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What are the most effective ways to close a presentation in Investment Banking?

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You've spent hours preparing your slides, rehearsing your pitch, and anticipating questions from your audience. Now, you're ready to deliver your presentation in Investment Banking, where you need to impress potential clients, partners, or investors with your analysis, insights, and recommendations. But how do you end your presentation on a high note, leaving a lasting impression and a clear call to action? Here are some of the most effective ways to close a presentation in Investment Banking.

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Mandar Mitra

M&A- Kroll (Duff & Phelps) | Valuation & Corporate Finance |
Aashutosh Yogi

Transfer Pricing & FEMA I Auditor I Financial Reporting I Ex-PwC I KPMG I EY

1 Summarize your key points

The first thing you should do when closing your presentation is to summarize your key points, highlighting the main takeaways and benefits of your proposal. This helps your audience remember what you said, reinforce your message, and show how you addressed their needs and objectives. You can use a simple formula to summarize your key points, such as: "Today, we showed you how [your solution] can help you [achieve your goal] by [providing three benefits]."

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Aashutosh Yogi

Transfer Pricing & FEMA I Auditor I Financial Reporting I Ex-PwC I KPMG I EY
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Three thing must be their 1. Your recommendation and cost benefit analysis for your client. 2. Your analysis 3. Conclusions which support your analysis’s

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Mandar Mitra

M&A- Kroll (Duff & Phelps) | Valuation & Corporate Finance |
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The very first thing to do at the end of any presentation is to summarize what you've talked about throughout the same, and in this, it is the same. Make sure to summarize in a concise yet revisiting key points, highlighting your proposal's main takeaways and benefits. This helps the audience to immediately jog up the whole presentation and understand how you addressed their needs and objectives.

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2 Address any objections or concerns

The next thing you should do when closing your presentation is to address any objections or concerns that your audience might have, and show how you can overcome them. This helps you build trust, credibility, and confidence in your proposal, and show that you have done your homework and considered different scenarios and risks. You can use a simple formula to address any objections or concerns, such as: "We understand that you might have some questions or reservations about [your solution], such as [mention one or two common objections]. However, we can assure you that [provide one or two counterarguments or solutions]."

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Mandar Mitra

M&A- Kroll (Duff & Phelps) | Valuation & Corporate Finance |
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Always make sure to open a window to address any kind of concerns, objections, or feedback after summarizing the whole presentation. This helps to build trust, credibility, and confidence in your proposal, and show that you have done your homework and considered different scenarios and risks as mentioned on the left by the LinkedIn team itself.

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3 Provide a clear call to action

The final thing you should do when closing your presentation is to provide a clear call to action, telling your audience what you want them to do next, and why they should do it. This helps you create a sense of urgency, motivation, and direction for your audience, and show that you are ready to move forward with your proposal. You can use a simple formula to provide a clear call to action, such as: "We are confident that [your solution] is the best option for you, and we are eager to work with you on this project. Therefore, we ask you to [specify the next step], by [specify the deadline or the incentive]."

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Mandar Mitra

M&A- Kroll (Duff & Phelps) | Valuation & Corporate Finance |
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What is a call to action, I'm sure many have asked including me during the initial days of our work. Now, 'Call to Action' means, 'to provide a clear call telling your audience what you want them to do next, and why they should do it. This helps to create a sense of action, motivation, and a well-structured approach for your audience and shows that you are ready to move forward with your proposal.

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Aashutosh Yogi

Transfer Pricing & FEMA I Auditor I Financial Reporting I Ex-PwC I KPMG I EY
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There should be a clear cut conclusion to your presentation so that an action can be taken basis on that. Things should be highlighted which are key to details and help to make informed decisions.

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4 Use a memorable closing statement

In addition to the three steps above, you can also use a memorable closing statement to end your presentation with a bang, capturing your audience's attention and emotion, and leaving them with a positive impression of you and your proposal. A memorable closing statement can be a quote, a story, a statistic, a question, or a challenge, that relates to your topic, theme, or message. For example, you can say: "As Warren Buffett once said, 'Price is what you pay. Value is what you get.' We believe that [your solution] offers you the best value for your money, and we hope that you agree with us."

By following these tips, you can close your presentation in Investment Banking effectively, and increase your chances of achieving your desired outcome.

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Aashutosh Yogi

Transfer Pricing & FEMA I Auditor I Financial Reporting I Ex-PwC I KPMG I EY
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Always use a memorable closing statement which give weight to your opinion and and those quotes and statement themselves self explanatory like quoting or proving the statement which is thought provoking.

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5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What are the most effective ways to close a presentation in Investment Banking?

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1 Summarize your key points

2 Address any objections or concerns

3 Provide a clear call to action

4 Use a memorable closing statement

5 Here’s what else to consider

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