Tudor Pickering Holt · consulting-deck
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 122 slides
120 pages · 4 arc beats · 2 loops
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 122 slides
Tudor Pickering Holt · 2018-08 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 41 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 9 hits — 0/3 slides
— 0/3 slides
— 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 30 hits — 0/5 slides
80% 4/5 slides 20% 1/5 slides 100% 5/5 slides 100% 5/5 slides Evidence & Proof 16 slides 100% 16/16 slides 100% 16/16 slides · 85 hits — 0/16 slides
62.5% 10/16 slides 12.5% 2/16 slides 100% 16/16 slides 100% 16/16 slides Impact & Next Steps 17 slides 100% 17/17 slides 100% 17/17 slides · 104 hits — 0/17 slides
64.7% 11/17 slides · 12 hits 23.5% 4/17 slides 100% 17/17 slides — 0/17 slides
Slide inventory
120 every slide · same image gating as the playbook
04
This slide acts as a change log for the financial model/presentation deck.summarize
Open slide detailBeat · Situation & Context
05
The slide uses a structured table format to present complex transaction details.summarize
Open slide detailBeat · Situation & Context
06
Includes a financial metrics table in the top right and a detailed sponsor/management ownership table at the bottom.present_framework
07
The chart uses indexed values to compare performance over time since the IPO date.illustrate_case
08
The chart tracks indexed total return performance starting from the committee announcement date.compare_peers
09
Includes a line chart for exchange ratios and a stacked bar chart for distribution splits.analyze_data
10
The slide uses a bar-chart-based comparison of analyst price targets against current prices for three entities, with supporting analyst commentary.compare_peers
12
Includes a main peer comparison table and three sub-tables for implied unit price calculations based on EBITDA, DCF/Unit, and Distribution Yield.compare_peers
13
Includes a summary section at the bottom with medians and means for C-Corp, Affiliate, and 3rd Party transactions, plus the specific AMGP proposal.cite_precedent
14
Includes sensitivity analysis tables for DCF multiples and distribution yields, alongside detailed supplemental calculations for terminal value and implied unitanalyze_data
15
The chart displays three lines representing different yield scenarios (6%, 7%, 8%) impacting the valuation.analyze_data
16
Includes sensitivity tables and detailed supplemental calculations for both DCF and Distribution methodologies.analyze_data
17
The chart displays three lines representing different yield scenarios (6%, 7%, 8%) over three years (2019E, 2020E, 2021E).quantify_impact
19
Confidential draft, includes detailed footnotes regarding calculation methodologies for GP equity value, CAFD, and distribution yields.compare_peers
20
The slide uses sensitivity tables (matrix) to show how changes in discount rates and multiples/yields impact the implied equity value.analyze_data
21
The chart compares projected share prices against a current share price baseline.analyze_data
22
Includes sensitivity tables for discount rates vs multiples/yields and detailed calculation bridges for terminal value.analyze_data
23
The chart displays three lines representing different yield scenarios (4.0%, 5.5%, 7.0%) over three years (2019E, 2020E, 2021E).analyze_data
25
The table compares various exchange ratios (1.650x to 1.909x) against key financial metrics like EBITDA and DCF multiples, including comparisons to trading and analyze_data
26
Includes confidential draft disclaimer and detailed methodology notes regarding DCF and distribution calculations.analyze_data
27
Confidential draft subject to change. Tudor Pickering Holt & Co branding.analyze_data
28
Includes confidential draft disclaimer and source notes.analyze_data
29
Includes confidential draft disclaimer and source notes.analyze_data
30
The slide presents a sensitivity analysis of exchange ratios across discount rates and valuation assumptions.analyze_data
31
Includes a disclaimer about the confidential nature of the draft and methodology for calculating premiums.analyze_data
35
Includes sensitivity analysis tables for different exchange ratios (XRs) and line charts showing base case projections.analyze_data
Open slide detailBeat · Impact & Next Steps
36
Includes sensitivity analysis tables for exchange ratios (XR) ranging from 1.650x to 2.000x.analyze_data
Open slide detailBeat · Impact & Next Steps
37
Includes sensitivity tables for various exchange ratios (XRs) and line charts showing trends from 2H 2018E to 2022E.quantify_impact
Open slide detailBeat · Impact & Next Steps
38
Includes sensitivity analysis tables for exchange ratios (XR) ranging from 1.650x to 2.000x.analyze_data
Open slide detailBeat · Impact & Next Steps
39
The slide uses a matrix format to compare two time periods (2H 2018E and 2019E) across different financial variables.analyze_data
Open slide detailBeat · Impact & Next Steps
40
The slide presents projections from 2018E to 2022E. It includes a disclaimer regarding the confidential nature of the draft.analyze_data
Open slide detailBeat · Impact & Next Steps
41
Includes regression analysis with and without AMGP; highlights specific company outliers.analyze_data
Open slide detailBeat · Impact & Next Steps
42
The table includes specific valuation multiples (EV/EBITDA, Equity Value/DCF) and yield/growth metrics for a set of industry peers, with a comparison to the procompare_peers
Open slide detailBeat · Impact & Next Steps
43
Contains multiple sensitivity tables for valuation metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
44
The slide presents sensitivity tables for valuation metrics across varying discount rates and multiples/yields.analyze_data
Open slide detailBeat · Impact & Next Steps
45
Valuation effective date: 6/30/2018. Includes sensitivity tables for DCF and Distribution Analysis.analyze_data
Open slide detailBeat · Impact & Next Steps
46
Valuation effective date: 6/30/2018. Includes sensitivity tables for discount rates vs multiples/yields.analyze_data
Open slide detailBeat · Impact & Next Steps
47
The slide uses a 2x2 grid of line charts to compare valuation scenarios. Each chart shows three lines representing different yield levels (5%, 6%, 7%).analyze_data
Open slide detailBeat · Impact & Next Steps
48
The slide uses a 2x2 matrix layout to compare four distinct financial scenarios. Each quadrant contains a line chart showing valuation trends over 2019E-2021E.analyze_data
Open slide detailBeat · Impact & Next Steps
51
Includes sensitivity analysis tables for exchange ratios and time-series line charts for base case projections.analyze_data
52
Includes sensitivity tables for various exchange ratios (XRs) and line charts showing projected accretion/dilution trends.analyze_data
53
Includes two line charts and two data tables for sensitivity analysis.analyze_data
54
The slide presents two side-by-side tables comparing financial outcomes under different coverage and exchange ratio scenarios.analyze_data
56
Includes a sources and uses table and two pie charts comparing ownership status quo vs pro forma.analyze_data
57
Includes three distinct tables: PF AMGP Leverage Analysis (Base Case), PF AMGP Leverage Analysis (Downside Case), and Cash Consideration Sizing (1.710x Equity Eanalyze_data
58
Includes sensitivity analysis tables for different cash considerations and implied exchange ratios.quantify_impact
59
Includes sensitivity analysis tables for different exchange ratios and cash considerations.analyze_data
60
Includes two line charts and two data tables comparing financial outcomes across different scenarios.quantify_impact
61
Includes two line charts and two data tables comparing accretion/dilution scenarios.analyze_data
63
The slide presents five distinct sensitivity tables (data matrices) evaluating valuation outcomes based on varying discount rates and multiples/yields.analyze_data
64
Includes multiple sensitivity tables for DCF and distribution analysis.analyze_data
68
The table displays a matrix of implied AM unit prices across different exchange ratios (rows) and dividend yields (columns).analyze_data
70
Includes detailed tax calculations for different investor profiles (Public Unitholders vs IPO Investors).quantify_impact
71
Includes detailed line items for EBITDA, tax adjustments, and per-unit distribution metrics.analyze_data
73
Includes sensitivity analysis tables for various exchange ratios (XRs) and trend lines for specific scenarios.analyze_data
74
Includes sensitivity analysis for exchange ratios and time-series projections for 2018E-2022E.analyze_data
75
Includes sensitivity analysis for exchange ratios and projections through 2022E.quantify_impact
76
Contains detailed sensitivity tables for distribution yields and discount rates, alongside multi-year cash flow and tax basis projections.analyze_data
77
Confidential draft; includes detailed tax basis and gain calculations for two different entities.analyze_data
79
Includes detailed tax breakdown per unit for Average Unitholder, IPO Investor (Average Basis), and IPO Investor (IPO Basis).analyze_data
80
Contains two side-by-side financial models: SQ AM After-Tax Distribution Calculation and PF AMGP After-Tax Dividend Calculation.analyze_data
81
Includes sensitivity analysis tables for different cash consideration levels.quantify_impact
82
Includes two line charts showing accretion/dilution trends and two tables showing sensitivity analysis at different cash consideration levels.quantify_impact
83
Includes detailed tax basis and gain calculations for two different entities.analyze_data
84
Contains two side-by-side financial models with sensitivity tables for distribution yield and discount rates.analyze_data
85
The slide details specific transaction history and a standard disclaimer regarding potential conflicts of interest due to TPH's business model.other
88
Includes two distinct financial tables comparing IDR DCF, tax adjustments, and implied XR multiples from 2017A to 2022E.analyze_data
90
Supplemental calculation slide showing projections from 2017A to 2022E.analyze_data
93
Includes a disclaimer box in the top right and source attribution at the bottom left.analyze_data
95
The table includes a comparison of historical precedent transactions against the specific 'AMGP Proposal' and 'AM Proposal'.cite_precedent
97
Includes a sensitivity table for NOL valuation and historical bar charts for tax assets/liabilities.analyze_data
102
Includes a small table comparing cumulative FCF across three scenarios (Base, Downside Pricing, Downside).analyze_data
104
Includes historical data (2016A-2017A) and projections (2018E-2022E).analyze_data
105
Includes confidential draft disclaimer and detailed footnotes regarding valuation methodology.analyze_data
106
Includes detailed footnotes regarding valuation methodology and tax assumptions.analyze_data
108
Includes CAGR projections for 2019E-2022E. Data source: Management Projections, Thomson One, FactSet as of 8/10/2018.analyze_data
110
Includes CAGR calculations for 2019E-2022E period for both scenarios.analyze_data
111
Includes regression analysis with and without AMGP. Highlights specific company performance relative to the regression line.analyze_data
113
Includes a table of peer companies with CAGR, growth estimates, yields, and total returns, alongside a CAPM-based cost of equity calculation.analyze_data
114
Includes two distinct valuation approaches: yield-based (expected total return) and CAPM-based (Barra Beta).analyze_data
115
The slide includes a disclaimer box in the top right and a source/footnote section at the bottom.compare_peers
116
Contains four distinct data tables comparing low and high range estimates for various financial metrics.analyze_data
118
The slide uses a map to segment gas types by BTU range and geography, linking them to specific IRR performance metrics and inventory counts.analyze_data
119
Includes detailed economic assumptions and results for different well types.analyze_data
120
Includes a callout box indicating IRR at AR Downside Pricing case.quantify_impact