Antero Resources · consulting-deck
Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 69 slides
69 pages · 5 arc beats · 3 loops
Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 69 slides
Antero Resources · 2018-03 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 69 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 10 slides 100% 10/10 slides 100% 10/10 slides · 43 hits — 0/10 slides
30% 3/10 slides 10% 1/10 slides 100% 10/10 slides 10% 1/10 slides Problem & Complication 10 slides 100% 10/10 slides 100% 10/10 slides · 41 hits — 0/10 slides
60% 6/10 slides 50% 5/10 slides 100% 10/10 slides 100% 10/10 slides Solution & Approach 20 slides 100% 20/20 slides 100% 20/20 slides · 89 hits — 0/20 slides
40% 8/20 slides 40% 8/20 slides 100% 20/20 slides 55% 11/20 slides Evidence & Proof 20 slides 100% 20/20 slides 100% 20/20 slides · 73 hits — 0/20 slides
10% 2/20 slides 20% 4/20 slides 100% 20/20 slides 55% 11/20 slides Impact & Next Steps 9 slides 100% 9/9 slides 100% 9/9 slides · 31 hits — 0/9 slides
11.1% 1/9 slides 11.1% 1/9 slides 100% 9/9 slides — 0/9 slides
Slide inventory
69 every slide · same image gating as the playbook
04
This is a standard investment banking pitch deck executive summary slide.summarize
Open slide detailBeat · Situation & Context
05
The chart tracks relative stock performance from Jan 2018 to Mar 2018, highlighting the impact of specific corporate announcements.analyze_data
Open slide detailBeat · Situation & Context
06
The slide uses a timeline-based event overlay to contextualize stock performance fluctuations.compare_peers
Open slide detailBeat · Situation & Context
07
Includes specific peer group weightings in the footnote.compare_peers
Open slide detailBeat · Situation & Context
08
The slide uses bar charts to compare valuation multiples across different financial metrics, highlighting Antero in green versus peers in tan.compare_peers
Open slide detailBeat · Situation & Context
09
The slide uses bar charts to compare financial leverage metrics across different companies and time periods.compare_peers
Open slide detailBeat · Situation & Context
10
The slide uses a 'ripped paper' aesthetic to present quotes from various financial institutions.summarize
12
The slide uses a matrix-like structure to compare two strategic options.compare_options
15
Uses a funnel diagram to show how inputs lead to recommendations, with a secondary list for other ideas.compare_options
17
Includes detailed financial metrics and pro-forma ownership breakdown.analyze_data
18
The chart includes horizontal reference lines for specific historical events and averages, with a secondary axis indicating the direction of value for AM vs AMGanalyze_data
19
The slide shows a 5-year projection (2018E-2022E) comparing standalone performance against the pro forma impact of the AMGP acquisition.quantify_impact
20
The slide uses a two-way sensitivity table format to show the impact of equity valuation premiums/discounts on financial metrics over time.analyze_data
21
The slide shows a series of bar charts comparing standalone vs pro forma performance from 2018E to 2022E.quantify_impact
Open slide detailBeat · Solution & Approach
22
The slide uses a matrix-based sensitivity analysis framework to show outcomes across two variables.analyze_data
Open slide detailBeat · Solution & Approach
23
The table displays leverage ratios (x) based on two variables: % cash and % premium.analyze_data
Open slide detailBeat · Solution & Approach
24
The slide uses a grouped bar chart format to compare 'Standalone' vs 'Pro Forma' across four key financial metrics from 2018E to 2022E.quantify_impact
Open slide detailBeat · Solution & Approach
25
The slide uses a matrix-based sensitivity analysis framework to evaluate financial outcomes under different assumptions.analyze_data
Open slide detailBeat · Solution & Approach
26
The slide uses a numbered list to present a logical argument for why the company is undervalued.analyze_data
Open slide detailBeat · Solution & Approach
27
Includes specific valuation multiples (EV/EBITDA, EV/DCF), growth rates (EBITDA, DCF, DPU), yields, and leverage ratios.compare_peers
Open slide detailBeat · Solution & Approach
28
The slide uses a regression analysis to derive a theoretical valuation for AMGP based on peer performance metrics.compare_peers
Open slide detailBeat · Solution & Approach
29
The slide uses a structured table format to categorize reactions by entity.analyze_data
Open slide detailBeat · Solution & Approach
30
Includes footnotes regarding discount rates, current share price, and multiple expansion assumptions.quantify_impact
31
Includes footnotes regarding discount rates, current share price, and multiple expansion assumptions.quantify_impact
33
The slide uses a before-and-after diagram to illustrate the change in ownership structure and IDR elimination.present_solution
34
Includes red circles highlighting specific 2020E multiples.analyze_data
35
The chart includes horizontal reference lines for Antero's projected GP take from 2018E to 2021E and current levels.compare_peers
36
The chart includes a median line at 14% and a data table at the bottom showing GP value/Curr. Year + 1 DCF multiples.compare_peers
37
Includes sensitivity analysis tables for IDR purchase price and implied DCF multiples.quantify_impact
38
The slide presents four distinct scenarios for IDR buy-in, varying coverage reduction and funding methods, with sensitivity tables for each.analyze_data
39
Includes two sets of bar charts and sensitivity tables for Discretionary Cash Flow metrics.quantify_impact
40
Includes two sensitivity tables showing premium/discount percentages based on varying discount rates and forward multiples.quantify_impact
41
The slide presents two identical sets of charts and tables for 'Distributable Cash Flow / Share' and 'Distribution / Share', with minor variations in the bottomquantify_impact
Open slide detailBeat · Evidence & Proof
42
The slide presents three distinct sensitivity tables based on different coverage reduction assumptions.quantify_impact
Open slide detailBeat · Evidence & Proof
43
The slide uses a structured table format to contrast stakeholder-specific market impacts.analyze_data
Open slide detailBeat · Evidence & Proof
45
Includes a table of market reactions to share repurchases and dividend increases in the E&P sector.cite_precedent
Open slide detailBeat · Evidence & Proof
47
The slide uses a matrix-like structure to compare financial strategies.compare_options
Open slide detailBeat · Evidence & Proof
49
The slide outlines strategic objectives and quantitative volume estimates for 2019 and 2020 earn-outs.summarize
Open slide detailBeat · Evidence & Proof
50
The table shows a sensitivity analysis of the 2020 earn-out payment present value.analyze_data
51
The table lists five financial institutions (Guggenheim, BofA Merrill Lynch, BMO, Citi, Wells Fargo) and their respective assumptions on earn-out payments.analyze_data
52
Includes two grouped bar charts with associated data tables below each.analyze_data
53
Includes revenue and EBITDA breakdowns, comparing total water business vs. Minimum Volume Commitment (MVC) contracts.analyze_data
56
The charts show a trend of increasing GP Take percentages for most entities over the four-year period.compare_peers
57
Includes median and mean calculations for premiums to last close and 30-day averages.cite_precedent
58
Includes footnotes regarding market data date, D&A/capex assumptions, goodwill amortization, and NOL utilization limits.analyze_data
59
The table compares standalone financials against pro forma financials assuming AMGP purchases 100% of AM public units.quantify_impact
60
Includes a footnote detailing the transaction assumptions (100% equity purchase at 1.813x exchange ratio).quantify_impact
61
Includes a red dashed box highlighting the levered beta range (1.00 - 1.90).analyze_data
Open slide detailBeat · Impact & Next Steps
63
The table compares standalone financial performance against pro forma projections following a transaction involving IDRs.analyze_data
Open slide detailBeat · Impact & Next Steps
64
The table compares standalone performance against a pro forma scenario involving the acquisition of IDRs from AMGP.analyze_data
Open slide detailBeat · Impact & Next Steps
65
The slide compares standalone financial performance against a pro forma scenario involving an acquisition of IDRs.quantify_impact
Open slide detailBeat · Impact & Next Steps
66
Includes transaction values, structure types, DCF and distribution valuation multiples, and growth forecasts.cite_precedent
Open slide detailBeat · Impact & Next Steps
67
The table includes 13 historical transactions with metrics like transaction value, GP/LP/AMZ market reactions, and timeline to accretion.cite_precedent
Open slide detailBeat · Impact & Next Steps
69
Includes two distinct scenarios for share repurchases, each with sources/uses tables, EPS impact charts, net free cash flow tables, and leverage ratio tables.quantify_impact
Open slide detailBeat · Impact & Next Steps