Investment Banking

Pitch books

-by edu CBA

Pitch Book Definition

A Pitchbook is a type of sales book

which is created by an investment bank

that details the main features of

the bank.

Used by investment bank’s sales force.

Aids the process of selling products and issues.

Helps in generating new clients.

• Pitch books acts as a marketing device for Investment banks. • It acts as the starting point of initial pitch or sales introduction

for the investment bank when it is trying to seek new business.

• It offers the bank a chance to show and prove why the clients

should choose them.

Contributors of Pitchbook Preparation

Process!!!

Associate

Managing

Director

Vice

President

Main Pitch Book

Deal pitch Book

Management Presentations

Combo Pitch Book

Targeted Deal Pitch Book

Some important types of

Investment banking Pitchbooks

Used to pitch the clients to the investors.

Includes information about the investment bank- Background

details, vision & mission statements, history, management

details etc.

Prepared when the client company isn’t sure

whether it wants to go public or sell.

Created when your client company is approached by a

buyer with an acquisition offer.

Sell-Side M&A Pitch Books

contains information on -

• Potential buyers for the client

• Bank Overview

• Positioning Overview

• Valuation Summary

• Recommendations

• Appendix

Buy-Side M&A Pitch Books contains

information on -

• Potential Acquisition Candidates

• Bank Overview

• Positioning Overview

• Valuation Summary

• Recommendations

• Appendix

Anatomy of a Pitchbook

All the details in the Pitchbook must be accurate and up-to-date.

There is no scope for any mistakes that may leave a negative impression on the client.

The information should be brief and to the point. It should be simple but must have a professional

layout.

Points to concentrate upon while making

a Pitch book!!!

Look

and

Feel

Thank

You!!!

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