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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 35 slides

35 pages · 4 arc beats · 2 loops

Consulting-Deck Download JSON
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Morgan Stanley | Investment Banking Pitch Book | 35 slides

Morgan Stanley · 2016-03
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 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits
— 0/3 slides
33.3% 1/3 slides
— 0/3 slides
100% 3/3 slides · 4 hits
— 0/3 slides
Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 17 hits
— 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides · 5 hits
— 0/3 slides
Evidence & Proof 14 slides 100% 14/14 slides 100% 14/14 slides · 77 hits
— 0/14 slides
78.6% 11/14 slides 21.4% 3/14 slides 100% 14/14 slides · 15 hits 28.6% 4/14 slides Impact & Next Steps 4 slides 100% 4/4 slides 100% 4/4 slides · 22 hits
— 0/4 slides
50% 2/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides

Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
transition
Open slide detailBeat · Situation & Context
04
The chart uses a dual-axis approach with a line chart for share price and a bar chart for volume traded, overlaid with event callouts.analyze_data
Open slide detailBeat · Situation & Context
05
Project Roosevelt slide 5, Morgan Stanley deck.diagnose
Open slide detailBeat · Situation & Context
06
The slide includes a 'Key Assumptions' callout box detailing specific contract terminations and associated fees in 2016.analyze_data
Open slide detailBeat · Problem & Complication
07
The slide provides a multi-year financial forecast (2015A-2019E) for Monore, detailing specific contract terminations and debt refinancing events.analyze_data
Open slide detailBeat · Problem & Complication
08
Includes detailed cash flow breakdown by quarter from 1Q16 to 4Q17 and a specific debt covenant test table.analyze_data
Open slide detailBeat · Evidence & Proof
09
transition
Open slide detailBeat · Evidence & Proof
10
Includes a line chart comparing Tier 1 Comps vs Lodging REITs and a data table of growth forecasts (ADR, Occ, RevPAR) for U.S., New York, Miami, and LA.analyze_data
Open slide detailBeat · Evidence & Proof
11
The slide highlights that Monroe has historically traded at a premium but has recently seen increased volatility and lower multiples compared to its historical compare_peers
Open slide detailBeat · Evidence & Proof
12
transition
Open slide detailBeat · Evidence & Proof
13
Includes detailed footnotes regarding methodology and assumptions for the valuation.analyze_data
Open slide detailBeat · Evidence & Proof
14
Includes confidential markings and specific valuation assumptions in the footer.analyze_data
Open slide detailBeat · Evidence & Proof
15
Confidential valuation slide for Project Roosevelt.analyze_data
Open slide detailBeat · Evidence & Proof
16
Includes a sensitivity table for NOL value and a historical taxable income table.quantify_impact
Open slide detailBeat · Evidence & Proof
17
Includes detailed footnotes regarding JV interests, EBITDA adjustments, and NOL valuation assumptions.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
18
Includes logos for major hotel chains; highlights Tier 1 EBITDA multiples range.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
19
Includes detailed adjustments for NOLs, lost contracts, and various debt/preferred instruments.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
20
Includes specific assumptions for risk-free rate, beta, market risk premium, and capital structure components.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
21
Includes detailed assumptions on discount rates, exit multiples, and debt/equity adjustments.analyze_data
Open slide detail
22
Includes detailed assumptions on cost of equity, exit multiples, and execution risks. Valuation is sensitive to WACC assumptions.analyze_data
Open slide detail
23
Includes detailed cash flow projections, sources and uses, and equity value sensitivity analysis.analyze_data
Open slide detail
24
Includes cash flow projections, sources and uses table, and equity value sensitivity analysis.analyze_data
Open slide detail
25
Includes cash flow projections, sources and uses table, and terminal value sensitivity analysis.analyze_data
Open slide detail
26
Includes specific valuation assumptions like discount rates, exit multiples, and NOL values.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Before After
27
transition
Open slide detailBeat · Impact & Next StepsLoop · Before After
28
Confidential information redacted with asterisks.summarize
Open slide detailBeat · Impact & Next StepsLoop · Before After
29
The slide compares two distinct M&A deal structures with specific financial and governance terms.compare_options
Open slide detailBeat · Impact & Next StepsLoop · Before After
30
appendix
Open slide detail
31
Includes mean, median, and total calculations for the peer group.compare_peers
Open slide detail
32
Includes footnotes regarding calculation methodologies for market capitalization, aggregate value, and book capitalization.compare_peers
Open slide detail
33
Includes data for 16 companies with mean, median, and total summary rows.compare_peers
Open slide detail
34
Includes mean, median, and total calculations for the peer group.compare_peers
Open slide detail
35
front_matter
Open slide detail