Jefferies Broadview Patheon Presentation Nov 17 2013

jefferies-broadview-patheon-presentation-nov-17-2013 · 2013-01
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
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
transition
Open slide detailBeat · Problem
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The slide uses a flow-chart style diagram to map capital flows and equity ownership stakes.present_framework
Open slide detailBeat · Problem
06
Includes specific financing breakdown and valuation metrics.analyze_data
07
Includes valuation bridge from equity value to enterprise value and comparable transaction analysis.analyze_data
08
transition
Open slide detailBeat · Solution
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establish_context
Open slide detailBeat · Solution
10
Includes a table of VWAP and 52-week high/low data.analyze_data
11
Includes a dual-axis chart showing volume per price bucket and cumulative volume percentage.analyze_data
12
Includes a pie chart for shareholder summary and two tables for insider and institutional ownership.analyze_data
13
Includes data from TD Securities, RBC Capital Markets, and Euro Pacific Canada as of Nov 2013.analyze_data
14
transition
Open slide detailBeat · Financials
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Standard investment banking fairness opinion methodology disclosure.cite_precedent
Open slide detailBeat · FinancialsLoop · Zoom In
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Includes CAGR calculations and specific adjustments for pro forma EBITDA.analyze_data
Open slide detailBeat · FinancialsLoop · Zoom In
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Uses a football field chart to compare valuation ranges.analyze_data
Open slide detailBeat · FinancialsLoop · Zoom In
18
Includes four bar charts comparing various companies against a median line, with Patheon highlighted separately.compare_peers
Open slide detailLoop · Mece Breakdown
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Includes footnotes for specific transaction adjustments.cite_precedent
Open slide detailLoop · Mece Breakdown
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Includes detailed footnotes regarding tax rates, debt, and share counts.analyze_data
Open slide detailLoop · Mece Breakdown
21
The table includes summary statistics (Mean, Median, High, 75th, 50th, 25th, Low) at the bottom.analyze_data
23
Includes a specific row for Patheon highlighted in yellow.compare_peers
24
Includes mean and median calculations for peer groups and an overall summary row, with Patheon highlighted separately.compare_peers
25
Includes Unlevered Beta calculation table, WACC input calculation, and WACC sensitivity table.analyze_data
26
Includes CAGR calculations and key assumptions from JLL Partners.analyze_data
27
analyze_data