Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides

TPH · 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 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

45
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Situation & Context
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front_matter
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Problem & Complication
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Includes a table for adjusted exchange ratio calculations and a stacked bar chart for distribution splits.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
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The table highlights a specific data point (15.68%) with a red dashed box.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
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The table displays percentage values across a grid of cash consideration ($0.00 to $4.00) and exchange ratios (1.650x to 1.750x).analyze_data
Open slide detailLoop · Pattern Hunter
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The table highlights a specific value of $3.88 with a red dashed box.analyze_data
Open slide detailLoop · Pattern Hunter
08
transition
Open slide detailBeat · Solution & Approach
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Includes a confidential draft watermark and detailed footnotes regarding valuation methodology.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Includes confidential draft watermark and detailed footnotes regarding methodology.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Confidential draft; includes specific valuation multiples (Equity Value/DCF, EV/EBITDA) and yield metrics.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Includes summary statistics for C-Corp vs MLP buyers and specific AMGP proposal data at the bottom.cite_precedent
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Includes a confidential draft disclaimer and detailed methodology notes at the bottom.cite_precedent
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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The slide uses a sensitivity table format to compare financial outcomes across a range of exchange ratios (1.650x to 1.909x).compare_options
Open slide detailBeat · Solution & ApproachLoop · Iceberg
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Includes confidential draft watermark and detailed methodology footnotes regarding DCF and distribution calculations.analyze_data
Open slide detailBeat · Solution & Approach
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The slide presents a sensitivity analysis of exchange ratios across different discount rates and valuation scenarios.analyze_data
Open slide detailBeat · Solution & Approach
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The slide uses sensitivity tables to show how share price varies based on discount rates and valuation multiples/yields.analyze_data
Open slide detailBeat · Solution & Approach
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The slide presents sensitivity tables for DCF and Distribution Analysis, comparing standalone and pro forma scenarios.analyze_data
Open slide detailBeat · Solution & Approach
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Includes sensitivity tables for DCF multiples, distribution yields, and terminal multiples.analyze_data
Open slide detailBeat · Solution & Approach
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The slide presents sensitivity tables for valuation metrics across different discount rates and multiples/yields.analyze_data
Open slide detailBeat · Solution & Approach
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transition
Open slide detailBeat · Evidence & Proof
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transition
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for exchange ratios ranging from 1.650x to 1.900x.quantify_impact
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for various exchange ratios (XRs).analyze_data
Open slide detailBeat · Evidence & Proof
25
Includes sensitivity analysis for exchange ratios (XRs) ranging from 1.650x to 1.900x.quantify_impact
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for exchange ratios and trend lines for base case projections.quantify_impact
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for different cash considerations and exchange ratios.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for different cash considerations and exchange ratios.analyze_data
Open slide detailBeat · Evidence & Proof
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transition
Open slide detailBeat · Evidence & Proof
30
The slide presents four distinct line charts with corresponding data tables, comparing 'With Step-Up' vs 'Without Step-Up' scenarios across five time periods (2quantify_impact
Open slide detailBeat · Evidence & Proof
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transition
Open slide detailBeat · Evidence & Proof
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Includes detailed tax calculation tables for three different investor scenarios.quantify_impact
Open slide detailBeat · Evidence & Proof
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Includes detailed tax calculations per unit for Average Unitholder, IPO Investor (Average Basis), and IPO Investor (IPO Basis).analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for various exchange ratios.analyze_data
Open slide detailBeat · Evidence & Proof
35
Includes two line charts and two sensitivity tables for different exchange ratios.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for different cash considerations and time-series charts for the base case.quantify_impact
Open slide detailBeat · Evidence & Proof
37
Includes sensitivity analysis tables for different cash considerations and exchange ratios.analyze_data
Open slide detailBeat · Evidence & Proof
38
The table displays a matrix of financial outcomes based on two variables: Cash Consideration (columns) and Exchange Ratio (rows).analyze_data
Open slide detailBeat · Evidence & Proof
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transition
Open slide detailBeat · Impact & Next Steps
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Includes three distinct tables analyzing leverage under base and downside scenarios, and a fourth table calculating tax liability.analyze_data
Open slide detailBeat · Impact & Next Steps
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The chart displays leverage ratios ranging from 2.0x to 3.4x across various fiscal years and cash consideration levels.analyze_data
Open slide detailBeat · Impact & Next Steps
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The chart categorizes companies into E&P Sponsored (orange) and High-Growth MLPs and Midstream C-Corps (blue).compare_peers
Open slide detailBeat · Impact & Next Steps
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transition
Open slide detailBeat · Impact & Next Steps
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Includes two pull-quotes from financial research reports.compare_options
Open slide detailBeat · Impact & Next Steps
45
other
Open slide detailBeat · Impact & Next Steps