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Morgan Stanley · consulting-deck

Morgan Stanley | Investment Banking Pitch Book | 33 slides

33 pages · 5 arc beats · 3 loops

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Morgan Stanley | Investment Banking Pitch Book | 33 slides

Morgan Stanley · 2022-07
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 33 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
50% 1/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides
Problem & Complication 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits
— 0/3 slides
— 0/3 slides
33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Evidence & Proof 11 slides 100% 11/11 slides 100% 11/11 slides · 51 hits
— 0/11 slides
54.5% 6/11 slides 36.4% 4/11 slides 100% 11/11 slides 100% 11/11 slides Solution & Approach 12 slides 100% 12/12 slides 100% 12/12 slides · 63 hits
— 0/12 slides
33.3% 4/12 slides 33.3% 4/12 slides 100% 12/12 slides 100% 12/12 slides Impact & Next Steps 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits
— 0/5 slides
60% 3/5 slides
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100% 5/5 slides
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Slide inventory

33
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
transition
Open slide detailBeat · Situation & Context
03
The slide uses a simple table format to track project status. The status column uses red and gold blocks as visual indicators.summarize
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
04
The slide uses black bars to redact sensitive information.summarize
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
05
The slide uses a tiered structure to segment potential partners, likely for a M&A or capital raising process.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
06
The slide uses a tiered structure to segment potential buyers into 'Suggested Outreach' and 'Others Considered'.prioritize
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
07
Morgan Stanley branding; Project Orange; Preliminary and Confidential Draft.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
08
The slide is heavily redacted, showing a Gantt-style chart structure.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
09
transition
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
10
Project Orange, Preliminary and Confidential Draft, Page 10.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
11
Street financials represent Wall Street estimates as of 7/27/2022. Management Plan not yet provided by company.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
12
The slide uses a waterfall chart structure to show the bridge between EBITDA and FCF, including a sub-grouping for 'Change in NWC'.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
13
transition
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
14
The slide uses a dual-axis chart (price and volume) with callout boxes for event-driven volatility analysis.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
15
The slide highlights the company's consistent outperformance of market expectations.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
16
Includes a table of analyst price targets, a stacked bar/line chart of analyst sentiment over time, a pie chart of valuation methodologies, and a qualitative suanalyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
17
The chart shows Orange consistently outperforming the peer groups and the S&P 500 over the observed period.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
18
The slide shows a convergence of valuation multiples over time across the three categories.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
19
The slide compares 'Top-5 Revenue Multiple' vs 'All Software Revenue Multiple' across different economic periods.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
20
The slide compares Orange's valuation multiples against two peer groups: High Growth Software and High Growth Security.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
21
Data source: Capital IQ, Thompson Consensus. Market data as of 7/27/2022.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
22
Morgan Stanley deck, Project Orange, Valuation Perspectives.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
23
The slide uses a bar chart format to rank companies across four key financial metrics, highlighting Orange's position relative to its peers.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
24
The slide uses a color-coded bar chart approach to compare Orange (orange) against two peer groups: High Growth Software (teal) and High Growth Security (purplecompare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
25
Includes a sensitivity table for share price and a detailed calculation for a 10.0x multiple scenario.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
26
Includes valuation assumptions for cost of equity and net debt.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
27
Includes a median line at 7.5x and specific callouts for 'Orange' transactions.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
28
Market data and consensus estimates as of 7/27/2022.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
29
transition
Open slide detailBeat · Impact & Next Steps
30
Includes mean, median, and consensus figures for revenue, gross margin, EBITDA, and free cash flow.compare_peers
Open slide detailBeat · Impact & Next Steps
31
Includes share price, basic shares, RSUs, options, debt, cash, and fully diluted equity/aggregate value.quantify_impact
Open slide detailBeat · Impact & Next Steps
32
Includes a step-by-step breakdown of WACC components including Cost of Equity and After-Tax Cost of Debt.analyze_data
Open slide detailBeat · Impact & Next Steps
33
front_matter
Open slide detailBeat · Impact & Next Steps