Morgan Stanley | Mergers and Acquisitions Presentation Deck | 23 slides

Morgan Stanley · 2020-02
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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Slide inventory

23
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
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other
Open slide detailBeat · Situation & Context
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other
Open slide detailBeat · Situation & Context
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present_solution
Open slide detailBeat · Situation & Context
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The slide uses a timeline process diagram and donut charts to show the evolution of the business mix and profitability.summarize
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Slide 6 of a Morgan Stanley presentation regarding E*TRADE acquisition.summarize
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide uses a process-style layout to map specific technology offerings to business channels.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide uses a 3-column layout to compare market position and scale metrics for three distinct business segments.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide uses a visual bridge to indicate the summation of two business units into a pro forma total.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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Uses a legend to denote full, partial, and no offering status.expose_gap
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
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The slide uses a matrix-like structure to contrast the established, wealthy client base of Morgan Stanley with the high-growth, next-gen client base of E*TRADE.compare_peers
Open slide detailBeat · Evidence & Proof
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The chart illustrates the additive nature of assets from different client segments.quantify_opportunity
Open slide detailBeat · Evidence & Proof
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The slide uses a simple comparison table structure to contrast expected savings against expected costs.quantify_opportunity
Open slide detailBeat · Evidence & Proof
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Uses a visual equation (A + B = C) to illustrate the financial synergy of the merger.present_solution
Open slide detailBeat · Evidence & Proof
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The slide uses a simple grid layout to present financial synergy targets.quantify_opportunity
Open slide detailBeat · Evidence & Proof
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The slide uses a structured list format to present deal parameters.summarize
Open slide detailBeat · Impact & Next Steps
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The slide presents a side-by-side comparison of operational metrics for Wealth Management and financial impact metrics for Morgan Stanley.summarize
Open slide detailBeat · Impact & Next Steps
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present_solution
Open slide detailBeat · Impact & Next Steps
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Contains specific definitions for 'Balance Sheet Light', 'Durable Sources of Revenues', 'Pre-Tax Margin', 'Retail Client Assets', 'On-Balance Sheet Deposits', aappendix
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Contains specific definitions for 'Financial Advisory', 'Stock Plan', 'DARTs', and 'Corporate Plans' metrics.appendix
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This slide provides the necessary context and definitions for financial figures used in the Morgan Stanley / E*TRADE acquisition presentation.appendix
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front_matter