Moelis & Company | Investment Banking Pitch Book | 40 slides

Moelis & Company · 2015-11
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

40
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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front_matter
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transition
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The slide outlines the timeline from the initial 13D filing in May 2014 to the strategic review process in early 2015.establish_context
Open slide detailBeat · Situation & ContextLoop · Aha Moment
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The slide details specific IOI values, EBITDA projection revisions, and market reactions to earnings reports.establish_context
Open slide detailBeat · Situation & ContextLoop · Aha Moment
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The slide outlines the timeline of events leading to the final bid and the Board's strategic response.establish_context
Open slide detailBeat · Situation & ContextLoop · Aha Moment
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Details the negotiation process, board approval of the $11.00 offer, and the CEO's equity rollover negotiations.establish_context
Open slide detailBeat · Situation & ContextLoop · Aha Moment
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Moelis & Company branding present. Data shows a significant drop-off from 71 contacted to 1 final bid.illustrate_case
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
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The slide uses generic placeholders for most party names.summarize
Open slide detailBeat · Problem & Complication
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Includes valuation bridge, transaction multiples based on management and consensus estimates, and premium/discount analysis relative to unaffected and current squantify_impact
Open slide detailBeat · Problem & Complication
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The slide uses a structured table format to outline deal terms for a merger transaction.summarize
Open slide detailBeat · Problem & Complication
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transition
Open slide detailBeat · Problem & Complication
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Includes a line chart for price and bar chart for volume, with a summary table of historical share prices.analyze_data
Open slide detailBeat · Problem & Complication
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The chart tracks box office revenue in millions and includes a detailed table of regional 3D take rates.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
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The slide uses vertical dashed lines to delineate fiscal years, with annual totals displayed in boxes above the quarterly bars.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
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Includes logos of various financial research firms and a comparison of analyst consensus vs management guidance.summarize
Open slide detailBeat · Evidence & ProofLoop · Before After
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transition
Open slide detailBeat · Evidence & ProofLoop · Before After
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The slide includes a detailed financial table and a list of qualitative assumptions regarding the projections.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
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The slide uses a waterfall chart to explain the variance in EBITDA projections.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
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Includes footnotes regarding data sources and calculation methodologies.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Before After
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Includes current price and offer price markers.compare_options
Open slide detailBeat · Evidence & ProofLoop · Before After
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The slide serves as a methodological disclosure for a valuation analysis, justifying the selection of peer groups and the choice of financial metrics.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes valuation metrics for 'Rhombus at Offer' based on both consensus and management projections.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes specific adjustments for acquisitions noted in footnotes.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Mentions reference ranges on page 21.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes a specific row for Rhombus transaction at the bottom.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes specific details on WACC, beta ranges, terminal value calculation, and NOL treatment.present_framework
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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Includes Moelis & Company branding and strictly confidential watermark.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Mece Breakdown
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This is a standard 'basis of presentation' or 'changes since last report' disclosure slide common in investment banking pitchbooks.other
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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transition
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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transition
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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Data as of 11/04/15. Includes levered beta, debt, equity, debt/total cap, tax rate, asset beta, and interest expense metrics.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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Includes specific methodology notes regarding beta selection and time horizon justification.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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Includes sensitivity analysis for discount rates ranging from 10.8% to 13.8%.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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transition
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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Includes Moelis & Company branding.establish_context
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The slide is structured as a two-column layout: Growth Initiatives on the left and Management & Board on the right.summarize
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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The table provides a breakdown of ownership as of 07/29/15.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
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front_matter
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet