Credit Suisse | Investment Banking Pitch Book | 22 slides

Credit Suisse · 2017-04
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

22
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
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Slide contains redacted information marked as [***].summarize
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Problem & Complication
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The chart shows performance from 4/11/14 to 4/11/17, with NEWS underperforming compared to external and internal BDCs.compare_peers
Open slide detailBeat · Problem & Complication
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The slide uses a line chart overlaid with callout boxes to correlate stock valuation performance with specific company news and events.analyze_data
Open slide detailBeat · Problem & Complication
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Data presented in a multi-section table format.analyze_data
Open slide detailBeat · Problem & Complication
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transition
Open slide detailBeat · Problem & Complication
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Uses a waterfall-style decomposition to show how market value relates to tangible book value and potential upside.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes a specific callout for cash on balance sheet.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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The table highlights the 'Current Project Osprey construct' at the 99.0% sale price level.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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The slide uses a standard financial 'Sources and Uses' format to reconcile the proceeds from an asset sale with the settlement of liabilities and cash adjustmenquantify_impact
Open slide detailBeat · Evidence & Proof
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The table includes a breakdown of income sources, operating expenses, and derived metrics like margins and AUM growth.analyze_data
Open slide detailBeat · Evidence & Proof
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The slide uses a sensitivity analysis framework to show how different share prices impact valuation metrics.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes a mix of tables, bar charts, and donut charts for financial benchmarking.compare_peers
Open slide detailBeat · Evidence & Proof
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The table is segmented into 'Traditional' and 'Alternative' asset managers, with summary statistics (High, Median, Mean, Low) for each group.compare_peers
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Includes footnotes detailing specific deal adjustments and valuation methodologies.cite_precedent
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The slide uses callout boxes (A, B, C, D) to explain specific line item adjustments in the pro forma financial statement.analyze_data
Open slide detailBeat · Impact & Next Steps
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The slide uses two stacked bar charts to visualize historical and projected financial data.analyze_data
Open slide detailBeat · Impact & Next Steps
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Includes source attribution to FactSet and date of data.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Voice Of Customer
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other
Open slide detailLoop · Voice Of Customer
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front_matter