Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 21 slides

Antero Resources · 2018-08
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

21
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
The slide outlines the strategic rationale for a corporate simplification transaction, highlighting governance, liquidity, and credit implications.summarize
Open slide detailBeat · Situation & ContextLoop · Logic Chain
03
The slide uses a list-based structure to present a series of qualitative arguments supporting a corporate transaction.present_solution
Open slide detailBeat · Situation & ContextLoop · Logic Chain
04
The table uses green arrows to indicate positive impact and grey double-headed arrows to indicate neutral or mixed impact.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
05
The slide uses a combination of bulleted text to explain the trend and bar charts to demonstrate market performance and price reactions.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
06
Includes two case studies: ONEOK simplification and Macquarie Infrastructure Corp conversion.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
07
Uses a process-flow style comparison table with arrows indicating the resolution of issues.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
08
transition
Open slide detailLoop · Logic Chain
09
The slide uses a combination of bulleted value propositions and comparative bar charts to justify the transaction's valuation upside.summarize
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
10
The slide uses a series of bar charts to compare AMGP PF against two peer groups across 6 metrics for two years.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
11
Includes red circles highlighting key discount metrics in both the table and the case study section.compare_peers
Open slide detailLoop · Logic Chain
12
transition
Open slide detailLoop · Logic Chain
13
The slide highlights Antero Midstream's leverage and debt trading metrics relative to peers, with a specific callout on the 5.17% YTW for Antero Midstream Partncompare_peers
Open slide detailLoop · Logic Chain
14
The chart displays 2018E and 2019E leverage ratios for four distinct financial scenarios.analyze_data
Open slide detailLoop · Logic Chain
15
Slide outlines risks associated with breaching financial policy and the need for lender amendments.analyze_data
Open slide detailLoop · Logic Chain
16
summarize
Open slide detailLoop · Logic Chain
17
summarize
Open slide detailLoop · Logic Chain
19
Includes specific dates for SailingStone 13D filing and Special Committee formation.compare_peers
20
The slide uses a grid layout to categorize analyst sentiment into two themes: Midstream Simplification and Pro forma Valuation.cite_precedent
21
Includes two bar charts showing market reaction (1-day and 2-day) for ETE and ETP, alongside Moody's commentary and a pro forma financial table.illustrate_case