Module II· Interview Essentials — ValuationAdvanced
Question
How do you prepare for a 'client pitch' mock final round?
Answer
Mechanics
Mock-pitch preparation in 5–7 hours.
- Client research: the last 2 years of annual reports, all sell-side reports, recent earnings-call transcripts, strategic M&A activity over the last 3 years.
- Develop a strategic thesis: what is the "one-slide story" — why should the client pursue your proposal?
- Concrete ideas: identify strategic M&A targets (3–5 concrete ones), or capital-markets ideas (bond issuance, refinancing), or restructuring proposals.
- Valuation of the idea: SOTP, pro-forma EBITDA, synergy quantification, multiple-implied range.
- Slide deck (10–15 slides): executive summary, client profile, market trends, strategic idea, valuation, synergies, financing, timeline, bank credentials, discussion topics.
- Q&A prep: anticipate 20+ likely questions, have short answers ready.
Senior-banker assessment criteria
- Strategic leverage: does it make sense?
- Valuation depth: is the idea supported with data?
- Banker voice: does it sound like a banker, not an academic?
Deep diveShow more details
Pitch tip
A final-round mock pitch today is often 30 min of pitch + 30 min of Q&A. Practice with a stopwatch and film yourself.