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90 documents across consulting decks, pitch decks, activist materials, research notes, and more. Filter by kind, year, firm, or whether the deck has structural annotations.
Document starboard-value-algonquin-letter-july-2023
Starboard Value Algonquin Letter July 2023
2023 · 3 pp
Pitchdeck tcs-capital-yelp-open-letter-to-yelp-board-of-directors-may-2023
TCS Capital Yelp Open Letter to Yelp Board of Directors May 2023
2023 · 4 pp · playbook
Document starboard-value-liveperson-letter-to-sharedholder-may-2023
Starboard Value Liveperson Letter to Sharedholder May 2023
2023 · 5 pp
Activist-Deck politan-capital-masimo-presentation-may-2023
Politan Capital Masimo Presentation May 2023
2023 · 74 pp · playbook
Document legion-clear-channel-outdoor-letter-may-2023
Legion Clear Channel Outdoor Letter May 2023
2023 · 3 pp
Activist-Deck hestia-pitney-bowes-presentation-april-2023
Hestia Pitney Bowes Presentation April 2023
2023 · 116 pp · playbook
Document bluebell-glencore-letter-to-board-april-2023
Bluebell Glencore Letter to Board April 2023
2023 · 8 pp · playbook
Activist-Deck sarissa-amarin-presentation-february-2023
Sarissa Amarin Presentation February 2023
2023 · 37 pp
Activist-Deck ancora-rb-ritchebros-presentation-february-2023
Ancora RB Ritchebros Presentation February 2023
2023 · 30 pp · playbook
Activist-Deck oasis-fujitec-presentation-december-2022
Oasis Fujitec Presentation December 2022
2022 · 71 pp · playbook
Activist-Deck starboard-value-wix-presentation-october-2022
Starboard Value Wix Presentation October 2022
2022 · 65 pp · playbook
Activist-Deck palliser-capricorn-presentation-october-2022
Palliser Capricorn Presentation October 2022
2022 · 30 pp · playbook
Activist-Deck macellum-spartan-nash-presentation-may-2022
Macellum Spartan Nash Presentation May 2022
2022 · 64 pp · playbook
Document elliott-management-western-digital-letter-may-2022
Elliott Management Western Digital Letter May 2022
2022 · 13 pp · playbook
Activist-Deck macellum-kohls-presentation-april-2022
Macellum Kohls Presentation April 2022
2022 · 168 pp
Activist-Deck engine-capital-houghton-mifflin-harcourt-presentation-march-2022
Engine Capital Houghton Mifflin Harcourt Presentation March 2022
2022 · 21 pp · playbook
Activist-Deck valueact-seven-i-holdings-presentation-february-2022
ValueAct Seven i Holdings Presentation February 2022
2022 · 75 pp · playbook
Pitchdeck extending-your-runway-sequoia-capital-2022-adjusted-small
Extending Your Runway Sequoia Capital 2022 adjusted small
2022 · 24 pp · playbook
Pitchdeck adapting-to-endure-sequoia-capital-2022
Adapting to Endure Sequoia Capital 2022
2022 · 52 pp · playbook
Deck calm-company-portfolio-valuation-update-december-2021
Calm Company Portfolio Valuation Update December 2021
2021 · 7 pp · playbook
Activist-Deck outerbridge-comtech-presentation-november-2021
Outerbridge Comtech Presentation November 2021
2021 · 101 pp · playbook
Activist-Deck icahn-southwest-gas-presentation-november-2021
Icahn Southwest Gas Presentation November 2021
2021 · 18 pp
Document elliott-management-gsk-letter-july-2021
Elliott Management GSK Letter July 2021
2021 · 19 pp · playbook
Activist-Deck legion-genesco-presentation-june-2021
Legion Genesco Presentation June 2021
2021 · 182 pp · playbook
Activist-Deck legion-one-span-presentation-may-2021
Legion One Span Presentation May 2021
2021 · 154 pp · playbook
Activist-Deck land-buildings-hilton-grand-vacations-presentation-may-2021
Land Buildings Hilton Grand Vacations Presentation May 2021
2021 · 13 pp · playbook
Activist-Deck oasis-stratus-presentation-march-2021
Oasis Stratus Presentation March 2021
2021 · 76 pp · playbook
Activist-Deck eminence-pluralsight-presentation-february-2021
Eminence Pluralsight Presentation February 2021
2021 · 20 pp · playbook
Deck calm-company-portfolio-valuation-update-february-2021
Calm Company Portfolio Valuation Update February 2021
2021 · 6 pp · playbook
Document ancora-forward-air-letter-february-2021
Ancora Forward Air Letter February 2021
2021 · 18 pp · playbook
Pitchdeck not-boring-capital-fund-i-update-i-q2-2021-newsletter
Not Boring Capital Fund I Update I Q2 2021 Newsletter
2021 · 14 pp · playbook
Deck -ibd-presentation-2021-newater-technology-inc-duff-phelps-1
17 IBD presentation 2021 Newater Technology Inc. Duff Phelps 1
2021 · 21 pp · playbook
Deck -ibd-presentation-2021-fbl-financial-group-inc-barclays-capital
1 IBD presentation 2021 Fbl Financial Group Inc Barclays Capital
2021 · 44 pp · playbook
Activist-Deck saba-eaton-vance-presentation-december-2020
Saba Eaton Vance Presentation December 2020
2020 · 3 pp
Activist-Deck elliott-management-sampo-group-presentation-november-2020
Elliott Management Sampo Group Presentation November 2020
2020 · 21 pp · playbook
Activist-Deck bilgari-cracker-barrel-presentation-october-2020
Bilgari Cracker Barrel Presentation October 2020
2020 · 42 pp
Document macellum-big-lots-letter-march-2020
Macellum Big Lots Letter March 2020
2020 · 12 pp · playbook
Pitchdeck precursor-fund-iii-presentation-q3-2020-edited-for-signature-block
Precursor Fund III Presentation Q3 2020 Edited for Signature Block
2020 · 40 pp · playbook
Deck -ibd-presentation-2020-stein-mart-inc-pj-solomon-1
61 IBD presentation 2020 Stein Mart Inc PJ Solomon 1
2020 · 43 pp · playbook
Deck -ibd-presentation-2020-avx-corp-centerview-partners
4 IBD presentation 2020 Avx Corp Centerview Partners
2020 · 27 pp · playbook
Deck -ibd-presentation-2020-gridsum-holding-inc-houlihan-lokey-1
33 IBD presentation 2020 Gridsum Holding Inc Houlihan Lokey 1
2020 · 46 pp · playbook
Deck -ibd-presentation-2020-58-com-inc-houlihan-lokey-1
32 IBD presentation 2020 58.Com Inc. Houlihan Lokey 1
2020 · 73 pp · playbook
Deck -ibd-presentation-2020-tallgrass-energy-lp-evercore-group-1
21 IBD presentation 2020 Tallgrass Energy LP Evercore Group 1
2020 · 80 pp · playbook
Deck -ibd-presentation-2020-gci-liberty-inc-evercore-group-1
20 IBD presentation 2020 Gci Liberty Inc Evercore Group 1
2020 · 55 pp · playbook
Document nexus-mutual-investment-memo-august-2019
Nexus Mutual Investment Memo August 2019
2019 · 6 pp · playbook
Pitchdeck silicon-valley-venture-capital-survey-second-quarter-2019
Silicon Valley Venture Capital Survey Second Quarter 2019
2019 · 26 pp · playbook
Deck notation-and-blockchain-participation-2019-annual-meeting-presentation
Notation and Blockchain Participation 2019 Annual Meeting Presentation
2019 · 15 pp · playbook
Consulting-Deck lek-the-4th-annual-new-mobility-study-2019
LEK The 4th Annual New Mobility Study 2019
2019 · 54 pp
Deck -ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1
2019 · 78 pp · playbook
Deck -ibd-presentation-2019-antero-midstream-partners-lp-pj-solomon-1
62 IBD presentation 2019 Antero Midstream Partners LP PJ Solomon 1
2019 · 24 pp · playbook
Activist-Deck perella-weinberg-oaktree-presentation-dec-2018
Perella Weinberg Oaktree Presentation Dec 2018
2018 · 22 pp · playbook
Deck -ibd-presentation-2018-ggp-inc-goldman-sachs-1
27 IBD presentation 2018 GGP Inc. Goldman Sachs 1
2018 · 80 pp · playbook