How to answer this Technical interview question about IPO Pitching for Mid-Level Investment Banking?

How would you approach creating a pitch book for a client considering an IPO?

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Investment Banking

Technical

Asked at

Credit Suisse

Difficulty :

Medium

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Explanation

This question evaluates your understanding of pitch book components and your ability to tailor them to a client’s needs. Recruiters assess your knowledge of industry analysis, valuation, and marketing strategies. Common pitfalls include providing a generic answer or failing to explain the importance of each section. A strong response demonstrates a clear structure and customization based on the client’s goals. Preparation involves reviewing pitch book templates and successful IPO case studies.

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Answer Example

I would structure the pitch book into five key sections: an overview of the client’s business and market position, industry trends and growth opportunities, a valuation analysis using comparable companies and precedent transactions, a proposed IPO structure, and marketing strategies to attract investors. For example, in a mock project, I created a pitch book for a healthcare client, highlighting industry growth of 8% CAGR and proposing a dual-listing strategy that aligned with their expansion goals.

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