Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 16 slides

Tudor, Pickering, Holt & Co · 2018-07
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

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Slide 1
front_matter
Open slide detailBeat · Situation & Context
02
The slide presents a series of negative findings or 'pain points' regarding a proposed transaction.diagnose
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
03
The slide includes a line chart showing spot and adjusted XR over time, a table calculating the adjusted XR, and a summary table of premiums/discounts.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Includes detailed breakdown of tax calculations per unit for two investor groups.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
05
Includes detailed line items for EBITDA, tax adjustments, and share-based calculations; includes a sensitivity table for exchange ratios at the bottom right.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
06
The slide outlines a specific financial counterproposal in a M&A context.recommend
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
07
The slide compares ownership percentages and exchange ratios for AM vs AMGP.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
08
The slide compares two different metrics (ownership vs exchange ratio) across two categories (DCF and Distributions) over a 6-year period.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
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Includes a disclaimer about the confidential nature of the draft and source information.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
10
Includes a confidential draft disclaimer and source attribution.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Hypothesis Test
11
Includes a comparison of base case vs counterproposal scenarios for distribution impact.analyze_data
12
Includes two line charts showing base case projections and two tables showing sensitivity analysis across different exchange ratios.analyze_data
13
Includes two line charts showing projections over time and two tables comparing accretion/dilution across different exchange ratios.analyze_data
14
Includes two line charts and two data tables comparing financial outcomes across multiple years.analyze_data
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Includes sensitivity analysis for different exchange ratios (XRs) and pro forma coverage ratios.analyze_data
Open slide detailBeat · Impact & Next Steps
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other
Open slide detailBeat · Impact & Next Steps