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Houlihan Lokey · consulting-deck

Houlihan Lokey | Investment Banking Pitch Book | 42 slides

42 pages · 5 arc beats · 3 loops

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Houlihan Lokey | Investment Banking Pitch Book | 42 slides

Houlihan Lokey · 2022-12
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 39 total
Metadata
Components
Metrics
Tools
Frameworks
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Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
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100% 2/2 slides 100% 2/2 slides Financials 18 slides 100% 18/18 slides 100% 18/18 slides · 86 hits
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100% 18/18 slides · 28 hits 27.8% 5/18 slides 100% 18/18 slides · 21 hits 22.2% 4/18 slides Market Analysis 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
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Solution 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
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100% 3/3 slides · 5 hits 33.3% 1/3 slides 100% 3/3 slides · 6 hits
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Appendix 14 slides 100% 14/14 slides 100% 14/14 slides · 63 hits
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64.3% 9/14 slides · 10 hits 7.1% 1/14 slides 100% 14/14 slides 14.3% 2/14 slides

Slide inventory

42
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
front_matter
Open slide detail
04
Includes valuation multiples based on Book Value, Tangible Book Value, and Adjusted Net Income.analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
05
front_matter
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
This is a disclosure slide detailing methodology updates for a valuation report.summarize
Open slide detail
07
The slide compares valuation ranges across three methodologies, highlighting shifts in multiples and implied equity values.compare_options
Open slide detail
08
The table compares valuation multiples across two dates for Workers' Comp Insurers, Specialty Insurers, and an aggregate group, with a specific 'Twins' compariscompare_peers
Open slide detailBeat · Market Analysis
09
The table compares valuation multiples (P/E ratios) for selected insurance companies as of October 25, 2022, and December 13, 2022.compare_peers
Open slide detailBeat · Market Analysis
10
front_matter
Open slide detail
11
The slide uses a football field chart to compare various valuation methodologies against the 10-day VWAP and Transaction Consideration.quantify_impact
Open slide detailBeat · Financials
12
Includes detailed footnotes regarding acquisitions and accounting methodologies.analyze_data
Open slide detailBeat · Financials
13
Includes specific transaction data for 'Twins' at the bottom of the table.compare_peers
Open slide detailBeat · FinancialsLoop · Mece Breakdown
14
The slide uses two scatter plots to correlate profitability (ROAE) with valuation multiples (P/B).compare_peers
Open slide detailBeat · FinancialsLoop · Mece Breakdown
15
The slide presents two main sections: Size & Financial Strength and Profitability, broken down by Workers' Comp Insurers and Specialty Insurers.compare_peers
Open slide detailBeat · FinancialsLoop · Mece Breakdown
16
The slide presents two main sections: Profitability (Loss & Combined Ratios) and Growth (Adjusted Net Income), each broken down by time period and peer categorycompare_peers
Open slide detailBeat · FinancialsLoop · Mece Breakdown
17
Includes summary statistics (Low, High, Median, Mean) at the bottom of the table.analyze_data
Open slide detailBeat · Financials
18
Includes detailed footnotes regarding share counts, mid-year convention, and management projections.analyze_data
Open slide detailBeat · Financials
19
Includes detailed projection of book value and sensitivity analysis for terminal multiples and discount rates.analyze_data
Open slide detailBeat · Financials
20
front_matter
Open slide detailBeat · Financials
21
front_matter
Open slide detailBeat · Financials
22
The slide uses the CAPM-based formula: Cost of Equity = Risk-Free Rate + (Levered Beta * Equity Risk Premium) + Size Premium.analyze_data
Open slide detailBeat · Financials
23
front_matter
Open slide detailBeat · Financials
24
Includes detailed footnotes regarding acquisitions and methodology.analyze_data
Open slide detailBeat · Financials
25
Includes a detailed disclaimer regarding historical financial data and adjustments.analyze_data
Open slide detailBeat · Financials
26
Includes a bridge table explaining the 2020 book value jump and two callout boxes explaining key drivers for book value and ROAE trends.analyze_data
Open slide detailBeat · Financials
27
Includes CAGR table for Tangible Book Value and detailed footnotes regarding historical adjustments.analyze_data
Open slide detailBeat · Financials
28
The slide compares management's adjusted figures against more conservative scenarios that do not add back share-based compensation or intangible asset amortizatanalyze_data
Open slide detailBeat · Financials
29
Includes detailed footnotes regarding acquisitions and accounting adjustments.analyze_data
Open slide detailBeat · Appendix
30
front_matter
Open slide detailBeat · Appendix
31
The chart includes a legend for the lines and average lines, and detailed footnotes explaining the data sources and methodology for calculating the multiples.compare_peers
Open slide detailBeat · Appendix
32
The chart shows a significant decline in Twins' trading multiple relative to peer groups since 2020.compare_peers
Open slide detailBeat · Appendix
33
front_matter
Open slide detailBeat · Appendix
34
The chart shows a significant underperformance of 'Twins' compared to the S&P 500 and selected insurance peer groups.compare_peers
Open slide detailBeat · AppendixLoop · Voice Of Customer
35
Includes a callout box regarding recent price target reductions by Evercore and JP Morgan.compare_peers
Open slide detailBeat · AppendixLoop · Voice Of Customer
36
The slide uses four bar charts to show volume distribution by price range, alongside a summary table of VWAP data.analyze_data
Open slide detailBeat · Appendix
37
The table breaks down ownership by shares, percentage outstanding, percentage of non-angels voting interests, and percentage of public float.analyze_data
Open slide detailBeat · Appendix
38
The chart displays individual shareholder cost basis values as bars, with an orange dashed line for the average cost basis ($10.59) and a grey dashed line for tanalyze_data
Open slide detailBeat · Appendix
39
The table tracks quarterly changes in shareholdings for 11 major investors from Q4 2020 to Q3 2022, alongside quarterly VWAP and stock price ranges.analyze_data
Open slide detailBeat · Appendix
40
other
Open slide detailBeat · Appendix
41
other
Open slide detailBeat · Appendix
42
front_matter
Open slide detailBeat · Appendix