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Lazard · deck

Lazard | Investment Banking Pitch Book | 49 slides

49 pages · 5 arc beats · 3 loops

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Lazard | Investment Banking Pitch Book | 49 slides

Lazard · 2019-08
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 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 28 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 7 hits
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Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
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100% 2/2 slides 50% 1/2 slides 100% 2/2 slides
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Evidence & Proof 9 slides 100% 9/9 slides 100% 9/9 slides · 42 hits
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33.3% 3/9 slides 77.8% 7/9 slides 100% 9/9 slides 77.8% 7/9 slides Impact & Next Steps 11 slides 100% 11/11 slides 100% 11/11 slides · 55 hits
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63.6% 7/11 slides · 8 hits 18.2% 2/11 slides 100% 11/11 slides 45.5% 5/11 slides Solution & Approach 4 slides 100% 4/4 slides 100% 4/4 slides · 10 hits
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25% 1/4 slides
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Slide inventory

49
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
other
Open slide detail
03
transition
Open slide detailBeat · Situation & Context
04
The slide uses a structured table format to present deal mechanics.establish_context
Open slide detailBeat · Situation & Context
05
Includes a memo line for Ford Stake and detailed footnotes regarding share counts and valuation methodology.analyze_data
Open slide detail
06
The slide uses a layered architecture diagram to illustrate the synergy between Vail and Raven's product portfolios.present_solution
Open slide detailBeat · Problem & Complication
07
The slide compares four distinct financial scenarios across six fiscal years (FY18A-FY24E) for six key metrics.analyze_data
Open slide detailBeat · Problem & Complication
08
The slide displays two line charts showing historical VWAP trends and the resulting exchange ratio over a 50-day period.analyze_data
Open slide detail
09
Includes valuation metrics like EV/Revenue multiples and premiums to unaffected share prices.analyze_data
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10
transition
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11
The slide uses a waterfall-style bar chart to visualize valuation ranges across different metrics.analyze_data
Open slide detailBeat · Evidence & Proof
12
Uses a waterfall-style bridge visualization to show valuation ranges.compare_peers
Open slide detailBeat · Evidence & Proof
13
The chart uses a red dashed line to indicate a valuation frontier or benchmark curve.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
14
Includes both 'Raven (Street)' and 'Raven (Standalone)' projections; highlights reference ranges for valuation multiples.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
15
The chart uses a red dashed box to highlight a subset of transactions with comparable financial profiles.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
16
Raven is highlighted in red in both charts. Data source: Vail management, public company filings, press releases and FactSet as of 8/16/2019.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
17
The slide uses a bar chart format to display valuation multiples, highlighting median values and reference ranges for both LTM and NTM revenue metrics.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
18
Includes sensitivity analysis tables for WACC and Terminal LTM EBIT Multiples.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Iceberg
19
Includes sensitivity analysis tables for WACC vs Terminal LTM EBIT Multiple.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Iceberg
20
The chart includes a median price target line and an 'unaffected' price reference line.compare_peers
Open slide detail
21
Includes a specific valuation analysis for 'Raven' compared to historical precedents.compare_peers
Open slide detail
22
transition
Open slide detailBeat · Impact & Next Steps
23
The slide uses a line chart format to compare two distinct strategic scenarios over a 6-year period.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Ladder Abstraction
24
Includes specific valuation ranges for Scenario A (Current Cloud Transition) and Scenario B (Accelerated Cloud Transition).compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Ladder Abstraction
25
The slide presents two scenarios (Current vs. Accelerated Cloud Transition) and compares implied multiples against Microsoft, SAP, and industry medians.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Ladder Abstraction
26
Includes two scenarios for Vail (A and B) compared against Large Cap Software and High-Growth Infrastructure companies.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Ladder Abstraction
27
Includes reference ranges for valuation multiples; distinguishes between Large Cap Software and High-Growth Infrastructure.compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Ladder Abstraction
28
Valuation as of 8/31/2019. SBC treated as a cash expense.analyze_data
Open slide detailBeat · Impact & Next Steps
29
Includes sensitivity analysis across WACC and Terminal LTM EBIT Multiples.analyze_data
Open slide detailBeat · Impact & Next Steps
30
Vail fiscal year ends January 31st. Valuation as of 8/31/2019. Stock-based compensation (SBC) treated as a cash expense.analyze_data
Open slide detailBeat · Impact & Next Steps
31
Valuation as of 8/31/2019. Stock-based compensation treated as a cash expense.analyze_data
Open slide detailBeat · Impact & Next Steps
32
The chart includes a data table at the bottom showing the date of each analyst's report.analyze_data
Open slide detailBeat · Impact & Next Steps
33
appendix
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34
front_matter
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35
Includes reference ranges for valuation multiples and median benchmarks for each metric.compare_peers
Open slide detail
36
Includes summary statistics (1st Quartile, Mean, Median, 3rd Quartile) and specific Raven scenarios (In-Vail, Standalone, Street).compare_peers
Open slide detail
37
Includes detailed footnotes on valuation methodology and data sources.analyze_data
Open slide detail
38
The slide compares two different beta calculation methodologies for Project Raven.analyze_data
Open slide detail
39
transition
Open slide detailBeat · Solution & Approach
40
The chart displays a dual-axis view with stock price as a line and volume as bars.analyze_data
Open slide detailBeat · Solution & Approach
41
The table compares Vail standalone performance against the combined pro forma impact of the Raven acquisition.analyze_data
Open slide detailBeat · Solution & Approach
42
Includes footnotes regarding exchange ratios, cloud transition scenarios, and WAEP calculations.analyze_data
Open slide detailBeat · Solution & Approach
43
Includes two scenarios for Vail (A and B) and summary statistics (Mean/Median) for peer groups.compare_peers
Open slide detail
44
Includes detailed footnotes explaining the calculation methodology for Levered Beta, Cost of Equity, and WACC.analyze_data
Open slide detail
45
Project Raven, Lazard slide 37.analyze_data
Open slide detail
46
transition
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47
The slide compares two distinct peer groups side-by-side, showing percentage change in share price over a three-week period.compare_peers
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48
The slide presents three tables: July 30th forecast, August 21st forecast, and the delta between them.analyze_data
Open slide detail
49
The table tracks financial metrics and valuation multiples for two entities (Raven and Vail) over a three-week period, including commentary on market shifts andcompare_peers
Open slide detail