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greenhill-wesco-financial-presentation-dec-2010 · activist-deck

Greenhill Wesco Financial Presentation Dec 2010

65 pages · 7 arc beats · 3 loops

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Greenhill Wesco Financial Presentation Dec 2010

greenhill-wesco-financial-presentation-dec-2010 · 2010-12
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 5
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

7
coverage by narrative range · generated from this deck JSON
Narrative range 32 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 4 slides 100% 4/4 slides 100% 4/4 slides · 17 hits
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25% 1/4 slides
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Market Size 4 slides 100% 4/4 slides 100% 4/4 slides · 28 hits
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75% 3/4 slides · 4 hits 25% 1/4 slides 100% 4/4 slides 100% 4/4 slides Solution 5 slides 100% 5/5 slides 100% 5/5 slides · 20 hits
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40% 2/5 slides 80% 4/5 slides 100% 5/5 slides
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Competition 4 slides 100% 4/4 slides 100% 4/4 slides · 21 hits
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50% 2/4 slides 50% 2/4 slides 100% 4/4 slides 100% 4/4 slides Financials 5 slides 100% 5/5 slides 100% 5/5 slides · 28 hits
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20% 1/5 slides 100% 5/5 slides 100% 5/5 slides
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Team 5 slides 100% 5/5 slides 100% 5/5 slides · 28 hits
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80% 4/5 slides 100% 5/5 slides
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The Ask 5 slides 100% 5/5 slides 100% 5/5 slides · 24 hits
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40% 2/5 slides 80% 4/5 slides 100% 5/5 slides 100% 5/5 slides

Slide inventory

65
every slide · same image gating as the playbook
01
Slide 1
Includes Greenhill logo and WESCO Pasadena logo.front_matter
Open slide detail
02
front_matter
Open slide detail
03
front_matter
Open slide detail
04
This slide outlines the timeline of the acquisition offer and the engagement of advisors.establish_context
Open slide detailBeat · Problem
05
The slide outlines the valuation methodology (book value per share) and the structure of the offer (cash or stock election).analyze_data
Open slide detailBeat · Problem
06
front_matter
Open slide detailBeat · Problem
07
The slide uses a table to map segments to their subsidiaries and a separate table for financial performance.summarize
Open slide detailBeat · Problem
08
The slide highlights the lack of management projections and third-party analyst coverage for Wesco.analyze_data
Open slide detailBeat · Market SizeLoop · Zoom In
09
The chart shows stock price (line) and volume (bars) from 2000 to 2010.analyze_data
Open slide detailBeat · Market SizeLoop · Zoom In
10
The slide uses a line chart to demonstrate valuation trends relative to peers.compare_peers
Open slide detailBeat · Market SizeLoop · Zoom In
11
Includes a dual-axis line chart showing indexed share price and P/B multiples, alongside summary tables for valuation metrics.analyze_data
Open slide detailBeat · Market SizeLoop · Zoom In
12
front_matter
Open slide detailBeat · Solution
13
The slide details the specific components and logic behind each valuation approach.analyze_data
Open slide detailBeat · Solution
14
The slide details the components of the valuation bridge including Wes-FIC income, non-insurance business income, tax adjustments, and dividends.show_valuation_bridge
Open slide detailBeat · Solution
15
The slide uses a floating bar chart style to represent valuation ranges for equity and per-share values.show_valuation_bridge
Open slide detailBeat · Solution
16
The slide uses a hierarchical organizational chart to represent the valuation structure.show_valuation_bridge
Open slide detailBeat · Solution
17
The chart illustrates how individual business unit equity sums up to the total consolidated equity after accounting for adjustments.analyze_data
Open slide detailBeat · CompetitionLoop · Iceberg
18
Includes detailed footnotes regarding debt, cash, and adjustments.show_valuation_bridge
Open slide detailBeat · CompetitionLoop · Iceberg
19
summarize
Open slide detailBeat · CompetitionLoop · Iceberg
20
The slide explains why standard forward-looking valuation methods (DCF, forward multiples) were not used.present_framework
Open slide detailBeat · CompetitionLoop · Iceberg
21
Includes detailed footnotes explaining adjustments and valuation methodology.show_valuation_bridge
Open slide detailBeat · Financials
22
The slide argues that the company's true performance is higher than reported when adjusting for specific accounting and market factors.analyze_data
Open slide detailBeat · Financials
23
The chart highlights Wes-FIC's superior yield performance relative to the peer median.compare_peers
Open slide detailBeat · Financials
24
Includes a table of historical ROAE for the Reinsurance Composite.compare_peers
Open slide detailBeat · Financials
25
Includes specific red-circled highlights on valuation multiples and growth metrics.compare_peers
Open slide detailBeat · Financials
26
Includes regression equation and R-squared value. Wesco is explicitly called out as an outlier above the regression line.compare_peers
Open slide detailBeat · Team
27
Includes specific valuation multiples for Reported GAAP Equity and Tangible GAAP Equity.analyze_data
Open slide detailBeat · Team
28
Uses a waterfall-style bridge to illustrate excess capital over the 175% BCAR threshold.analyze_data
Open slide detailBeat · Team
29
The slide uses a bar chart to compare industry median ROE against Wes-FIC's actual and adjusted ROE.compare_peers
Open slide detailBeat · Team
30
The chart uses a split-axis approach to compare two different entities side-by-side.compare_peers
Open slide detailBeat · Team
31
Includes detailed footnotes regarding excess capital and tax rate assumptions.analyze_data
Open slide detailBeat · The AskLoop · Cost Of Inaction
32
The slide uses a bridge-style logic to reconcile book value to adjusted value.show_valuation_bridge
Open slide detailBeat · The AskLoop · Cost Of Inaction
33
The slide demonstrates the impact of discounting on specific balance sheet items to arrive at a more accurate economic value.show_valuation_bridge
Open slide detailBeat · The AskLoop · Cost Of Inaction
34
The slide bridges from a base valuation range to an adjusted range, then calculates implied P/B multiples based on reported and tangible GAAP equity.show_valuation_bridge
Open slide detailBeat · The AskLoop · Cost Of Inaction
35
The chart uses a waterfall bridge to reconcile equity changes over a nine-month period.analyze_data
Open slide detailBeat · The AskLoop · Cost Of Inaction
36
The chart uses a waterfall bridge to reconcile equity adjustments and income over a nine-month period.analyze_data
Open slide detail
37
front_matter
Open slide detail
38
Includes CAGR calculations for the 2010-2015E period across all four metrics.analyze_data
Open slide detail
39
Includes a valuation bridge table at the bottom showing the relationship between Enterprise Value, Implied Equity Value, and implied multiples.show_valuation_bridge
Open slide detail
40
Includes sensitivity analysis for DCF with specific highlighted values.show_valuation_bridge
Open slide detail
41
Includes footnotes regarding LTM figures, environmental remediation, and Wells Fargo securities gain.analyze_data
Open slide detail
42
The slide uses a floating bar chart style to represent valuation ranges against a common enterprise value axis.show_valuation_bridge
Open slide detail
43
The slide presents a standard valuation output table comparing different methodologies.show_valuation_bridge
Open slide detail
44
Slide 44 of a Greenhill presentation.appendix
Open slide detail
45
The slide highlights a discrepancy between book value and appraised value for specific real estate assets.show_valuation_bridge
Open slide detail
46
front_matter
Open slide detail
47
The slide includes a pie chart for portfolio composition and a detailed data table for Wes-FIC and Precision Steel holdings.analyze_data
Open slide detail
48
The slide illustrates the impact of illiquidity discounts and different volatility assumptions on warrant valuation.show_valuation_bridge
Open slide detail
49
front_matter
Open slide detail
50
show_valuation_bridge
Open slide detail
51
analyze_data
Open slide detail
52
The table compares initial vs final premiums across 1-day, 1-week, and 1-month timeframes.cite_precedent
Open slide detail
53
Includes mean and median calculations at the bottom of the table.cite_precedent
Open slide detail
54
front_matter
Open slide detail
55
Includes valuation multiples, management bios, and portfolio breakdown.summarize
Open slide detail
56
Includes CAGR annotations for historical (04A-'09A) and projected (10E-'12E) periods.analyze_data
Open slide detail
57
The slide uses a timeline-annotated line chart to correlate stock performance with specific company events.establish_context
Open slide detail
58
The slide uses a dual-axis chart to show absolute P/B and relative P/B performance.analyze_data
Open slide detail
59
The slide includes a disclaimer about the limitations of price-to-tangible book as a valuation metric for the S&P 500.show_valuation_bridge
Open slide detail
60
Includes beta values for Wesco and Berkshire Class B shares.analyze_data
Open slide detail
61
The chart demonstrates Berkshire's superior growth performance compared to Wesco over the specified period.compare_peers
Open slide detail
62
The chart uses a dual-axis approach to overlay analyst sentiment (stacked area) with stock price (line).analyze_data
Open slide detail
63
Includes color-coded legend for specific share price benchmarks (52-week low/high, current price, consensus target, and 10-year average multiples).show_valuation_bridge
Open slide detail
64
front_matter
Open slide detail
65
front_matter
Open slide detail