Baird · consulting-deck
Baird | Investment Banking Pitch Book | 79 slides
79 pages · 5 arc beats · 3 loops
Baird | Investment Banking Pitch Book | 79 slides
Baird · 2018-10 arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 59 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 4 slides 100% 4/4 slides 100% 4/4 slides · 19 hits — 0/4 slides
50% 2/4 slides — 0/4 slides
100% 4/4 slides — 0/4 slides
Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits — 0/2 slides
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100% 2/2 slides — 0/2 slides
Solution & Approach 11 slides 100% 11/11 slides 100% 11/11 slides · 52 hits — 0/11 slides
54.5% 6/11 slides 18.2% 2/11 slides 100% 11/11 slides 100% 11/11 slides Evidence & Proof 29 slides 100% 29/29 slides 100% 29/29 slides · 126 hits — 0/29 slides
44.8% 13/29 slides · 14 hits 55.2% 16/29 slides 100% 29/29 slides 100% 29/29 slides Impact & Next Steps 13 slides 100% 13/13 slides 100% 13/13 slides · 58 hits — 0/13 slides
53.8% 7/13 slides · 8 hits — 0/13 slides
100% 13/13 slides 100% 13/13 slides Slide inventory
79 every slide · same image gating as the playbook
04
This is a standard legal disclosure slide outlining the scope of a fairness opinion engagement.summarize
Open slide detailBeat · Situation & Context
05
This is a standard investment banking fairness opinion disclosure slide.summarize
Open slide detailBeat · Situation & Context
06
This slide details the due diligence and valuation methodology steps performed by Baird.summarize
Open slide detailBeat · Situation & Context
09
This is a standard investment banking fairness opinion disclosure slide.summarize
10
This is a standard legal disclaimer/disclosure slide often found in investment banking fairness opinion presentations.summarize
11
This is a standard legal disclaimer slide often found in investment banking fairness opinion presentations.other
13
The slide outlines the specific exchange ratios, tax treatment, and corporate reorganization steps.present_solution
Open slide detailBeat · Problem & Complication
14
Includes a table of take-out economics for different entities and a visual representation of the post-transaction ownership structure.present_solution
15
The slide uses a waterfall-style visualization to show how cash consideration is converted into an exchange ratio equivalent.quantify_impact
16
The slide presents a financial analysis of merger consideration for AR and AM entities.analyze_data
19
The slide outlines a structured financial advisory process involving intrinsic valuation, merger consideration analysis, and supplemental benchmarking.present_framework
20
The slide details the specific assumptions (management vs. modified coverage) applied to AM and AMGP financial projections for the 2018-2022 period.analyze_data
22
The slide uses a mix of bar and line charts to present historical and forecasted financial metrics.summarize
23
Includes historical data (2017A) and projections (2018E-2022E), plus NTM (Next Twelve Months) figures.analyze_data
24
Includes historical (A) and estimated (E) data points.analyze_data
25
Includes historical data (2017A), estimates (2018E-2022E), CAGR, and NTM metrics.analyze_data
26
Baird's valuation framework for AM Common Units.present_framework
27
The chart uses a floating bar representation to show valuation ranges.quantify_impact
29
The slide uses a floating bar chart to represent valuation ranges for different financial methodologies.quantify_impact
30
The slide uses a standard CAPM-based WACC calculation methodology.quantify_impact
31
Includes sensitivity analysis tables for discount rates and terminal multiples.analyze_data
33
The slide compares Discounted Cash Flow, Discounted Distribution, Public Comparables, and Precedent Transactions.present_solution
34
The slide uses the CAPM framework to derive the cost of equity.quantify_impact
35
Includes two sensitivity tables for 'AM Modified Coverage Case' and 'AM Management Case'.analyze_data
37
The slide compares DCF, Discounted Distribution, Public Comparables, and Precedent Transactions.analyze_data
38
Includes specific rows for Antero Midstream Partners LP (6) and (7) for comparison.compare_peers
39
The slide uses a standard investment banking valuation methodology (Public Comps) to derive an implied equity value range.compare_options
41
The slide highlights the 'Selected Precedent Transactions Analysis' methodology in the chart and provides a brief explanation of its approach below.analyze_data
42
Includes a summary table of low, median, and high multiples at the bottom.cite_precedent
43
Standard investment banking valuation output (Precedent Transactions Analysis).cite_precedent
45
Includes CAGR calculations and per-share distribution metrics.analyze_data
46
Includes a table of cash flow components, a stacked bar chart for cash flow breakdown, and a bar chart for dividend per share forecast.analyze_data
47
Includes CAGR calculations for distribution and dividend growth.analyze_data
48
The slide outlines a multi-method valuation approach including DCF, DDA, Public Comps, and Precedent Transactions.present_framework
49
The chart uses a floating bar (range) format to visualize valuation spreads.analyze_data
51
The slide uses a floating bar chart to represent valuation ranges for four distinct financial methodologies.summarize
52
The slide explicitly notes AMGP has no outstanding debt, simplifying the WACC to the cost of equity.analyze_data
53
Includes sensitivity analysis tables for both Modified Coverage Case and Management Case.analyze_data
55
The chart uses a floating bar (box) plot to represent valuation ranges.summarize
56
The slide uses CAPM to derive the cost of equity, incorporating risk-free rate, levered beta, market premium, and size premium.analyze_data
57
Includes sensitivity tables for Cost of Equity vs Terminal Yield.analyze_data
59
The slide uses a floating bar chart (often called a football field chart in investment banking) to show valuation ranges.quantify_impact
60
The slide highlights the convergence of AMGP's growth profile with peers by 2022.compare_peers
61
Includes specific rows for Antero Midstream GP LP with different projections.compare_peers
62
The table presents both undiscounted and discounted valuation ranges for AMGP based on three different financial metrics.compare_peers
64
The chart uses a floating bar format to represent valuation ranges for DCF, DDA, Public Comps, and Precedent Transactions.quantify_impact
66
The slide uses a valuation methodology based on normalized cash flow multiples adjusted for a 1.1x coverage ratio.analyze_data
67
The slide features a background image of oil pumpjacks, suggesting the industry context is oil and gas.transition
68
The chart displays floating bar ranges for two entities (AM and AMGP) across four valuation methods: Discounted Cash Flow, Discounted Distribution, Selected Pubcite_precedent
69
The slide uses a bar-chart-based range visualization to show the spread of exchange ratios for different valuation methods.analyze_data
70
The slide presents a comparative analysis of exchange ratios for a merger, showing low, high, and midpoint values against a fixed 'AR Holders All-In Exchange Raanalyze_data
71
The chart uses a box-plot style visualization to show valuation ranges for DCF, DDA, Public Comparables, and Precedent Transactions.quantify_impact
73
The chart includes horizontal reference lines corresponding to the values in the summary table.analyze_data
74
The table compares status quo distribution forecasts against proposal-based equity exchange and all-in scenarios.analyze_data
75
The table compares status quo distribution forecasts against proposal-based equity exchange and all-in scenarios.analyze_data
76
Includes summary statistics (Low, Median, High) at the bottom of the table.analyze_data
77
Includes footnotes detailing assumptions for the merger transaction.quantify_impact
78
Includes specific projections for 2019E-2022E and total cash through 2022.quantify_impact
79
This is a standard corporate disclaimer slide often used as a cover or transition page in financial presentations.front_matter