BANK3014
PRIVATE AND INVESTMENT BANKING
GROUP ASSIGNMENT SEMESTER 1 2024
Assignment components:
The assignment consists of two components:
1. A ten-minute in-tutorial presentation.
2. A handed-in PowerPoint Board presentation (pitch book) and other relevant materials.
Due Dates: The presentations are scheduled within the tutorials in week 11. The hand-in
assignment is due to be submitted no later than 12:00 pm on 17 May 2024 in week 12.
Total Marks for the Assignment:
The assignment will be marked out of 150, representing 30% of the marks for the UOS.
50 out of 150 marks will be based on your presentation, and another 100 out of 150 marks
will be based on your handed-in pitch book.
Instructions: Your assignment must be submitted by the due date and contain:
The PowerPoint Board presentation labelled “BANK3014 Group Assignment – Board
Presentation” via Turnitin using the link on Canvas. A submission link will be provided in the
Assessment Folder for both submissions, and one member of your group should submit both
the Board Presentation and other relevant materials (e.g. the Excel Spreadsheet) on behalf of
the Group. Please also ensure you receive an email receipt from Turnitin that you have
successfully submitted your assignment otherwise, you could lose all your marks from a late
submission penalty. Your submission should include a cover page (do not use the cover page
template) indicating the student names, student numbers, tutorial class and time and your
tutor’s name.
The Assignment
Your group is part of a global Investment Bank.
Your group’s employer will be drawn from one of the following Investment Banks. You can choose
your allocation:
1. JP Morgan
2. Morgan Stanley
3. Goldman Sachs
4. UBS
5. Deutsche Bank
You will need to consider the ability of your allocated investment bank to deliver the suggested activity
broadly and successfully. Beyond marketing your selected Investment Bank, it is also customary to
provide a description of the group members within a Board PowerPoint presentation.
You have been asked by your managing director to examine the following proposed projects.
Your managing director has requested that you critically consider the proposed projects through a pitch
book. Your managing director has provided you with a series of questions to guide your analysis. As
a starting point, you can obtain information about the company from its website.
Board PowerPoint Presentation:
Your Board PowerPoint presentation must include the following components:
1. Executive Summary & Situation Overview – An overall summary of the presentation, situational
overview, and key recommendations for your client.
2. Team and Bank Introduction – Justification and marketing of your allocated Investment Bank.
Present information relating to the performance of the appropriate business segment of your allocated
Investment Bank and the skills/expertise of your group members.
3. Company and Industry Overview – Provide information relating to the current circumstances as well
as the market environment and industry trends.
4. Strategic Rationale – Examine the purpose and rationale of your proposal.
5. Proposal – Examine the suitability of your proposal. Outline the specifics of your proposal.
6. Regulation and Risks – Provide a summary of the regulatory landscape and the risks associated with
the proposal.
* Note: You may consider using bullet points to answer these questions in your slide decks rather than
paragraph responses if that is more suitable.
Project: Macquarie Group’s Potential Acquisition
Macquarie Group is one of the leading financial institutions in Australia and runs the country’s fifth-
largest bank. After the proposed ANZ-Suncorp acquisition finally got the green light from regulators in
early 2024, Macquarie Group wants your investment bank team to propose a potential acquisition deal
to expand its commercial banking business. Please provide details about the potential acquisition
structure and address the following key points and questions.
Key points and questions:
1. Identify a suitable target:
a. Why is the target bank suitable for Macquarie to acquire?
b. What are the potential synergies/benefits of the deal?
c. How feasible is the deal?
2. Specify your proposal:
a. Should this be a cash or stock deal?
b. How much external financing is expected to reach this deal?
c. How should we finance this deal?
d. What is the 5-year projected profitability after the deal?
3. Risks:
a. What are the potential regulation blocks might lead to the failure of the deal?
b. What are the potential risks that might lead to the failure of the deal?
Related information:
• Financial reports of Macquarie
https://www.macquarie.com/au/en/investors/reports.html
• ANZ-Suncorp acquisition
See news articles on Canvas.
• APRA bank data
https://www.apra.gov.au/monthly-authorised-deposit-taking-institution-statistics
Formats:
• General Formatting requirements:
Minimum Font Size: 16.
1. Presentation.
The duration of your presentation will be 10 mins. The maximum slide number should be six slides,
including the title page of your presentation. A rough guideline for your presentation slides is following:
Content Page
1. Title page: 1
Includes logos, date, title and team introduction.
2. Executive Summary 2
Summary of the Board presentation and key recommendations.
3. Background Overview 3
Overview of the situation and background.
4. Proposal 4-5
Explain the rationale and feasibility of the proposal.
5. Regulation and Risks 6
Consider the regulatory landscape and associated risks of the proposal.
2. Pitchbook.
For your pitch book submission. The maximum number of slides should be 30. Your Investment Bank
requires all presentations to follow a common format. Please refer to the following structure for a
possible outline of your pitch book:
Content Page
1. Title page: 1
Includes logos, date and title.
2. Table of Contents 2
Includes all sections in the Board presentation.
3. Executive Summary and Situation Overview 3-4
Summary of the Board presentation and key recommendations; overview of the situation, including the
opportunities for the acquirer.
4. Team and Bank Introduction 5
Your investment bank’s track record in this space, including league tables.
5. Company and Industry Overview 6-8
Charts and commentary describing the targeted firm/market, as well as the current market environment
and industry trends.
6. Strategic Rationale 9-12
Explain the key strategic rationale of the proposal and address Points 1a & 1b.
7. Proposal feasibility 13-18
Consider the financial feasibility of your proposal and examine key financial metrics related to the deal
by addressing Point 1c.
8. Transaction Strategy 19-26
Consider the financing strategy of your proposal. Outline the potential financial instruments and
financing source by addressing Point 2.
9. Regulation and Risks 27-30
Consider the regulatory landscape and associated risks of the project by addressing Point 3.
BANK 3014 Presentation Guideline
Presentation
Criteria: Incomplete Emerging Proficient Outstanding
Compelling
presentation
Demonstrates
full knowledge
Clear
presentation of
analysis
enthusiasm
audience
attention
▪ Holds no eye
contact with
audience, as
entire report
is read from
notes
▪ Does not have
grasp of
information
and cannot
answer
questions
about subject
▪ Does not
clearly define
subject and
purpose;
provides weak
or no support
of subject;
gives
insufficient
support for
ideas or
conclusions
▪ Fails to
increase
audience
understanding
of knowledge
of topic
▪ Shows no
interest in
topic
presented
▪ Displays minimal
eye contact with
audience, while
reading mostly
from the notes
▪ Is uncomfortable
with information
and is able to
answer only
rudimentary
questions
▪ Attempts to define
purpose and
subject; provides
weak examples,
facts, and/or
statistics, which
do not adequately
support the
subject; includes
very thin data or
evidence
▪ Shows little or
mixed feelings
about the topic
being presented
▪ Raises audience
understanding
and knowledge of
some points
▪ Consistent use
of direct eye
contact with
audience, but
still returns to
notes
▪ Is at ease with
expected
answers to all
questions,
without
elaboration
▪ Has somewhat
clear purpose
and subject;
some
examples, facts,
and/or
statistics that
support the
subject;
includes some
data or
evidence that
supports
conclusions
▪ Shows some
enthusiastic
feelings about
topic
▪ Raises audience
understanding
and awareness
of most points
▪ Holds attention of
entire audience
with the use of
direct eye
contact, seldom
looking at notes
▪ Demonstrates full
knowledge by
answering all
class questions 

with explanations
and elaboration
▪ Provides clear
purpose and
subject; pertinent
examples, facts,
and/or statistics;
supports
conclusions/ideas
with evidence
▪ Demonstrates
strong
enthusiasm about
topic during
entire
presentation
▪ Significantly
increases
audience
understanding
and knowledge of
topic; convinces
an audience to
recognize the
validity and
importance of the
subject
BANK3014 Presentation Marking Criteria
Criteria:
Fail Pass Credit Distinguishing
High
Distinguishing
Presentation Skills (10pts)
(Time management,
enthusiasm, Eye contact.
etc.)
Slides (5pt)
(Clarity, precision, use of
numbers/charts, design)
Full information (20pts)
(Clarity, Depth, Breadth of
the analysis covered, Extra
work)
Relevance to the course
materials (10pt)
(What’s interesting for
us?/ conjunction or
contradictions to the
course material)
Group Participation (5pt)
(Understanding of the
material as a group,
audience attention, good
questions are asked)
Marks: ___________/50
Additional Comments: