Tudor Pickering Holt · consulting-deck
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides
94 pages · 4 arc beats · 3 loops
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides
Tudor Pickering Holt · 2018-09 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 32 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits — 0/3 slides
66.7% 2/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits — 0/4 slides
— 0/4 slides
25% 1/4 slides 100% 4/4 slides 100% 4/4 slides Evidence & Proof 9 slides 100% 9/9 slides 100% 9/9 slides · 50 hits — 0/9 slides
22.2% 2/9 slides · 4 hits 33.3% 3/9 slides 100% 9/9 slides 100% 9/9 slides Impact & Next Steps 16 slides 100% 16/16 slides 100% 16/16 slides · 87 hits — 0/16 slides
31.3% 5/16 slides 6.3% 1/16 slides 100% 16/16 slides 100% 16/16 slides Slide inventory
94 every slide · same image gating as the playbook
04
The slide outlines specific changes in exchange ratios, cash consideration, and financing assumptions for AMGP and AM proposals.summarize
Open slide detailBeat · Situation & Context
06
Includes a complex ownership diagram and a detailed table of sponsor/management ownership stakes.present_framework
07
The chart tracks multiple entities (AM, AM Peers, AMGP, AMGP Peers, AR, AMZ) over time with specific event callouts.illustrate_case
08
The chart tracks total return performance indexed to 100% at the start date.compare_peers
09
The chart tracks indexed total return on investment.analyze_data
10
Includes a detailed table for 'Sample Adjusted XR Calculation' and a stacked bar chart for distribution splits.analyze_data
12
Includes detailed peer group breakdown (E&P Sponsored vs. Other High-Growth MLP) and implied valuation ranges based on EBITDA, DCF, and distribution yield.compare_peers
13
Includes summary statistics (median/mean) for C-Corp, Affiliate, and 3rd Party transactions, plus a specific row for the AMGP Proposal.cite_precedent
14
Contains two sensitivity tables (matrix-nxn) and two detailed calculation tables.analyze_data
15
The chart illustrates sensitivity to yield assumptions on the valuation of AM.analyze_data
16
Includes sensitivity tables for discount rates vs multiples/yields and detailed calculation build-ups.analyze_data
17
The chart displays three lines representing different yield scenarios (6.0%, 7.0%, 8.0%) over three years (2019E, 2020E, 2021E).analyze_data
18
Includes sensitivity analysis for terminal yield (6%, 7%, 8%).analyze_data
20
Includes detailed footnotes explaining valuation methodologies and data sources.compare_peers
21
Includes two sensitivity matrices (3x3) and two detailed financial tables for valuation.analyze_data
22
The chart illustrates sensitivity to yield (4.0%, 5.5%, 7.0%) on future share price projections.analyze_data
23
Includes sensitivity tables for discount rates vs multiples/yields and supplemental calculation details for terminal value.analyze_data
24
The chart includes a dashed line representing the current share price for comparison against the projected values.analyze_data
26
Includes confidential draft disclaimer and detailed footnotes regarding calculation methodology.analyze_data
27
Includes confidential draft disclaimer and detailed methodology footnotes regarding DCF and distribution calculations.analyze_data
28
The slide compares two different metrics (ownership % and exchange ratios) across two categories (DCF and Distributions) for two entities (AM and AMGP).analyze_data
29
Includes confidential draft disclaimer and source notes regarding management projections.analyze_data
30
The slide compares two proposals (AMGP 1.797x vs AM 1.884x) against historical and projected financial metrics.analyze_data
31
The slide presents a sensitivity analysis of exchange ratios across two volume cases (Base and Downside) and three valuation methodologies.analyze_data
32
Includes summary rows for Median and Mean, and specific subsets for Taxable Transactions.cite_precedent
34
Includes a confidential draft watermark.analyze_data
35
The slide compares two different proposals (AMGP vs AM) across various financial metrics related to exchange ratios.analyze_data
36
Includes sensitivity analysis tables for various exchange ratios.quantify_impact
37
Includes sensitivity analysis tables for various exchange ratios and line charts showing projected accretion/dilution over time.quantify_impact
38
Includes sensitivity analysis tables for various exchange ratios and line charts showing projections from 2H 2018E to 2022E.quantify_impact
39
Includes sensitivity analysis tables for exchange ratios and line charts for specific scenarios.analyze_data
40
Includes 2018E-2022E projections and 2019E-2022E CAGR.analyze_data
42
The slide presents multiple sensitivity tables for valuation, showing the impact of varying discount rates and multiples/yields.analyze_data
44
Valuation effective date: 6/30/2018. Includes sensitivity tables for discount rates against multiples and yields.analyze_data
45
The slide presents multiple sensitivity tables for valuation under a 'downside volumes' scenario.analyze_data
46
The slide uses a sensitivity analysis approach to show valuation based on varying yield percentages.analyze_data
47
The slide compares four scenarios (2 entities x 2 volume cases) with yield-based valuation projections.analyze_data
49
The table displays a matrix of implied AM unit prices across different exchange ratios (rows) and dividend yield scenarios (columns).analyze_data
51
Includes detailed tax calculations for three investor profiles: Average Unitholder, IPO Investor (Average Basis), and IPO Investor (IPO Basis).analyze_data
52
Contains two side-by-side financial projection tables with detailed line items for EBITDA, tax adjustments, and per-unit distribution calculations.analyze_data
53
Includes two line charts showing accretion/dilution trends and two data tables showing sensitivity analysis for different exchange ratios.analyze_data
54
Includes sensitivity analysis tables for various exchange ratios (XRs).quantify_impact
55
Includes sensitivity analysis tables for different exchange ratios and time periods.analyze_data
56
Includes sensitivity analysis tables for exchange ratios and trend lines for accretion/dilution.quantify_impact
57
The slide presents a multi-year DCF-style projection including tax basis adjustments, return of capital, qualified dividends, and terminal value calculations.analyze_data
58
The table displays financial projections for AM and PF AMGP under different yield scenarios.analyze_data
62
Includes 'Confidential Draft' watermark and Tudor Pickering Holt & Co branding.analyze_data
66
Includes detailed line items for taxable income, taxes, dividends, return of capital, and per-share tax calculations.analyze_data
69
Includes a comparison of the Antero Midstream GP/LP proposal against historical medians and means.cite_precedent
74
Includes a small table comparing cumulative free cash flow across three scenarios.analyze_data
75
Includes a small table comparing cumulative free cash flow across three scenarios.analyze_data
77
Includes historical data (2016A-2017A) and projections (2018E-2022E).analyze_data
78
Includes confidential draft disclaimer and detailed footnotes regarding valuation methodology.analyze_data
79
Includes detailed footnotes regarding valuation methodology and tax assumptions.analyze_data
81
Includes analyst coverage and price target data for AMGP, AR, and AM.analyze_data
85
The slide presents two distinct valuation approaches: a yield-based total return model and a CAPM-style model using Barra beta.analyze_data
86
Includes a table of expected total returns and two side-by-side cost of equity calculations (sensitized vs. Barra beta).compare_peers
87
The table calculates implied total return based on dividend growth and yield metrics.compare_peers
88
Contains four distinct financial tables comparing Low/High ranges for various WACC inputs.analyze_data
90
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
91
Includes a confidential draft disclaimer and detailed footnotes regarding data sources and assumptions.analyze_data
92
Includes a highlighted 'AR Downside Pricing' case box on both charts.analyze_data
93
The slide uses bar charts to compare operational metrics across four companies, highlighting median values for the peer group.compare_peers