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-ibd-presentation-2020-avx-corp-centerview-partners · deck

4 IBD presentation 2020 Avx Corp Centerview Partners

27 pages · 5 arc beats · 2 loops

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4 IBD presentation 2020 Avx Corp Centerview Partners

-ibd-presentation-2020-avx-corp-centerview-partners · 2020-01
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
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON
Narrative range 16 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
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100% 2/2 slides
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100% 2/2 slides 50% 1/2 slides Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
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100% 2/2 slides 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Solution & Approach 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
50% 1/2 slides · 2 hits 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Evidence & Proof 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits
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75% 3/4 slides 75% 3/4 slides 100% 4/4 slides 100% 4/4 slides Impact & Next Steps 6 slides 100% 6/6 slides 100% 6/6 slides · 29 hits
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50% 3/6 slides 100% 6/6 slides
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Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
Includes SEC confidential treatment request language.front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
transition
Open slide detailBeat · Situation & Context
05
Preliminary draft, subject to internal review.establish_context
Open slide detailBeat · Situation & ContextLoop · Logic Chain
06
Includes a disclaimer about preliminary draft status and specific fiscal year definitions.analyze_data
Open slide detailLoop · Logic Chain
07
Includes a table of qualitative drivers mapped to two time periods (FY18-19 and FY19-20).analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
08
The slide outlines the rationale for using FY2021E as a normalized base for financial forecasting due to volatility in prior years.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
09
Includes CAGR annotations and specific business unit commentary.analyze_data
Open slide detailLoop · Logic Chain
10
Includes annotations for specific dates (Dec 2016, Oct 2017, Jan 2018, Oct 2019) and a table of YoY revenue growth at the bottom.compare_peers
Open slide detail
11
Includes valuation tables for both ARROW and peers with 1, 3, and 5-year lookbacks.compare_peers
Open slide detail
12
Includes disclaimer about preliminary draft status and data sources.analyze_data
Open slide detail
13
The slide uses a structured list format to categorize qualitative business drivers.analyze_data
Open slide detail
14
transition
Open slide detail
15
Includes a table comparing Unaffected, Current, and KITE Proposal financial metrics.summarize
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
16
Includes specific reference to KITE offer price and ARROW unaffected share price.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Cost Of Inaction
17
Includes a 'KEY Offer' column highlighted with a dashed box.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
18
Includes market capitalization, enterprise value, EV/EBITDA, P/E, growth rates, and margin data.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
19
Includes average and median calculations for the selected peer group.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
20
Includes sensitivity tables for WACC vs Perpetuity Growth Rate.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
21
Includes two scenarios: 'Leave Cash on Balance Sheet' and 'Distribute Cash as a Dividend'.analyze_data
Open slide detail
22
appendix
Open slide detailBeat · Impact & Next Steps
23
Includes corporate overhead adjustments and segment-specific growth rates.analyze_data
Open slide detailBeat · Impact & Next Steps
24
Includes GAAP and non-GAAP (Adjusted Net Income, Adjusted EBITDA) metrics.analyze_data
Open slide detailBeat · Impact & Next Steps
25
The table uses a matrix format to show the intersection of two variables (EBITDA margin delta and revenue growth CAGR) on equity value.analyze_data
Open slide detailBeat · Impact & Next Steps
26
Includes transaction date, acquirer, target, total consideration, % owned pre-transaction, and premiums paid.cite_precedent
Open slide detailBeat · Impact & Next Steps
27
Includes detailed footnotes regarding methodology for beta, tax rates, and risk premiums.analyze_data
Open slide detailBeat · Impact & Next Steps