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

TPH · 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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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Situation & Context
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diagnose
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
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Includes a specific callout for the 2/23/2018 date.compare_options
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Includes detailed tax calculations per unit, comparing ordinary gain and capital gain tax impacts.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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Includes detailed line items for EBITDA, tax adjustments, and dividend calculations.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
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The slide details financial consideration, distribution maintenance, and governance requirements.recommend
Open slide detailBeat · Solution & Approach
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The slide compares two different metrics (ownership % and exchange ratios) across historical and projected timeframes.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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The slide presents two side-by-side bar charts comparing ownership percentages and exchange ratios against two proposals (1.492x and 1.750x).analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes a summary row for Median and Mean premiums for both all transactions and taxable transactions.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes two line charts showing projections from 2H 2018E to 2022E and two tables comparing accretion/dilution at different exchange ratios.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes sensitivity analysis comparing proposals at different exchange ratios.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes sensitivity analysis for different exchange ratios (XR).quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
13
Includes two line charts showing projections over time and two tables comparing accretion/dilution across different exchange ratios.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes sensitivity analysis of exchange ratios and coverage ratios.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Mece Breakdown
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Includes sensitivity analysis for different exchange ratios (AMGP Proposal vs Counter Proposal).analyze_data
Open slide detailBeat · Evidence & Proof
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front_matter
Open slide detailBeat · Impact & Next Steps