Creating the Perfect Pitchbook

• Fresh graduates and new entrants to the investment banking and corporate finance industry
• Professionals looking to transit to a career in corporate finance, investment banking

• Understand the mechanics and stakeholders of the investment banking ecosystem
• Learn best practices for developing corporate finance/ investment banking pitchbooks
• Design and formulate selling strategies for IPO, equity, financing and M&A deals
• Learn how to display and communicate deal outcomes and scenarios using sensitivity analyses
• Learn the industry-standard techniques for generating charts and financial tables for client presentations

Introduction

• Overview of the IB ecosystem, corporate finance and the role of pitchbooks
• Organisational 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, prioritising 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
• Optimising for the duration of a marketing pitch, use of fonts and appropriate colour 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 visualisation 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 an M&A deal
• Building the case for a divestment
• Making the case for using leverage/ debt funding in a transaction
   

Insight into the Sales Process

• Information memorandum and Management Presentations
   

Additional topics

• Revenue model for investment banks
• Fee structures and payment schedules
• Key workstreams in an IPO deal
• Types of sell-side processes and the key workstreams
• Key workstreams for the buy-side
• Due diligence processes and best practices for client reporting

As part of the requirement for SkillsFuture Singapore, there will be an assessment conducted at the end of the course. The mode of assessment, which is up to the trainer’s discretion, may be an online quiz, a presentation or based on classroom exercises.

Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion issued by Singapore Management University.

Dates: To Be Advised

*Online registration will close 5 calendar days before the course start date