Allego | SPAC Presentation Deck | 37 slides

Allego · 2021-07
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 2
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4
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Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
Date stamp 07.21 indicates July 2021.front_matter
Open slide detailBeat · Problem
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other
Open slide detailBeat · Problem
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other
Open slide detailBeat · Problem
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other
Open slide detailBeat · Problem
05
The slide is divided into two sections: Allego (top) and Spartan/Apollo (bottom).other
Open slide detailBeat · Problem
06
The slide uses a hub-and-spoke layout to connect the Spartan SPAC platform to the broader Apollo ecosystem.establish_context
Open slide detailBeat · Problem
07
The slide uses a three-column layout to present case studies of past deals.show_traction
Open slide detailBeat · Solution
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summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
09
Includes financial details regarding cash proceeds, enterprise value, and EBITDA projections.summarize
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
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Includes a map visualization of charging sites and a list of key performance metrics.show_traction
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
11
The slide combines a historical timeline with a financial growth chart.show_traction
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
12
The slide uses a three-column layout to contrast 'Own & Operate' and 'High Value Services Offering' with a central 'Proprietary Software Platforms' bridge.present_solution
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
13
The slide highlights Allego's market leadership in terms of site count compared to EnBW, Fortum, Ionity, Shell, and Fastned.compare_peers
Open slide detailBeat · Market Size
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The slide uses a value-chain style layout to show vertical integration across the charging lifecycle.present_solution
Open slide detailBeat · Market Size
15
The table uses checkmarks and crosses to highlight Allego's competitive advantages in recurring revenue, service offerings, and proprietary software.compare_peers
Open slide detailBeat · Market Size
16
The slide highlights Allego's strategic focus on Ultra-Fast charging.compare_peers
Open slide detailBeat · Market Size
17
The slide uses a box plot to demonstrate the R-squared value of their predictive model.present_solution
18
The slide uses a combination of icon-based qualitative drivers and bar charts to demonstrate market superiority.compare_peers
19
Uses a classic TAM/SAM/SOM style visualization with an additional outer layer for total fleet size.size_opportunity
20
The slide uses a combination of stacked bar charts for total market volume and donut charts for market segmentation, with a specific focus on Allego's market shsize_opportunity
Open slide detailLoop · Cost Of Inaction
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The slide uses a circular Venn-like diagram to show how two business units complement each other under the Allego brand.decompose_segments
Open slide detailLoop · Cost Of Inaction
22
The chart uses a waterfall-like progression to show growth in charging ports.show_traction
Open slide detailLoop · Cost Of Inaction
23
The slide uses a combination of a three-column service breakdown and a comparison table for client case studies.present_solution
Open slide detailLoop · Cost Of Inaction
24
The slide uses a hub-and-spoke layout to demonstrate market reach.show_traction
Open slide detailLoop · Cost Of Inaction
25
The slide uses a mix of specific case study data (Amsterdam) and broader strategic partnership examples to validate the business model for fleet electrificationshow_traction
Open slide detailLoop · Cost Of Inaction
26
The slide uses a timeline diagram to illustrate historical project wins and their scope.show_traction
Open slide detailLoop · Cost Of Inaction
27
Includes two bar charts showing growth metrics and two customer testimonials.show_traction
28
The slide uses a side-by-side table comparison to demonstrate the impact of subsidies on IRR and payback period.analyze_data
29
Includes CAGR calculations for both revenue streams and percentage of revenue from secured/identified sites.analyze_data
30
Includes CAGR for revenue and margin percentages for EBITDA.analyze_data
31
The table explicitly notes that debt financing opportunities are not factored into these projections.analyze_data
32
Includes detailed footnotes regarding transaction assumptions and currency conversion.analyze_data
33
The slide uses a column-based comparison framework to justify the selection of peer groups.compare_peers
34
Includes a timeline-style indicator for 'Estimated First Year EBITDA Positive' at the bottom.compare_peers
35
Includes both deal announcement multiples and current trading metrics for specific peers.compare_peers
37
Includes footnotes detailing specific adjustments for reorganization, business optimization, lease buyouts, and other costs.analyze_data