Duff & Phelps | Investment Banking Pitch Book | 26 slides — playbook

Duff & Phelps | Investment Banking Pitch Book | 26 slides

Duff & Phelps · 2015-09

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Narrative range 23 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits

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Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 16 hits

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100% 3/3 slides 100% 3/3 slides Evidence & Proof 8 slides 100% 8/8 slides 100% 8/8 slides · 38 hits

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50% 4/8 slides 12.5% 1/8 slides 100% 8/8 slides 100% 8/8 slides Impact & Next Steps 10 slides 100% 10/10 slides 100% 10/10 slides · 33 hits

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Slide inventory

26

every slide · same image gating as the playbook

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front_matter

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front_matter

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front_matter

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transition

Open slide detailBeat · Situation & Context

05

Standard financial advisory disclosure slide.front_matter

Open slide detailBeat · Situation & Context

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Standard disclosure slide for valuation methodology in a fairness opinion or similar financial advisory deck.summarize

Open slide detailBeat · Problem & ComplicationLoop · Hypothesis Test

07

Includes detailed footnotes regarding beneficial ownership and share counts.analyze_data

Open slide detailBeat · Problem & ComplicationLoop · Hypothesis Test

08

Includes a line chart with multiple moving averages and a table summarizing pre- and post-offer trading metrics.analyze_data

Open slide detailBeat · Problem & ComplicationLoop · Hypothesis Test

09

The slide presents a standard valuation bridge and premium analysis for an M&A transaction.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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Includes detailed footnotes explaining adjustments to enterprise value and valuation multiples.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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transition

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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The table includes YTD 6/30/2015 data and management projections for 2015P-2024P. Values are in RMB thousands.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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The slide details the use of management projections, terminal value calculation, WACC range, and specific financial growth/margin assumptions.present_framework

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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Includes terminal year projections and specific notes on tax and balance sheet data.analyze_data

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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This slide details the approach taken by Duff & Phelps for valuation, emphasizing the lack of direct comparability and the reliance on DCF analysis due to specipresent_framework

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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Includes group medians and aggregate metrics for peer groups.compare_peers

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

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Includes definitions for Enterprise Value, EBITDA, and EPS at the bottom.compare_peers

Open slide detailBeat · Impact & Next Steps

18

The table includes a specific column for DCF Enterprise Value range (327,200 - 545,600).analyze_data

Open slide detailBeat · Impact & Next Steps

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appendix

Open slide detailBeat · Impact & Next Steps

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Standard disclaimer slide for Duff & Phelps valuation/fairness opinion.other

Open slide detailBeat · Impact & Next Steps

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other

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other

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appendix

Open slide detailBeat · Impact & Next Steps

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Includes mean and median calculations at the bottom of the table.analyze_data

Open slide detailBeat · Impact & Next Steps

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appendix

Open slide detailBeat · Impact & Next Steps

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Excludes negative premiums. Source: Capital IQ.analyze_data

Open slide detailBeat · Impact & Next Steps