Perella Weinberg Partners | Investment Banking Pitch Book | 25 slides

Perella Weinberg Partners · 2019-03
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

25
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
establish_context
Open slide detailBeat · Situation & Context
03
The slide outlines specific deal mechanics including cash/stock splits, unit acquisition percentages, and dividend restrictions.summarize
Open slide detailBeat · Situation & Context
04
The slide outlines specific financial and governance terms for a transaction between Berlin and Oslo.summarize
Open slide detailBeat · Situation & Context
05
Includes footnotes regarding data sources and calculation methodology for fully diluted basis and debt/equity adjustments.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
06
The slide includes a LTM (Last Twelve Months) highlight box on the chart and two tables summarizing average exchange ratios and VWAP-based benchmarks.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
07
The slide includes a shaded LTM period and specific valuation metrics for Berlin as of 3/6/2019.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
08
The slide uses a floating bar chart to show valuation ranges for different methodologies relative to specific exchange ratio benchmarks.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
09
The chart uses a standard 'football field' format to visualize valuation ranges across different metrics.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
10
Uses a football field chart to visualize valuation ranges.compare_options
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
11
appendix
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
12
The slide provides a snapshot of the company's business model, historical financial performance, market valuation, and asset composition.establish_context
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
13
The slide uses a hierarchical tree structure to map ownership and business segments.present_framework
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
14
Includes a table comparing distribution thresholds for BPY, BIP, and BEP.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
15
The slide provides a side-by-side financial and operational comparison of BPY, BIP, BEP, and BBU.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
16
analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
17
Includes disclaimer at top and source note at bottom.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
18
The chart excludes corporate-related segment FFO and amounts attributable to non-controlling interests.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
19
Includes comparison between Management and Research projections for specific years.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
20
appendix
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
21
Includes tables for current broker ratings and stacked bar charts showing historical buy/hold sentiment vs share price.analyze_data
Open slide detailBeat · Impact & Next Steps
22
Includes two sensitivity tables showing implied value per Class A unit.analyze_data
Open slide detailBeat · Impact & Next Steps
23
Includes acquisitions of stakes in public North American targets since 01/01/2013 with equity deal value between $1B and $8B.cite_precedent
Open slide detailBeat · Impact & Next Steps
24
The chart highlights the 'First Liquidity Election Period' at Jan 1, 2022E.analyze_data
Open slide detailBeat · Impact & Next Steps
25
other
Open slide detailBeat · Impact & Next Steps