What’s In a Pitch Book?

If you’ve been reading this site awhile, you’ve seen a number of references to pitch books – whether they’re in day-in-the-life accounts, explanations of what bankers actually do, or even horror stories from other sources.

But there hasn’t been much detail on what goes into pitch books, why you spend so much time on them, where you can get some samples, and how you can learn to make them.

So let’s get started.

What You Do In Equity Capital Markets, Part 2: The Equity Syndicate

We continue our discussion of different groups in investment banking today by learning all about a group you might not have even heard of before: the equity syndicate.

While it’s more niche than some of the others we’ve looked at (M&A, ECM…), that also makes it interesting and worth discussing.

To make things even more fun, the interview you’re about to read was conducted with a reader who works in Asia – so you’ll learn about how it’s different there as well.

The Jack Bauer Guide to Investment Banking Success: 11 Reasons Why Watching 24 is Better Preparation Than Financial Modeling Classes

I get a lot of questions on how you can better “prepare” for investment banking once you land an offer, and how you can give yourself an edge once you start.

In the past I’ve suggested going to Thailand and sitting on the beach, but I now have a more formal recommendation:

Go back and re-watch all the old seasons of 24 (You can skip Season 6 – it was bad) and take notes on everything Jack Bauer does.

He could give you quite a few tips about investment banking.

(Warning: Spoilers for all seasons of 24 follow. The following may resemble an Entertainment Weekly article…)

1. Pull All-Nighters Whenever Required (But More Than Once Every 3-4 Years)