Limbach Holdings | Investor Presentation Deck | 27 slides

Limbach · 2023-08
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 1
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Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
front_matter
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The slide uses a corporate branding background with a watermark logo.establish_context
Open slide detailBeat · Problem
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The slide uses a hub-and-spoke diagram to center the 'Building Owners' as the primary focus of the company's operations.summarize
Open slide detailBeat · Problem
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The slide uses a comparative structure to highlight the value proposition of ODR over GCR.decompose_segments
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summarize
Open slide detailBeat · SolutionLoop · Golden Circle
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The slide uses a path metaphor to contrast Limbach's focus on optimization against competitors focused on new construction (changing skylines).present_solution
Open slide detailBeat · SolutionLoop · Golden Circle
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The slide uses a checkmark/cross matrix to demonstrate competitive differentiation.compare_peers
Open slide detailBeat · SolutionLoop · Golden Circle
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The slide uses a 2x2 matrix to illustrate a strategic shift from a 'Specialty Contractor' profile to an 'Engineering/OEM' profile.compare_peers
Open slide detailBeat · SolutionLoop · Golden Circle
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The slide uses a process-flow visual to link specific market segments to broader economic themes like 'Mission-Critical', 'Durable Demand', and 'Economic Resilisize_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
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The slide uses a three-column layout to represent the pillars of their growth strategy.plan_implementation
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The slide uses a maturity model framework (Limbach 1.0 to 3.0) to illustrate business model evolution.present_framework
Open slide detailBeat · Business Model
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The chart uses a dual-axis approach to correlate margin expansion with ODR revenue mix shift.analyze_data
Open slide detailBeat · Business Model
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Uses a funnel-like diagram leading into a Venn-style hub-and-spoke model.plan_implementation
Open slide detailBeat · Business Model
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The slide outlines two distinct M&A strategies: tuck-ins for existing markets and new geography expansion.plan_implementation
Open slide detailBeat · Business Model
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Mentions '80/20 mindset' which refers to the Pareto Principle.present_framework
Open slide detailBeat · Business Model
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The slide outlines the strategic fit of the Acme Industrial acquisition for Limbach, including financial metrics and operational synergies.cite_precedent
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Includes standard financial disclaimer footnotes.summarize
Open slide detailBeat · Financials
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other
Open slide detailBeat · Financials
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appendix
Open slide detailBeat · Financials
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The slide uses stacked bar charts to break down performance by GCR and ODR segments.show_traction
Open slide detailBeat · Financials
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The slide uses stacked bar charts to show segment contributions (GCR vs ODR) and simple bar charts for EBITDA.show_traction
Open slide detailBeat · Financials
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Includes footnotes explaining the calculation of net debt and references to SEC filings.analyze_data
Open slide detailBeat · Financials
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Includes detailed footnotes regarding the use of non-GAAP measures and specific restructuring costs.appendix
Open slide detailBeat · Financials
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Includes detailed line-item adjustments such as stock-based compensation, debt modification losses, and transition costs.appendix
Open slide detailBeat · Financials
26
Includes footnotes regarding EBITDA reconciliation and FCF definition.analyze_data
Open slide detailBeat · Financials
27
state_next_steps