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jefferies-broadview-columbia-pipelines-presentation-oct-13-2016 · deck

Jefferies Broadview Columbia Pipelines Presentation Oct 13 2016

32 pages · 4 arc beats · 2 loops

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Jefferies Broadview Columbia Pipelines Presentation Oct 13 2016

jefferies-broadview-columbia-pipelines-presentation-oct-13-2016 · 2016-01
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
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 26 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
— 0/2 slides
50% 1/2 slides 50% 1/2 slides 100% 2/2 slides 50% 1/2 slides Problem & Complication 6 slides 100% 6/6 slides 100% 6/6 slides · 33 hits
— 0/6 slides
66.7% 4/6 slides
— 0/6 slides
100% 6/6 slides 100% 6/6 slides Evidence & Proof 11 slides 100% 11/11 slides 100% 11/11 slides · 55 hits
— 0/11 slides
90.9% 10/11 slides · 14 hits 45.5% 5/11 slides 100% 11/11 slides 100% 11/11 slides · 22 hits Impact & Next Steps 7 slides 100% 7/7 slides 100% 7/7 slides · 27 hits
— 0/7 slides
57.1% 4/7 slides 42.9% 3/7 slides 100% 7/7 slides 100% 7/7 slides

Slide inventory

32
every slide · same image gating as the playbook
01
Slide 1
Includes standard investment banking disclaimer/exhibit markings.front_matter
Open slide detail
02
appendix
Open slide detail
03
front_matter
Open slide detail
04
transition
Open slide detailBeat · Situation & Context
05
Includes a diagram of the corporate structure and cash/unit flow.analyze_data
Open slide detailBeat · Situation & ContextLoop · Logic Chain
06
Includes footnotes (1)-(4) detailing calculation methodology for GP value, debt, and EBITDA.analyze_data
Open slide detailLoop · Logic Chain
07
The table compares an unaffected price, a current price, and an offer price to derive implied multiples.compare_peers
Open slide detailLoop · Logic Chain
08
Financial valuation sensitivity table.analyze_data
Open slide detailLoop · Logic Chain
09
transition
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
10
Includes a dual-axis chart (price and volume) and a detailed financial valuation table.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
11
The slide uses four line charts to show relative performance indexed to 100% at the start of each period.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
12
Includes cumulative percentage lines over bar charts.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
13
Includes a table of top 10 institutional holders and two pie charts detailing general and institutional ownership structures.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
14
The table tracks the top 25 institutional holders as of 2015 and their subsequent changes in position.analyze_data
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
15
Includes mean and median calculations at the bottom of the table.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
16
transition
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
17
Data provided by CPGX Management to Jefferies on October 7, 2016.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
18
Includes key assumptions regarding coverage ratios and unit counts.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
19
The slide compares two financial metrics (EBITDA and Distributable Cash Flow) across two years (2017, 2018) for two sources (Management vs. Wall Street Researchcompare_peers
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
20
Standard investment banking disclaimer slide regarding valuation methodology.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
21
The chart uses a standard 'football field' valuation visualization to show ranges across public comps, precedent transactions, DCF, and premiums paid.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
22
Includes bar charts for 2017E and 2018E TEV/EBITDA multiples and a detailed data table for peer metrics.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
23
Includes a peer group table and an OpCo valuation bridge.compare_peers
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
24
analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
25
Includes a list of 22 transactions with deal metrics and a summary valuation table for 2017E.cite_precedent
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
26
Includes mid-period convention, terminal value calculation, and bridge to equity value per unit.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Logic Chain
27
Includes mid-period convention discount periods and terminal value calculations.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Logic Chain
28
Includes a specific row for Columbia Pipeline Group/Partners transaction and summary statistics (Max, Quartiles, Mean, Median, Min).cite_precedent
Open slide detailBeat · Impact & Next StepsLoop · Logic Chain
29
Includes red dashed boxes highlighting specific data points in the Implied Value per Unit section.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Logic Chain
30
appendix
Open slide detailBeat · Impact & Next StepsLoop · Logic Chain
31
transition
Open slide detailBeat · Impact & Next StepsLoop · Logic Chain
32
Includes detailed footnotes explaining methodology for beta and debt adjustments.analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Logic Chain