Barclays | Investment Banking Pitch Book | 20 slides

Barclays · 2014-07
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 1
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Slide inventory

20
every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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transition
Open slide detailBeat · Situation & Context
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The slide uses a causal flow diagram to link 'Consolidation' to specific positive outcomes.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Includes specific tax, debt, and asset valuation assumptions.establish_context
Open slide detailBeat · Evidence & Proof
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The slide outlines specific debt, dividend, capex, and warrant conversion assumptions.establish_context
Open slide detailBeat · Evidence & Proof
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Includes detailed footnotes regarding share conversion and insider ownership.analyze_data
Open slide detailBeat · Impact & Next Steps
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Contains two distinct sets of financial projections side-by-side for different entities/scenarios.quantify_impact
Open slide detailBeat · Impact & Next Steps
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The table displays sensitivity to premiums paid to KMP, EPB, and KMR, with a reference table for 7/14/2014 share/unit prices.analyze_data
Open slide detailBeat · Impact & Next Steps
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The slide presents a detailed financial model comparing two entities (KMP and EPB) across multiple metrics including unit price, exchange ratios, and tax-adjustanalyze_data
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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transition
Open slide detailBeat · Impact & Next Steps
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Includes two line charts: one showing individual peer yields and one showing KMI vs. the aggregate GP index.compare_peers
Open slide detailBeat · Impact & Next Steps
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Data as of 7/14/2014.compare_peers
Open slide detailBeat · Impact & Next Steps
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Data sourced from FactSet; includes specific notes on calculation methodologies for payout ratios and FCF.compare_peers
Open slide detailBeat · Impact & Next Steps
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The slide highlights KMI's competitive positioning in terms of yield and growth.compare_peers
Open slide detailBeat · Impact & Next Steps
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compare_peers
Open slide detailBeat · Impact & Next Steps
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transition
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The slide outlines specific growth, capex, and funding assumptions used for financial modeling.summarize