Limbach Holdings | Investor Presentation Deck | 28 slides

Limbach · 2023-11
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

28
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
establish_context
04
Uses a hub-and-spoke diagram to center the company's focus on 'Building Owners'.summarize
05
The slide uses a comparative structure to highlight the margin difference between GCR (12-15%) and ODR (25-28%).decompose_segments
Open slide detailBeat · Problem
06
summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
07
The slide uses a path metaphor to contrast Limbach's focus on optimization against competitors focused on new construction.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
08
Uses a checkmark/cross matrix to demonstrate competitive advantage.compare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
The slide uses a 2x2 matrix to illustrate a strategic pivot from a low-margin/low-multiple business model to a high-margin/high-multiple model.compare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
10
The slide uses a process-flow diagram to list markets, followed by a three-pillar framework explaining the strategic value of these segments.decompose_segments
Open slide detailBeat · SolutionLoop · Cost Of Inaction
11
The slide uses a three-column layout to represent the pillars of the business strategy.plan_implementation
Open slide detailBeat · SolutionLoop · Cost Of Inaction
12
The slide uses a maturity model framework to show the transition from Limbach 1.0 to 3.0.present_framework
Open slide detailLoop · Cost Of Inaction
13
The chart uses a dual-axis approach to correlate margin expansion with ODR revenue growth.show_traction
Open slide detailLoop · Cost Of Inaction
14
The slide uses a funnel-like flow from EBITDA/FCF into a three-pillar strategy.plan_implementation
15
The slide outlines a clear M&A strategy distinguishing between tuck-in acquisitions and new market entry.plan_implementation
16
The slide uses a checklist format for criteria and a list of strategic pillars for post-acquisition integration.plan_implementation
17
The slide uses a checklist-style framework to justify an M&A transaction.illustrate_case
Open slide detailLoop · Why Now
18
The slide uses a check-list format to justify the strategic rationale for an M&A deal.illustrate_case
Open slide detailLoop · Why Now
19
Includes footnotes regarding the nature of the guidance and reconciliation.analyze_data
Open slide detailBeat · Financials
20
other
Open slide detailBeat · Financials
21
appendix
Open slide detailBeat · Financials
22
The slide uses stacked bar charts to show segment contributions (GCR vs ODR) and highlights year-over-year percentage growth.show_traction
Open slide detailBeat · Financials
23
The slide uses stacked bar charts to show segment performance (GCR vs ODR) and simple bar charts for EBITDA.show_traction
Open slide detailBeat · Financials
24
Includes specific financial footnotes regarding 10-Q/10-K reporting and calculation methodology.analyze_data
Open slide detailBeat · Financials
25
Includes a detailed footnote explaining the use of non-GAAP financial measures and specific restructuring costs.analyze_data
Open slide detailBeat · Financials
26
Includes detailed line-item adjustments such as stock-based compensation, impairment, and transition costs.analyze_data
Open slide detailBeat · Financials
27
Includes specific footnotes regarding EBITDA reconciliation and FCF definition.analyze_data
Open slide detailBeat · Financials
28
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