First Western Financial | Investor Presentation Deck | 50 slides

First Western Financial · 2023-10
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
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Deck intelligence map

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Slide inventory

50
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Includes geographic footprint map and industry recognition awards.summarize
Open slide detailLoop · Why Now
04
summarize
Open slide detailLoop · Why Now
05
show_traction
Open slide detailLoop · Voice Of Customer
06
The chart tracks MYFW TBV/Share from 6/30/2018 to 9/30/2023.show_traction
Open slide detailLoop · Voice Of Customer
07
transition
08
The slide uses a mix of qualitative market characteristics and quantitative data (tables and a pie chart) to justify the investment thesis.size_opportunity
Open slide detailBeat · Problem
09
The slide uses a structured list format to highlight business strengths.summarize
Open slide detailBeat · Problem
10
The slide outlines a cross-selling strategy where local profit centers collaborate with product experts.present_solution
Open slide detailBeat · Solution
11
The slide uses a pie chart for revenue composition and a stacked bar chart for revenue growth over time.show_traction
Open slide detailBeat · Solution
12
The chart highlights MYFW in a distinct color compared to peers.compare_peers
13
transition
14
The slide uses a dual-track timeline approach to show two distinct growth vectors (acquisitions vs. office openings) over time.show_traction
Open slide detailLoop · Cost Of Inaction
15
plan_implementation
Open slide detailLoop · Cost Of Inaction
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cite_precedent
Open slide detailLoop · Cost Of Inaction
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The chart uses a stacked bar format to distinguish between organic growth and acquisition-driven growth.show_traction
Open slide detailLoop · Cost Of Inaction
18
The slide uses two side-by-side bar charts to demonstrate growth trends.show_traction
Open slide detailLoop · Cost Of Inaction
19
The chart shows a downward trend in the efficiency ratio (lower is better in banking) from 2017 to 2020, with a slight uptick in 2021-2022.show_traction
20
The chart shows a shift in earnings composition over time.analyze_data
21
transition
22
Slide 22 of a pitch deck, likely an earnings presentation.summarize
23
Includes adjustments to net income; data points are labeled with (1) indicating non-GAAP reconciliation.analyze_data
24
Includes detailed financial tables and bar charts showing quarterly loan activity.analyze_data
25
Includes both a tabular breakdown of deposit types and a bar chart showing total deposit trends.show_traction
26
The chart shows a breakdown of AUM by service type (Investment Agency, Managed Trust, 401(k)/Retirement, Directed Trust, Custody) over five quarters.show_traction
27
The slide uses a pie chart for revenue composition and a stacked bar chart for historical revenue trends.analyze_data
28
Includes non-GAAP reconciliation note.analyze_data
29
Includes a waterfall-style stacked bar chart with a line overlay for total income, and a simple bar chart for fee trends.analyze_data
30
Includes a footnote regarding non-GAAP reconciliation.analyze_data
31
Includes a footnote regarding the definition of Adjusted Total Loans.analyze_data
32
The slide presents a mix of historical trend data (TCE/TBV) and point-in-time snapshots (Capital Ratios and Liquidity Sources) as of 9/30/23.analyze_data
33
transition
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summarize
35
The slide uses a nested bullet structure to detail growth strategies including M&A, office expansion, and digital platform enhancements.inspire_vision
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summarize
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transition
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other
Open slide detailBeat · Team
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other
Open slide detailBeat · Team
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The central circular diagram is labeled ConnectView.present_framework
42
The slide highlights operating leverage and profitability of different business units.other
44
Contains three distinct sub-tables for different financial metrics.analyze_data
45
The table details adjustments to non-interest expense and total income to arrive at the efficiency ratio.analyze_data
46
Standard financial disclosure slide for investor relations.analyze_data
47
Includes two distinct financial tables: Consolidated Efficiency Ratio and Consolidated Tangible Common Book Value Per Share.analyze_data
48
This is a standard financial disclosure slide found in investor presentations to explain non-GAAP metrics.analyze_data
49
Includes a footnote regarding the adoption of CECL on January 1, 2023.analyze_data
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This is a standard financial disclosure table showing interest-earning assets and interest-bearing liabilities adjustments.analyze_data