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What do Board Presentations consultants do?

Board presentations are an essential part of the M&A process. They provide the ideal opportunity for both the buyer and seller to present their cases to the board. However, this is not easy when everyone’s objectives are different and everyone’s styles are different. Quite often, some level of expertise and experience is required to make the most effective presentations that would get potential investors interested in line with the objectives of the presentation. Fintalent’s Board Presentations Consultants are available to help companies ‘wing’ their board presentations. Fintalent’s expert board presentations consultants are vastly experienced with a long list of successes in preparing and presenting M&A board presentations and are ready to push company presentations to an even higher notch of success.

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Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

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Hire your Board Presentations consultant in 48 hours

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!


Freelance M&A consultant

Barcelona, Spain
7 years experience


Freelance M&A consultant

New York, United States
10 years experience


Freelance M&A consultant

5 years experience


Freelance M&A consultant

United States
12 years experience


Freelance M&A consultant

4 years experience

Why should you hire Board Presentations experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

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We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your Board Presentations Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Board Presentations talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Board Presentations professionals, highly specialized within their domains. We have streamlined the process of engaging the best Board Presentations talent and are able to provide clients with Board Presentations professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Board Presentations professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Board Presentations consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Board Presentations consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Board Presentations talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Board Presentations talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Board Presentations consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Everything you need to know about Board Presentations

A board presentation in M&A is a meeting between the Boards of Directors of a target (the business being acquired) and the acquiring company. The main objective is to provide information about the target’s business and to receive feedback. A board presentation can be an opportunity for both boards to learn from each other how they operate and how the proposed merger will benefit both companies. These meetings are typically formal, structured occasions with much discussion about what constitutes a deal-breaker for any potential parties involved in potential transactions.

Board presentations in M&A are used to provide a general overview of the deal and share some details with the Board on why they should approve the transaction.

Fintalent’s Board Presentations Consultants identified two types of presentations: one is done by an experienced deal team member, and another is a summary given by the investment banker leading the deal on behalf of the M&A advisory firm.

The presentation can be verbal or can also be presented as a PowerPoint presentation; however, most often it will take place verbally.

Types of Board Presentations

  1. Marketing Materials: These presentational materials (also known as brochures, flyers, e-mails, etc.) are designed to sell the target company and highlight its benefits and the reasons why a potential buyer should make an offer. These materials are usually formatted in a way so they look attractive on slippery paper or on the Internet. They include executive summaries, financial information, historical annual reports and other common M&A documents that you often see during a transaction. These materials also highlight the target company’s strengths, weaknesses, opportunities and threats (SWOT) and are often used in the initial phases of an M&A process.
  2. Preliminary Presentations: These presentations are prepared by the legal team for delivery to the buyer’s legal team about five days prior to a scheduled meeting with management. The purpose of these presentations is to educate the buyer’s legal team on key information and facts about the target company before they meet with management. This helps buyers get up to speed on all the relevant information that is likely going to come up during negotiations, thus allowing them to ask better questions at their meeting with management (see below).
  3. Management Presentations: These presentations are conducted at the buyer’s request to answer questions that may arise during negotiations. Management presentations are usually given by the CEO and/or CFO to members of the legal team and other members of the deal team. The purpose of these meetings is to give the buyer’s side more information so they can make better decisions about whether or not they would like to proceed with the proposed transaction.

As each type of presentation is used during a different stage in a transaction, it is important for you to understand how each one works so you can decide which presentation is going to be best for your needs.

Objectives of a board presentations

  1. To gain an understanding of the board members’ opinions and concerns, so that the final decision is likely to be one they all agree upon.
  2. To help the board members visualize themselves in your shoes and understand how to achieve their own vision from this deal.
  3. To raise awareness of the potential benefits that can be won from the acquisition and clearly define them for every member on the board. This helps answer any questions about value creation, as well as providing a “story” to help guide them through complex issues and make decisions easier for them.
  4. To define, create and/or strengthen relationships with key board members, who could be important in the future.
  5. To find out if there are any potential problems in the due diligence stage before they become real dealbreakers. This is a great time to fix them!

Features of Board Presentations

Let’s look at some of the most common types of presentations and how they can be used to make your M&A activity more successful:

  1. Executive Summary of Key Facts: This is a summary of key facts and information about your target company that are important to the buyer. It should include recent financials, SWOT analysis, key personnel, and any other important information that will help the buyer get up to speed and ask questions during the negotiation process. This presentation can be tailored to suit your business so it will appeal to certain potential buyers. For example, if you are selling to a specialty pharmaceutical company, you may want to focus on their research and development capabilities. On the other hand, if you are selling to a high tech business, your target may be more interested in discussing their sales force or management team.
  2. Appendices: These are supplementary materials that can be used in conjunction with your Executive Summary. These appendices may include information that is relevant to management’s needs or vice versa depending on what is being sold (e.g., financial slides based on historical financials). Some of these appendices may also include information from the marketing materials used during the M&A activity (e.g., financial slides based on the buyer’s historical financials).
  3. Management Presentation: This type of presentation is ideally conducted by the CEO and/or CFO of the target company during a meeting with the buyer’s legal team. It is generally prepared after the preliminary presentations are delivered. The purpose of these meetings is to answer any questions about your company that may arise during negotiations and provide an update on recent news events, competitive activities, etc..
  4. Board Presentations: These are prepared by members of management for use in board meetings where they will be presenting information to the board of directors or other key decision makers involved with the proposed transaction. They include information that is relevant to the board and can also be used in conjunction with your marketing materials.
  5. Target Audience: There are different types of target audiences that you will want to tailor your presentation for. For example, if you are selling to a consumer product company you may want to focus on their sales force, new products or distribution channels whereas if you are selling to an industrial business, your target may be more interested in discussing their management team or latest news from another business they have invested in.
  6. Timing: Different types of presentations and some of the tips that I am going to discuss require different planning time depending on when you will be presenting them (or need them). For example, if you will be using your Executive Summary when presenting to a conglomerate company, it generally takes about one week to prepare this type of presentation (depending on your staff’s availability). On the other hand, if you need to make a board presentation, you will want to plan it at least two weeks in advance. It is also important that you focus on developing your target’s needs so they can be prepared for the meeting with management.
  7. Real estate: When preparing any type of presentation you should always mind the space available and try and make sure that your presentations don’t exceed that space. For example, if you are presenting to two or three members of management, it is often better to use one board. If you are presenting to a larger audience, it is best to use two or three boards. As far as where the presentation will be set up, I recommend that you always try and pick a room that has adequate lighting in addition to having enough space for the required number of boards.
  8. Contact: If you are meeting with an important potential buyer, I recommend that you leave notes on each board with your contact information on them and where they should be directed in case they want any additional information after the meeting (e.g., “Contact Bill M .”).
  9. Format: Depending on the types of presentations you will be making, you can vary the format for each one. For example, if you are presenting to a small group of key individuals, it is usually best to use a printed sheet with your presentation on it. On the other hand, if you need to make a board presentation that will be viewed by more than one member of key management staff, it is best to provide all necessary information in the form of presentations on slides (e.g., power point slides).
  10. Handout: If you are providing your target with a copy of your presentation, it is important that they have something to take with them so they can review it if they have questions after your meeting. I recommend that you print an extra half page on the back of each board and create two or three sets of these handouts. Again, depending on the type of presentation you are making, this handout can be in the form of a printed sheet or as a power point presentation.
  11. Organization: It is important to organize your presentations in such a way that there is no question about which information goes where and whether or not there are any missing pieces (e.g. a financial slide that was not included in your presentation). For example, if your sales and marketing strategies are being presented to the board of directors, you should have that information on separate slides.
  12. Finalization: At the end of each presentation, it is important to leave a note reminding the target audience what time you will be meeting with management and where they can find out more information about the sale. In addition, once you have received their feedback after using their notes (if possible), it is a good idea to re-review your presentations for any necessary changes.
  13. Delivery: Depending on the type of presentation you are making, a few tips are in order for delivery. For example, if you are using a printed sheet, attach the pages to markers and place them in a partitioned box. In addition, it is important that the entire presentation is set up very nicely and can be seen clearly by your audience – don’t forget to turn off all lights at the end of your presentation to ensure that everything looks crisp (or use a light box).
  14. Reviewing: Once you have completed each presentation, it is important that you go through it (and make any necessary changes) with your team before going into any formal presentations with management.
  15. Consideration: If you are in a competitive situation and have interest from other companies, it is always a good idea to follow up with the target after you have made your presentation. For example, if they would like to speak further with you or get more information they can contact the appropriate people on your staff.

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Hire the best Board Presentations specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Board Presentations consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Board Presentations specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!