Baird | Investment Banking Pitch Book | 35 slides

Baird · 2018-06
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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Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
Baird branding present.front_matter
Open slide detailBeat · Situation & Context
02
front_matter
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Situation & Context
04
The slide uses a table format to map focus areas to their respective proposal impacts.diagnose
Open slide detailBeat · Situation & Context
05
The slide uses a table format to map strategic objectives against the impact of the proposed transaction.compare_options
Open slide detailBeat · Problem & Complication
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transition
Open slide detailBeat · Problem & Complication
07
The slide outlines a specific M&A transaction structure involving an all-equity exchange and corporate reorganization.summarize
Open slide detailBeat · Problem & Complication
08
present_solution
Open slide detailBeat · Problem & Complication
09
Includes a table of financial metrics and a hub-and-spoke diagram of the resulting corporate structure.quantify_impact
Open slide detailBeat · Problem & Complication
10
The table compares unit/share counts, percentage interest, and dollar values across five stakeholder groups.compare_options
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
11
The slide uses a numbered list format within a table to structure the diagnosis of the acquisition proposal.diagnose
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
12
transition
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
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transition
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
14
The slide highlights the impact of market speculation regarding an AMGP acquisition of AM on trading levels.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
15
The slide includes a line chart with horizontal reference lines for specific historical events and an average value.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
16
The slide uses a comparative table to justify an exchange ratio by showing how cash flow contributions evolve over time.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
17
The slide compares two scenarios: one exclusive of Series B and one inclusive of Series B, showing the implied ownership percentages versus the proposed ownershanalyze_data
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
18
The table provides a benchmark for acquisition premiums in the MLP sector.cite_precedent
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
19
transition
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
20
Includes footnotes regarding assumptions for AMGP purchase and Series B conversion impact.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
21
Includes accretion/dilution percentages and impact of Series B conversion.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
22
Includes impact of Series B conversion and assumes specific exchange ratios and share issuances.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
23
The chart uses a bridge-style layout to show components of FCF. The 'Pro Forma' section is highlighted with a dashed box.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
24
The slide compares AM Stand-Alone vs New AMGP across four focus areas: Size/Liquidity, Distribution Growth, Financial Health, and Structure.compare_options
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
25
Includes specific annotations highlighting median vs AMGP pro forma metrics.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
26
The chart uses an exponential regression model to correlate yield and growth.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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transition
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
28
The slide uses a structured table format to define financial and governance terms for Series B units.summarize
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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Includes a bar chart comparing cash flow values for 2019-2022.compare_options
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
30
Includes sensitivity analysis for PV-10, PV-15, and PV-20 based on 2022 yield assumptions.analyze_data
Open slide detailBeat · Impact & Next Steps
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Includes source attribution and specific methodology note regarding dilution impact.analyze_data
Open slide detailBeat · Impact & Next Steps
32
transition
Open slide detailBeat · Impact & Next Steps
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summarize
Open slide detailBeat · Impact & Next Steps
34
The slide presents four distinct sensitivity matrices comparing two financial metrics across two variables (Series B Units and Exchange Ratio) at two different compare_options
Open slide detailBeat · Impact & Next Steps
35
The slide presents two sensitivity tables showing the impact of varying cash percentages on financial metrics.quantify_impact
Open slide detailBeat · Impact & Next Steps