anlak storytelling
All kinds
Document kinds
Loading document kinds...

Primary corpus lens for browsing and insights. Selection lives in the URL.

All formats
Orientation
Loading formats...

Landscape, portrait, square, or unknown document geometry.

Unlock
Houlihan Lokey · consulting-deck

Houlihan Lokey | Investment Banking Pitch Book | 48 slides

48 pages · 4 arc beats · 2 loops

Consulting-Deck Download JSON
Unlock

Houlihan Lokey | Investment Banking Pitch Book | 48 slides

Houlihan Lokey · 2023-01
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.
—

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits
— 0/1 slides
— 0/1 slides
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 32 hits
— 0/4 slides
— 0/4 slides
— 0/4 slides
100% 4/4 slides 100% 4/4 slides Solution & Approach 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
— 0/1 slides
100% 1/1 slides · 2 hits
— 0/1 slides
100% 1/1 slides 100% 1/1 slides Evidence & Proof 11 slides 100% 11/11 slides 100% 11/11 slides · 47 hits
— 0/11 slides
18.2% 2/11 slides 18.2% 2/11 slides 100% 11/11 slides 54.5% 6/11 slides

Slide inventory

48
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
The slide uses a three-row table structure to categorize information into Proposal Overview, Situation Overview & Preliminary Observations, and Potential Next Ssummarize
Open slide detail
05
front_matter
Open slide detail
06
establish_context
Open slide detailBeat · Situation & ContextLoop · Pattern Hunter
07
Includes detailed footnotes regarding acquisitions and data sources.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
08
Includes detailed footnotes regarding pro forma adjustments and CAGR definitions.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
09
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 · Problem & ComplicationLoop · Pattern Hunter
10
Includes a CAGR table and two bar charts representing financial projections from 2016 to 2027E.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
11
Includes detailed footnotes regarding acquisitions and accounting adjustments.analyze_data
Open slide detailLoop · Pattern Hunter
12
The slide uses two distinct tables to compare performance metrics against guidance ranges.compare_options
Open slide detailLoop · Pattern Hunter
13
The slide uses grouped bar charts to compare management projections (grey) against consensus estimates (blue), with percentage differences highlighted.compare_peers
Open slide detailLoop · Pattern Hunter
14
The slide uses lettered callouts (A-F) to link specific data points to qualitative observations at the bottom.analyze_data
Open slide detailLoop · Pattern Hunter
15
front_matter
Open slide detailLoop · Pattern Hunter
16
Includes illustrative ranges for specific valuation metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
17
Includes specific peer groups: Workers' Comp Insurers, Specialty Insurers, and All Selected Companies, plus specific 'Twins' comparison rows.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
18
The slide uses scatter plots to correlate profitability (ROAE) with valuation multiples (P/B).compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
19
Includes a line chart showing historical trends and a table summarizing average multiples over various time horizons.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
20
The chart shows a significant divergence between Twins and the peer groups starting around 2021.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
21
The slide presents 8 distinct data tables organized into two rows: Size & Financial Strength and Profitability.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
22
Includes detailed footnotes regarding LPT agreement impacts, financial periods, and definitions of terms like LTM, CY, and NMF.compare_peers
Open slide detailBeat · Evidence & Proof
23
Includes summary statistics (Low, High, Median, Mean) at the bottom of the table.analyze_data
Open slide detailBeat · Evidence & Proof
24
Includes a projection table for book value and a sensitivity analysis for terminal value multiples.analyze_data
Open slide detailBeat · Evidence & Proof
25
Includes sensitivity tables for PV of terminal value, implied equity value, and implied equity value per share.analyze_data
Open slide detailBeat · Evidence & Proof
26
front_matter
Open slide detailBeat · Evidence & Proof
27
Financial analysis slide detailing offer terms and valuation premiums.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
28
compare_options
Open slide detailLoop · Golden Circle
29
The chart shows a significant underperformance of 'Twins' compared to the S&P 500 and peer groups.compare_peers
Open slide detailLoop · Golden Circle
30
The slide uses a combination of a bar chart for historical/projected earnings and a step-chart for the EPS estimate trajectory.analyze_data
Open slide detailLoop · Golden Circle
31
Includes broker-specific recommendations and valuation metrics (P/BV, P/TBV) alongside qualitative commentary.compare_peers
Open slide detailLoop · Golden Circle
32
Includes VWAP data and volume-at-price distributions with specific callouts for volume traded above offer price.analyze_data
Open slide detailLoop · Golden Circle
33
Data as of 8/4/22 per Form 10-Q for period ended 6/30/22.analyze_data
Open slide detailLoop · Golden Circle
34
The chart includes a table at the bottom detailing ownership percentages and cumulative ownership for the top 25 shareholders.analyze_data
Open slide detailLoop · Golden Circle
35
The table tracks share changes from Q4 2020 to Q2 2022 for 12 major shareholders.analyze_data
Open slide detailLoop · Golden Circle
36
front_matter
Open slide detailLoop · Golden Circle
37
front_matter
Open slide detailLoop · Golden Circle
38
The slide presents a sensitivity analysis of financial metrics based on different accounting treatments of share-based compensation and intangible asset amortizanalyze_data
Open slide detailLoop · Golden Circle
39
The slide includes detailed footnotes explaining the non-pro forma nature of the data and specific adjustments related to acquisitions and equity interests.analyze_data
Open slide detail
40
front_matter
Open slide detail
41
The slide uses a dual-axis chart (price and volume) and a corresponding table to correlate stock movements with quarterly earnings reports and corporate events.analyze_data
Open slide detail
42
The slide displays two bar charts showing historical premium trends with median benchmarks for the 2015-2021 period.analyze_data
Open slide detail
43
front_matter
Open slide detail
44
The slide uses four line charts to illustrate macroeconomic and industry-specific trends.analyze_data
Open slide detail
45
The slide includes three bar charts tracking industry performance and safety metrics over time.analyze_data
Open slide detail
46
other
Open slide detail
47
other
Open slide detail
48
front_matter
Open slide detail