Goldman Sachs · consulting-deck
Goldman Sachs | Investment Banking Pitch Book | 69 slides
69 pages · 4 arc beats · 2 loops
Goldman Sachs | Investment Banking Pitch Book | 69 slides
Goldman Sachs · 2018-03 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
1510152025303540455055606569
Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 69 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits — 0/5 slides
40% 2/5 slides · 3 hits — 0/5 slides
100% 5/5 slides — 0/5 slides
Problem & Complication 10 slides 100% 10/10 slides 100% 10/10 slides · 39 hits — 0/10 slides
70% 7/10 slides 30% 3/10 slides 100% 10/10 slides 100% 10/10 slides Evidence & Proof 15 slides 100% 15/15 slides 100% 15/15 slides · 70 hits — 0/15 slides
46.7% 7/15 slides 26.7% 4/15 slides 100% 15/15 slides 100% 15/15 slides Impact & Next Steps 39 slides 100% 39/39 slides 100% 39/39 slides · 183 hits — 0/39 slides
46.2% 18/39 slides 5.1% 2/39 slides 100% 39/39 slides — 0/39 slides
Slide inventory
69 every slide · same image gating as the playbook
05
The chart shows a significant divergence between the S&P 500 and energy-related indices over the 5-year period.establish_context
Open slide detailBeat · Situation & Context
06
The chart uses color coding for different MLP classifications and includes a summary table of median distributions and frequency of changes.analyze_data
07
Includes a summary table at the top and a stacked bar chart at the bottom.analyze_data
08
The chart uses color-coded blocks to represent different types of restructurings (IDR, Merger, Buy-in, etc.) for specific companies.analyze_data
09
Goldman Sachs Investment Banking Division slide.present_framework
10
The slide uses a grid layout to categorize historical M&A activity in the midstream energy sector.cite_precedent
11
The table uses checkmarks to indicate the presence of specific rationales (e.g., No/Low DPU Growth, Poor LP Cash Coverage) for each company transaction.compare_options
12
The table highlights whether LPs received governance rights (indicated by checkmarks) in past transactions.compare_options
13
The slide uses a vertical grouping on the left to categorize transactions into 'Midstream - GP Only' and 'Inc'l. Upstream'.cite_precedent
14
The slide uses a side-by-side comparison framework to contrast MLP and C-Corp market characteristics.compare_options
15
The slide shows two time-series line charts tracking the premium/discount to NAV for two specific entities.analyze_data
16
The slide uses a dual-panel bar chart structure to compare MLP and C-Corp offerings.analyze_data
17
Includes a sensitivity analysis table for MLP tax advantage at various tax shield levels.analyze_data
18
Three bar charts showing CAGR metrics with median lines.compare_peers
19
The slide uses a scatter plot to demonstrate the lack of correlation between growth metrics and valuation yields in the midstream sector.compare_peers
20
Includes analyst count data for each forecast period.analyze_data
21
The chart highlights Upstream's growth relative to peers like EQT, RRC, COG, GPOR, and CNX.compare_peers
22
The charts track production forecast revisions indexed to 100% at April 2017.analyze_data
23
Includes a data table at the bottom detailing Cash from Operations, Capex, FCF, and Dividends for each peer group.compare_peers
24
The slide uses a grouped bar chart structure to compare market pricing (NYMEX) against analyst consensus for future years, segmented by the date of the analysisanalyze_data
25
The slide uses two line charts to contrast short-term volatility (cash prices) with long-term stability (forward curves).summarize
26
The slide combines a corporate structure diagram with a waterfall-style cash flow projection table.analyze_data
27
The slide provides a structured breakdown of equity unit terms for an investment banking context.summarize
28
The slide uses a standard financial waterfall calculation to determine the number of common shares issued upon conversion.analyze_data
29
The slide shows the calculation of combined equity value and its historical performance.analyze_data
30
The slide includes a legend for the stacked bar chart and a source note.analyze_data
31
Includes two scenarios for Series B conversion (25mm and 5mm).analyze_data
Open slide detailBeat · Impact & Next Steps
32
Includes two memo callouts regarding debt/cash assumptions and illustrative limitations.analyze_data
Open slide detailBeat · Impact & Next Steps
33
The slide uses pie charts to show ownership breakdown and tables to list top active holders, highlighting the impact of a potential combination on shareholder canalyze_data
Open slide detailBeat · Impact & Next Steps
34
The slide uses a structured table format to categorize stakeholders into three groups: Index Inclusion Criteria (MSCI, S&P, FTSE), Proxy Advisors (ISS), and Regsummarize
Open slide detailBeat · Impact & Next Steps
35
Includes quotes from BlackRock, Vanguard, and SSGA regarding governance.establish_context
Open slide detailBeat · Impact & Next Steps
37
The slide uses a table format to contrast internal company justifications with external market/analyst perspectives.compare_options
Open slide detailBeat · Impact & Next Steps
38
Includes Goldman Sachs branding and investment banking division disclaimer.compare_options
Open slide detailBeat · Impact & Next Steps
39
The slide uses a table format to compare company-specific drivers for IDR (Incentive Distribution Rights) recapitalizations.cite_precedent
Open slide detailBeat · Impact & Next Steps
40
The slide uses a table structure to group qualitative analyst feedback.summarize
Open slide detailBeat · Impact & Next Steps
41
The slide presents a curated list of quotes from various financial institutions regarding Arkose.summarize
Open slide detailBeat · Impact & Next Steps
43
The chart uses an indexed 5-trading day VWAP to compare performance across three entities.analyze_data
Open slide detailBeat · Impact & Next Steps
44
The chart tracks indexed price performance from Jan 1, 2018 to Mar 20, 2018.compare_peers
Open slide detailBeat · Impact & Next Steps
45
The chart tracks three entities: Upstream (red), Midstream (light blue), and GP (dark blue).analyze_data
Open slide detailBeat · Impact & Next Steps
46
The chart uses indexed performance starting from May 2017, highlighting specific volatility events in the midstream sector.analyze_data
Open slide detailBeat · Impact & Next Steps
47
The chart uses a bar-horizontal format to show relative performance (positive/negative) across four distinct timeframes.compare_peers
Open slide detailBeat · Impact & Next Steps
48
Includes source data from Bloomberg and specific index constituents.compare_peers
Open slide detailBeat · Impact & Next Steps
49
The chart includes horizontal reference lines indicating specific exchange ratios and their corresponding premiums.analyze_data
Open slide detailBeat · Impact & Next Steps
50
Includes 5-day moving average vs daily trading value.analyze_data
Open slide detailBeat · Impact & Next Steps
51
Includes Goldman Sachs branding and Investment Banking Division header.analyze_data
Open slide detailBeat · Impact & Next Steps
53
The slide uses a grid of pie charts to visualize revenue mix changes over time.analyze_data
Open slide detailBeat · Impact & Next Steps
55
The slide uses grouped bar charts to compare two data sources across six years for three different financial metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
56
The table compares EBITDA, LP DCF, DPU, Capex, Coverage Ratio, and Leverage for two business segments.compare_options
Open slide detailBeat · Impact & Next Steps
57
The table distinguishes between actuals (A) and estimates (E) starting from 2018.analyze_data
Open slide detailBeat · Impact & Next Steps
58
Includes footnotes regarding cost definitions and inclusion of D&C, AM distributions, and Water Drop proceeds.analyze_data
Open slide detailBeat · Impact & Next Steps
59
Includes CAGR calculations for '18-'20, '20-'22, and '18-'22 periods.analyze_data
Open slide detailBeat · Impact & Next Steps
60
Includes historical 2017A data and projections through 2022E, with CAGR metrics for three periods.analyze_data
Open slide detailBeat · Impact & Next Steps
61
The slide displays a 100% stacked bar chart integrated into the table to visualize the distribution ratios.analyze_data
Open slide detailBeat · Impact & Next Steps
63
Includes valuation multiples (EV/EBITDA, Price/DCF) and growth metrics (CAGR) for 2018E-2020E.compare_options
Open slide detailBeat · Impact & Next Steps
64
The slide displays three bar charts showing valuation multiples for a peer group, with median lines indicated for each year.compare_peers
Open slide detailBeat · Impact & Next Steps
65
The slide uses a series of bar charts to compare valuation multiples across a peer group, with a median line for each year.compare_peers
Open slide detailBeat · Impact & Next Steps
66
Three bar charts showing DPU yield distribution with median lines and company-specific CAGR.compare_peers
Open slide detailBeat · Impact & Next Steps
67
Includes Goldman Sachs branding and detailed footnotes regarding methodology for GP value and projections.compare_peers
Open slide detailBeat · Impact & Next Steps
68
The table compares Arkose GP (Management and IBES projections) against five midstream companies, providing high/mean/median/low benchmarks.compare_peers
Open slide detailBeat · Impact & Next Steps
69
Includes specific disclaimers regarding debt/cash assumptions and illustrative nature of the projections.analyze_data
Open slide detailBeat · Impact & Next Steps