Bank of America | Investment Banking Pitch Book | 46 slides

Bank of America Merrill Lynch · 2014-08
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
03
front_matter
Open slide detailBeat · Situation & Context
04
front_matter
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
05
summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
06
This is a standard M&A process timeline slide often found in fairness opinion or transaction advisory decks.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
07
Includes Bank of America Merrill Lynch branding and 10xebitda footer.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
08
Standard investment banking sources and uses table.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
09
Includes a combination of a data table for valuation metrics and a combo chart (line for price, bar for volume) with event callouts.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
10
transition
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
11
Includes CAGR columns for '11-'13 and '13-'18. Contains specific footnotes regarding 2014E adjustments.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
12
The table highlights differences in revenue streams and EBITDA across various management and market-based forecast scenarios.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
13
The table includes variance calculations for each metric across five years.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
14
Includes detailed breakdown of revenue, gross profit, SG&A, operating income, EBITDA, and net income.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
15
The slide includes specific footnotes regarding the source of the data and adjustments made to the 2014 figures.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
16
transition
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
17
The slide uses a two-column layout (Change vs Commentary) grouped by category (Pioneer Forecast, Valuation).summarize
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
18
Includes Bank of America Merrill Lynch branding; waterfall chart shows valuation ranges.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
19
The table lists seven brokers with their respective ratings and price targets, concluding with a mean price target of $11.80.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
20
Includes a red dashed box highlighting the Mean and Median columns.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
21
The table includes columns for Announced Date, Close Date, Target, Acquiror, Transaction Value, and EV/EBITDA (LTM and NTM).cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
22
Includes summary statistics (Mean, Median) at the bottom right of the table.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
23
Includes sensitivity tables for discount rates and perpetual growth rates.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
24
Includes detailed footnotes explaining the methodology for calculating levered/unlevered betas and WACC components.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Aha Moment
25
transition
Open slide detailBeat · Impact & Next StepsLoop · Why Now
26
Includes a calendar visual with specific markers for announcement date and end of go-shop period.plan_implementation
Open slide detailBeat · Impact & Next StepsLoop · Why Now
27
The slide uses a vertical grouping structure to distinguish between pre-NDA and post-NDA activities.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Why Now
28
The slide categorizes potential buyers into 'Financial' and 'Strategic' segments, presented in a two-column list format.decompose_segments
Open slide detailBeat · Impact & Next StepsLoop · Why Now
29
The table includes a column for 'Potentially Reduced Disclosure' marked with checkmarks for specific companies.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Why Now
30
The table includes logos of the companies and specific rationale for why each is a potential strategic buyer.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Why Now
31
The table provides a structured overview of private equity firms, their fund sizes, and strategic fit for a potential transaction.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Why Now
32
The table includes logos, fund sizes, contacts, and strategic rationales for 8 private equity firms.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Why Now
33
The slide provides a structured list of private equity firms with relevant investment experience in industrial and infrastructure sectors.summarize
Open slide detailBeat · Impact & Next StepsLoop · Why Now
34
Slide 27 from a Bank of America Merrill Lynch presentation.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Why Now
35
The table lists 9 entities with their respective financial metrics and contact details.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Why Now
36
front_matter
Open slide detailBeat · Impact & Next StepsLoop · Why Now
37
state_next_steps
Open slide detailBeat · Impact & Next StepsLoop · Why Now
38
appendix
Open slide detailBeat · Solution & Approach
39
The slide includes a subtotal row for the aggregated financial impact of the four opportunities.quantify_impact
Open slide detailBeat · Solution & Approach
40
Includes CAGR calculations for two periods: '11-'13A and '13A-'18E.analyze_data
Open slide detailBeat · Solution & Approach
41
Includes a financial projection table and sensitivity matrices for terminal value, enterprise value, equity value per share, and EBITDA multiples.analyze_data
Open slide detailBeat · Solution & Approach
42
Includes detailed footnotes regarding transaction assumptions and adjustments.analyze_data
Open slide detailBeat · Solution & Approach
43
Includes footnotes regarding fiscal year adjustments and EBITDA calculations.appendix
Open slide detailBeat · Solution & Approach
44
Includes detailed footnotes regarding transaction assumptions and adjustments.analyze_data
Open slide detailBeat · Solution & Approach
45
The slide contains two main tables: Revenue Breakdown (in millions) and Revenue Growth Breakdown (in percentages).analyze_data
Open slide detailBeat · Solution & Approach
46
The slide contains two primary data tables: one for absolute dollar values and one for percentage margins.analyze_data
Open slide detailBeat · Solution & Approach