Moelis & Company | Investment Banking Pitch Book | 31 slides

Moelis & Company · 2016-05
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
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5
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Slide inventory

31
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
Open slide detailBeat · Situation & Context
04
frame_problem
Open slide detailBeat · Situation & Context
05
The slide contains redacted information marked as [***].establish_context
Open slide detailBeat · Situation & ContextLoop · Why Now
06
present_solution
Open slide detailLoop · Why Now
07
diagnose
Open slide detailBeat · Problem & ComplicationLoop · Why Now
08
transition
Open slide detailBeat · Problem & ComplicationLoop · Why Now
09
The slide uses pie charts to illustrate revenue distribution and software revenue breakdown.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Why Now
10
Contains redacted financial data marked as [***].analyze_data
Open slide detailBeat · Evidence & Proof
11
The slide uses pie charts to contrast legacy on-premise dominance with cloud-based market challenges.compare_peers
Open slide detailBeat · Evidence & Proof
12
Uses a stack-based visualization to show the division of responsibility (In-House vs Third Party) across four service models.present_framework
Open slide detailBeat · Evidence & Proof
13
Includes a stacked bar chart for market size and a grouped bar chart for adoption trends.size_opportunity
Open slide detailBeat · Evidence & Proof
14
The slide uses pie charts to show the increasing market penetration of cloud offerings over time.summarize
Open slide detailBeat · Evidence & Proof
15
The slide uses a layered stack visualization to categorize major cloud players.summarize
Open slide detailBeat · Evidence & Proof
16
Includes a quote from RBC and a pyramid diagram illustrating market segmentation.size_opportunity
Open slide detailBeat · Evidence & Proof
17
The slide uses a three-column categorization: Early Cloud ERP Leaders, Other Cloud Application Leaders, and Cloud 'False Starts'.compare_peers
Open slide detailBeat · Evidence & Proof
18
Confidential treatment notice at top; Moelis & Company branding.establish_context
Open slide detailBeat · Evidence & Proof
19
The slide presents qualitative analyst sentiment rather than quantitative data.cite_precedent
Open slide detailBeat · Evidence & Proof
20
Moelis & Company branding present.summarize
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
21
transition
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
22
The slide uses a 'before-after' visual metaphor to illustrate the value proposition of consolidating disparate business applications into a single suite.establish_context
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
23
Includes IPO marker and CAGR calculation.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
24
The chart shows annual spend as a solid bar and cumulative spend as a dashed box, with a trend line connecting the cumulative totals.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Aha Moment
25
The slide uses a table format to present qualitative analyst feedback as evidence of market sentiment.cite_precedent
Open slide detailBeat · Solution & Approach
26
The table uses a vertical dashed line to separate the subject companies (Orlando, Napa) from the broader market peers.compare_peers
Open slide detailBeat · Solution & Approach
27
The slide uses a matrix structure to compare multiple companies across two dimensions: Observations and Assessment.compare_peers
Open slide detailBeat · Solution & Approach
28
The slide uses a two-part vertical layout to distinguish between market considerations and specific transaction merits.present_solution
Open slide detailBeat · Solution & Approach
29
Moelis & Company branding present.diagnose
30
Contains confidential treatment redactions marked as [***].summarize
Open slide detailBeat · Impact & Next Steps
31
front_matter
Open slide detailBeat · Impact & Next Steps