TPH · consulting-deck
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 77 slides
77 pages · 4 arc beats · 0 loops
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 77 slides
TPH · 2018-10 arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 75 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 12 hits — 0/3 slides
33.3% 1/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Problem & Complication 5 slides 100% 5/5 slides 100% 5/5 slides · 28 hits — 0/5 slides
— 0/5 slides
40% 2/5 slides 100% 5/5 slides — 0/5 slides
Evidence & Proof 15 slides 100% 15/15 slides 100% 15/15 slides · 81 hits — 0/15 slides
40% 6/15 slides · 9 hits 26.7% 4/15 slides 100% 15/15 slides — 0/15 slides
Impact & Next Steps 52 slides 100% 52/52 slides 100% 52/52 slides · 302 hits — 0/52 slides
51.9% 27/52 slides 3.8% 2/52 slides 100% 52/52 slides — 0/52 slides
Slide inventory
77 every slide · same image gating as the playbook
04
The slide lists specific technical and financial adjustments made to a valuation model or proposal.summarize
Open slide detailBeat · Situation & Context
05
Includes a table of proposal premiums and bulleted lists for transaction details.summarize
Open slide detailBeat · Situation & Context
06
Includes a complex org chart with ownership percentages and a detailed ownership table.present_framework
Open slide detailBeat · Problem & Complication
07
The chart uses a timeline-based annotation approach to correlate stock price movements with specific company events.illustrate_case
Open slide detailBeat · Problem & Complication
08
The chart tracks indexed total return performance starting from the committee announcement date.compare_peers
Open slide detailBeat · Problem & Complication
09
The chart tracks indexed performance starting at 100% on the announcement date.compare_peers
Open slide detailBeat · Problem & Complication
10
The slide includes a detailed calculation table for the adjusted exchange ratio and a summary table of premiums/discounts at various time periods.analyze_data
Open slide detailBeat · Problem & Complication
12
Includes confidential draft disclaimer and detailed footnotes regarding methodology and data sources.compare_peers
Open slide detailBeat · Evidence & Proof
13
Includes summary statistics for C-Corp buying MLP, Affiliate, and 3rd Party transactions.cite_precedent
Open slide detailBeat · Evidence & Proof
14
Includes two sensitivity tables (DCF Multiple vs Discount Rate and Distribution Yield vs Discount Rate) and two detailed calculation tables for LP DCF and LP Dianalyze_data
Open slide detailBeat · Evidence & Proof
15
The chart illustrates valuation sensitivity to yield assumptions over a three-year period (2019E-2021E).analyze_data
Open slide detailBeat · Evidence & Proof
17
The chart displays three lines representing different yield scenarios (6%, 7%, 8%) over three years (2019E, 2020E, 2021E).quantify_impact
Open slide detailBeat · Evidence & Proof
18
Confidential draft watermark present. Includes sensitivity analysis for terminal yield (6%, 7%, 8%).analyze_data
Open slide detailBeat · Evidence & Proof
19
Includes sensitivity analysis on terminal yield (6%, 7%, 8%).analyze_data
Open slide detailBeat · Evidence & Proof
21
Includes detailed footnotes explaining calculation methodologies for GP value, EBITDA, and CAFD.compare_peers
Open slide detailBeat · Evidence & Proof
22
Includes two sensitivity matrices (2022E CAFD Multiple vs Discount Rate and 2022E Distribution Yield vs Discount Rate) and two detailed DCF calculation tables.analyze_data
Open slide detailBeat · Evidence & Proof
23
The chart illustrates sensitivity of share price to yield assumptions over a three-year period (2019E-2021E).quantify_impact
Open slide detailBeat · Evidence & Proof
24
Includes sensitivity tables for discount rates vs multiples/yields and detailed supplemental calculation tables for terminal value derivation.analyze_data
Open slide detailBeat · Evidence & Proof
25
The chart illustrates sensitivity to yield (5%, 6%, 7%) against a current share price baseline.quantify_impact
Open slide detailBeat · Evidence & Proof
27
Includes specific calculations for AM Public Unitholders and AM-AR Units, including premiums to current unit prices.analyze_data
Open slide detailBeat · Impact & Next Steps
28
The slide presents a detailed valuation breakdown including exchange ratios, implied equity values, and EBITDA/DCF multiples.analyze_data
Open slide detailBeat · Impact & Next Steps
29
Includes a confidential draft disclaimer and specific methodology notes regarding DCF and distribution calculations.analyze_data
Open slide detailBeat · Impact & Next Steps
30
Includes DCF and Distribution metrics from 2017A to 2022E.analyze_data
Open slide detailBeat · Impact & Next Steps
31
The slide presents two side-by-side charts: a stacked bar chart for ownership contribution and a horizontal bar chart for implied exchange ratios, both segmenteanalyze_data
Open slide detailBeat · Impact & Next Steps
32
The slide presents a 'Downside Volumes Case' for a transaction, showing how ownership and exchange ratios shift over time (2017A-2022E).analyze_data
Open slide detailBeat · Impact & Next Steps
33
The slide presents a sensitivity analysis of exchange ratios based on discount rates and valuation scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
34
Includes a summary section at the bottom with median and mean calculations for premiums, including specific adjustments for taxability and transaction type.cite_precedent
Open slide detailBeat · Impact & Next Steps
36
Confidential draft, Tudor Pickering Holt & Co slide 36.analyze_data
Open slide detailBeat · Impact & Next Steps
37
The table shows columns A through I with specific financial metrics related to cash consideration, equity components, and tax adjustments.analyze_data
Open slide detailBeat · Impact & Next Steps
38
The slide compares financial metrics across four scenarios/charts, including tables for each.analyze_data
Open slide detailBeat · Impact & Next Steps
39
Discount factor based on 10% Cost of Equity.analyze_data
Open slide detailBeat · Impact & Next Steps
40
Includes four line charts with corresponding data tables for AM and AMGP metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
41
Confidential draft; includes coverage ratios at the bottom.analyze_data
Open slide detailBeat · Impact & Next Steps
42
Includes a confidential draft watermark and detailed footnotes regarding calculation methodology.compare_peers
Open slide detailBeat · Impact & Next Steps
43
The slide presents sensitivity tables for valuation based on discount rates and multiples/yields.analyze_data
Open slide detailBeat · Impact & Next Steps
44
Includes sensitivity tables for discount rates vs multiples/yields and a distribution coverage comparison table.analyze_data
Open slide detailBeat · Impact & Next Steps
45
The slide uses a 2x2 grid of line charts to compare valuation scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
47
Confidential draft slide from Tudor Pickering Holt & Co.analyze_data
Open slide detailBeat · Impact & Next Steps
49
Includes detailed tax calculations for Average Unitholder, IPO Investor (Average Basis), and IPO Investor (IPO Basis).analyze_data
Open slide detailBeat · Impact & Next Steps
50
Confidential draft subject to change. Includes detailed line items for EBITDA, tax adjustments, and distribution per unit/share.analyze_data
Open slide detailBeat · Impact & Next Steps
51
Includes coverage ratios and per-unit distribution comparisons for 2019E-2022E.analyze_data
Open slide detailBeat · Impact & Next Steps
52
The slide presents four distinct financial scenarios comparing status quo vs pro forma distributions across four fiscal years (2019E-2022E).analyze_data
Open slide detailBeat · Impact & Next Steps
53
Includes a callout box detailing assumptions about AM current price and cash consideration usage.analyze_data
Open slide detailBeat · Impact & Next Steps
54
The slide presents a detailed DCF-style calculation including tax basis adjustments, dividend breakdown, and terminal value analysis.analyze_data
Open slide detailBeat · Impact & Next Steps
55
Includes detailed footnotes regarding tax assumptions and transaction structure.analyze_data
Open slide detailBeat · Impact & Next Steps
56
Includes a confidential draft watermark and page number 56.other
Open slide detailBeat · Impact & Next Steps
58
Contains two side-by-side financial tables showing DCF and Distribution calculations.analyze_data
Open slide detailBeat · Impact & Next Steps
59
Includes median and mean calculations for the dataset, plus a specific row for 'At Transaction' (Antero Midstream).cite_precedent
Open slide detailBeat · Impact & Next Steps
60
The table includes a median and mean summary row at the bottom.cite_precedent
Open slide detailBeat · Impact & Next Steps
62
Includes a small table for Cumulative Free Cash Flow scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
63
Includes a small table comparing cumulative FCF across three scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
64
Includes historical data from 2016-2017 and projections through 2022.analyze_data
Open slide detailBeat · Impact & Next Steps
65
AR Base Volumes Case. Includes historical data (2016A-2017A) and projections (2018E-2022E).analyze_data
Open slide detailBeat · Impact & Next Steps
66
Includes historical data (2016A-2017A) and projections (2018E-2022E).analyze_data
Open slide detailBeat · Impact & Next Steps
67
Includes detailed breakdown of IDR LLC cash flow and AMGP distribution policies.analyze_data
Open slide detailBeat · Impact & Next Steps
68
Includes detailed breakdown of IDR LLC cash flows and AMGP/Series B unit valuations.analyze_data
Open slide detailBeat · Impact & Next Steps
69
Includes analyst coverage and price target data.analyze_data
Open slide detailBeat · Impact & Next Steps
70
Includes analyst coverage and price target data in commentary section.analyze_data
Open slide detailBeat · Impact & Next Steps
71
Includes CAGR calculations for each metric across both scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
73
The slide presents two distinct valuation approaches: a yield-based implied total return model and a CAPM-style Barra Beta model.compare_peers
Open slide detailBeat · Impact & Next Steps
74
Includes a table of expected total returns and a secondary table calculating cost of equity using Barra Beta.compare_peers
Open slide detailBeat · Impact & Next Steps
75
The table includes a calculation methodology for 'Expected Growth' in the footnote.compare_peers
Open slide detailBeat · Impact & Next Steps
76
The slide presents four distinct financial calculation tables comparing low and high range estimates.compare_peers
Open slide detailBeat · Impact & Next Steps