Evercore · consulting-deck
Evercore | Investment Banking Pitch Book | 61 slides
61 pages · 4 arc beats · 0 loops
Evercore | Investment Banking Pitch Book | 61 slides
Evercore · 2022-10 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 61 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 9 slides 100% 9/9 slides 100% 9/9 slides · 44 hits — 0/9 slides
33.3% 3/9 slides · 4 hits — 0/9 slides
100% 9/9 slides — 0/9 slides
Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 22 hits — 0/5 slides
40% 2/5 slides · 4 hits — 0/5 slides
100% 5/5 slides — 0/5 slides
Evidence & Proof 10 slides 100% 10/10 slides 100% 10/10 slides · 48 hits — 0/10 slides
50% 5/10 slides 40% 4/10 slides 100% 10/10 slides — 0/10 slides
Impact & Next Steps 37 slides 100% 37/37 slides 100% 37/37 slides · 166 hits — 0/37 slides
51.4% 19/37 slides · 22 hits 29.7% 11/37 slides · 12 hits 100% 37/37 slides — 0/37 slides
Slide inventory
61 every slide · same image gating as the playbook
05
This is a standard investment banking fairness opinion/advisory deck slide.summarize
Open slide detailBeat · Situation & Context
07
The table includes projections for 2022E-2024E and calculates Enterprise Value/EBITDA multiples.analyze_data
Open slide detailBeat · Situation & Context
08
The slide uses a line chart to overlay historical trading data with specific valuation benchmarks and annotated event markers.summarize
Open slide detailBeat · Situation & Context
10
Includes financial tables and a line chart showing unit price vs distribution per unit.establish_context
Open slide detailBeat · Problem & Complication
11
The slide uses a structured table format to categorize financial assumptions for a valuation or projection model.summarize
Open slide detailBeat · Problem & Complication
12
The table provides a comprehensive breakdown of financial performance including volume, revenue, freight, operating costs, and EBITDA.analyze_data
Open slide detailBeat · Problem & Complication
13
The table breaks down distributable cash flow, distributions to SIRE and NRP, and the resulting surplus/shortfall and coverage ratio.analyze_data
Open slide detailBeat · Problem & Complication
14
The table follows a standard Sources and Uses format, including a capital structure summary at the bottom.analyze_data
Open slide detailBeat · Problem & Complication
15
The table breaks down cash flow from the Wyoming entity down to per-unit distributions for Sisecam Chemicals, Public, and General Partner.analyze_data
Open slide detailBeat · Evidence & Proof
17
The slide uses a matrix-style layout to compare three scenarios across three key business drivers.compare_options
Open slide detailBeat · Evidence & Proof
19
Includes callouts for COVID-19 impact and management guidance on 3-year average differentials.analyze_data
Open slide detailBeat · Evidence & Proof
20
The chart highlights that historical production has never exceeded the projected 2.2 mtpa level.analyze_data
Open slide detailBeat · Evidence & Proof
21
The slide uses a grouped bar chart format to compare three scenarios across three key financial metrics over a 7-year forecast period.quantify_impact
Open slide detailBeat · Evidence & Proof
22
The slide outlines specific financial modeling assumptions and methodologies used for valuation.present_framework
Open slide detailBeat · Evidence & Proof
23
The chart uses a floating bar (waterfall-style) representation to show valuation ranges across different methodologies.compare_options
Open slide detailBeat · Evidence & Proof
24
The slide uses a football field chart to visualize valuation ranges. The proposed consideration of $19.00 is marked as a horizontal reference line.compare_options
Open slide detailBeat · Evidence & Proof
25
The chart uses a dashed line to represent the proposed consideration of $19.00 across all valuation methods.quantify_impact
Open slide detailBeat · Impact & Next Steps
28
Includes detailed footnotes explaining the calculation methodology for beta, cost of equity, and cost of debt.analyze_data
Open slide detailBeat · Impact & Next Steps
30
Includes footnotes detailing tax assumptions and G&A allocations.analyze_data
Open slide detailBeat · Impact & Next Steps
31
The slide presents a comparative valuation table for investment banking purposes.compare_peers
Open slide detailBeat · Impact & Next Steps
32
The table shows a valuation bridge from EBITDA to unit price for three consecutive years, accounting for net debt and unit counts.analyze_data
Open slide detailBeat · Impact & Next Steps
33
Includes a table of historical transactions and a valuation bridge calculation.cite_precedent
Open slide detailBeat · Impact & Next Steps
34
Includes sensitivity analysis on cost of equity and terminal yield.analyze_data
Open slide detailBeat · Impact & Next Steps
35
The slide provides a benchmark for transaction premiums in the midstream energy sector.compare_peers
Open slide detailBeat · Impact & Next Steps
36
Contains a typo in the source text: 'Pirce' instead of 'Price'.analyze_data
Open slide detailBeat · Impact & Next Steps
38
The slide uses a grouped bar chart format to compare two scenarios across three key financial metrics over a 7-year period.quantify_impact
Open slide detailBeat · Impact & Next Steps
39
The table includes volume, revenue, freight, cost of goods sold, and EBITDA metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
40
The table is divided into two main sections: Distributable Cash Flow and Distributed Cash Flow, followed by a surplus/shortfall calculation and coverage ratio.analyze_data
Open slide detailBeat · Impact & Next Steps
41
The slide presents a detailed cash flow projection and debt repayment schedule under a specific sensitivity scenario.analyze_data
Open slide detailBeat · Impact & Next Steps
42
The table includes multiple sub-sections: Consolidated EBITDA, EBITDA Attributable to SIRE, Distributable Cash Flow, Distributed Cash Flow, and Unit Ownership.analyze_data
Open slide detailBeat · Impact & Next Steps
43
Includes detailed DCF build-up and two sensitivity tables for unit price.quantify_impact
Open slide detailBeat · Impact & Next Steps
44
The slide presents three distinct valuation blocks based on different forward-looking EBITDA projections.quantify_impact
Open slide detailBeat · Impact & Next Steps
45
The slide uses a standard valuation bridge format (EBITDA * Multiple = EV; EV - Net Debt = Equity Value; Equity Value / Units = Unit Price).analyze_data
Open slide detailBeat · Impact & Next Steps
46
The slide presents a DCF-style valuation analysis for SIRE units, calculating present values across a range of discount rates (8-12%) and terminal yields (8-12%analyze_data
Open slide detailBeat · Impact & Next Steps
48
Includes a detailed cash flow table and two sensitivity matrices.quantify_impact
Open slide detailBeat · Impact & Next Steps
50
The slide uses a grouped bar chart format to compare two scenarios across three key financial metrics.compare_options
Open slide detailBeat · Impact & Next Steps
51
The table provides a comprehensive breakdown of sales volumes, revenue, freight costs, operating costs, and profitability metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
52
The table includes EBITDA, interest expense, maintenance capex, and distribution splits between SIRE and NRP.analyze_data
Open slide detailBeat · Impact & Next Steps
53
The slide presents a standard financial model output for a specific sensitivity scenario.analyze_data
Open slide detailBeat · Impact & Next Steps
54
The slide presents a multi-layered financial model showing consolidated EBITDA, EBITDA attributable to SIRE, distributable cash flow, and unit-level distributioanalyze_data
Open slide detailBeat · Impact & Next Steps
55
Includes both a standard DCF table and two sensitivity matrices (Exit Multiple vs WACC and Perpetuity Growth Rate vs WACC).quantify_impact
Open slide detailBeat · Impact & Next Steps
56
The slide presents a sensitivity analysis for valuation across three fiscal years using EBITDA multiples and net debt adjustments.analyze_data
Open slide detailBeat · Impact & Next Steps
57
The slide presents a valuation bridge from EBITDA to unit price.analyze_data
Open slide detailBeat · Impact & Next Steps
58
The table calculates present value of distributions and terminal value to arrive at an implied unit value range.analyze_data
Open slide detailBeat · Impact & Next Steps
60
Includes a disclaimer about the source of the data and the methodology behind the pricing differences.analyze_data
Open slide detailBeat · Impact & Next Steps
61
Includes a specific Evercore note regarding management's view on the provided data.analyze_data
Open slide detailBeat · Impact & Next Steps