Fix the Pitch

How to craft compelling, dazzling pitchbooks. Thoughts, ideas, and inspiration to help construct advanced financial analysis, build stunning data visualizations and tips for mastering client meetings.

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Explore helpful mathematical approaches and advanced financial analysis for clearer, more meaningful pitchbooks

Shareholder payout cannot directly plug TSR shortfalls

Why recommending a dividend hike to improve share price performance is a bad idea. A couple years ago I was asked to help in an assignment where the client was unhappy with the performance of its share pr…

Eric RattnerEric Rattner

Why you should think twice about adding aggregates to stacked benchmarking charts

Why adding summary stat overlays to stacked benchmarking charts gets tricky. Bankers love to benchmark. Or at least this can be assumed based on the number of benchmarking charts in a pitchbook. Comparing a d…

Eric RattnerEric Rattner

Share repurchases: Don’t shoot the executioner

If the treasury team had the ability to predict future share prices, I'm pretty sure they would work somewhere else. A company’s decision to repurchase shares doesn’t happen overnight. It’s a strategic move t…

Adrian CrockettAdrian Crockett

Is your risk management strategy imaginary?

A lot of time is spent on risk modeling, but more time needs to be spent on the underlying correlation assumptions. If you’re a homeowner, and you want to be well-diversified against the risk of nowhere to li…

Adrian CrockettAdrian Crockett

It’s election time. Will there be a spike in special dividends?

Presidential election season is in full swing. What could this mean for special dividend declarations? The re-emergence of Sarah Palin and her run-on sentences means presidential election season is in full sw…

Adrian CrockettAdrian Crockett

Will the cost benefit of floating-rate funding continue if the Fed acts?

What would a tightening of credit mean for interest rate swap payouts? Bloomberg Business reports that futures traders think there is a 70% chance the Federal Reserve will increase interest rates this week.…

Adrian CrockettAdrian Crockett