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

Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 12 slides

TPH · 2019-01

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 11 total

Metadata

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Metrics

Tools

Frameworks

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Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

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100% 2/2 slides 50% 1/2 slides Financials 7 slides 100% 7/7 slides 100% 7/7 slides · 45 hits

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100% 7/7 slides 28.6% 2/7 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits

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Slide inventory

every slide · same image gating as the playbook

front_matter

Open slide detailBeat · Problem

Includes a callout box for 'Sample Adjusted XR Calculation' and specific historical markers at 2/23/2018 and 10/8/2018.analyze_data

Open slide detailBeat · ProblemLoop · Benchmark Gap

The table shows a single row of data labeled 'At Transaction' with columns A through I.analyze_data

Open slide detailLoop · Benchmark Gap

Includes a small table in the top right corner detailing the 'All-In XR' calculation.quantify_impact

Open slide detailBeat · Financials

Includes four line charts with corresponding data tables for financial projections from 2019E to 2022E.analyze_data

Open slide detailBeat · Financials

Includes a small table in the top right corner detailing the All-In XR calculation.analyze_data

Open slide detailBeat · Financials

Includes detailed tax basis calculations and gain/loss scenarios for average unitholders and IPO investors.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

Contains detailed tax-effected distribution modeling including NOL utilization, return of capital, and qualified dividend assumptions.analyze_data

Open slide detailBeat · FinancialsLoop · Cost Of Inaction

The slide presents six distinct financial projection charts comparing status quo vs. pro forma distributions and coverage ratios.quantify_impact

Open slide detailBeat · Financials

The slide presents 6 distinct line charts comparing financial projections for two entities (AM and AMGP) under three different market scenarios (Base, Downside,analyze_data

Open slide detailBeat · Financials

Includes a comparison row for 'At Transaction' (Antero Midstream) against historical medians and means.cite_precedent

Open slide detailBeat · Solution

other

Open slide detailBeat · Solution