Disappointed you didn’t graduate in the 80s and into the ‘great decade’? ), financial modeling books, brainteaser books, and not to mention all the investment banking history books! THE book on IT careers in finance. Well, here’s your chance as Erin has taken the time to write a personal mini guide for aspiring bankers. The authors have adopted a detailed step-by-step approach while delineating primary valuation methodologies, usually employed for analyzing the viability of a corporate sale, M&As, and buyouts. Vault Career Guide to Investment Banking, by Tom Lott. 7 – Middle Market M & A: Handbook for Investment Banking and Business Consulting by Alan D. Morrison (Author), William J. Wilhelm Jr. (Author). Within the “how to get a banking job” category, the books may be solid, but the real winners here come from the Guides, eg Wall Street Oasis, Mergers & Inquisitions and Inside Investment Banking. As a recent publication – 2011 – you’ll also have the fortune of learning how to launch your career in investment banking in today’s changed world. CFA® And Chartered Financial Analyst® Are Registered Trademarks Owned By CFA Institute.Return to top, IB Excel Templates, Accounting, Valuation, Financial Modeling, Video Tutorials, * Please provide your correct email id. You’ll also need it for courage, because after reading this you might seriously reconsider a career in banking. And it does a good job at setting expectations – on the floor! 6. A highly practical approach and inclusion of case studies and resources add to its relevance for students and professionals alike. Why? 3. (Photo by the very cool LifeSupercharger). Discover How To Break Into Investment Banking, Hedge Funds or Private Equity. and finally when to leave. Get this book. As the name suggests, this type of pitch book is created specifically for a particular deal. Now let us study the art of writing a pitch book by using an investment bank pitch book example…. This is not your freaking typical dictionary. Since turnover at banks is high, these lists often include transactions completed by team members when they were at other banks. The primary purpose of the pitch book is to stimulate discussion between the potential client and the sales team of the investment bank. A condensed manual on financial modeling that lays down a set of clear instructions for students interested in learning financial modeling and stock valuation in all its practical aspects. This would include its background details, its vision & mission statements, history, and details about management. Investment banking activities include underwriting new … In his spare time, he enjoys memorizing obscure Excel functions, editing resumes, obsessing over TV shows, traveling like a drug dealer, and defeating Sauron. Highly relevant for those looking to earn FINRA series 79 licenses. Goodbye Gordon Gekko: How to Find Your Fortune Without Losing Your Soul, by Anthony Scaramucci. It’s hilarious – at least if you like good banker style banter. As a FinanceWalk reader, you get $397-Free Bonus when you Sign Up for this course. 8. It also comprises of significant achievements of the firm that would help set forth the firm's efficiency. Go grab a copy today! 4. How do you plan on using this post to write investment banking pitch books? Here are a number of example pitch books in editable Powerpoint (PPT, PPTX) and PDF versions, drawn from some of the case studies within our investment banking courses: Here’s what you can expect in the first few parts of any pitch book, including many examples from actual bank presentations: The first section of investment banking pitch books introduces your firm’s platform, recent transactions, and team. A must-read for students of investment banking and those interested in learning how international capital markets are shaping up. Delicious! However it must be said, this is less educational, than it is entertaining. 7. Based on the body of knowledge of the Certified M&A Advisor (CM&AA) Program, this book offers information on every conceivable aspect of M&A deals, divestitures, and strategic transactions. Unlike Endlich’s work, Ellis has managed to pen a more engaging history of Goldman Sachs. banking book by their own choice after initial allocation. These methodologies are used to determine valuation for public and private companies … And priced at just a few dollars it seems an easy decision to make. To learn more about, please click here to get my FREE 57-page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking. It’s a very quick read, presented in plain English and something every aspiring banker should read…and as a Vault production almost every aspiring banker does! The impact of these institutions on the polity, corporations, and the financial world is another important focus of the work. Almost all investment banking pitch books use a structure similar to the following: Then, you go into detail showing why the hypothesis might be true – including why your team is qualified to lead this transaction, similar transactions you’ve led before, and the valuation this company can expect to receive. 4. This pitch book contains slides showing the investment bank's organization details, its vision and mission, history, global presence, key management personnel, and size of the company. “Lunch is for wimps” just isn’t very useful when you want to know what this whole investment banking game is all about. The Fast Track: The Insider’s Guide to Winning Jobs in Management Consulting, Investment Banking & Securities Trading, by Mariam Naficy. Consider it if you have already read the Vault Guide and have the time/money. For example, you might suggest that the company pursue a targeted sale process with the 5-10 best buyers and aim to complete a deal within 12 months. 4. Oh, and how did you turn in a top internship performance? Bankers win deals primarily because of relationships cultivated over a long time, you can’t screw up if you want a good bonus, Jazz Pharmaceuticals – Valuation and Sell-Side M&A Pitch Book (PPT), Jazz Pharmaceuticals – Valuation and Sell-Side M&A Pitch Book (PDF), KeyBank and First Niagara – FIG M&A Pitch Book (PPT), KeyBank and First Niagara – FIG M&A Pitch Book (PDF), Netflix – Equity, Debt, and Convertible Bond Financing Pitch Book (PPT), Netflix – Equity, Debt, and Convertible Bond Financing Pitch Book (PDF), Brookfield Canada Office Properties by Greenhill, Side-by-Side Comparison of Buyer and Seller by JP Morgan, Equity Research Commentary on Buyer’s Offer for Seller by Greenhill, Confidential Information Memorandum (CIM), PowerPoint Shortcuts in Investment Banking, The “Positioning” part in the beginning might be more about, There may be valuation information, but the, Instead of profiling potential acquirers, you’ll profile. 6 – Investment Banks, Hedge Funds, and Private Equity 1. You have to identify your key messages and differentiators and who the audience is and adapt your pitch book accordingly. It offers a fairly detailed overview of investment banking operations and deals at length with how emerging markets are redefining investment banking in a global context. Unlike the first part, which was about your team’s experience, this one is more about general trends that affect everyone. Security Analysis and Business Valuation on Wall Street: A Comprehensive Guide to Today’s Valuation Methods, by Jeffrey Hooke. 5. This website and our partners set cookies on your computer to improve our site and the ads you see. Well of course. By the end of this book you will be able to keep up with any banker talking at 1000 words a minute, you’ll understand everything those talking heads on CNBC are yammering on about and you’ll be able to lace your interview answers with terms bankers love. You’ll conclude the pitch book with a summary of your recommendations and the company’s next steps. Wall Street Lingo: Thousands of Investment Terms Explained Simply, by Nora Peterson. Insights from Leading Practitioners on the Art of Raising a Fund, Deal Structuring, Value Creation, and Exit Strategies – By Mahendra Ramsinghani. ), but above all else it provides a cautionary tale. When Genius Failed: The Rise and Fall of Long-Term Capital Management, by Roger Lowenstein. These books include detailed information about the investment firm, its history, broad financial details, and its achievements. If you want to avoid looking like an idiot thanks to misusing financial terminology then you’ll love this term-by-term playbook! This book contains slides on specific details that make your firm look attractive and efficient. Investment Banking: Institutions, Politics & Law, by Alan Morrison. Valuable stuff here! Even a novice would have little trouble following the detailed instructions and creating a financial model for the valuation of a stock in a fairly balanced manner. It also discusses the concept of value in the context of a company and elaborates on the standard valuation techniques employed by professionals. Rather it’s a collection of life lessons that aspiring bankers ought to vacuum up now, before it’s too late (read: before they get suckered into the greed game). An essential reading companion for investment bankers, M&A advisors, wealth managers, and professionals working in the private capital market. Dictionary of Finance, Investment and Banking, by Erik Banks. Damn It Feels Good To Be A Banker: And Other Balla Things You Only Get To Say If You Work On Wall Street, by Leveraged Sellout. Perfect late night reading in bed. For more examples, please see the articles on ECM, DCM, and Restructuring. It will also contain information about recent deals, sector-specific clientele list, and the services provided to them. If you identify yourself as a baby Charlie Munger or perhaps a future Harvard professor of investment banking, then this book is for you. To save you from spending hours and hours scouring through scores of top books on investment banking, we have hand-picked best Investment Banking Books here that would help you get a grasp of fundamental concepts and lay bare the technicalities of investment banking finance without ever losing your interest. Home » Investment Banking Careers » How to Write Investment Banking Pitch Books. There are 1000s of books out there on all things investment banking – career books, IB life books (aka banker porn!

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