Morgan Stanley | Investment Banking Pitch Book | 29 slides

Morgan Stanley · 2019-03
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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4
coverage by narrative range · generated from this deck JSON

Slide inventory

29
every slide · same image gating as the playbook
01
Slide 1
Includes exhibit reference (c)(9) in top right corner.front_matter
Open slide detailBeat · Situation & Context
02
Includes a 'Deep Bench' section for additional leadership.other
Open slide detailBeat · Situation & Context
03
Branded with Speedway Motorsports, Inc. logo.transition
Open slide detailBeat · Situation & Context
04
The slide uses a standard 'Why Us' pitch format, emphasizing specific sector experience in sports and media.present_solution
Open slide detailBeat · Situation & Context
05
The slide uses a logo-grid layout to demonstrate credibility across four specific domains: Special Committee advisory, Activism Defense, Founder-Led companies, cite_precedent
Open slide detailBeat · Situation & Context
06
The slide uses a combination of bar charts for market share/volume and logo grids for transaction proof points.compare_peers
Open slide detailBeat · Problem & Complication
07
The slide highlights Morgan Stanley's (implied by footer) expertise in the sports sector through a mix of text-based case descriptions and a visual collage of cillustrate_case
Open slide detailBeat · Problem & Complication
08
The slide uses a grid of logos and transaction details to establish credibility.cite_precedent
Open slide detailBeat · Problem & Complication
09
summarize
Open slide detailBeat · Problem & Complication
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Includes company logo and imagery of a speedway.transition
Open slide detailBeat · Problem & Complication
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Slide highlights the growth in sports rights value and the multi-platform nature of sports consumption.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
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The slide contrasts negative viewership trends with positive financial outcomes from media rights deals.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
13
The slide uses a dual-column layout to contrast revenue decline with capacity reduction strategies.diagnose
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
14
The slide uses a comparative table for demographics and a bar chart for median age trends, alongside a list of strategic initiatives.diagnose
Open slide detailBeat · Problem & ComplicationLoop · Zoom In
15
Includes a stock price chart and a valuation table for the transaction.illustrate_case
Open slide detailBeat · Solution & Approach
16
transition
Open slide detailBeat · Solution & Approach
17
The chart uses a normalized index (starting at 100) to compare performance over time.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
18
The slide contrasts the investment thesis for two companies in the same industry, using analyst quotes and financial data tables.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
19
The slide uses a comparative layout to contrast the financial performance and capital intensity of two competitors.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
20
The slide highlights that Speedway Motorsports tracks are older, while ISC has invested in recent redevelopment projects.compare_options
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
21
transition
Open slide detailBeat · Impact & Next Steps
22
Includes CAGR metrics for Revenue, EBITDA, and ULFCF, alongside valuation multiples (AV/EBITDA and EV/LFCF).compare_peers
Open slide detailBeat · Impact & Next Steps
23
The chart highlights the divergence in valuation multiples between two industry peers over a two-year period.compare_peers
Open slide detailBeat · Impact & Next Steps
24
Includes capitalization, operational metrics, leverage, and ownership structure.compare_peers
Open slide detailBeat · Impact & Next Steps
25
Includes heat-mapped changes in ownership positions over time.analyze_data
Open slide detailBeat · Impact & Next Steps
26
Includes summary statistics (Mean, Median, Top Quartile) at the bottom of the table.cite_precedent
Open slide detailBeat · Impact & Next Steps
27
Includes logos of various sports teams/franchises corresponding to transaction dates.analyze_data
Open slide detailBeat · Impact & Next Steps
28
The slide provides specific financial context for a valuation analysis, likely supporting a precedent transaction table.appendix
Open slide detailBeat · Impact & Next Steps
29
Includes project name 'PROJECT SLINGSHOT' and page number 29.other
Open slide detailBeat · Impact & Next Steps