J.P.Morgan | Investment Banking Pitch Book | 29 slides

J.P. Morgan · 2019-01
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 1
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29
every slide · same image gating as the playbook
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Slide 1
front_matter
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The slide outlines the evolution of a transaction from a GP/IDR elimination to a full buy-in due to market shifts.establish_context
Open slide detailBeat · Situation & ContextLoop · Golden Circle
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summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
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The slide uses a simple two-column layout to contrast positive outcomes (benefits) against negative or neutral outcomes (considerations).compare_options
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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Includes J.P. Morgan branding and source attribution to FactSet.compare_peers
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The chart tracks the exchange ratio from Jan-17 to Jan-19, highlighting a significant decline in the ratio over the period.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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The table uses consensus estimates to calculate valuation metrics across a range of premiums from 0% to 20%.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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Includes CAGR calculations for each metric.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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Includes CAGR calculations for each metric.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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Includes a donut chart comparing standalone vs post-transaction ownership and a sources and uses table.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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The slide compares standalone UGI financials against pro forma financials, highlighting accretion/dilution percentages.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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The slide uses a standard financial projection table format to calculate the net cash effect of a transaction.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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Includes accretion/dilution analysis for pro forma metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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The slide presents 6 distinct tables (3 for EPS, 3 for CFPS) organized by fiscal year.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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Includes disclaimer regarding illustrative nature and reliance on management projections.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
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summarize
Open slide detailBeat · Impact & Next StepsLoop · Golden Circle
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front_matter
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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plan_implementation
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The slide provides a comparative analysis of historical MLP buy-in premiums to inform valuation expectations.cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The slide presents two sets of tables for 2019E and 2020E, comparing share price outcomes and accretion/dilution percentages.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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This slide serves as an appendix update regarding the status of a specific financial transaction structure.summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The slide uses a comparative structure to weigh pros and cons for two different entities involved in a transaction.compare_options
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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Includes CAGR calculations for each metric and a table for total coverage.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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Includes specific payout thresholds for Class C units and transaction date assumptions.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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Includes accretion/dilution analysis and coverage ratios for GP/IDR elimination.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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The slide uses a side-by-side comparison of standalone and pro forma financial projections (FY2018A-FY2021E) to show the impact of a transaction.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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Includes disclaimer and source notes at the bottom.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction