Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials.
Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning. Use when creating pitch books, preparing client presentations, or building deal marketing materials.
tags
["drafting","investment-banking","valuation"]
metadata
{"author":"casemark","practice_areas":["Investment Banking","Mergers and Acquisitions","Corporate Finance"],"document_types":["New Document"],"skill_modes":["Drafting","Planning"]}
Creating Pitch Books
Builds client pitch materials with market overview, strategic rationale, valuation analysis, and transaction positioning for investment banking engagements.
When To Use
Preparing sell-side or buy-side pitch presentations for prospective mandates
Building management presentation decks for M&A processes
Creating market update or sector overview materials for client meetings
Assembling deal marketing books (CIMs, teasers) for live transactions
Drafting strategic alternatives presentations for board-level audiences
Inputs To Gather
Client profile: Company name, sector, size (revenue, EBITDA), ownership structure, and key business segments
Target audience: Board of directors, C-suite, financial sponsors, or strategic acquirers
Transaction parameters: Indicative valuation range, deal structure preferences, timeline, and process type (broad auction, targeted, negotiated)
Comparable universe: Identify 8–15 public trading comps and 5–10 precedent transactions; confirm selection criteria with the deal team
Financial data: Historical financials (3 years minimum), projections or management case, and normalized adjustments (one-time items, pro forma synergies)
Credential slides: Relevant firm transaction tombstones, league table rankings, and sector-specific experience
Workflow
Define the narrative arc
Determine the central thesis: why now, why this transaction, why this bank
Align the story to the audience—sponsors care about returns, strategics care about synergies, boards care about fiduciary duty and process integrity
Build the situation overview section
Company snapshot: business description, end-market exposure, revenue and EBITDA bridge
Key investment highlights (typically 4–6 bullets with supporting data)
Ownership and capitalization summary
Draft the market / sector overview
Industry size, growth drivers, and secular trends with sourced data points [VERIFY data recency]
Competitive landscape map positioning the client among peers
Regulatory or macro factors affecting valuation or timing [VERIFY jurisdiction-specific regulations]
Prepare valuation analysis pages
Public trading comparables: Select peer set, present EV/Revenue, EV/EBITDA, P/E multiples at LTM and NTM; show mean, median, and implied valuation range
Precedent transactions: Filter by sector, size, and date relevance; present acquisition multiples and premium paid statistics
DCF / LBO sensitivity: Build a football-field chart summarizing valuation ranges across methodologies; note key assumptions (discount rate, terminal multiple, leverage) [VERIFY current market rates]
Clearly label all valuation dates and currency
Construct the strategic rationale / process section
For sell-side: potential buyer universe (strategic vs. sponsor), preliminary outreach strategy, and indicative timeline
For buy-side: target screening criteria, acquisition fit assessment, and synergy estimates
Process recommendations: auction structure, data room milestones, expected bid rounds
Add credentials and team pages
Select 6–10 relevant tombstones; prioritize same-sector and similar-size transactions
Include league table positioning if top-tier in relevant category
Senior banker bios with deal-relevant experience
Format and finalize
Apply consistent slide template (firm brand, fonts, color palette)
Number all pages; include "Confidential" and "Draft" watermarks as appropriate
Output
The completed pitch book should contain the following sections in order:
