This technical note provides an example of a thoroughly complete “pitch book” to use as a basis for class discussion and learning. Actual pitch books are almost never made available for public use. This presentation, however, was of a group of Darden students in April 2001, prepared for a jury of M & A Executives United Technologies Corporation-they judged this work to be of excellent quality, they are among the best’d seen in any environment. A separate review of the transaction concept is given in the fi … Read more »

This technical note provides an example of a thoroughly complete “pitch book” to use as a basis for class discussion and learning. Actual pitch books are almost never made available for public use. This presentation, however, was of a group of Darden students in April 2001, prepared for a jury of M & A Executives United Technologies Corporation-they judged this work to be of excellent quality, they are among the best’d seen in any environment. A separate review of the transaction concept is in the final exhibition, which draws on 30 ammouncement July, 2001 by General Electric announced the acquisition of Heller. In reviewing this document is the task for the students to assess both its form and content, from the standpoint of both the presenter and audience. Why is every exhibit and section contained in the document? What analytical work underpins the exhibits? What could explain the presentation format? What oral comments could be in helping to make this presentation to a group of executives?
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Robert F. Bruner
56 pages.
Release date: 07 March, 2002. Prod #: UV2486-PDF-ENG
The M & A “Pitch Book”: proposed acquisition of Heller Financial Services of United Technologies Corporation, HBR case solution

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