Tudor, Pickering, Holt & Co · consulting-deck
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 75 slides
75 pages · 4 arc beats · 2 loops
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 75 slides
Tudor, Pickering, Holt & Co · 2019-01 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 70 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 · 2 hits 33.3% 1/3 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
22.2% 2/9 slides 33.3% 3/9 slides 100% 9/9 slides 100% 9/9 slides Evidence & Proof 25 slides 100% 25/25 slides 100% 25/25 slides · 136 hits — 0/25 slides
56% 14/25 slides · 15 hits 8% 2/25 slides 100% 25/25 slides 16% 4/25 slides Impact & Next Steps 33 slides 100% 33/33 slides 100% 33/33 slides · 183 hits — 0/33 slides
66.7% 22/33 slides · 25 hits 6.1% 2/33 slides 100% 33/33 slides — 0/33 slides
Slide inventory
75 every slide · same image gating as the playbook
04
The slide uses a table-like structure to present transaction terms.summarize
Open slide detailBeat · Situation & Context
05
Includes a confidential tag and a detailed ownership table for sponsors and management.present_framework
Open slide detailBeat · Situation & Context
06
The chart tracks total return performance indexed to 100% at the start date.analyze_data
07
The chart highlights specific dates (2/23/2018 and 10/8/2018) and compares spot exchange ratios to a fixed negotiated transaction value.analyze_data
09
Includes both a primary peer comparison table and secondary valuation sensitivity tables at the bottom.compare_peers
10
Includes summary statistics (median/mean) for C-Corp, Affiliate, and 3rd Party buyers, plus a specific row for the Antero Midstream transaction.cite_precedent
11
Includes two sensitivity tables (matrix) and two supplemental calculation tables.analyze_data
12
The chart illustrates valuation sensitivity to yield assumptions over a three-year period (2019E-2021E).analyze_data
13
Valuation Effective Date: 12/31/2018. Source: Management projections and FactSet as of 1/4/2019.analyze_data
14
The chart illustrates sensitivity to yield (8%, 9%, 10%) over the period 2019E-2021E.quantify_impact
15
Includes two sensitivity tables (matrix-nxn) and two detailed calculation tables.analyze_data
16
The chart compares three yield scenarios (8%, 9%, 10%) against a current unit price baseline.analyze_data
18
Includes detailed footnotes regarding calculation methodologies and specific corporate events (acquisitions, board formations).compare_peers
Open slide detailBeat · Evidence & Proof
19
The slide compares two valuation approaches: Discounted Levered DCF and Discounted Distribution Analysis, both showing sensitivity to discount rates and multiplanalyze_data
Open slide detailBeat · Evidence & Proof
20
The chart illustrates valuation sensitivity to yield (7%, 8%, 9%) over three years (2019E-2021E).quantify_impact
Open slide detailBeat · Evidence & Proof
21
Includes sensitivity tables for discount rates vs multiples/yields and supplemental calculation details for both DCF and Distribution models.analyze_data
Open slide detailBeat · Evidence & Proof
22
The chart compares three yield scenarios against a static current share price of $12.60.analyze_data
Open slide detailBeat · Evidence & Proof
23
Includes sensitivity tables for discount rates vs multiples/yields and detailed DCF/Distribution calculation tables.analyze_data
Open slide detailBeat · Evidence & Proof
24
The chart uses a line graph to illustrate valuation sensitivity to yield assumptions over a three-year period (2019E-2021E).quantify_impact
Open slide detailBeat · Evidence & Proof
26
Includes valuation metrics (EBITDA, DCF, Yield) compared against trading and transaction medians.analyze_data
Open slide detailBeat · Evidence & Proof
27
The slide presents two side-by-side charts: a stacked bar chart for ownership percentages and a bar chart for exchange ratios, with a vertical line indicating tanalyze_data
Open slide detailBeat · Evidence & Proof
28
The slide presents two side-by-side bar charts comparing ownership percentages and exchange ratios under a specific 'Downside Volumes' scenario.analyze_data
Open slide detailBeat · Evidence & Proof
29
The slide compares two metrics (Implied Ownership and Implied Exchange Ratio) across two categories (DCF and Distributions) over a 6-year period.analyze_data
Open slide detailBeat · Evidence & Proof
30
The slide presents a sensitivity analysis of exchange ratios based on discount rates and volume projections.analyze_data
Open slide detailBeat · Evidence & Proof
32
Includes detailed exchange ratios, debt refinancing terms, and ownership breakdown.analyze_data
33
The slide presents four line charts with corresponding data tables for financial metrics.analyze_data
34
Includes four line charts with corresponding data tables for DCF and Distribution metrics.quantify_impact
35
The slide presents four line charts with corresponding data tables for 2019E-2022E.quantify_impact
36
Includes CAGR calculations and coverage ratio metrics for SQ AM, SQ AMGP, and PF AMGP.analyze_data
Open slide detailBeat · Evidence & Proof
37
The table compares SQ AM (Status Quo Asset Management) against Pro Forma AMGP projections.analyze_data
Open slide detailBeat · Evidence & Proof
38
The table segments companies into 'Non-IDR Midstream C-Corps' and 'High-Growth MLPs', with summary statistics (Mean/Median) and a specific row for 'PF AMGP at Tcompare_peers
Open slide detailBeat · Evidence & Proof
39
The slide presents sensitivity tables for valuation metrics (DCF, Distribution Yield, Coverage) across different discount rates and multiples.analyze_data
Open slide detailBeat · Evidence & Proof
40
The slide presents sensitivity tables for DCF and Distribution Analysis, comparing two scenarios side-by-side.analyze_data
Open slide detailBeat · Evidence & Proof
41
The slide presents sensitivity tables for DCF and Distribution Analysis, comparing standalone vs. pro-forma scenarios.analyze_data
Open slide detailBeat · Evidence & Proof
42
The slide uses a series of line charts to compare valuation outcomes across different yield scenarios (8%, 9%, 10% for SQ AM; 7%, 8.5%, 10% for PF AMGP).analyze_data
Open slide detailBeat · Evidence & Proof
44
Includes specific tax calculations for ordinary vs capital gains and sensitivity analysis for 8%, 9%, and 10% terminal yields.analyze_data
Open slide detailBeat · Impact & Next Steps
45
The slide presents a detailed DCF-style valuation model with tax impact analysis.analyze_data
Open slide detailBeat · Impact & Next Steps
46
Includes a sensitivity analysis table at the bottom for 8%, 9%, and 10% terminal yields.analyze_data
Open slide detailBeat · Impact & Next Steps
47
The slide presents a detailed DCF-style valuation model including tax basis adjustments, return of capital, qualified dividends, and terminal value calculationsanalyze_data
Open slide detailBeat · Impact & Next Steps
48
Includes terminal yield calculation and discount factor application.analyze_data
Open slide detailBeat · Impact & Next Steps
49
Includes detailed tax basis, distribution, and terminal value calculations.analyze_data
Open slide detailBeat · Impact & Next Steps
50
The slide presents a complex table structure comparing coverage ratios and implied values across three distinct volume scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
54
Includes a small table comparing Upside, Base, and Downside cases for Cumulative Free Cash Flow.analyze_data
Open slide detailBeat · Impact & Next Steps
55
Includes a small table comparing cumulative FCF across Upside, Base, and Downside cases.analyze_data
Open slide detailBeat · Impact & Next Steps
56
Includes a small table within the Free Cash Flow chart comparing Upside, Base, and Downside cases for cumulative FCF.analyze_data
Open slide detailBeat · Impact & Next Steps
57
Includes CAGR projections and distribution breakdown by unit type.analyze_data
Open slide detailBeat · Impact & Next Steps
58
Includes CAGR calculations and coverage ratios.analyze_data
Open slide detailBeat · Impact & Next Steps
59
Includes CAGR projections and YoY growth metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
60
Includes detailed breakdown of IDR LLC cash flow, tax assumptions, and valuation methodology for Series B units.analyze_data
Open slide detailBeat · Impact & Next Steps
61
Includes detailed breakdown of IDR LLC cash flow and valuation assumptions.analyze_data
Open slide detailBeat · Impact & Next Steps
62
Includes confidential watermark and detailed footnotes regarding valuation methodology.analyze_data
Open slide detailBeat · Impact & Next Steps
63
Includes CAGR projections for 2019E-2022E across all metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
64
Includes analyst coverage statistics and price target ranges as of 1/4/2019.analyze_data
Open slide detailBeat · Impact & Next Steps
65
Includes CAGR calculations for each metric across the three scenarios.analyze_data
Open slide detailBeat · Impact & Next Steps
67
Includes detailed footnotes explaining the methodology for calculating expected total return and Barra beta adjustments.compare_peers
Open slide detailBeat · Impact & Next Steps
68
Includes two distinct valuation methodologies: yield-based (implied total return) and CAPM-based (Barra Beta).compare_peers
Open slide detailBeat · Impact & Next Steps
69
The slide provides a comparative analysis of expected total returns for a peer group, likely used to inform WACC calculations.compare_peers
Open slide detailBeat · Impact & Next Steps
70
Confidential slide from Tudor Pickering Holt & Co.analyze_data
Open slide detailBeat · Impact & Next Steps
72
The slide uses a multi-panel line chart to visualize commodity price projections over a 4-year horizon (2019-2022).analyze_data
Open slide detailBeat · Impact & Next Steps
73
Includes a legend for five distinct projection lines. Tudor Pickering Holt & Co branding.analyze_data
Open slide detailBeat · Impact & Next Steps
74
The slide displays two line charts side-by-side comparing financial projections.analyze_data
Open slide detailBeat · Impact & Next Steps