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-ibd-presentation-2020-stein-mart-inc-pj-solomon-1 · deck

61 IBD presentation 2020 Stein Mart Inc PJ Solomon 1

43 pages · 4 arc beats · 2 loops

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61 IBD presentation 2020 Stein Mart Inc PJ Solomon 1

-ibd-presentation-2020-stein-mart-inc-pj-solomon-1 · 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 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 40 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 7 slides 100% 7/7 slides 100% 7/7 slides · 35 hits
— 0/7 slides
85.7% 6/7 slides 28.6% 2/7 slides 100% 7/7 slides
— 0/7 slides
Problem & Complication 10 slides 100% 10/10 slides 100% 10/10 slides · 43 hits
— 0/10 slides
20% 2/10 slides 30% 3/10 slides 100% 10/10 slides 90% 9/10 slides Solution & Approach 15 slides 100% 15/15 slides 100% 15/15 slides · 59 hits
— 0/15 slides
20% 3/15 slides · 4 hits 26.7% 4/15 slides 100% 15/15 slides 100% 15/15 slides Evidence & Proof 8 slides 100% 8/8 slides 100% 8/8 slides · 23 hits
— 0/8 slides
25% 2/8 slides 25% 2/8 slides 100% 8/8 slides
— 0/8 slides

Slide inventory

43
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
other
Open slide detail
03
front_matter
Open slide detail
04
transition
Open slide detailBeat · Situation & Context
05
Chronological narrative of M&A and financing process.illustrate_case
Open slide detailBeat · Situation & Context
06
The slide outlines a sequence of events involving PJS, Moelis, and a Special Committee regarding a potential take-private transaction.summarize
Open slide detailBeat · Situation & Context
07
The slide tracks the funnel of potential buyers from initial contact to IOI submission.analyze_data
Open slide detailBeat · Situation & Context
08
Details the breakdown of Firm B's diligence process and Kingswood's revised LOI terms.summarize
Open slide detailBeat · Situation & Context
09
Chronological timeline of M&A process events.cite_precedent
Open slide detailBeat · Situation & Context
10
This slide serves as a timeline of events in a transaction process.summarize
Open slide detailBeat · Situation & Context
11
transition
Open slide detailBeat · Problem & Complication
12
The timeline uses a snake-like path to organize brands by year of distress/bankruptcy.illustrate_case
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
13
The slide uses two horizontal bar charts to compare store closures and openings by retailer, with specific totals provided for each category.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
14
The chart uses a baseline of 100 for 2013, with subsequent years showing a clear downward trend.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
15
transition
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
16
Contains detailed footnotes (a-g) explaining data sources and calculation methodologies.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
17
The slide uses a dual-chart layout: a top line chart for absolute stock price with event annotations, and a bottom line chart for indexed relative performance acompare_peers
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
18
The slide uses a grouped bar chart format to contrast performance metrics across two distinct retail segments.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
19
The chart uses a horizontal axis with bars representing stock performance percentages for various companies, grouped by sector.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
20
transition
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
21
Includes LTM data for Oct-19 and Dec-19, CAGR for FY14-FY18, and detailed footnotes regarding accounting adjustments and store performance.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
22
Includes a callout box highlighting the forecast status at the time of a specific LOI submission.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
23
The slide uses grouped bar charts to visualize the variance between forecasted and actual performance across two fiscal periods.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
24
Includes detailed footnotes explaining adjustments and methodology changes (e.g., BOPIS impact on eCommerce sales).analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
25
front_matter
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
26
Financial valuation table showing equity value, enterprise value, and trading multiples at different price points.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
27
The charts illustrate a shift in trading volume concentration toward lower price ranges over time.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
28
transition
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
29
The chart uses a football field valuation format to visualize valuation ranges.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
30
Includes median calculations for multiples and specific footnotes regarding IFRS 16 and non-material trading data.compare_peers
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
31
Includes footnotes regarding net debt and share count calculations.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
32
Includes footnotes regarding deal structure and sale process.cite_precedent
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
33
Includes footnotes regarding net debt and share count calculations.cite_precedent
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
34
Includes sensitivity analysis for terminal value and perpetuity growth rate.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
35
Data source: FactSet. Includes median calculations at the bottom.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Hypothesis Test
36
transition
Open slide detailBeat · Evidence & Proof
37
plan_implementation
Open slide detailBeat · Evidence & Proof
38
appendix
Open slide detailBeat · Evidence & Proof
39
transition
Open slide detailBeat · Evidence & Proof
40
Includes a comparison row showing the variance between actual excess availability and the 35% minimum requirement, with negative values highlighted in red.analyze_data
Open slide detailBeat · Evidence & Proof
41
The table calculates the Loan Cap based on net ABL Borrowing Base and compares Excess Availability against a 35% requirement set by Kingswood.analyze_data
Open slide detailBeat · Evidence & Proof
42
transition
Open slide detailBeat · Evidence & Proof
43
Includes detailed footnotes regarding valuation methodology and data sources.analyze_data
Open slide detailBeat · Evidence & Proof