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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 24 slides

24 pages · 4 arc beats · 2 loops

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Morgan Stanley | Investment Banking Pitch Book | 24 slides

Morgan Stanley · 2018-08
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
— 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 24 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 23 hits
— 0/4 slides
75% 3/4 slides
— 0/4 slides
100% 4/4 slides
— 0/4 slides
Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
50% 1/2 slides 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Evidence & Proof 8 slides 100% 8/8 slides 100% 8/8 slides · 51 hits
— 0/8 slides
— 0/8 slides
12.5% 1/8 slides 100% 8/8 slides 50% 4/8 slides Impact & Next Steps 10 slides 100% 10/10 slides 100% 10/10 slides · 52 hits
— 0/10 slides
40% 4/10 slides 20% 2/10 slides 100% 10/10 slides
— 0/10 slides

Slide inventory

24
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
transition
Open slide detailBeat · Situation & Context
04
The slide outlines the strategic rationale for a C-Corp conversion, including tax implications and institutional ownership profile.summarize
Open slide detailBeat · Situation & Context
05
The slide uses a funnel-like diagram to map investor entities to specific feedback categories.summarize
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
06
The slide uses a 'before-after' framing to contrast legacy MLP structures with modern, investor-aligned models.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
07
Includes tables for C-Corp and MLP follow-ons, a liquidity line chart, and a bar chart for MLP fund flows.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
08
The table compares seven key deal terms between two counterproposals dated July 20th and July 25th.compare_options
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
09
The slide compares historical exchange ratios against a fixed counter-offer ratio of 1.918x.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
10
The slide compares AMGP and AM counterproposals against an illustrative midpoint, highlighting key financial metrics and premiums.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
11
The slide uses a series of horizontal bar charts to benchmark AM's transaction terms against historical peer precedents.compare_peers
Open slide detailBeat · Evidence & Proof
12
Includes detailed assumptions and a consolidated debt table.quantify_impact
Open slide detailBeat · Evidence & Proof
13
Includes a calculation for hypothetical index re-weighting impact.summarize
Open slide detailBeat · Evidence & Proof
14
Market data as of August 3, 2018. Includes comparison of AMGP and AM (All-in Exchange-Ratio Adjusted) across multiple valuation metrics.quantify_impact
Open slide detailBeat · Evidence & Proof
15
transition
Open slide detailBeat · Impact & Next Steps
16
Market data as of August 3, 2018. Includes pro forma projections for AMGP.compare_peers
Open slide detailBeat · Impact & Next Steps
17
The slide compares two financial scenarios side-by-side using a DDM framework.analyze_data
Open slide detailBeat · Impact & Next Steps
18
The slide presents two financial models side-by-side to calculate implied share prices based on different terminal yield assumptions.analyze_data
Open slide detailBeat · Impact & Next Steps
19
The slide uses a table to compare equity value, yield, distributions, growth rates, and exit yields to derive 3-year IRR figures for different scenarios (A, B, analyze_data
Open slide detailBeat · Impact & Next Steps
20
The slide uses a regression line to estimate the implied price of AMGP based on its projected growth rate.quantify_impact
Open slide detailBeat · Impact & Next Steps
21
The slide uses a checklist format to evaluate eligibility, highlighting that AMGP fails the public float requirement.present_framework
Open slide detailBeat · Impact & Next Steps
22
The slide uses stacked bar charts for investor style and pie charts for institutional/retail split, with detailed tables for top holders.compare_peers
Open slide detailBeat · Impact & Next Steps
23
The slide uses red boxes to highlight specific institutional investors as 'Key Incremental Midstream C-Corp Investors'.analyze_data
Open slide detailBeat · Impact & Next Steps
24
front_matter
Open slide detailBeat · Impact & Next Steps