Creating the Perfect Pitchbook

Introduction
-Overview of the IB ecosystem, corporate finance and the role of pitchbooks
-Organizational structure and key product offerings and their relevance in pitchbooks
-Types of financing mandates in IB
-Stakeholders in the development of a pitchbook
-Flow of a client meeting – from pitchbook to deal onboarding

Developing Solution Matrix
-Frameworks for practical and effective problem solving: impact-based, idea-focused and data-driven approaches
-Defining the problem at hand, prioritizing work streams and scoping the work plan
-Using problem statements to design solutions
-Designing an equity story for the client
-Strategies for engaging and interviewing clients

General Anatomy of a Pitchbook
-Generic layout and structure of a pitchbook
-Optimizing for duration of marketing pitch, use of fonts and appropriate color schemes
-Showcasing team capabilities and deal credentials, including the use of case studies in sales and marketing decks
-Best practices for designing company profiles
-Data visualization and presentation techniques e.g. equity positioning diagrams, benchmarking, cash flow waterfall charts, valuation football field, share price charts, etc
-Company profiling – what to show and how much?

Selling Strategies for Equity Deals
- Type of equity deals – IPO, rights issue, follow-ons
-Key elements of an IPO Pitch, rights issue and follow-on pitches
-Pricing the deal and using sensitivity analyses to observe the impact and outcome based on different key assumptions
-Building the case for earnings accretion in a capital raising exercise
-Key metrics to watch out for in equity deals

Selling Strategies for M&A
-Overview of the M&A sale process, roles and responsibilities of key stakeholders
-Formulating the case for an acquisition
-Understanding accretion & dilution analysis in a merger and observing other key metrics in a M&A deal
-Building the case for a divestment
-Making the case for using leverage / debt fund

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