2 IBD presentation 2018 Medley Management Inc. Barclays Capital

-ibd-presentation-2018-medley-management-inc-barclays-capital · 2018-01

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 22 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits

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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides

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Solution 4 slides 100% 4/4 slides 100% 4/4 slides · 18 hits

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50% 2/4 slides

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100% 4/4 slides 75% 3/4 slides Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 16 hits

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75% 3/4 slides 75% 3/4 slides 100% 4/4 slides

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Financials 12 slides 100% 12/12 slides 100% 12/12 slides · 43 hits

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66.7% 8/12 slides 50% 6/12 slides 100% 12/12 slides 33.3% 4/12 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

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front_matter

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other

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summarize

Open slide detailBeat · Problem

Standard investment banking engagement summary slide.summarize

Open slide detailBeat · Problem

present_solution

Open slide detailBeat · Solution

Includes pro forma entries for FSIC and SIC; data as of August 2, 2018.compare_peers

Open slide detailBeat · SolutionLoop · Benchmark Gap

Includes organizational chart and detailed transaction consideration terms.present_solution

Open slide detailBeat · SolutionLoop · Benchmark Gap

Includes source notes and specific entity performance metrics.analyze_data

Open slide detailBeat · SolutionLoop · Benchmark Gap

transition

Open slide detailBeat · Market Size

Includes a highlighted range of multiples (0.80x to 1.00x) and detailed footnotes regarding valuation methodology.analyze_data

Open slide detailBeat · Market Size

Includes a table of implied metrics at the bottom and a shaded region indicating the 8.0x - 9.0x P/NAV range.analyze_data

Open slide detailBeat · Market Size

Includes median highlights and distinction between traditional and alternative asset managers.compare_peers

Open slide detailBeat · Market Size

Includes a highlighted range of 9.0x - 12.0x and an average of 11.2x.cite_precedent

Open slide detailBeat · Financials

Data source: Strategic. Includes deals between $100 million and $500 million.cite_precedent

Open slide detailBeat · Financials

Includes sensitivity tables for NPV, Terminal Value, Total EV, and Total Equity Value.analyze_data

Open slide detailBeat · FinancialsLoop · Hypothesis Test

transition

Open slide detailBeat · FinancialsLoop · Hypothesis Test

Includes historical (A) and estimated (E) data points.analyze_data

Open slide detailBeat · FinancialsLoop · Hypothesis Test

Financial table showing pro forma adjustments for MOLY and SIC, including synergies and incremental costs.analyze_data

Open slide detailBeat · FinancialsLoop · Hypothesis Test

Financial table detailing assets, liabilities, equity, and key metrics for a transaction.analyze_data

Open slide detailBeat · Financials

The slide uses a 2x3 grid of pie charts to compare portfolio composition.analyze_data

Open slide detailBeat · Financials

The chart uses a floating bar/range format to visualize valuation ranges across different methodologies.analyze_data

Open slide detailBeat · Financials

The chart highlights a valuation premium for internally managed BDCs compared to externally managed ones.compare_peers

Open slide detailBeat · Financials

Includes a shaded region representing an average multiple range.cite_precedent

Open slide detailBeat · Financials

Includes a sensitivity analysis framework for DCF valuation.analyze_data

Open slide detailBeat · Financials

appendix

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appendix

Open slide detail

Includes a vertical line separator between historical and forecasted periods.analyze_data

Open slide detail

Includes specific assumptions for Market Risk Premium, Risk Free Rate, Beta, and debt/equity ratios.analyze_data