Tl;dr: 3 examples of presentations prepared by Moelis 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 Moelis
Moelis & Company is a global investment bank that provides financial advisory, capital raising, and Asset Management services to a broad client base including corporations, institutions, and governments.
Investment Banking Presentation Examples (PDF)
Empire Resorts Inc
[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/51-IBD-presentation-2019-Empire-Resorts-Inc-Moelis-Company-1.pdf” title=”51 – IBD presentation – 2019 – Empire Resorts Inc – Moelis & Company”]Pivotal Software, Inc
[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/52-IBD-presentation-2019-Pivotal-Software-Inc-Moelis-Company-1.pdf” title=”52 – IBD presentation – 2019 – Pivotal Software, Inc – Moelis & Company”]Reald Inc.
[pdf-embedder url=”https://wordpress-153384-440792.cloudwaysapps.com/wp-content/uploads/2021/10/53-IBD-presentation-2015-Reald-Inc.-Moelis-Company-1.pdf” title=”53 – IBD presentation – 2015 – Reald Inc. – Moelis & Company”]All the Slides (Images)
If you don’t want to flick through the PDF, you can scroll through images from the investment banking presentations.
Empire Resorts Inc
Pivotal Software, Inc
Reald Inc.
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