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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 42 slides

42 pages · 5 arc beats · 4 loops

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Morgan Stanley | Investment Banking Pitch Book | 42 slides

Morgan Stanley · 2018-03
arc beats above · slides in the middle · loops below · scroll → 4 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

5
coverage by narrative range · generated from this deck JSON
Narrative range 40 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides
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Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 26 hits
— 0/5 slides
40% 2/5 slides 20% 1/5 slides 100% 5/5 slides 100% 5/5 slides Solution & Approach 7 slides 100% 7/7 slides 100% 7/7 slides · 39 hits
— 0/7 slides
42.9% 3/7 slides · 4 hits 28.6% 2/7 slides 100% 7/7 slides 100% 7/7 slides Evidence & Proof 8 slides 100% 8/8 slides 100% 8/8 slides · 52 hits
— 0/8 slides
50% 4/8 slides · 5 hits 37.5% 3/8 slides 100% 8/8 slides 100% 8/8 slides Impact & Next Steps 18 slides 100% 18/18 slides 100% 18/18 slides · 97 hits
— 0/18 slides
55.6% 10/18 slides 33.3% 6/18 slides 100% 18/18 slides 100% 18/18 slides

Slide inventory

42
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
Project Alpine, Morgan Stanley deck.summarize
Open slide detailBeat · Situation & Context
04
transition
Open slide detailBeat · Situation & Context
05
Includes ownership percentages and financial metrics (EV, AV) for the entities.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
06
The slide uses green dashed boxes to highlight key comparison rows (2019E multiples, yields, and growth metrics).compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
07
Project Alpine; Market Data as of March 15, 2018; Source: Capital IQ.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
08
The slide includes a table summarizing current and historical average exchange ratios and implied premiums.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
09
transition
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
10
The slide uses a simple flow/decision tree structure to link a base scenario to two specific acquisition-based strategic options.compare_options
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
11
Project Alpine, Morgan Stanley slide 11.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
12
Uses a traffic light system (green, yellow, red) to indicate performance/impact of each alternative.compare_options
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
13
The table uses color-coding (red for dilution, green for accretion) to visualize the impact of different purchase premiums on financial performance.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
14
The table uses color-coding (green for accretion, red for dilution) to visualize the impact of different purchase premiums on financial metrics.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
15
The table highlights the negative impact (dilution) of the transaction across various purchase premiums and fiscal years.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
16
Includes a legend for three pro forma scenarios plus a standalone baseline.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
17
transition
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
18
Project Alpine, Morgan Stanley deck, page 18.present_solution
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
19
The slide uses a series of horizontal bar charts to compare AM's metrics against a set of peers (OKS, NGLS, EPB, KMP, RRMS).compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
20
Project Alpine; Morgan Stanley; Confidential Working Draft.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
21
Analysis assumes 186.6MM units standalone and 542.1MM AMGP shares pro forma.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
22
The slide uses a bar chart to compare market capitalization of midstream companies, highlighting the pro forma AMGP position.summarize
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
23
1. Based on Company management projectionsquantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
24
Project Alpine, Morgan Stanley deck, page 24.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
25
The slide compares two financial models side-by-side to evaluate the impact of an acquisition on AMGP's valuation.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
26
The slide compares AMGP's implied IRR against peer groups to justify a valuation.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
27
Includes a sensitivity table for AMGP yield and a scatter plot with R-squared value.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
28
The chart displays a time-series of yield spreads with a horizontal line indicating the 2016-2017 median.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
29
transition
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
30
The slide uses a consistent color coding where light blue represents company projections and grey represents street projections.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
31
Confidential Working Draft; Source: Wall Street research; Notes: Consensus estimate comprised of February 16, 2018 Wells Fargo AM research and February 14, 2018analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
32
Project Alpine; Morgan Stanley; Street projections used.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
33
Confidential Working Draft; Project Alpine; Morgan Stanley.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
34
The table highlights the break-even points where the acquisition shifts from dilutive (red) to accretive (green) across various fiscal years and purchase premiuanalyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
35
transition
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
36
Includes projections for EBITDA, cash flow, dividends, and debt metrics.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
37
The slide compares pre- and post-tax reform scenarios for both C-Corp and MLP structures to calculate the net benefit.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
38
Data as of March 15, 2018. Source: Capital IQ.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
39
transition
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
40
Includes a specific callout for the ~15% average premium.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
41
The table highlights IDR buyout transactions with GP take >30% of incremental cash flows.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
42
other
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test