493x Filetype PPTX File size 0.11 MB Source: financialmodeling.org
Table of Contents
Section 1 3
Slide 1 4
Section 2 5
Slide 2 6
Slide 3 7
Slide 4 8
Section 3 9
Slide 5 10
Slide 6 11
Slide 7 12
Section 4 13
Slide 8 14
Slide 9 15
Slide 10 16
Appendices 17
Note: The slide order and slide designs in this deck are to be taken as suggestions and do not need to be
followed exactly as provided. However, the suggestions should be used to guide how you present your
investment recommendation.
financialmodeling.org | © Corporate Finance Institute, all rights reserved.
Executive Summary
Recommendation
Recommendation
For the first section, it is recommended that analysts provide an overview of their investment
recommendation, the rationale behind the transaction, and a very high-level overview of what will be covered.
Reason 1:
Reason 2:
Reason 3:
Rationale What to Expect
financialmodeling.org | © Corporate Finance Institute, all rights reserved.
Industry Overview
Target Overview
For the second section, it is recommended that analysts provide an overview of their selected target business,
including a summary of the target company and its respective industry/sector. It is also suggested that
analysts explain how the target company aligns with Coca-Cola’s strategic goals.
financialmodeling.org | © Corporate Finance Institute, all rights reserved.
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