Citi · consulting-deck
Citi | Investment Banking Pitch Book | 58 slides
58 pages · 5 arc beats · 3 loops
Citi | Investment Banking Pitch Book | 58 slides
Citi · 2018-09 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 58 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 15 hits — 0/4 slides
25% 1/4 slides 25% 1/4 slides 100% 4/4 slides — 0/4 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 29 hits — 0/6 slides
— 0/6 slides
66.7% 4/6 slides 100% 6/6 slides 100% 6/6 slides Solution & Approach 10 slides 100% 10/10 slides 100% 10/10 slides · 41 hits — 0/10 slides
60% 6/10 slides 20% 2/10 slides 100% 10/10 slides 10% 1/10 slides Evidence & Proof 10 slides 100% 10/10 slides 100% 10/10 slides · 44 hits — 0/10 slides
60% 6/10 slides 10% 1/10 slides 100% 10/10 slides 60% 6/10 slides Impact & Next Steps 28 slides 100% 28/28 slides 100% 28/28 slides · 123 hits — 0/28 slides
35.7% 10/28 slides 25% 7/28 slides 100% 28/28 slides 17.9% 5/28 slides Slide inventory
58 every slide · same image gating as the playbook
03
The slide uses a qualitative scoring system (double check, single check, prohibition sign) to evaluate strategic options.compare_options
Open slide detailBeat · Situation & Context
05
The slide uses a callout box to highlight recent performance trends and includes a legend for event markers A-E.analyze_data
06
The slide includes a time-series chart with multiple horizontal reference lines and a corresponding data table for various look-back periods.analyze_data
07
The slide uses a standard 'football field' valuation chart format to compare different valuation methods against the current market price.compare_options
08
The chart uses a red dashed line to indicate the current share price of $16.73.quantify_impact
09
The chart uses a football field format to visualize valuation ranges across five different methodologies.compare_options
10
The chart displays valuation ranges for 52-week high/low, analyst price targets, comparable companies, precedent transactions, and DCF analysis.quantify_impact
12
The chart uses a waterfall-like structure to show how standalone AMGP values are adjusted for redemption rights and share counts to arrive at a Series B valuatiquantify_impact
Open slide detailBeat · Solution & Approach
13
The slide uses a waterfall-style bridge to show how different valuation methodologies (52-wk high/low, analyst targets, comps, DCF) translate from Pro Forma AMGquantify_impact
Open slide detailBeat · Solution & Approach
14
The slide compares four transaction scenarios against a baseline valuation, highlighting the impact of Change of Control provisions on redemption values.compare_options
Open slide detailBeat · Solution & Approach
15
Includes a disclaimer at the top right and source/footnote at the bottom.analyze_data
Open slide detailBeat · Solution & Approach
17
The table compares Antero Midstream GP and Antero Midstream Partners LP across various market and exchange ratio scenarios.analyze_data
Open slide detailBeat · Solution & Approach
19
Includes two distinct financial scenarios (1.775x vs 1.850x exchange ratio) and corresponding organizational structure diagrams.analyze_data
Open slide detailBeat · Solution & Approach
20
The slide compares standalone ownership against three pro forma scenarios (1.775x, 1.800x, 1.850x).quantify_impact
21
The slide uses a grid of bar charts to compare 'Standalone' vs 'Pro Forma' performance across 2019-2021 for three different transaction structures.quantify_impact
22
The slide compares 'Standalone' vs 'Pro Forma' metrics for three different transaction structures (1.775x, 1.800x, and 1.850x exchange ratios).quantify_impact
23
The slide uses a floating bar chart format to show valuation ranges across different share issuance scenarios.quantify_impact
24
The slide compares valuation outcomes based on different share issuance scenarios for Series B.quantify_impact
26
Includes financial data for a corporate transaction involving AM and AMGP.establish_context
Open slide detailBeat · Evidence & Proof
27
Includes detailed breakdown of EBITDA, Distributable Cash Flow, and per-unit/share metrics for both AM and AMGP.quantify_impact
Open slide detailBeat · Evidence & Proof
29
Includes financial data for a specific transaction involving AM, AMGP, and AR.present_solution
Open slide detailBeat · Evidence & Proof
30
Includes standalone, transaction adjustments, and pro forma columns for three fiscal years.quantify_impact
31
The table compares standalone, transaction adjustments, and pro forma figures for three fiscal years.analyze_data
33
The slide highlights the valuation gap and potential dilution risks for AR shareholders in an acquisition scenario.compare_options
35
The slide uses blue upward triangles for positive considerations and red downward triangles for negative considerations.compare_options
36
Includes standalone, transaction adjustments, and pro forma columns for three fiscal years.quantify_impact
Open slide detailBeat · Impact & Next Steps
37
Includes standalone, transaction adjustments, and pro forma columns for three fiscal years.quantify_impact
Open slide detailBeat · Impact & Next Steps
38
Includes standalone, transaction adjustments, and pro forma columns for three fiscal years.quantify_impact
Open slide detailBeat · Impact & Next Steps
39
Includes 4-year CAGR calculations for key metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
40
Includes disclaimer in top right and source note at bottom.analyze_data
Open slide detailBeat · Impact & Next Steps
41
Includes a disclaimer about the preliminary nature of the data and source attribution to Series B discussion materials.analyze_data
Open slide detailBeat · Impact & Next Steps
42
Includes peer group data for companies like Western Gas Partners, EQT Midstream, etc. Data as of 9/7/2018.analyze_data
Open slide detailBeat · Impact & Next Steps
43
Includes peer group data for Western Gas Equity Partners, EnLink Midstream, EQT GP Holdings, and Antero Midstream GP.analyze_data
Open slide detailBeat · Impact & Next Steps
45
Includes a table of analyst estimates and a stacked bar/line chart showing recommendation history and price targets.analyze_data
Open slide detailBeat · Impact & Next Steps
46
Includes a peer group table and a summary table for selected reference ranges based on EBITDA and DCF metrics.compare_peers
Open slide detailBeat · Impact & Next Steps
47
Includes a summary statistics table (Low, Mean, Median, High) and a valuation reference range calculation.cite_precedent
Open slide detailBeat · Impact & Next Steps
48
Includes a sensitivity analysis table with highlighted cells.analyze_data
Open slide detailBeat · Impact & Next Steps
50
Includes a table of broker-specific projections and a stacked bar chart showing historical analyst rating distributions.analyze_data
Open slide detailBeat · Impact & Next Steps
51
Includes peer group data and a valuation reference range based on P/DCF multiples.compare_peers
Open slide detailBeat · Impact & Next Steps
52
Includes sensitivity tables for Cost of Equity vs Terminal GP Multiple and Cost of Equity vs Implied Growth Rate.analyze_data
Open slide detailBeat · Impact & Next Steps
54
The slide presents three distinct valuation scenarios (1.775x, 1.800x, 1.8500x) with corresponding share issuance counts.analyze_data
Open slide detailBeat · Impact & Next Steps
55
Includes a sensitivity table highlighting the $26.77 valuation at 10.0% cost of equity and 11.5x terminal multiple.analyze_data
Open slide detailBeat · Impact & Next Steps
56
Includes a sensitivity table highlighting the base case valuation of $26.49.analyze_data
Open slide detailBeat · Impact & Next Steps
57
Includes a sensitivity analysis table showing implied value across different cost of equity and terminal multiple scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps