Baird · consulting-deck
Baird | Investment Banking Pitch Book | 80 slides
80 pages · 3 arc beats · 2 loops
Baird | Investment Banking Pitch Book | 80 slides
Baird · 2018-10 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
3 coverage by narrative range · generated from this deck JSON
Narrative range 67 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
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100% 4/4 slides — 0/4 slides
Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits — 0/2 slides
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100% 2/2 slides — 0/2 slides
Evidence & Proof 61 slides 100% 61/61 slides 100% 61/61 slides · 276 hits — 0/61 slides
45.9% 28/61 slides · 29 hits 41% 25/61 slides 100% 61/61 slides 18% 11/61 slides Slide inventory
80 every slide · same image gating as the playbook
04
This is a standard legal disclosure slide for a fairness opinion presentation.establish_context
Open slide detailBeat · Situation & Context
05
This is a standard financial advisory disclosure slide outlining the scope of work and due diligence performed.other
Open slide detailBeat · Situation & Context
06
This slide outlines the due diligence and valuation process steps performed by Baird for the Project Bronco transaction.summarize
Open slide detailBeat · Situation & Context
07
Standard investment banking disclaimer slide regarding reliance on management information and lack of independent verification.summarize
09
This is a standard 'basis of opinion' or 'disclaimer' slide common in investment banking fairness opinion presentations.summarize
10
This is a standard financial advisory disclaimer slide detailing limitations and assumptions.summarize
11
This is a standard investment banking fairness opinion disclosure slide.summarize
13
Baird financial advisory slide for Project Bronco.present_solution
Open slide detailBeat · Problem & Complication
14
Confidential preliminary draft; Baird branding.present_solution
Open slide detailBeat · Problem & Complication
15
Includes detailed tables for take-out economics, pro forma valuation, and ownership percentages, plus a visual diagram of the post-transaction structure.quantify_impact
16
Waterfall-style charts showing the build-up of total transaction economics.analyze_data
20
The slide uses a vertical process flow to categorize valuation steps.present_framework
23
Includes CAGR annotations for DCF and Distribution growth.analyze_data
24
Includes historical data (2017A) and projections (2018E-2022E), plus CAGR and NTM metrics.analyze_data
25
The slide uses a mix of bar and line charts to illustrate financial projections from 2017A to 2022E.summarize
26
Includes historical data (2017A) and projections (2018E-2022E), plus CAGR and NTM metrics.analyze_data
27
Baird branding present. Slide outlines DCF, DDA, Public Comps, and Precedent Transactions.present_framework
28
The chart uses a floating bar (box) representation to show valuation ranges, with a horizontal line indicating the reference median.quantify_impact
30
The chart uses floating bar segments to represent valuation ranges for four distinct valuation methods.quantify_impact
31
The slide uses a standard CAPM-based WACC calculation. The final WACC is determined to be 12.1%.quantify_impact
Open slide detailBeat · Evidence & Proof
32
Includes two sensitivity tables for 'AM Modified Coverage Case' and 'AM Management Case'.analyze_data
Open slide detailBeat · Evidence & Proof
34
The chart displays valuation ranges (min/max) for four distinct financial analyses: Discounted Cash Flow, Discounted Distribution, Selected Public Comparables, quantify_impact
Open slide detailBeat · Evidence & Proof
35
The slide uses the CAPM framework to derive the cost of equity.analyze_data
Open slide detailBeat · Evidence & Proof
36
Includes sensitivity analysis tables for 'AM Modified Coverage Case' and 'AM Management Case'.analyze_data
Open slide detailBeat · Evidence & Proof
38
The slide compares DCF, Discounted Distribution, Public Comparables, and Precedent Transactions.compare_options
Open slide detailBeat · Evidence & Proof
39
The table includes specific rows for 'High Growth' and 'Mature MLPs' segments, with summary statistics (Low, Median, High) for each.compare_peers
Open slide detailBeat · Evidence & Proof
40
The slide uses a standard valuation methodology for MLPs (Master Limited Partnerships) comparing yield, CAFD, and EBITDA multiples.compare_options
Open slide detailBeat · Evidence & Proof
42
The slide highlights the 'Selected Precedent Transactions Analysis' methodology in the chart and provides a brief methodology description below.analyze_data
Open slide detailBeat · Evidence & Proof
43
Includes a summary row for Low, Median, and High multiples.cite_precedent
Open slide detailBeat · Evidence & Proof
44
Includes valuation bridge from Transaction Value to Equity Value and finally to Unit Price.cite_precedent
Open slide detailBeat · Evidence & Proof
46
Includes a detailed financial table, a stacked bar chart for cash flow components, and a bar chart for dividend forecasts.summarize
Open slide detailBeat · Evidence & Proof
47
Includes a table of financial projections and two bar charts visualizing cash flow components and dividend forecasts.analyze_data
Open slide detailBeat · Evidence & Proof
49
The slide outlines a multi-method valuation approach including DCF, DDA, Public Comps, and Precedent Transactions.present_framework
Open slide detailBeat · Evidence & Proof
50
The chart uses a floating bar (waterfall-style) to show valuation ranges, with a horizontal line indicating the reference median.quantify_impact
Open slide detailBeat · Evidence & Proof
52
The slide uses a floating bar chart (often called a 'football field' chart in investment banking) to compare valuation ranges.quantify_impact
Open slide detailBeat · Evidence & Proof
53
The slide explicitly states AMGP has no outstanding debt, simplifying the WACC calculation to the cost of equity.analyze_data
Open slide detailBeat · Evidence & Proof
54
Includes sensitivity tables for both 'Modified Coverage Case' and 'Management Case'.quantify_impact
Open slide detailBeat · Evidence & Proof
56
The chart displays valuation ranges for Discounted Cash Flow, Discounted Distribution, Public Comparables, and Precedent Transactions.compare_options
Open slide detailBeat · Evidence & Proof
57
The slide uses a standard CAPM formula: Risk-free rate + (Beta * Market Premium) + Size Premium.analyze_data
Open slide detailBeat · Evidence & Proof
58
Includes two sensitivity tables for 'Modified Coverage Case' and 'Management Case'.quantify_impact
Open slide detailBeat · Evidence & Proof
60
The chart uses a floating bar (box) representation for valuation ranges.compare_options
Open slide detailBeat · Evidence & Proof
61
The slide uses a combination of bar charts to show current valuation metrics and future growth expectations, highlighting AMGP's outlier status.compare_peers
Open slide detailBeat · Evidence & Proof
62
Includes market data as of October 5, 2018. Contains specific footnotes regarding GP/LP distinctions and pro forma adjustments.compare_peers
Open slide detailBeat · Evidence & Proof
63
The slide uses a standard financial valuation table format to derive implied share prices from different metrics.compare_options
Open slide detailBeat · Evidence & Proof
65
The chart uses a floating bar format to represent valuation ranges. The slide highlights the methodology for the 'Selected Precedent Transactions Analysis' specquantify_impact
Open slide detailBeat · Evidence & Proof
66
Includes specific highlights on NTM Normalized multiples and 3-year distribution CAGR.cite_precedent
Open slide detailBeat · Evidence & Proof
67
The slide uses a precedent transaction methodology to derive an equity value range for AMGP, adjusting for net debt and Series B conversion.cite_precedent
Open slide detailBeat · Evidence & Proof
69
The slide uses a floating bar chart to show valuation ranges, with reference medians indicated by dashed lines.compare_options
Open slide detailBeat · Evidence & Proof
70
The chart displays ranges for Discounted Cash Flow, Discounted Distribution, Selected Public Comparables, and Selected Precedent Transactions.analyze_data
Open slide detailBeat · Evidence & Proof
71
The slide presents a comparative analysis of exchange ratios for a merger, showing low, high, and midpoint values alongside a fixed 'AR Holders All-In Exchange analyze_data
Open slide detailBeat · Evidence & Proof
72
The chart uses a box-plot style visualization to compare four different valuation methodologies against a reference median valuation line.quantify_impact
Open slide detailBeat · Evidence & Proof
74
The chart includes horizontal reference lines corresponding to the values in the summary table.analyze_data
Open slide detailBeat · Evidence & Proof
75
Includes footnotes regarding terminal yield values, AMGP cash flow, and 10-day VWAP.analyze_data
Open slide detailBeat · Evidence & Proof
76
The table compares distribution forecasts (2019E-2022E + Terminal Value), Present Value (at 10%, 15%, 20% discount rates), Implied Ownership percentages, and Pranalyze_data
Open slide detailBeat · Evidence & Proof
77
Includes summary statistics (Low, Median, High) at the bottom of the table.analyze_data
Open slide detailBeat · Evidence & Proof
78
Includes footnotes regarding merger assumptions and specific growth rate calculations.analyze_data
Open slide detailBeat · Evidence & Proof
79
Includes 'At Close' data point and 'Total Cash Through 2022' aggregate.analyze_data
Open slide detailBeat · Evidence & Proof
80
The slide features a background image of industrial pipes and the Baird logo.other
Open slide detailBeat · Evidence & Proof