J.P.Morgan | Investment Banking Pitch Book | 48 slides

J.P. Morgan · 2021-05
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

48
every slide · same image gating as the playbook
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Slide 1
Exhibit C.IIIfront_matter
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The slide uses a grid layout to group team members by Banking Coverage, M&A, Equity Capital Markets, Equity-Linked Capital Markets, and Leveraged Finance.other
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The chart highlights JPM's lead (90 deals) vs competitors (75 and 69), with sub-segments showing joint deal counts.compare_peers
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The slide uses a combination of league tables for market share and a grid of logos/deal descriptions for social proof.cite_precedent
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The slide highlights J.P. Morgan's market leadership in both volume and premium generation.compare_peers
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The slide highlights a 40%+ lead in deal volume over the nearest competitor.compare_peers
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transition
Open slide detailBeat · Situation & Context
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summarize
Open slide detailBeat · Evidence & Proof
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The slide uses a dual-chart layout to demonstrate market outperformance and valuation expansion.quantify_impact
Open slide detailBeat · Evidence & Proof
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The slide uses a custom table-chart hybrid to compare financial multiples and growth/margin metrics.compare_peers
Open slide detailBeat · Evidence & Proof
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Slide contains three distinct charts: a stacked bar chart for equity issuance, a line chart for equity market performance, and a line chart for high-yield debt establish_context
Open slide detailBeat · Evidence & ProofLoop · Why Now
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The table includes pricing date, issuer name, deal size, market cap, percentage of market cap, percentage secondary, and price performance (file/offer and offeranalyze_data
Open slide detailBeat · Evidence & ProofLoop · Why Now
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The slide uses a comparative layout to present deal data alongside qualitative strategic benefits.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Why Now
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compare_options
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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transition
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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The slide highlights a strong balance sheet, reduced leverage, and stable debt maturity profile.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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The slide uses a matrix-like structure to compare financial instruments.compare_options
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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The slide uses a hub-and-spoke visual arrangement to present four distinct strategic workstreams.plan_implementation
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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Shading indicates an increase in shares in 2020 compared to the end of 2019.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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The table highlights specific investors with red dashed boxes, likely indicating the '4 top holders' mentioned in the title.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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The table is split into two columns of data, each containing institutional names, PM contacts, and peer holding metrics.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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The slide uses a combination of current company trading data and a peer benchmark table to estimate the impact of different offering sizes.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
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illustrate_case
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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Includes a calendar visualization highlighting the execution window and earnings date.plan_implementation
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
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transition
Open slide detailBeat · Impact & Next Steps
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The slide uses a hub-and-spoke style diagram to connect the Inovalon brand to two pillars: Technology and Healthcare.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
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The slide uses a stacked bar chart for annual volume and a donut chart for the 2017-2021YTD aggregate.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
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The slide uses a split-bar chart format to compare valuation multiples across two growth cohorts (<20% and 20-30%).compare_peers
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
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The slide uses a bar chart to display NTM FV/revenue multiples, with additional metadata (target, acquirer, date, firm value, growth, EBITDA multiple) in a tablcompare_peers
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
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Data covers 2016-2021YTD.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
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The chart uses a standard 'football field' visualization to show valuation ranges across different methods.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
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Includes J.P. Morgan branding and page number 31.quantify_impact
Open slide detailBeat · Impact & Next Steps
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present_solution
Open slide detailBeat · Impact & Next Steps
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establish_context
Open slide detailBeat · Impact & Next Steps
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Includes J.P. Morgan branding and page number 34.quantify_impact
Open slide detailBeat · Impact & Next Steps
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The slide uses a vertical process flow with color-coded cubes as visual anchors for each step.plan_implementation
Open slide detailBeat · Impact & Next Steps
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The slide uses a chevron-based process flow to represent the M&A lifecycle.plan_implementation
Open slide detailBeat · Impact & Next Steps
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Includes market cap and valuation multiples in top right corner.illustrate_case
Open slide detailBeat · Impact & Next Steps
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Slide provides a profile of SAP as a strategic buyer, highlighting J.P. Morgan's relationship and advisory history.illustrate_case
Open slide detailBeat · Impact & Next Steps
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Slide provides a profile of a potential strategic buyer (Microsoft) for a target company, likely Inovalon.illustrate_case
Open slide detailBeat · Impact & Next Steps
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Slide provides a profile of Oracle for M&A advisory purposes, highlighting J.P. Morgan's historical advisory role in specific deals.illustrate_case
Open slide detailBeat · Impact & Next Steps
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Includes market cap and valuation multiples in the top right corner.illustrate_case
Open slide detailBeat · Impact & Next Steps
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Includes J.P. Morgan relationship context and valuation metrics for past deals.cite_precedent
Open slide detailBeat · Impact & Next Steps
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Includes financial metrics for the buyer in the top right corner.illustrate_case
Open slide detailBeat · Impact & Next Steps
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Slide highlights J.P. Morgan's historical advisory role in IQVIA's M&A and IPO activities.illustrate_case
Open slide detailBeat · Impact & Next Steps
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The table includes Market Cap, 2022E Revenue growth, 2022E EBITDA margin, 2022E FV/Revenue, and 2022E FV/uFCF.compare_peers
Open slide detailBeat · Impact & Next Steps
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The table provides a structured overview of potential buyers in the private equity space, categorized by their investment focus and recent activity.analyze_data
Open slide detailBeat · Impact & Next Steps
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front_matter
Open slide detailBeat · Impact & Next Steps