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Perella Weinberg Partners · consulting-deck

Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides

38 pages · 4 arc beats · 2 loops

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Perella Weinberg Partners | Investment Banking Pitch Book | 38 slides

Perella Weinberg Partners · 2013-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 38 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 15 hits
— 0/5 slides
40% 2/5 slides
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100% 5/5 slides
— 0/5 slides
Problem & Complication 10 slides 100% 10/10 slides 100% 10/10 slides · 47 hits
— 0/10 slides
60% 6/10 slides 20% 2/10 slides 100% 10/10 slides 30% 3/10 slides Evidence & Proof 13 slides 100% 13/13 slides 100% 13/13 slides · 63 hits
— 0/13 slides
61.5% 8/13 slides · 9 hits 15.4% 2/13 slides 100% 13/13 slides 15.4% 2/13 slides Impact & Next Steps 10 slides 100% 10/10 slides 100% 10/10 slides · 37 hits
— 0/10 slides
50% 5/10 slides · 7 hits 30% 3/10 slides 100% 10/10 slides
— 0/10 slides

Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
transition
Open slide detailBeat · Situation & Context
04
Financial results for a stated year represent financials for the 12 month period ending January 31 of the following year. (1) Based on 23.5mm basic shares outstsummarize
Open slide detailBeat · Situation & Context
05
Includes valuation metrics based on both Management LRP and IBES Consensus estimates.analyze_data
Open slide detailBeat · Situation & Context
06
transition
Open slide detailBeat · Problem & Complication
07
Includes annotations circling specific YoY growth figures in 2014E.analyze_data
Open slide detailBeat · Problem & Complication
08
The slide uses a waterfall chart to bridge two financial periods.quantify_impact
Open slide detailBeat · Problem & Complication
09
The slide uses a waterfall chart to bridge 2012 revenues to 2017 projected revenues.quantify_impact
Open slide detailBeat · Problem & Complication
10
Includes CAGR calculations for the 2012-2017 period.analyze_data
Open slide detailBeat · Problem & Complication
11
transition
Open slide detailBeat · Problem & Complication
12
The chart includes a table of comparative returns for various peer groups.illustrate_case
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
13
Includes a data table summary of 1, 3, 6, and 12-month returns for all entities shown.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
14
The chart tracks stock performance (left axis) and P/E multiples (right axis) from May 2012 to May 2013, highlighting specific dates of Apax's acquisition propocompare_peers
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
15
The slide uses grouped horizontal bar charts to compare six financial metrics across two time periods.compare_options
Open slide detailBeat · Problem & Complication
16
transition
Open slide detailBeat · Evidence & Proof
17
The chart uses a 'football field' format to visualize valuation ranges against a current share price and an acquisition proposal price.quantify_impact
Open slide detailBeat · Evidence & Proof
18
The slide includes a pie chart showing the distribution of buy vs hold recommendations and a bar chart showing individual analyst price targets.analyze_data
Open slide detailBeat · Evidence & Proof
19
The slide compares a current multiple scenario (15.9x) against a midpoint reference range scenario (16.2x) to project future stock price.quantify_impact
Open slide detailBeat · Evidence & Proof
20
Data source: Company Filings, Factset market data as of May 21, 2013.compare_peers
Open slide detailBeat · Evidence & Proof
21
The slide uses bar charts to display valuation multiples for different retail segments, grouped by peer category.compare_peers
Open slide detailBeat · Evidence & Proof
22
Financial results for a stated year represent financials for the 12 month period ending January 31 of the following year. Mid-year convention is applied. Stock analyze_data
Open slide detailBeat · Evidence & Proof
23
Includes transaction dates, sizes, premiums, and S&P 500 NTM EPS multiples for context.compare_peers
Open slide detailBeat · Evidence & Proof
24
The chart uses a box-plot style visualization to show the 1st quartile, 3rd quartile, and median for premiums paid at 1-day, 1-week, and 1-month intervals.analyze_data
Open slide detailBeat · Evidence & Proof
25
The chart highlights specific earnings events with red dots and text callouts detailing consensus misses/beats and subsequent stock price movements.analyze_data
Open slide detailBeat · Evidence & Proof
26
The slide includes a performance context note on the left and a financial table for offer premium sensitivity.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
27
Includes transaction summary, sources and uses table, purchase price summary, and two sensitivity tables for price and leverage.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
28
Includes historical data (2012A, 2H 2013) and projections (2014E-2017E).analyze_data
Open slide detailBeat · Evidence & Proof
29
Valuation as of May 21, 2013. DCF valuation based on discount range of 12.0%-14.0% and terminal exit multiple range of 5.0x-6.0x trailing EBITDA. LBO valuation quantify_impact
Open slide detailBeat · Impact & Next Steps
30
appendix
Open slide detailBeat · Impact & Next Steps
31
The table compares valuation metrics based on both LRP (Long Range Plan) and I/B/E/S consensus estimates.analyze_data
Open slide detailBeat · Impact & Next Steps
32
The slide highlights a deceleration in Heat's comp store sales starting August 2010, with a specific callout on early performance.compare_peers
Open slide detailBeat · Impact & Next Steps
33
Financial results for a stated year represent financials for the 12 month period ending January 31 of the following year.compare_peers
Open slide detailBeat · Impact & Next Steps
34
The table includes both financial spend in millions and operational metrics like store counts.analyze_data
Open slide detailBeat · Impact & Next Steps
35
Includes peer group benchmarking for beta and debt/equity ratios, followed by a standard WACC build-up.analyze_data
Open slide detailBeat · Impact & Next Steps
36
Data sourced from company filings and Factset as of May 21, 2013.compare_peers
Open slide detailBeat · Impact & Next Steps
37
Data sourced from Company Filings and Factset as of May 21, 2013.compare_peers
Open slide detailBeat · Impact & Next Steps
38
front_matter
Open slide detailBeat · Impact & Next Steps