Moelis & Company | Investment Banking Pitch Book | 24 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 1
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Slide inventory

24
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
summarize
Open slide detailBeat · Situation & Context
04
This slide serves as a disclosure of the process and information sources used by the advisor (Moelis) in forming their perspectives.establish_context
Open slide detailBeat · Situation & Context
05
transition
Open slide detailBeat · Problem & Complication
06
The slide uses a dual-axis chart (line for price, area for volume) with numbered callouts corresponding to a legend below.illustrate_case
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
07
The chart shows relative performance indexed to 100% starting on 5/23/13.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
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Includes summary statistics (High, Median, Average, Low) at the bottom of the table.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
09
The chart shows a downward trend for both entities over the 3-year period from 5/23/13 to 5/23/16.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Aha Moment
10
The table highlights the variance between reported revenue and consensus estimates, showing consistent outperformance with one exception in Q3 FY2015.analyze_data
Open slide detailBeat · Problem & Complication
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transition
Open slide detailBeat · Evidence & Proof
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Includes Moelis & Company branding; table is split into historical (blue header) and projected (yellow header) periods.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
13
The chart shows two diverging growth trajectories, with the Wall Street Consensus consistently higher than the Orlando Management case.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
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summarize
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
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Includes valuation bridge (Equity Value to Enterprise Value) and multiple sensitivity analysis.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
16
The table includes metrics like Enterprise Value, Revenue, Growth, Margins, and EV/Revenue and EV/EBITDA multiples for CY'16 and CY'17.compare_peers
Open slide detailBeat · Evidence & Proof
17
Includes a comparison row for 'Napa' against the transaction set averages and medians.cite_precedent
Open slide detailBeat · Evidence & Proof
18
Includes Moelis & Company branding; page number 17.analyze_data
Open slide detailBeat · Evidence & Proof
19
transition
Open slide detailBeat · Impact & Next Steps
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state_next_steps
Open slide detailBeat · Impact & Next Steps
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appendix
Open slide detailBeat · Impact & Next Steps
22
Includes a peer benchmarking table for beta and debt metrics, and a sensitivity analysis table for WACC based on debt/total cap and unlevered beta.analyze_data
Open slide detailBeat · Impact & Next Steps
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The slide uses scatter plots with trend lines to show correlations between financial metrics and valuation multiples.analyze_data
Open slide detailBeat · Impact & Next Steps
24
appendix
Open slide detailBeat · Impact & Next Steps