Jefferies Investment Banking Presentation Examples

Alexander Jarvis

3 years ago

Tl;dr: 3 examples of presentations prepared by Jefferies 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 Jefferies

Jefferies is usually referred to as a middle-market bank, set apart from the well-known Goldman Sachs (GS), JPMorgan (JPM), Morgan Stanley (MS) and other Bulge brackets. They are the top MM bank. They won’t ever move up to a BB level because that’s not where they’re looking to go. They currently do a great job within the MM world, that’s their niche. They’re the top player there. Their employees know how to do MM deals and have experience churning out a ridiculous amount of small to medium-sized deals.

Investment Banking Presentation Examples (PDF)

Columbia Pipeline Partners LP

[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/38-IBD-presentation-2016-Columbia-Pipeline-Partners-LP-Jefferies-Broadview-1.pdf” title=”38 – IBD presentation – 2016 – Columbia Pipeline Partners LP – Jefferies Broadview”]

Kinder Morgan Energy Partners

[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/39-IBD-presentation-2014-Kinder-Morgan-Energy-Partners-Jefferies-Broadview-1.pdf” title=”39 – IBD presentation – 2014 – Kinder Morgan Energy Partners – Jefferies Broadview”]

Patheon Inc

[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/Jefferies-Discussion-Materials-for-JLL-Associates-at-Pantheon-17-November-2013.pdf”]