Limbach Holdings | Investor Presentation Deck | 29 slides

Limbach Holdings · 2025-03
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 1
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Slide inventory

29
every slide · same image gating as the playbook
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Slide 1
Includes company logo, ticker symbol, date, and a collage of industry-related imagery.front_matter
03
Includes a 'Most Loved Workplaces' award badge.establish_context
04
The slide uses a three-column layout to define Who We Are, Who We Partner With, and Our Purpose.establish_context
Open slide detailBeat · Problem
05
The slide uses an isometric cutaway illustration to map specific service offerings to building systems.present_solution
Open slide detailBeat · ProblemLoop · Golden Circle
06
The slide uses a three-column layout to highlight Revenue Diversification, Constant Demand, and National Growth Opportunity.establish_context
Open slide detailLoop · Golden Circle
07
The slide uses a list of four value propositions paired with a grid of six photos showing industrial/commercial infrastructure work.present_framework
Open slide detailBeat · Market SizeLoop · Golden Circle
08
The slide uses a table to frame Limbach as a unique 'one-stop-shop' that combines engineering and field expertise.compare_peers
Open slide detailBeat · Product
09
decompose_segments
Open slide detailBeat · Product
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The slide uses a three-column layout to detail specific strategic pillars, each with a supporting visual (pie chart, process diagram, and geographic map).present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
11
The chart uses a combination of bar charts for margins and a line chart for ODR revenue percentage.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide uses a mix of data visualization and summary callouts to explain a business pivot.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide uses a three-column layout: service offerings (left), client logos (center), and value propositions (right).present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
14
present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
15
The map distinguishes between current branch locations (teal states with dots) and potential new acquisition geographies (blue states).analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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Uses gear icons to represent process steps and integration.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
The slide uses a side-by-side comparison of M&A criteria against specific deal outcomes.illustrate_case
Open slide detailLoop · Quick Win Big Bet
18
The slide uses a split-layout comparing M&A criteria on the left with deal rationale and financial metrics on the right.illustrate_case
Open slide detailLoop · Quick Win Big Bet
19
The slide presents a comparative balance sheet table and a list of strategic capital allocation priorities.analyze_data
Open slide detailLoop · Quick Win Big Bet
20
The slide presents three distinct pillars of financial guidance: Revenue, Profitability (Gross Margin/EBITDA), and Cash Flow.summarize
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summarize
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The slide is mostly empty space, likely a template or placeholder.other
23
Includes footnotes regarding rounding and non-GAAP reconciliation.analyze_data
24
Data presented in millions; includes segment breakdown (ODR/GCR) for Revenue and Gross Profit.analyze_data
25
The slide uses a circular diagram to represent the ESG framework, with supporting bullet points for each pillar.summarize
26
Includes detailed line-item adjustments such as depreciation, interest, stock-based compensation, and various non-recurring costs.analyze_data
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Includes a disclaimer regarding the use of non-GAAP financial measures at the bottom.analyze_data
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Includes footnotes explaining non-GAAP adjustments and non-cash activities.analyze_data
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