Merger and acquisition pitch book

What are the best books on mergers and acquisitions. This technical note offers an example of a complete pitch book for use as a basis of class discussion and learning. Completely rewritten and updated, it examines realistic strategies and goals for the 1990s that must be addressed in order to achieve a successful acquisition program. This includes the merger of two companies that sell the same products in different markets.

Example merger of a cone supplier with an ice cream maker. In the case of the debt issuance pitch, financial modeling is used to show how a debt. Buyers and sellers both hope to be winners in an acquisition. Technology management activities and tools discuss.

Such presentation focuses on demonstrating how the investment bank can specifically cater to their clients financial and investing needs. It is not uncommon for transactions involving two large companies with global operational footprints. Pitch book how to make investment banking pitchbook. Merger is when two firms come together to form a new firm.

Jul 28, 2019 an acquisition occurs when one company the acquirer obtains a majority stake in the target firm, which incidentally retains its name and legal structure. Discover who the acquirer was, the lead partner on the acquisition, the acquisition amount and form of payment. Deloittes merger and acquisition compendium making the deal work. Network your way into interviews, master technical and fit interview questions, and learn financial modeling.

The deal pitch book may also list down the banks prominent achievements. The purpose of a pitchbook is to secure a deal with the potential clients. See the mergers and acquisitions in your industry, how the deals were structured, who was involved and more. Pritchett merger integration certification workshop attendees and website subscribers can access the presentations. The deal pitch book may also list down the banks prominent achievements and clients. But mergers and acquisitions are incredibly complicated, involving issues ranging from valuation and deal. Mergers and acquisitions preparing a pitch book on a proposed takeover. It is not uncommon for transactions involving two large companies with global operational footprints to take several years. It includes debt and equity issuances, private placements of capital and advisory on strategic transactions such as mergers, acquisitions and divestitures.

But a combination of factors could make this a bargain for the buyer. Actual pitch books are almost never made available for public. Specific acquisition targets can be identified through myriad. Pritchetts merger integration certification workshop attendees and website subscribers can download all the playbooks, not just the free ones.

The economic climate, new regulations and developments both here and abroad have totally changed the face of todays mergers and acquisitions. Aardvark valuation potential acquisitions process recommendations appendix. The book contains the main attributes of the firm as well as potential returns and attempts to show how the bank making the pitch is the best bank for the job. Khakis r us acquisition analysis rajesh pudota mark webster tyler miller ryan price march 26th, 2014. Post merger integration or pmi is a complex process of combining and rearranging businesses to materialize potential efficiencies and synergies that usually motivate mergers and acquisitions. This is the merger of two companies selling different but related products in the. Khakis r us acquisition analysis rajesh pudota mark webster tyler miller ryan price march 26th, 2014 2. The role of it in supporting mergers and acquisitions involving it teams early and often during mergers and acquisitions can help enterprises realize more value from the operational and market synergies that bring businesses together. This guide will teach you whats included, how to make an ib pitch book, and. Find the top 100 most popular items in amazon books best sellers. This technical note offers an example of a thoroughly complete pitch book for use as a basis of class discussion and learning. The power your company can generate in concert with another is immense. As most buyers dont have an option to walk away from an acquisition and cite the coronavirus, corporate lawyers. As compared to the main pitch book, the deal type may also list down the firms notable achievements and clients to assure acceptability and prospective partnership.

Acquisition is when one firms acquires another firm. The role of it in supporting mergers and acquisitions. It provides an overview of the firm, including historical information, financial strength, and services available to potential clients. The positioning part in the beginning might be more about the types of acquisitions the company should pursue and how your bank will help close these deals. For a merger and acquisition pitch, the model provides the basis for the valuation along with the other benchmarks comparable transaction and public comparables. Discussions focused on a merger prospectus or chapter readings. An acquisition occurs when one company the acquirer obtains a majority stake in the target firm, which incidentally retains its name and legal structure. Investment banking is a broad term that encompasses capital raising and strategic transaction advisory services for companies. Buyside mandates convince a company to acquire another company. Why the acquisition of a uk pub giant may be a brexit bargain. Confidential draft table of contents executive summary 3.

Proposed acquisition of heller financial by united technologies corp. Mergers and acquisitions are simply buysell transactions. Pitchbook overview, examples, types, components of. The pitch book is a collaboration between junior and senior bankers, with most of the actual work being done by investment banking analysts and associates investment banking career path investment banking career guide plan your ib career path. Jul 02, 2016 for a basic, nuts and bolts guide to managing a corporate sale or acquisition, check out mergers and acquisitions. Khakis r us pitch book merger and acquisition valuation 1. The book provides a thorough overview of the entire process, showing you how to. May 30, 2017 history shows that after the party is over, and the hard work begins, things rarely turn out as anticipated. But at the negotiating table, there is only one winner for each point and winning may mean a significant change in the deal economics. Pitchbook is one of the most important tools we use in our daytoday work, allowing us to identify and target suitable investors and buyers, perform relative valuations, and source. Proposed acquisition of heller financial by united technologies corporation.

What are the decision criteria for technology acquisition. In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to take action and pay for the banks services. Uvaf1264 printicomms proposed acquisition of digitech uvaf98m hugh mccoll and nationsbank. How to make an investment banking pitch book guide and examples.

While acquisitions are where one company is taken over by the company. Book acquisition mergers and acquisitions research and. In 2011, the company autonomy was the acquisition target of several larger competitors. The book contains the main attributes of the firm as well as potential returns and attempts to show. It is an evaluation process used by an interested buyer to better understand the selling business and the risks in. Healthscope limited all report for these company attached 2 flow the structure structure is attached 3 the assignment have 3 part which are a, b and c. As compared to the main pitch book, the deal type may also list. Khakis r us pitch book merger and acquisition valuation. In the case of merger, the acquired company ends to exist and becomes part of the acquiring company. In the case of the debt issuance pitch, financial modeling is used to show how a debt issuance can be serviced and repaid. Prepare for and initiate the deal, understanding both the buyers and sellers perspective on the transaction create a letter of intent, as well as understanding which kind to use binding, nonbinding, or hybrid conduct uptotheminute due diligence in line. When two companies combine together to form one company, it is termed as merger of companies.

A pitchbook is a sales book used by investment banks to sell products and services, as well as pitch potential clients. Merger of a customer and company or a supplier and company. Actual pitch books are almost never made available for public use. In ipo pitch to see show the companys financial profile will look after an ipo transaction. Mergers and acquisitions preparing a pitch book on a. Explain the effect of merger on earnings per share and market price per share. We offer the only modeling courses in the world that teach you how to think and create your own investment recommendations, stock pitches, and investment banking pitch books. A merger, acquisition, and buyout guide alexandra reed lajoux. Our endtoend merger, acquisition and divestiture advisory services are customised. Book acquisition free download as powerpoint presentation. An acquisitiontakeover is the purchase of one business or company by another company or other business entity. An acquisition takeover is the purchase of one business or company by another company or other business entity. Buyers and sellers in a merger or acquisition dummies. It includes debt and equity issuances, private placements of capital and advisory on strategic transactions such as mergers, acquisitions and.

For a basic, nuts and bolts guide to managing a corporate sale or acquisition, check out mergers and acquisitions. Client names and clientspecific details have been removed from the documents. Pitchbook overview, examples, types, components of pitchbooks. Pitch books typically contain sections on the merits of the transaction. Morningstar, a public company, announced the news friday morning. The role of it in supporting mergers and acquisitions involving it teams early and often during mergers and acquisitions can help enterprises realize more value from the operational and. Mergers and acquisitions deloitte southern africa mergers. Process of merger integration ppt post merger integration. All three of these structures are different types of acquisitions. How to make an investment banking pitch book guide and. Learn about investment banking salaries, how to get hired, and what to do after a career in ib.

May 24, 2014 khakis r us pitch book merger and acquisition valuation 1. Coronavirus alters the merger playbook for dealmakers. For debt financing pitches, the model is used to show how a debt issuance can be serviced and repaid. In investment banking, pitch books refer to sales presentations that a bank uses to persuade a client or potential client to. Why do companies merge with or acquire other companies. There are three main legal structures for acquiring a business. Jun 05, 2012 for a merger and acquisition pitch, the model provides the basis for the valuation along with the other benchmarks comparable transaction and public comparables. The role of due diligence in mergers and acquisitions. We offer the only modeling courses in the world that teach you how to think. Our endtoend merger, acquisition and divestiture advisory services are customised to meet the unique needs of each of our clients. Project aardvark presentation to the board of directors january 29, 2010. This technical note offers an example of a complete pitch book for use as a. Create a reusable playbook for successful mergers and.

History shows that after the party is over, and the hard work begins, things rarely turn out as anticipated. The insights in this book are crucial for both buyers and sellers and lay out the rationale for both sides of all of the money issues and other. Corporate finance, merger and acquisition, potential deal, costco acquire target. Specific acquisition targets can be identified through myriad avenues including market research, trade expos, sent up from internal business units, or supply chain analysis.