Qatalyst Partners | Investment Banking Pitch Book | 27 slides

Qatalyst Partners · 2012-08
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
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Slide 1
front_matter
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transition
Open slide detailBeat · Problem
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The chart combines a line graph for stock price and a bar chart for trading volume, with callout boxes for specific dates and events.analyze_data
Open slide detailBeat · Problem
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The slide uses a combination of a line chart for stock performance and a bar chart for trading volume, overlaid with event callouts.illustrate_case
Open slide detailBeat · Problem
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Includes a timeline of events at the top and a dual-axis chart (line for price, area for volume) at the bottom.illustrate_case
Open slide detailBeat · Problem
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The slide uses a color-coded system (green/red) to indicate whether actual performance met or missed management guidance, alongside market reaction data.analyze_data
Open slide detailBeat · FinancialsLoop · Golden Circle
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The chart tracks daily fluctuations in valuation multiples, while the table provides annual and period-specific averages and premiums/discounts.compare_peers
Open slide detailBeat · FinancialsLoop · Golden Circle
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Includes a summary table of averages and a line chart showing historical performance of multiples.analyze_data
Open slide detailBeat · FinancialsLoop · Golden Circle
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The slide uses bar charts to compare financial performance metrics across two industry segments and their medians.compare_peers
Open slide detailBeat · FinancialsLoop · Golden Circle
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Includes median and mean calculations for peer groups and specific adjustments for Arbor.compare_peers
Open slide detailBeat · FinancialsLoop · Golden Circle
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Includes median and mean calculations for peer groups and specific company data points.compare_peers
Open slide detailBeat · FinancialsLoop · Golden Circle
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Includes a callout box highlighting premiums to current and unaffected stock prices.analyze_data
Open slide detailBeat · FinancialsLoop · Golden Circle
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The slide uses a series of line charts to compare three distinct financial scenarios over a multi-year period (CY10A to CY16E).compare_options
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide compares subscriber, revenue, and EBITDA metrics across three time periods, highlighting the delta between Street and Management forecasts.compare_options
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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Includes CAGR calculations and specific notes on projections and Archives.com inclusion.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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The slide presents a sensitivity analysis of valuation metrics based on share price.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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Includes methodology details and reference ranges for valuation models.analyze_data
Open slide detailBeat · Market Size
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The table includes a 'Terminal' column and CAGR calculations for the 2012-2016 period.analyze_data
Open slide detailBeat · Market Size
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The table uses a mid-period discounting convention and accounts for 11% dilution.quantify_impact
Open slide detailBeat · Market Size
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The table highlights the 11% dilution row in red, indicating it as the primary case projection.analyze_data
Open slide detailBeat · Market Size
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The slide uses a matrix structure to show how different combinations of business unit performance impact total company revenue.analyze_data
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The table displays a matrix of implied share prices based on different revenue growth scenarios (columns) and terminal year adjusted EBITDA margins (rows).analyze_data
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The table presents valuation ranges for CY12E and CY13E metrics, showing implied prices and premiums to an unaffected share price of $22.63.analyze_data
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Includes sensitivity analysis on EBITDA multiples and present value calculations.analyze_data
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Data source: Thomson SDC. Includes domestic cash and cash/stock technology transactions >$500MM.analyze_data
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The table includes transaction dates, target/acquiror names, equity/enterprise values, and various financial multiples (Revenue, EBITDA, Growth, Margin, Premiumcite_precedent
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The table includes columns for announcement date, target, acquiror, FD Equity Value, FD Ent. Value, Revenue multiples (LTM/NTM), EBITDA multiples (LTM/NTM), NTMcite_precedent