The investment banking pitch books are the marketing tool generated by the investment banks/firms. It is basically a sales presentation which primarily has details related to main attributes of firm. One of the crucial purposes of pitch book creation is to encourage the dialogue between potential client and sales team of investment banks. Further, investment banking pitch book focuses on the marketing the organisation’s services and products. Moreover, these books also include the detailed information about investment firm, the history, broad financial details, and achievements. One of the main objectives of pitch book is to provide synopsis about a firm which includes the historical information, financial strength, available services, and etc. related to organisation assisting the investment bankers securing the deals with the potential clients.
One of the critical parts associated to investment pitch books further ensuring the recent industry data used for preparing the pitch book. It is also vital not only to encourage the client but also out stand the competition in the industry. The pitch book further goes over several iterations to achieve such perfection. Pitch books & investor presentations have always been the indigenous as per the firms marketing to clients. They also represent the valuable and the detailed marketing material and providing the companies to show and proven why they should be considering over the wide variety of financing and other key capital sources and considering the major financial marketplace. There are different types of investment banking pitch books based on purpose as follows.
Overview: This type of investment banking pitch book includes details associated to the investment firm. Moreover, it would also include the background details, vision & mission statements. This further includes the history, and details about the management activities. It further comprises of the significant achievements of the firm which would assist in setting up the forth of firm’s efficiency. The key facts and statistics related to recent deals, profits, successful investments, trends, and deals are also illustrated.
Deal pitch book: This presentation also focuses on exhibiting which can specifically cater to client’s financial and investing requirement. A deal-pitch book is used for illustrating details such as mergers & acquisitions (M&A), IPOs & debt issuance.
Management pitch books: It consists of details related to client and its management, customized aspects over the specific project and the key financial ratios. It also focuses on client’s goals and how the investment firm can assist in achieving them.
Our equity transaction support advisory services is designed to assist the investors & lenders navigating and understanding the complex transactions related to buying selling. We have in-house transaction services team helping clients in identifying the risks associated to transactions, so that they can take the informed and strategic decisions with much confidence. We further focus to assist on all financial services clients with objective to increase value from the transactions over all stages of the deal cycle, whether it may be on realizing the synergies, facilitating over a smooth integration, maximizing the deal and returns or further reducing the operational risk. We assist the client buyers and sellers making the well analysis and executing the transactions by focusing on capital development. We also focus on helping the clients for further improving the key outcomes. Moreover, the combining it with market data and the fundamental financial competencies, we also support the critical decision and information.
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