Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 116 slides

Tudor, Pickering, Holt & Co · 2018-11
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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The slide outlines changes in financial proposal terms and market data reference dates.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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The slide uses a structured table format to present complex transaction details clearly.summarize
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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Includes a complex org chart showing ownership stakes and a detailed sponsor/management ownership table.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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The chart tracks total return performance indexed to IPO prices. Notable events are marked with circles, and issuances are highlighted with boxes.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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The chart shows indexed total return performance. AM is outperforming its peers and the AMZ index over this period.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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The chart tracks indexed total return performance. The data points at the end of the series represent the final relative performance percentages for each entityanalyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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Includes a detailed table for adjusted XR calculation and a stacked bar chart for distribution splits.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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The slide uses a bar chart format to visualize analyst price targets relative to current price and median price target.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
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Includes a primary valuation table and secondary tables for implied unit price ranges based on EBITDA, DCF, and distribution yield.compare_peers
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Includes a summary section at the bottom with median/mean calculations for C-Corp, Affiliate, and 3rd Party transactions, plus a specific row for AMGP Proposal.cite_precedent
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Valuation Effective Date: 6/30/2018. Source: Management projections and FactSet as of 8/21/2018.analyze_data
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The chart illustrates sensitivity to yield (6%, 7%, 8%) on the valuation of AM.analyze_data
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The slide contains two side-by-side valuation models (DCF and Distribution) with sensitivity matrices and detailed build-ups.analyze_data
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The chart illustrates sensitivity to yield assumptions on the valuation of AM.analyze_data
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Includes a sensitivity analysis at the bottom for 6%, 7%, and 8% terminal yields.analyze_data
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Includes detailed footnotes explaining calculation methodologies for equity value, TEV, and distribution yields.compare_peers
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Includes two sensitivity matrices (Discount Rate vs. Multiple/Yield) and two detailed DCF calculation tables.analyze_data
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The chart compares three yield scenarios (4.0%, 5.5%, 7.0%) against a current share price baseline.quantify_impact
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Includes sensitivity tables for discount rates vs multiples/yields and detailed supplemental calculations for terminal value and equity value per share.analyze_data
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The chart displays three lines representing different yield scenarios (4.0%, 5.5%, 7.0%) over three years (2019E, 2020E, 2021E).analyze_data
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Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes confidential draft watermark and detailed footnotes regarding calculation methodology.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes confidential draft disclaimer and detailed methodology footnotes.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes DCF and distribution metrics from 2017A to 2022E.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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The slide compares two different metrics (ownership split vs. exchange ratio) across two different financial bases (DCF vs. Distributions) to evaluate proposal analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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The slide presents two side-by-side charts: a stacked bar chart for ownership percentages and a bar chart for implied exchange ratios with proposal benchmarks.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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The slide presents a sensitivity analysis of exchange ratios across two volume cases (Base and Downside) and various discount rates/valuation methodologies.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes summary rows for Median and Mean premiums for all and taxable transactions.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes confidential draft disclaimer and source attribution.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes both line charts and sensitivity tables for two different entities.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes sensitivity analysis tables for various exchange ratios (XRs).analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes sensitivity tables for various exchange ratios (XRs) and line charts showing projected accretion/dilution trends.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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Includes two line charts showing percentage trends and two data tables showing sensitivity analysis at various exchange ratios.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
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The slide presents two tables side-by-side, highlighting breakeven coverage points in red boxes.analyze_data
Open slide detailBeat · Evidence & Proof
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Confidential draft; includes coverage assumptions and source data.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes regression analysis and specific annotations regarding AMGP inclusion/exclusion.analyze_data
Open slide detailBeat · Evidence & Proof
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The table compares specific companies against the proposed PF AMGP metrics.compare_peers
Open slide detailBeat · Evidence & Proof
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The slide presents sensitivity tables for valuation metrics. The left side covers 'Stand Alone AM', the right side covers 'XR Adjusted PF AMGP'.analyze_data
Open slide detailBeat · Evidence & Proof
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The slide presents sensitivity tables for valuation metrics across different discount rates and multiples/yields.analyze_data
Open slide detailBeat · Evidence & Proof
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Valuation effective date: 6/30/2018. Includes sensitivity tables for discount rates against multiples and yields.analyze_data
Open slide detailBeat · Evidence & Proof
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Contains multiple sensitivity tables (data matrices) for valuation scenarios.analyze_data
Open slide detailBeat · Evidence & Proof
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The slide uses a sensitivity analysis framework to show how different yield assumptions impact the valuation of units over time.analyze_data
Open slide detailBeat · Evidence & Proof
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The slide uses a 2x2 matrix structure to compare four distinct financial scenarios. Each quadrant contains a line chart showing valuation trends over 2019E-2021analyze_data
Open slide detailBeat · Evidence & Proof
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Open slide detailBeat · Evidence & Proof
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Includes a sources and uses table and two pie charts comparing ownership structure.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes two line charts and two data tables comparing accretion/dilution scenarios.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for different exchange ratios and cash considerations.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for different exchange ratios and cash considerations.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes multiple line charts and data tables comparing financial outcomes across different scenarios.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes coverage ratios at the bottom of the table.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity tables for discount rates against various multiples and yields.analyze_data
Open slide detailBeat · Evidence & Proof
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Contains multiple sensitivity tables for valuation metrics.analyze_data
Open slide detailBeat · Evidence & Proof
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Contains multiple sensitivity tables (DCF and Distribution Analysis) for valuation.analyze_data
Open slide detailBeat · Evidence & Proof
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Confidential draft, includes multiple sensitivity tables for DCF and distribution analysis.analyze_data
Open slide detailBeat · Evidence & Proof
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Open slide detailBeat · Evidence & Proof
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The table displays a matrix of implied AM unit prices based on different exchange ratios (rows) and dividend yields (columns).analyze_data
Open slide detailBeat · Evidence & Proof
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Open slide detailBeat · Evidence & Proof
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Includes detailed tax calculations for three investor scenarios: Average Unitholder, IPO Investor (Average Basis), and IPO Investor (IPO Basis).analyze_data
Open slide detailBeat · Evidence & Proof
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Confidential draft subject to change. Includes detailed line items for EBITDA, tax adjustments, and per-unit distribution calculations.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for exchange ratios and line charts for base case projections.quantify_impact
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for various exchange ratios (XRs).analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for different exchange ratios (XRs).quantify_impact
Open slide detailBeat · Evidence & Proof
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Includes two line charts showing base case projections and two data tables showing sensitivity analysis across different exchange ratios.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes detailed tax basis, dividend breakdown, and terminal value calculation.analyze_data
Open slide detailBeat · Evidence & Proof
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The table compares SQ AM and PF AMGP distribution yields against various exchange ratios to determine implied value.analyze_data
Open slide detailBeat · Evidence & Proof
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Open slide detailBeat · Evidence & Proof
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Includes detailed tax calculations for Average Unitholder, IPO Investor (Average Basis), and IPO Investor (IPO Basis).analyze_data
Open slide detailBeat · Evidence & Proof
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Contains two side-by-side financial models for different entities (SQ AM and PF AMGP).analyze_data
Open slide detailBeat · Evidence & Proof
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Includes sensitivity analysis tables for various exchange ratios.quantify_impact
Open slide detailBeat · Evidence & Proof
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The slide compares two entities (AM and AMGP) under a specific 'AR Downside Volumes Case' scenario.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes detailed tax basis, dividend breakdown, and terminal value calculation.analyze_data
Open slide detailBeat · Evidence & Proof
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The slide presents a matrix of financial outcomes based on two variables: exchange ratio and distribution yield.analyze_data
Open slide detailBeat · Evidence & Proof
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Includes a specific disclaimer box regarding the PWP merger.other
Open slide detailBeat · Evidence & Proof
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Includes implied exchange ratios (XR) for both scenarios.analyze_data
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Supplemental calculation for AR Downside Volumes Case.analyze_data
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Supplemental calculation for AR Base Case.analyze_data
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Supplemental calculation for AR Downside Volumes Case.analyze_data
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Contains two side-by-side financial tables for valuation modeling.analyze_data
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Includes detailed breakdown of taxable income, taxes, dividends, and return of capital per share.analyze_data
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Includes median and mean calculations for each year.analyze_data
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Includes a disclaimer box in the top right corner.analyze_data
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Includes a comparison row for AMGP Proposal and AM Proposal at the bottom.cite_precedent
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Includes median and mean calculations at the bottom of the table.cite_precedent
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Includes a confidential draft disclaimer and source attribution.analyze_data
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Includes a small table for Cumulative Free Cash Flow scenarios.analyze_data
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Includes a small table comparing cumulative free cash flow across three scenarios.analyze_data
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Includes a table comparing cumulative free cash flow across three scenarios (Base, Downside Pricing, Downside).analyze_data
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AR Base Volumes Case. Includes historical data from 2016A-2017A and projections from 2018E-2022E.analyze_data
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Includes historical data (2016A-2017A) and projections (2018E-2022E).analyze_data
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Includes confidential draft disclaimer and detailed footnotes regarding valuation methodology.analyze_data
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Includes detailed breakdown of Series B unit economics and tax assumptions.analyze_data
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Includes CAGR metrics for 2019E-2022E period.analyze_data
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Includes CAGR projections for 2019E-2022E. Data source: Management Projections, Thomson One, FactSet as of 8/21/2018.analyze_data
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Includes CAGR projections for 2019E-2022E for both cases across four key financial metrics.analyze_data
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Includes CAGR calculations for 2019E-2022E for both scenarios.analyze_data
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Includes regression analysis with and without AMGP; highlights specific company outliers and growth projections.analyze_data
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Includes a table of peer companies with CAGR, growth estimates, yield, and total return, alongside a sensitivity analysis for cost of equity.compare_peers
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The slide presents two distinct methods for calculating Cost of Equity: a yield-based approach and a CAPM-based approach using Barra beta.compare_peers
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The table includes a median and mean calculation for the peer group.compare_peers
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Includes confidential draft watermark and detailed source footnotes.analyze_data
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The slide maps gas BTU ranges to specific geographic regions and provides a breakdown of well inventory by type and year.analyze_data
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Includes a disclaimer box and detailed footnotes regarding data sources and assumptions.analyze_data
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Includes a highlighted 'AR Downside Pricing' case for both oil and gas scenarios.analyze_data
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The slide compares Antero's performance metrics against three peers, showing median benchmarks for both EUR and D&C costs.compare_peers
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Standard firm disclaimer and contact information page.other