LionTree | Investment Banking Pitch Book | 41 slides

LionTree · 2016-06
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 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
Contains a redacted section title.front_matter
03
transition
Open slide detailBeat · Situation & Context
04
Contains redacted information; mentions specific voting percentages (33% and 15%).establish_context
Open slide detailBeat · Situation & Context
05
Includes disclaimer about draft materials and detailed footnotes regarding share counts and valuation assumptions.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
06
The slide is a comparison table with a redacted column on the right. It focuses on the 'Luna' offer details.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
07
The right side of the table is redacted/blacked out.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
08
transition
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Includes a disclaimer about draft status and data sources.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
10
Includes CAGR calculations and growth/margin percentages for each scenario.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
11
Includes redacted rows and specific valuation multiples (EV/EBITDA) and growth metrics.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
12
Includes mid-year convention, discounted back to 3/31/16; net debt of $1,121mm, equity in affiliates of $25mm.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
13
Draft Working Materials - Subject to Change. Includes footnotes regarding mid-year convention and sensitivity case assumptions.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
14
Includes disclaimer 'Draft Working Materials - Subject to Change' and source/methodology notes at the bottom.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
15
transition
Open slide detailBeat · Impact & Next Steps
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Includes detailed pro forma calculations for ownership and leverage, accounting for equity raises and synergies.analyze_data
Open slide detailBeat · Impact & Next Steps
17
Includes footnotes regarding production loans and equity pricing assumptions.analyze_data
Open slide detailBeat · Impact & Next Steps
18
Draft working materials slide containing valuation tables, pie charts for revenue/contribution, and a shareholder table.analyze_data
Open slide detailBeat · Impact & Next Steps
19
The chart uses vertical lines to mark specific dates corresponding to the text callouts.analyze_data
Open slide detailBeat · Impact & Next Steps
20
The chart uses a horizontal bar format to visualize the gap between the current price ($21.25) and the average target ($28.75).compare_peers
Open slide detailBeat · Impact & Next Steps
21
Draft Working Materials - Subject to Changeanalyze_data
Open slide detailBeat · Impact & Next Steps
22
The slide uses a waterfall chart structure to bridge from reported EBITDA to adjusted figures by subtracting Equity Income, Gain on Sale, SBC, and Startup Costsanalyze_data
Open slide detailBeat · Impact & Next Steps
23
Draft working materials; includes footnotes regarding synergy assumptions and equity raise.quantify_impact
Open slide detailBeat · Impact & Next Steps
24
Includes a disclaimer about the draft nature of the materials.analyze_data
Open slide detailBeat · Impact & Next Steps
25
transition
Open slide detailBeat · Impact & Next Steps
26
The slide content is entirely redacted with black boxes.summarize
27
The slide content is redacted/blacked out, leaving only the header and footer elements.other
28
The slide is intentionally blank/redacted, likely a placeholder in a draft deck.analyze_data
29
The slide is a template or placeholder with a disclaimer header and footer.analyze_data
30
The slide contains redacted data blocks. It follows standard investment banking DCF formatting.analyze_data
31
The slide content is entirely redacted (blacked out).analyze_data
33
Draft working materials; includes detailed footnotes regarding equity stakes and valuation assumptions.compare_options
34
Draft Working Materials - Subject to Changeanalyze_data
35
Includes a main DCF table and two sensitivity tables.quantify_impact
36
Includes summary statistics (Mean, Median, High, Low) at the bottom of the table.analyze_data
37
Draft working materials, subject to change.analyze_data
38
Includes CAGR calculations for two periods and segment-level margins.analyze_data
39
The chart includes directional arrows indicating which company is favored by the ratio.analyze_data
40
The slide content is entirely redacted (blacked out).analyze_data
41
Includes a 'Draft Working Materials' header.other