Evercore · consulting-deck
Evercore | Investment Banking Pitch Book | 69 slides
69 pages · 4 arc beats · 3 loops
Evercore | Investment Banking Pitch Book | 69 slides
Evercore · 2022-09 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 60 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 12 slides 100% 12/12 slides 100% 12/12 slides · 70 hits — 0/12 slides
16.7% 2/12 slides — 0/12 slides
100% 12/12 slides — 0/12 slides
Problem & Complication 9 slides 100% 9/9 slides 100% 9/9 slides · 45 hits — 0/9 slides
88.9% 8/9 slides — 0/9 slides
100% 9/9 slides 100% 9/9 slides Evidence & Proof 10 slides 100% 10/10 slides 100% 10/10 slides · 46 hits — 0/10 slides
90% 9/10 slides · 11 hits 60% 6/10 slides 100% 10/10 slides 90% 9/10 slides · 15 hits Impact & Next Steps 29 slides 100% 29/29 slides 100% 29/29 slides · 123 hits — 0/29 slides
62.1% 18/29 slides · 23 hits 20.7% 6/29 slides · 8 hits 100% 29/29 slides — 0/29 slides
Slide inventory
69 every slide · same image gating as the playbook
05
This is a standard financial advisory introductory slide for a Conflicts Committee.summarize
06
This slide details specific methodological changes in valuation inputs (WACC, EBITDA multiples) and the addition of sensitivity cases.summarize
07
Includes a complex organizational chart and a financial table detailing enterprise value and EBITDA projections.summarize
08
The chart tracks SIRE unit price from July 2021 to September 2022, annotated with three major corporate milestones.analyze_data
09
The slide uses a sensitivity table to show how the implied value for control changes based on different unit price premiums.summarize
11
Includes financial projections and market data as of mid-2022.analyze_data
Open slide detailBeat · Situation & Context
12
Includes a map of the Green River Basin and a combo chart showing EBITDA vs. Sales Volume.establish_context
Open slide detailBeat · Situation & Context
13
Includes project timeline, cost estimates, and regulatory status.establish_context
Open slide detailBeat · Situation & Context
14
Includes specific contractual details regarding fuel surcharges and shortfall payments.establish_context
Open slide detailBeat · Situation & Context
15
Includes a pie chart for 2022E cost breakdown and two combo charts (bar + line) for historical trends.establish_context
Open slide detailBeat · Situation & Context
16
Includes a callout box explaining a change in power generation in Q4 2020.establish_context
Open slide detailBeat · Situation & Context
17
Includes historical personnel cost trends and total personnel costs from 2018A to 2022E.establish_context
Open slide detailBeat · Situation & Context
18
Part of a financial situation analysis deck.establish_context
Open slide detailBeat · Situation & Context
19
The slide uses a combination of stacked bar charts and a combo bar-line chart to visualize financial performance and volume metrics.analyze_data
Open slide detailBeat · Situation & Context
20
The chart displays data from 2012A to 2025E. The primary Y-axis represents volume in millions of metric tons, and the secondary Y-axis represents market share panalyze_data
Open slide detailBeat · Situation & Context
21
The slide explains the operational context of 'deca rehydration' and its role in soda ash production efficiency.establish_context
Open slide detailBeat · Situation & Context
22
Includes historical data (2012A-2021A) and projections (2022E-2028E).analyze_data
23
The slide uses stacked bar charts to decompose gross profit per metric ton and gross profit as a percentage of net revenue into cost components (Energy, Personnanalyze_data
24
Includes historical data (A) and projections (E) from 2018 to 2028.analyze_data
25
The slide uses a combination of bar charts for employee counts and cost per ton, and a line chart for the average fully-loaded cost per employee.analyze_data
26
Includes historical data (2018-2020) and projections (2021-2028).analyze_data
27
The table includes volume, revenue, freight, cost of goods sold, and EBITDA projections.analyze_data
28
The table presents a multi-year financial model for Sisecam Wyoming, including a breakdown of distributable cash flow and distribution splits between SIRE and Nanalyze_data
29
Includes a leverage ratio (Net Debt / Adjusted EBITDA) at the bottom.analyze_data
30
The table breaks down consolidated EBITDA, SIRE's share, distributable cash flow, and unit ownership metrics.analyze_data
32
The slide outlines specific financial modeling assumptions and methodologies used in a valuation context.present_framework
33
The chart displays valuation ranges for different financial metrics and methodologies, with a proposed consideration of $17.90 marked.quantify_impact
34
The slide uses a table to define specific adjustments to IHS forecasts for two distinct sensitivity scenarios.compare_options
35
The slide uses a comparison table format to contrast two sensitivity scenarios.compare_options
36
The slide compares two financial scenarios across three key metrics over a 7-year period.analyze_data
37
The chart uses a floating bar format to show valuation ranges for different financial metrics and methodologies.quantify_impact
38
The chart uses a waterfall-style visualization to show how specific financial adjustments (A, B1, B2, C1, C2) impact the base valuation.quantify_impact
39
Includes sensitivity tables for discount rates and capital expenditure levels.quantify_impact
40
The chart uses a floating bar (waterfall-style) representation to show valuation ranges. Proposed consideration is marked at $17.90.quantify_impact
42
Includes detailed DCF build-up and two sensitivity tables.analyze_data
Open slide detailBeat · Impact & Next Steps
43
The table segments peers into 'Chemical Companies with Soda Ash Operations' and 'Other MLPs', with a final row for the subject company.compare_peers
Open slide detailBeat · Impact & Next Steps
44
The table calculates implied equity value and unit price ranges by applying EBITDA multiples to projected EBITDA, subtracting net debt, and dividing by outstandanalyze_data
Open slide detailBeat · Impact & Next Steps
45
Includes a table of historical transactions and a valuation bridge calculation.analyze_data
Open slide detailBeat · Impact & Next Steps
46
The slide uses a Discounted Cash Flow (DCF) methodology applied to LP unit distributions.analyze_data
Open slide detailBeat · Impact & Next Steps
47
The slide provides a 'Premiums Paid Analysis' for historical midstream energy transactions to support valuation benchmarking.cite_precedent
Open slide detailBeat · Impact & Next Steps
48
Contains a typo in the slide text: 'Pirce' instead of 'Price'.analyze_data
Open slide detailBeat · Impact & Next Steps
50
Includes a DCF table and two sensitivity matrices (WACC vs Exit Multiple and WACC vs Perpetuity Growth Rate).analyze_data
Open slide detailBeat · Impact & Next Steps
51
The slide presents three distinct valuation blocks based on different fiscal year EBITDA projections.analyze_data
Open slide detailBeat · Impact & Next Steps
53
The table presents a discounted cash flow (DCF) style sensitivity analysis for LP units.analyze_data
Open slide detailBeat · Impact & Next Steps
56
Includes detailed footnotes explaining the calculation methodology for beta, cost of equity, and WACC.analyze_data
Open slide detailBeat · Impact & Next Steps
57
Includes sensitivity analysis tables for WACC based on Debt/Total Cap and Unlevered Beta.analyze_data
Open slide detailBeat · Impact & Next Steps
59
The slide uses a structured table format to categorize assumptions by operational area.summarize
Open slide detailBeat · Impact & Next Steps
60
Includes a detailed table of projected pre-tax operating profit and a sensitivity analysis for NAV per SIRE LP unit.quantify_impact
Open slide detailBeat · Impact & Next Steps
62
The table includes volume, revenue, freight, cost of goods sold, and EBITDA metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
63
The table shows a sensitivity case projection for cash flows, including EBITDA, interest, capex, and distributions to SIRE and NRP.analyze_data
Open slide detailBeat · Impact & Next Steps
64
The table includes a breakdown of cash flow, debt paydown, and net debt metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
65
The table includes consolidated EBITDA, EBITDA attributable to SIRE, distributable cash flow, distributed cash flow, and unit ownership metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
66
The table includes sales volumes, revenue, freight costs, net revenue, operating costs, and EBITDA projections.analyze_data
Open slide detailBeat · Impact & Next Steps
67
The table breaks down EBITDA, interest, and capex to arrive at Distributable Cash Flow, then splits it between SIRE and NRP.analyze_data
Open slide detailBeat · Impact & Next Steps
68
The slide presents a standard sources and uses of cash statement followed by a capital structure summary and a key leverage metric (Net Debt / Adjusted EBITDA).analyze_data
Open slide detailBeat · Impact & Next Steps
69
The table breaks down consolidated EBITDA, EBITDA attributable to SIRE, distributable cash flow, and unit-level distributions.analyze_data
Open slide detailBeat · Impact & Next Steps