Tudor, Pickering, Holt & Co · consulting-deck
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 60 slides
60 pages · 4 arc beats · 2 loops
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 60 slides
Tudor, Pickering, Holt & Co · 2018-10 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 57 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits — 0/3 slides
66.7% 2/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 9 slides 100% 9/9 slides 100% 9/9 slides · 46 hits — 0/9 slides
44.4% 4/9 slides 22.2% 2/9 slides 100% 9/9 slides — 0/9 slides
Solution & Approach 20 slides 100% 20/20 slides 100% 20/20 slides · 110 hits — 0/20 slides
50% 10/20 slides 20% 4/20 slides 100% 20/20 slides 20% 4/20 slides Evidence & Proof 25 slides 100% 25/25 slides 100% 25/25 slides · 144 hits — 0/25 slides
64% 16/25 slides 8% 2/25 slides 100% 25/25 slides 36% 9/25 slides Slide inventory
60 every slide · same image gating as the playbook
04
Includes a table of transaction premiums and specific deal terms.summarize
Open slide detailBeat · Situation & Context
05
The slide uses a custom organizational structure diagram to map complex equity relationships between entities.present_framework
Open slide detailBeat · Situation & Context
06
The chart tracks total return on investment with distributions and dividends reinvested.analyze_data
07
The chart highlights a specific date (2/23/2018) and compares current market exchange ratios against the transaction ratio.analyze_data
Open slide detailBeat · Problem & Complication
09
Includes detailed valuation metrics (EV/EBITDA, Yield, DCF/Unit) and summary statistics (Mean, Median, Low, High).compare_peers
Open slide detailBeat · Problem & Complication
10
Includes a summary table at the bottom with median and mean values segmented by buyer type and transaction type.cite_precedent
Open slide detailBeat · Problem & Complication
11
The slide uses two sensitivity matrices (Discount Rate vs. Multiple/Yield) and two detailed DCF calculation tables.analyze_data
Open slide detailBeat · Problem & Complication
12
The chart displays three lines representing different yield scenarios, with data points for 2019E, 2020E, and 2021E. A dashed line at the bottom indicates a refanalyze_data
Open slide detailBeat · Problem & Complication
13
Contains two sensitivity matrices and two detailed calculation tables for valuation.analyze_data
Open slide detailBeat · Problem & Complication
14
The chart displays three lines representing different yield scenarios (6%, 7%, 8%) over three years (2019E-2021E).quantify_impact
Open slide detailBeat · Problem & Complication
16
Includes detailed footnotes explaining calculation methodologies for GP value, TEV, and CAFD.compare_peers
Open slide detailBeat · Solution & Approach
17
The slide presents two distinct valuation methodologies side-by-side, each with a sensitivity matrix and a multi-year calculation table.analyze_data
Open slide detailBeat · Solution & Approach
18
The chart illustrates valuation sensitivity to yield assumptions.analyze_data
Open slide detailBeat · Solution & Approach
19
Includes sensitivity tables for discount rates vs multiples/yields and supplemental calculation details for implied equity value per share.analyze_data
Open slide detailBeat · Solution & Approach
20
The chart illustrates sensitivity to yield (5%, 6%, 7%) against a static current share price of $17.51.quantify_impact
Open slide detailBeat · Solution & Approach
22
Includes valuation metrics like EBITDA and DCF multiples, and net debt adjustments.analyze_data
23
The slide compares two metrics: ownership split (stacked bar) and implied exchange ratio (bar chart) across two categories (DCF and Distributions) over a 6-yearanalyze_data
24
Includes a confidential tag and detailed footnotes regarding calculation methodology.analyze_data
25
The slide presents a sensitivity analysis of exchange ratios based on varying discount rates and valuation scenarios.analyze_data
26
Includes a 'CONFIDENTIAL' tag and a footer with source information.analyze_data
Open slide detailBeat · Solution & Approach
28
Includes detailed financial assumptions regarding exchange ratios, tax basis, and debt refinancing.analyze_data
Open slide detailBeat · Solution & Approach
29
The slide presents four line charts with corresponding data tables for AM and AMGP metrics from 2019E to 2022E.quantify_impact
Open slide detailBeat · Solution & Approach
30
Includes four line charts with corresponding data tables for AM and AMGP metrics.analyze_data
Open slide detailBeat · Solution & Approach
31
Includes management coverage ratios at the bottom.analyze_data
Open slide detailBeat · Solution & Approach
32
The table includes specific financial metrics like Unit Price, Equity Value, TEV, Distribution Yield, Growth CAGR, and valuation multiples (Equity Value/DCF andcompare_peers
Open slide detailBeat · Solution & Approach
33
Includes sensitivity tables for discount rates vs multiples/yields.analyze_data
Open slide detailBeat · Solution & Approach
34
The slide presents sensitivity tables for valuation metrics (DCF multiples, distribution yields, terminal multiples) against discount rates.analyze_data
Open slide detailBeat · Solution & Approach
35
The slide uses a sensitivity analysis framework to show valuation impact based on yield and volume assumptions.analyze_data
Open slide detailBeat · Solution & Approach
37
The slide presents a multi-step DCF-style valuation model specifically accounting for tax implications on unit distributions.analyze_data
Open slide detailBeat · Evidence & Proof
38
Includes sensitivity analysis for terminal yield (6%, 7%, 8%).analyze_data
Open slide detailBeat · Evidence & Proof
39
Includes terminal value calculation and discount factor application.analyze_data
Open slide detailBeat · Evidence & Proof
40
Includes terminal yield value calculation and tax basis adjustments.analyze_data
Open slide detailBeat · Evidence & Proof
41
The slide presents two distinct scenarios (Base Case and Downside Volumes Case) with coverage ratios and implied PV calculations.analyze_data
Open slide detailBeat · Evidence & Proof
42
The slide serves as a formal legal/regulatory disclosure page.other
Open slide detailBeat · Evidence & Proof
45
Includes a small table for Cumulative Free Cash Flow scenarios.analyze_data
46
Includes a small table comparing cumulative FCF across three scenarios.analyze_data
47
Includes a small table within the Free Cash Flow chart area comparing cumulative FCF across three cases.analyze_data
48
AR Base Volumes Case. Includes CAGR for DCF and Distributions.analyze_data
49
Includes historical data (2016A-2017A) and projections (2018E-2022E).analyze_data
50
Includes detailed footnotes regarding valuation methodology and tax assumptions.analyze_data
51
Includes detailed breakdown of IDR LLC cash flows and Series B unit valuation.analyze_data
52
Includes CAGR projections for 2019E-2022E across three scenarios.analyze_data
53
Includes analyst coverage commentary and CAGR metrics for 2019E-2022E.analyze_data
54
Includes CAGR calculations for both cases across four financial metrics.analyze_data
Open slide detailBeat · Evidence & Proof
56
The slide presents two distinct valuation approaches: a yield-based implied total return model and a CAPM-based Barra Beta model.compare_peers
Open slide detailBeat · Evidence & Proof
57
Includes a table for expected total return and two separate cost of equity calculations (sensitized total return and Barra beta).compare_peers
Open slide detailBeat · Evidence & Proof
58
The slide presents a financial analysis of peer group expected returns, likely used to inform WACC calculations.compare_peers
Open slide detailBeat · Evidence & Proof
59
Contains financial data tables for valuation analysis.analyze_data
Open slide detailBeat · Evidence & Proof