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Evercore · consulting-deck

Evercore | Investment Banking Pitch Book | 45 slides

45 pages · 4 arc beats · 2 loops

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Evercore | Investment Banking Pitch Book | 45 slides

Evercore · 2022-10
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
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 45 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 10 slides 100% 10/10 slides 100% 10/10 slides · 49 hits
— 0/10 slides
80% 8/10 slides
— 0/10 slides
100% 10/10 slides
— 0/10 slides
Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 27 hits
— 0/6 slides
— 0/6 slides
— 0/6 slides
100% 6/6 slides 100% 6/6 slides Evidence & Proof 16 slides 100% 16/16 slides 100% 16/16 slides · 71 hits
— 0/16 slides
50% 8/16 slides 50% 8/16 slides · 10 hits 100% 16/16 slides 100% 16/16 slides Impact & Next Steps 13 slides 100% 13/13 slides 100% 13/13 slides · 57 hits
— 0/13 slides
76.9% 10/13 slides 15.4% 2/13 slides 100% 13/13 slides
— 0/13 slides

Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
other
Open slide detailBeat · Situation & Context
03
front_matter
Open slide detailBeat · Situation & Context
04
transition
Open slide detailBeat · Situation & Context
05
This slide outlines the negotiation history between the Conflicts Committee and Sisecam Chemicals regarding the acquisition of common units.summarize
Open slide detailBeat · Situation & Context
06
summarize
Open slide detailBeat · Situation & Context
07
The table provides a sensitivity analysis of transaction economics based on varying unit prices.analyze_data
Open slide detailBeat · Situation & Context
08
The slide uses a line chart to show price history with horizontal reference lines for different VWAP metrics and vertical dashed lines for key event dates.summarize
Open slide detailBeat · Situation & Context
09
The chart highlights a gap in SIRE's data during 2Q20 due to COVID-19 impacts.compare_peers
Open slide detailBeat · Situation & Context
10
transition
Open slide detailBeat · Situation & Context
11
Includes financial projections and credit metrics as of late 2022.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
12
The slide uses a structured table format to categorize financial modeling assumptions.establish_context
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
13
The table provides a comprehensive breakdown of financial performance metrics including volume, revenue, freight costs, COGS, and EBITDA margins.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
14
The slide presents a multi-year cash flow waterfall and distribution analysis.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
15
The table includes three sections: Sources, Uses, and Capital Structure.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
16
The table breaks down cash flow from Sisecam Wyoming to SIRE, then to various stakeholders (Sisecam Chemicals, Public, General Partner).analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
17
transition
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
18
The slide uses a table-like structure to map categories to specific assumptions.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
19
Includes specific management guidance on calculating price differentials for valuation purposes.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
20
The slide uses a grouped bar chart format to compare two scenarios over a 7-year forecast period.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
21
The slide outlines standard investment banking valuation techniques.present_framework
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
22
Includes a reference to a 'Third Proposal' at $22.00.compare_options
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
23
appendix
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
24
transition
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
25
Includes peer group data, WACC component breakdown, and two sensitivity analysis tables.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
26
transition
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
27
Includes detailed DCF build-up and two sensitivity tables.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
28
The table segments peers into 'Chemical Companies with Soda Ash Operations' and 'Other MLPs'.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
29
The table uses a peer group trading analysis methodology to derive equity value and unit price ranges.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
30
Includes a table of historical transactions and a valuation bridge calculation.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
31
The slide uses a standard DCF-style valuation framework for LP units.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
32
The slide provides a benchmark for transaction premiums in the midstream energy sector.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
33
The slide contains a typo in the text 'Implied Purchase Pirce' which should be 'Price'.analyze_data
Open slide detailBeat · Impact & Next Steps
34
transition
Open slide detailBeat · Impact & Next Steps
35
The table includes volume, revenue, freight, cost of goods sold, and EBITDA metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
36
The slide presents a detailed financial model output for a specific sensitivity scenario.analyze_data
Open slide detailBeat · Impact & Next Steps
37
The table displays cash flow surplus/shortfall, working capital changes, debt paydowns, and net debt/EBITDA ratios.analyze_data
Open slide detailBeat · Impact & Next Steps
38
The table breaks down consolidated EBITDA, EBITDA attributable to SIRE, distributable cash flow, and unit ownership distributions.analyze_data
Open slide detailBeat · Impact & Next Steps
39
Includes detailed DCF build-up from EBITDA to Implied SIRE LP Unit Value.analyze_data
Open slide detailBeat · Impact & Next Steps
40
The slide presents a peer group trading analysis using EBITDA multiples to derive equity value and unit price ranges.quantify_impact
Open slide detailBeat · Impact & Next Steps
41
The table calculates implied equity value and unit price range using a 6.0x to 8.5x EBITDA multiple range.analyze_data
Open slide detailBeat · Impact & Next Steps
42
The slide presents a DCF-based valuation sensitivity analysis using CAPM for the cost of capital.analyze_data
Open slide detailBeat · Impact & Next Steps
43
transition
Open slide detailBeat · Impact & Next Steps
44
Includes a specific Evercore disclaimer regarding the source of the data and a note on the 3-year average calculation.analyze_data
Open slide detailBeat · Impact & Next Steps
45
Includes a specific Evercore note regarding management's view on the data.analyze_data
Open slide detailBeat · Impact & Next Steps