
32 slide categories
You can click through and see 827 examples of slides across the 32 sections.
Company overview
Corporate Structure
Organisational charts
Management Projections
Making sure management have their numbers right
Research Analyst
Comparison fin projections
Brokers and the company compare
Analysis At Various Prices
See how offer values compare at different prices
Share Price Analysis
Evaluate the historic trading of prices
Volume Weighted Average Price
See how valuation changes based on the weighted price that are traded
Regression Analysis
Discounted Cash Flow
Core valuation by discounting projections
Weighted Average Cost Of Capital
Fancy calculation for the discount rate
Comparable Companies
Comparable Transactions
Dividend Discount Model
Like a DCF but less useful
Leveraged Buy Out
Buying a company with a lot of debt
Premiums Paid
Sum Of The Parts
Value all the bits and add them up
Football Field
All valuations summarised on a slide
Executive Summary
Short and smart summary of the work to date
Offer Summary
What cash is being offered
Offer Comparison
Accretion Dilution
Will the share price go up or down?
Exchange Ratio
What share or a merged company does each get?
Shareholder Analysis
What institutionals own the companies?
Ability To Pay
Synergy
Can BS assumptions magically make a deal work?
Strategic Options
What the F should we do now?
Transaction Case Study
Next Steps
What are we working on next?
Disclaimer
Full valuation
Full example of number valuation fun
Sales Pitches
Examples of banks hoping to get into deals (they did)
Who the heck is hawking me cool stuff!?
Hey! It's me Alexander Jarvis. I love to teach you nerdy stuff.
- 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
Want more? Check out these three versions
Comments 18
Please could I have access to the free resources on M&A.
Author
Hey Brandon- don’t follow. Everything free is on the blogs that I say is. You just click to see by category and bank etc. You can see it all.
Btw, everyone who has bought a paid banking resource to date is either an MD at a bank or a finance prof at a uni.
Go to your HR person who does training and ask to buy. It’s so f’n cheap compared to the bs courses they sent us on.
Best,
ADJ
Would love to see some of these slides
Author
Will- Thanks. I have a tonne up. Just click on the categories to see them all. ADJ
Hi Alexander,
Do some of the presentations included in the premium collection cover IPOs, rights issues, sell-side and other capital raising transactions?
Best
Author
Hey- there are limits to what kinds of topics are covered and available because they’re only shared under an SEC rule. Otherwise bankers absolutely wouldn’t make them available, duh! I forget (the nerdy SEC details) but I think it’s mainly to do with take private transactions.
So there is a wealth of info to learn from, but it’s not going to cover all kinds of deals because those deals don’t have to be made public.
When you buy, do you get the decks in PDF format? These free ones are online-only images.
Author
Hi Michael –
This information all comes from SEC filings as is deemed public info. I show the material for educational purposes but selling material is potentially not ok so I won’t go there.
I provide a list of links to the SEC website where you can directly view the presentations hosted on the SEC site.
Best,
Alexander
Hey!
Could i get access to these models?
Thanks!
Author
Hi Daniel- I presume you mean presentations. Check out the options which start with the Basic one.
Hi, do you have anything on biotech private placements, collaborations/licensing agreements, IPOs, and SPACs by chance?
Author
Hi Millicent – I pulled everything back to 2001. These are only available due to a loophole I found and material not normally ever shared publicly.
IPOs and SPACs are public deals so you can find some roadshow decks and the first presentations they use. I started to make a little collection on this but haven’t put time into it yet.
Private placements, agreements are not going to be shared publicly. You only see them if a ‘friend’ shares them with you or you work in the industry.
I put in the time to try share resources when I can because It’s so hard to see examples.
Hi Alexander,
If one purchases one of your packages, I understand that you provide SEC links to these presentations.
Do you have those links categorized by type of presentation?:
I am solely interested in Mergers & Acquisitions actual deal presentations.
I am not interested in bank pitches, pure-fairness opinions, nor any other type of presentations, and I wouldn’t have the time to review each individual presentation from the full database (+2000 pres.) to determine if its the type of presentation I need.
Please let me know, thank you.
Author
Daniel-
I’ve added all the columns I can reasonably add. I provide SEC links for legal reasons.
I’m just shipping an update with 5 new columns with SIC codes/industry cats (it was a lot of effort to make!).
Every line is categorised by presentation/fairness opinion etc. The ‘title’ gives some idea of what it is but mainly “discussion material” or “pres to BoD”.
Don’t know how to better categorise each item and unless charged a lot more I’m not going to write a manual description for each.
I would like to do OCR to categorise each slide, but then I would have copywrite issues (I theorise).
All the material is available due to a rule on ‘take private’ transactions (to protect minority investors). The material has the usual M&A val’n etc stuff in it, but as part of a take-private process. Most are proper decks and only a few have bank pitches in them.
Material however you might define M&A otherwise doesn’t exist publicly so this is all there is online.
Alexander
Hi Alexander,
I have downloaded the USD50 basic free investment banking presentations. I think it would be really helpful to also do pricing pacakges based on industry / sector? E.g. I am only interested in tech investment banking, hence pure tech-related pitches / decks would be super useful for me.
Thanks a lot in advance!
Chris
Author
Chris-
There are filters in the database which let you filter for what you need.
Alexander
I am in the Board of a mid sized bank in Asia, 8 bn Total assets, mainly corporate clients. Our Bank managment9 hired a Big four company to write the strategy, the result is a disaster and I need to write a strategy document in less then 6 weeks. Which package would help me best ?
Author
Alexander- Just saw this. I sent you an email. I can help you fix your strategy doc.
Alexander