Petershill Partners · consulting-deck
2021 q4 earnings results presentation
65 pages · 4 arc beats · 6 loops
2021 q4 earnings results presentation
Petershill Partners arc beats above · slides in the middle · loops below · scroll → 6 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 28 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup & Stakes 8 slides 100% 8/8 slides 100% 8/8 slides · 52 hits — 0/8 slides
75% 6/8 slides · 22 hits 37.5% 3/8 slides 100% 8/8 slides · 16 hits 62.5% 5/8 slides Rising Action 5 slides 100% 5/5 slides 100% 5/5 slides · 39 hits — 0/5 slides
80% 4/5 slides · 16 hits 20% 1/5 slides 100% 5/5 slides · 9 hits 80% 4/5 slides Climax 8 slides 100% 8/8 slides 100% 8/8 slides · 62 hits — 0/8 slides
87.5% 7/8 slides · 18 hits 37.5% 3/8 slides · 4 hits 100% 8/8 slides · 16 hits 87.5% 7/8 slides Resolution 7 slides 100% 7/7 slides 100% 7/7 slides · 42 hits — 0/7 slides
85.7% 6/7 slides · 22 hits 28.6% 2/7 slides · 3 hits 100% 7/7 slides · 15 hits 71.4% 5/7 slides Slide inventory
65 every slide · same image gating as the playbook
03
The slide uses a split layout with qualitative highlights on the left and quantitative KPIs on the right.summarize
Open slide detailBeat · Setup & Stakes
06
The timeline uses a winding path visual to represent the company's history.establish_context
07
The slide uses a structured layout to define 'Who we are', 'What we do', 'How we do it', and the current portfolio composition.establish_context
08
The slide uses a hub-and-spoke style diagram to show revenue aggregation from multiple partner firms.present_solution
09
The slide uses a staircase/step-up diagram to represent growth over time, followed by a list of forward-looking catalysts.present_solution
10
The slide uses a three-column structure: IPO guidance, Q4 2021 progress, and 2022 guidance.quantify_impact
13
The slide uses a matrix to show sector exposure for five specific partner firms and a bar chart to show the impact on FRE margins.quantify_impact
14
The large donut chart on the left represents the total AUM of $234bn broken down by individual funds.analyze_data
15
The slide highlights the stability and recognition of the partner-firm ecosystem.summarize
17
The slide presents a financial reconciliation and performance summary for Petershill Partners.summarize
18
The slide uses stacked bar charts and growth callouts to highlight performance metrics.quantify_impact
19
The slide uses a combination of big numbers, a bar chart for margins, a donut chart for AUM, and a grouped bar chart with overlay points for fee rates.quantify_impact
20
Includes a waterfall chart for accrued interest and a grouped bar chart for quarterly performance revenue.quantify_impact
21
The slide uses a waterfall chart to bridge IPO proceeds to cash balance and then to pro forma debt capacity.quantify_impact
22
The slide outlines a balanced approach to capital allocation, combining growth investment (M&A) with shareholder returns (dividends and buybacks).present_solution
23
APM stands for Alternative Performance Measures.summarize
26
The slide uses a mix of stacked bar, line, and bubble charts to demonstrate market resilience.establish_context
27
The slide uses a 3-column layout to map external threats to industry-wide mitigants and firm-specific strengths.diagnose
28
Slide 28 from Petershill Partners deck.quantify_impact
30
The slide uses a two-column layout to map strategic pillars to quantitative performance indicators.summarize
Open slide detailBeat · Resolution
32
The table is structured into four distinct categories: IFRS Results, Company Financial Measures, Operating Metric Measures, and Assets Under Management.summarize
33
The slide uses a vertical additive structure to arrive at a Gross Fair Value of Investments.analyze_data
36
The table includes AUM, fee-related earnings, performance revenues, and various margin metrics.summarize
37
The table includes quarterly historical data and year-to-date percentage changes.summarize
39
The slide provides a detailed breakdown of financial adjustments between APM and IFRS reporting standards.analyze_data
40
The slide details specific adjustments made to financial figures to comply with IFRS consolidation requirements.analyze_data
41
The slide provides a bridge between APM and IFRS financial reporting, specifically highlighting consolidation adjustments.analyze_data
42
The table reconciles Adjusted Profit to IFRS Profit and total comprehensive income.analyze_data
44
The slide uses a circular diagram to illustrate the self-funding nature of the cash flows.analyze_data
Open slide detailLoop · Build Up
45
The slide uses a combination of text annotations and a stacked bar chart to explain the mechanics of management fee structures in private equity.present_framework
Open slide detailLoop · Build Up
46
Includes a waterfall chart illustrating the flow from gross returns to carried interest.present_framework
Open slide detailLoop · Build Up
47
The slide uses a waterfall chart to explain the mechanics of GP commitment cash flows.quantify_impact
Open slide detailLoop · Build Up
48
The slide uses a sequential calculation flow (multiplication) to derive Partner FRE.quantify_impact
Open slide detailLoop · Build Up
49
The slide uses a mathematical flow (Revenue x Margin = Earnings) to explain the derivation of distributable earnings.quantify_impact
Open slide detailLoop · Build Up
51
This slide provides definitions for Alternative Performance Measures (APMs) used by Petershill Partners.summarize
57
The slide provides definitions and reconciliation tables for Adjusted EBT, Tax and tax related expenses, and Adjusted tax and tax related expense rate.summarize