Bulge Bracket banks, compete to win the business of established clients as either the lead or co-manager of a syndicate.
#CRM BOOK 是什么 CODE#
(Comp has an alternate meaning: It's used as code for "comparative price" or the multiple of earnings at which similar businesses have sold.)įull-service investment banking conglomerates, a.k.a. In a comp, an investment bank presents industry specific details, trends, macro- and microeconomic and company specific analyses, which support reasoning for a particular valuation. "Comps", or Comparable Company Analysis may also be presented. The pitch book may employ a SWOT analysis (Strengths, Weaknesses, Opportunities, and Threats). An "overview", "financing requirements (such as satisfying Capex and capital budgeting)", and finally as mentioned a description of the company's universe, the "comparable company analysis" are all essential elements to an investment banking pitch book. Name, title, and department present a management description of the deal team and other contributors within the firm's internal wealth of resources. Īs an example, a table of contents or outline will open the pitch book for discussion. Key areas covered in a typical pitch book include information on the investment highlights, key financial figures, the company's core customers and diversification of the customer base, barriers to entry for competitors, ability and plan to achieve future projections, future growth opportunities, strength of management team, scalability of operations, opportunities in the external market place and known risks, not to mention disclaimers. See Financial analyst § Investment Banking. In an investment bank contributors may include anyone from an analyst to an associate, a vice-president or even the managing director. There are many contributors to an intermediary's pitch book. It consists of a careful arrangement and analysis of the investment considerations of the client business and is presented to investors and potential investors with the intent of providing them the information necessary for them to make a decision to buy or invest in the client business. ( February 2009)Ī pitch book (or pitch deck), also called a Confidential Information Memorandum, is a marketing presentation (information layout) used by investment banks, entrepreneurs, corporate finance firms, business brokers and other M&A intermediaries advising on the sale or disposal of the shares or assets of a business.
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