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Moelis & Company · consulting-deck

Moelis & Company | Investment Banking Pitch Book | 44 slides

44 pages · 4 arc beats · 2 loops

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Moelis & Company | Investment Banking Pitch Book | 44 slides

Moelis & Company · 2016-07
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 30 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 25 hits
— 0/5 slides
40% 2/5 slides
— 0/5 slides
100% 5/5 slides
— 0/5 slides
Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits
— 0/5 slides
20% 1/5 slides 20% 1/5 slides 100% 5/5 slides
— 0/5 slides
Evidence & Proof 10 slides 100% 10/10 slides 100% 10/10 slides · 46 hits
— 0/10 slides
80% 8/10 slides · 12 hits
— 0/10 slides
100% 10/10 slides 60% 6/10 slides Impact & Next Steps 10 slides 100% 10/10 slides 100% 10/10 slides · 47 hits
— 0/10 slides
70% 7/10 slides 40% 4/10 slides 100% 10/10 slides 60% 6/10 slides

Slide inventory

44
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
03
other
Open slide detailBeat · Situation & Context
04
transition
Open slide detailBeat · Situation & Context
05
This is a standard disclosure/background slide for an investment banking fairness opinion or advisory presentation.establish_context
Open slide detailBeat · Situation & Context
06
This slide serves as a formal disclosure of the M&A process timeline and due diligence scope.establish_context
Open slide detailBeat · Problem & Complication
07
The slide uses a numbered callout system to link specific dates on a stock price line chart to a detailed list of events below.summarize
Open slide detailBeat · Problem & Complication
08
The slide provides a detailed breakdown of the financial terms of an acquisition offer, including share counts, debt/cash adjustments, and various valuation mulanalyze_data
Open slide detailBeat · Problem & Complication
09
The slide uses a structured table format to present deal terms.summarize
Open slide detailBeat · Problem & Complication
10
transition
Open slide detailBeat · Problem & Complication
11
The slide uses a dual-axis chart (price and volume) with numbered callouts corresponding to a list of events below the chart.analyze_data
Open slide detailBeat · Evidence & Proof
12
Includes a 'Difference' row highlighting revenue and growth variance against consensus.analyze_data
Open slide detailBeat · Evidence & Proof
13
The chart shows performance indexed to 100% starting on 7/22/13.analyze_data
Open slide detailBeat · Evidence & Proof
14
The chart shows a decline in multiples for both entities over the 3-year period, with Napa initially trading at a premium before converging with the peer group.compare_peers
Open slide detailBeat · Evidence & Proof
15
The chart tracks analyst sentiment and target price trends over time.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
16
Includes summary rows for High, Median, Average, and Low targets, plus current share price.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
17
transition
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
18
This is a standard disclosure slide for financial advisory work, detailing the inputs for DCF and valuation analyses.present_framework
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
19
Includes two line charts and two corresponding data tables for Revenue and Non-GAAP EBIT.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
20
The table compares various financial metrics including revenue growth, margins, and specific spend categories across five different projection scenarios.compare_options
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
21
The table is split into two sections: Napa Standalone (historical) and Napa as part of Orlando (projected).analyze_data
Open slide detailBeat · Impact & Next Steps
22
The table compares historical data (FY13A-LTM Jun-16) with projected data (H2'17E-FY21E).analyze_data
Open slide detailBeat · Impact & Next Steps
23
The table is split into two main sections: Napa Standalone (FY13A-LTM Jun-16) and Napa As Part of Orlando (H2'17E-FY21E).analyze_data
Open slide detailBeat · Impact & Next Steps
24
The chart uses a standard 'football field' valuation format to compare different valuation approaches against the current and offer price.analyze_data
Open slide detailBeat · Impact & Next Steps
25
The table compares Napa's financial metrics and valuation multiples against a peer group of 7 public SaaS companies as of July 22, 2016.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
26
The slide provides a valuation context by comparing Napa's transaction multiples to historical precedent transactions.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
27
Includes footnotes detailing assumptions for stock-based compensation, taxes, D&A, and CapEx.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
28
Includes Moelis & Company branding; page number 27.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
29
Includes Moelis & Company branding; page number 28.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
30
The slide compares original, revised, and updated projections across different dates in 2016.compare_options
Open slide detailBeat · Impact & Next StepsLoop · Quick Win Big Bet
31
appendix
Open slide detail
32
transition
Open slide detail
33
Includes a comparison of peer group metrics against a specific entity (Napa) and a sensitivity analysis table for WACC.analyze_data
Open slide detail
34
This is a disclosure slide detailing methodology changes in a financial advisory context.summarize
Open slide detail
35
This slide serves as a disclosure/update log for financial modeling and research inputs.appendix
Open slide detail
36
This slide serves as a formal comparison of valuation methodologies, likely part of a fairness opinion or M&A advisory deck.cite_precedent
Open slide detail
37
Includes Moelis & Company branding and standard financial disclaimer footnotes.quantify_impact
Open slide detail
38
The table is split into historical (left) and projected (right) periods, with a vertical dashed line separator.analyze_data
Open slide detail
39
Includes a disclaimer about the use of Orlando management projections vs Napa standalone projections.analyze_data
Open slide detail
40
transition
Open slide detail
41
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 detail
42
Includes CAGR calculation for revenue and specific footnotes regarding data sources and methodology.analyze_data
Open slide detail
43
The slide highlights a $2.1bn cumulative investment over 18 years, though the chart only covers 2004-2015 due to data availability.quantify_impact
Open slide detail
44
other
Open slide detail