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Banker Pitch Deck

A presentation prepared by an investment bank to win a sell-side or buy-side mandate. The deck typically includes a proposed valuation range, a comp set, a precedent-transaction set, and a process recommendation. Bankers curate comp and precedent sets to support the engagement-winning pitch -- meaning the published comps reflect SELECTION BIAS toward names that produce a favorable valuation range. A disciplined investor reading any banker-sourced precedent set should re-source independently from public filings.

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Related terms

Ambiguity Aversion · Anchored Assumption · Asset Beta · Bank ROE Spread · Beta · Build-Up Method

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