{ "kind": "framework", "value": "comparable-company-analysis", "collectionKey": "slides:framework:comparable-company-analysis:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 18, "page": 1, "pageSize": 24, "pageCount": 1, "rows": [ { "docId": "019f6b8e-e5dc-75ae-8cd6-6cc8abd2fe8b", "docSlug": "jarvis-64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1", "documentTitle": "64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1", "authorId": "64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1", "authorName": null, "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2019-01-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 11, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes detailed footnotes regarding specific company transactions and methodology for implied price calculations.", "imagePath": null, "matchCount": 1, "evidence": "Standard investment banking valuation table comparing peer multiples.", "slideHref": "/slides/019f6b8e-e5dc-75ae-8cd6-6cc8abd2fe8b/11", "deckHref": "/decks/019f6b8e-e5dc-75ae-8cd6-6cc8abd2fe8b", "deckAnchorHref": "/decks/019f6b8e-e5dc-75ae-8cd6-6cc8abd2fe8b#slide-11", "loopMatches": [ { "to": 18, "from": 11, "name": "Pattern Hunter", "slug": "02-pattern-hunter", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "matchId": "1c1abef5-fd64-4c10-89a3-e6af3264cdaf", "evidence": "The presentation uses comparable company analysis and DCF analysis", "position": 0, "objective": "To identify patterns in Antero Midstream's financial data", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "confidence": 0.6, "description": "Group multiple pieces of evidence that together point to a pattern or conclusion" } ], "arcBeatMatches": [ { "to": 18, "from": 10, "beatId": "9b7e4fcc-6b4c-4a15-b8c1-8e7b4c811bb5", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The presentation presents financial analysis and complications", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-5545fa71721e", "docSlug": "852eb8103109", "documentTitle": "Time Warner Inc. (TWX)", "authorId": "14_Icahn", "authorName": "Lazard", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2006-02-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 308, "slideType": "valuation_table", "function": "compare_peers", "notes": "Includes footnotes (a) and (b) regarding OIBDA allocation and data sources.", "imagePath": null, "matchCount": 1, "evidence": "Table explicitly titled 'COMPARABLE COMPANY ANALYSIS'", "slideHref": "/slides/019dd923-622b-71dc-a6dc-5545fa71721e/308", "deckHref": "/decks/019dd923-622b-71dc-a6dc-5545fa71721e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-5545fa71721e#slide-308", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019dd923-622b-71dc-a6dc-5545fa71721e", "docSlug": "852eb8103109", "documentTitle": "Time Warner Inc. (TWX)", "authorId": "14_Icahn", "authorName": "Lazard", "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2006-02-01 00:00:00", "orientation": "portrait", "aspectRatio": 0.77272725, "pageNumber": 309, "slideType": "valuation_table", "function": "show_valuation_bridge", "notes": "Includes footnotes (a) and (b) regarding unconsolidated assets and corporate expenses.", "imagePath": null, "matchCount": 1, "evidence": "Exhibit title explicitly states 'COMPARABLE COMPANY ANALYSIS'", "slideHref": "/slides/019dd923-622b-71dc-a6dc-5545fa71721e/309", "deckHref": "/decks/019dd923-622b-71dc-a6dc-5545fa71721e", "deckAnchorHref": "/decks/019dd923-622b-71dc-a6dc-5545fa71721e#slide-309", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50f-3515-7091-a5fb-7a5b15f7388d", "docSlug": "7608e2b67160c75406354544171fcc04", "documentTitle": "Baird | Investment Banking Pitch Book | 79 slides", "authorId": "baird", "authorName": "Baird", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2018-10-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 62, "slideType": "comparison_table", "function": "compare_peers", "notes": "The table presents both undiscounted and discounted valuation ranges for AMGP based on three different financial metrics.", "imagePath": null, "matchCount": 1, "evidence": "The slide performs a standard public comparables valuation analysis.", "slideHref": "/slides/019de50f-3515-7091-a5fb-7a5b15f7388d/62", "deckHref": "/decks/019de50f-3515-7091-a5fb-7a5b15f7388d", "deckAnchorHref": "/decks/019de50f-3515-7091-a5fb-7a5b15f7388d#slide-62", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50f-3623-73b3-b2a5-2cfc31e8dc84", "docSlug": "ccf0db51493d4108c9591a32887588e1", "documentTitle": "Baird | Investment Banking Pitch Book | 80 slides", "authorId": "baird", "authorName": "Baird", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2018-10-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 40, "slideType": "comparison_table", "function": "compare_options", "notes": "The slide uses a standard valuation methodology for MLPs (Master Limited Partnerships) comparing yield, CAFD, and EBITDA multiples.", "imagePath": null, "matchCount": 1, "evidence": "The slide explicitly performs a 'Selected Public Comparables Analysis' to derive valuation ranges.", "slideHref": "/slides/019de50f-3623-73b3-b2a5-2cfc31e8dc84/40", "deckHref": "/decks/019de50f-3623-73b3-b2a5-2cfc31e8dc84", "deckAnchorHref": "/decks/019de50f-3623-73b3-b2a5-2cfc31e8dc84#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 80, "from": 20, "beatId": "a89f1acb-d850-4c20-803e-2157aeb449bd", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Extensive financial analysis, valuation approaches, and data supporting the proposed transaction.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-3105-7659-badc-d03fc4850c12", "docSlug": "2ec277514a41474f00af734acf0d62f8", "documentTitle": "Bear Stearns | Investment Banking Pitch Book | 80 slides", "authorId": "bear-stearns", "authorName": "Bear Stearns", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2006-04-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.2938006, "pageNumber": 64, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes both trading multiples and implied enterprise value calculations based on those multiples.", "imagePath": null, "matchCount": 1, "evidence": "Standard valuation methodology using peer multiples", "slideHref": "/slides/019de06f-3105-7659-badc-d03fc4850c12/64", "deckHref": "/decks/019de06f-3105-7659-badc-d03fc4850c12", "deckAnchorHref": "/decks/019de06f-3105-7659-badc-d03fc4850c12#slide-64", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-282d-7350-a06d-bc456ac0913f", "docSlug": "6c3e35fc0cf9d4ea447e77c9ca521494", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 31 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2004-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 23, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes a valuation reference range calculation at the bottom.", "imagePath": null, "matchCount": 1, "evidence": "Standard valuation methodology table", "slideHref": "/slides/019de06f-282d-7350-a06d-bc456ac0913f/23", "deckHref": "/decks/019de06f-282d-7350-a06d-bc456ac0913f", "deckAnchorHref": "/decks/019de06f-282d-7350-a06d-bc456ac0913f#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 30, "from": 20, "beatId": "73b84a3e-5537-4ba9-a214-97c6f9445134", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "The financial projections and comparable company analysis", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-282d-7350-a06d-bc456ac0913f", "docSlug": "6c3e35fc0cf9d4ea447e77c9ca521494", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 31 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2004-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 28, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes both a peer group table and a valuation summary table based on multiples.", "imagePath": null, "matchCount": 1, "evidence": "Standard financial valuation methodology", "slideHref": "/slides/019de06f-282d-7350-a06d-bc456ac0913f/28", "deckHref": "/decks/019de06f-282d-7350-a06d-bc456ac0913f", "deckAnchorHref": "/decks/019de06f-282d-7350-a06d-bc456ac0913f#slide-28", "loopMatches": [ { "to": 28, "from": 25, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "18a3b655-080d-4e81-8128-5a73a83863a7", "evidence": "The document highlights the potential risks and costs of inaction", "position": 1, "objective": "What are the consequences of not investing in PROJECT SOLAR?", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 30, "from": 20, "beatId": "73b84a3e-5537-4ba9-a214-97c6f9445134", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "The financial projections and comparable company analysis", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-2ae0-76f2-a445-6c15632fae59", "docSlug": "bdbe9547e9da9c46a29a5b10b258e4d9", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 33 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2005-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 20, "slideType": "competitive_analysis", "function": "compare_peers", "notes": "Includes two tables: a peer group valuation table and an implied enterprise value range calculation table.", "imagePath": null, "matchCount": 1, "evidence": "Standard valuation methodology using peer multiples", "slideHref": "/slides/019de06f-2ae0-76f2-a445-6c15632fae59/20", "deckHref": "/decks/019de06f-2ae0-76f2-a445-6c15632fae59", "deckAnchorHref": "/decks/019de06f-2ae0-76f2-a445-6c15632fae59#slide-20", "loopMatches": [ { "to": 21, "from": 20, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "9f7b5e3c-9e81-4f9c-a165-5bd7a71a05cf", "evidence": "The deck provides a comparable company analysis and comparable acquisitions analysis", "position": 0, "objective": "To break down the financial analysis into comparable company analysis", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 23, "from": 10, "beatId": "4c9a8c77-0cb9-4b79-89ac-11f477c66623", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The deck provides various financial analyses, such as historical stock price analysis and WACC analysis", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-2ae0-76f2-a445-6c15632fae59", "docSlug": "bdbe9547e9da9c46a29a5b10b258e4d9", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 33 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2005-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 26, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes valuation multiples (P/E, EV/Revenue, EV/EBITDA) and operating statistics.", "imagePath": null, "matchCount": 1, "evidence": "Standard investment banking valuation methodology using peer multiples.", "slideHref": "/slides/019de06f-2ae0-76f2-a445-6c15632fae59/26", "deckHref": "/decks/019de06f-2ae0-76f2-a445-6c15632fae59", "deckAnchorHref": "/decks/019de06f-2ae0-76f2-a445-6c15632fae59#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 33, "from": 24, "beatId": "b08c788e-80bb-4e53-a7a2-abaf981d60cc", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The deck concludes with an illustrative LBO analysis and sensitivity analysis", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-29ac-7688-ba6c-f2647789be1a", "docSlug": "1f4c20dc61141c81bbcb3a4eed5b58bd", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 35 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2005-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 24, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes a valuation summary table at the bottom deriving Enterprise Value from Revenue, EBITDA, and Unlevered NI multiples.", "imagePath": null, "matchCount": 1, "evidence": "Standard investment banking valuation methodology using peer multiples.", "slideHref": "/slides/019de06f-29ac-7688-ba6c-f2647789be1a/24", "deckHref": "/decks/019de06f-29ac-7688-ba6c-f2647789be1a", "deckAnchorHref": "/decks/019de06f-29ac-7688-ba6c-f2647789be1a#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 35, "from": 20, "beatId": "a1b68d0f-e414-4425-bf27-f9338a1ec471", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The appendix and financial projections", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-29ac-7688-ba6c-f2647789be1a", "docSlug": "1f4c20dc61141c81bbcb3a4eed5b58bd", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 35 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2005-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 29, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes both a peer group table and a valuation summary table.", "imagePath": null, "matchCount": 1, "evidence": "Standard valuation methodology using peer multiples to derive enterprise value.", "slideHref": "/slides/019de06f-29ac-7688-ba6c-f2647789be1a/29", "deckHref": "/decks/019de06f-29ac-7688-ba6c-f2647789be1a", "deckAnchorHref": "/decks/019de06f-29ac-7688-ba6c-f2647789be1a#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 35, "from": 20, "beatId": "a1b68d0f-e414-4425-bf27-f9338a1ec471", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The appendix and financial projections", "position": 4, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-2a46-71a3-8a6a-680f984ea46d", "docSlug": "1cc9308a1e77483faa81ee10575dbc03", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 37 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2005-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 20, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes both a peer group table and a valuation summary table based on multiples.", "imagePath": null, "matchCount": 1, "evidence": "Standard investment banking valuation methodology", "slideHref": "/slides/019de06f-2a46-71a3-8a6a-680f984ea46d/20", "deckHref": "/decks/019de06f-2a46-71a3-8a6a-680f984ea46d", "deckAnchorHref": "/decks/019de06f-2a46-71a3-8a6a-680f984ea46d#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 20, "from": 12, "beatId": "733713cc-ae6d-4b3d-af3f-036c3bcdb54c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "The document provides various data tables and financial analyses to support the argument", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-2a46-71a3-8a6a-680f984ea46d", "docSlug": "1cc9308a1e77483faa81ee10575dbc03", "documentTitle": "Credit Suisse | Investment Banking Pitch Book | 37 slides", "authorId": "credit-suisse", "authorName": "Credit Suisse First Boston", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2005-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3324081, "pageNumber": 26, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes both a peer group table and a valuation range summary table.", "imagePath": null, "matchCount": 1, "evidence": "Table compares valuation multiples (P/E, EV/Revenue, EV/EBITDA) across a peer group.", "slideHref": "/slides/019de06f-2a46-71a3-8a6a-680f984ea46d/26", "deckHref": "/decks/019de06f-2a46-71a3-8a6a-680f984ea46d", "deckAnchorHref": "/decks/019de06f-2a46-71a3-8a6a-680f984ea46d#slide-26", "loopMatches": [ { "to": 28, "from": 22, "name": "Hypothesis Test", "slug": "42-hypothesis-test", "bestFor": "Strategy validation, due diligence, research presentations", "matchId": "e8fa2b6f-d763-479e-83b2-d892e0291ae8", "evidence": "The discounted cash flow analysis and WACC analysis provide a test of the hypothesis", "position": 1, "objective": "Testing the hypothesis of the investment opportunity", "structure": "The Hypothesis -> Test 1 (Supports/Refutes) -> Test 2 (Supports/Refutes) -> Conclusion (Validated/Pivoted)", "confidence": 0.6, "description": "State a hypothesis upfront, then systematically prove or disprove it with evidence" } ], "arcBeatMatches": [ { "to": 36, "from": 21, "beatId": "538090b2-8c8c-4468-8678-027f08043dcc", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The final pages provide an analysis of the potential impact and next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-a515-7234-8755-d4ff08b2a96a", "docSlug": "985e9e1781556c9ffdf94b3dbbcfdd3a", "documentTitle": "Goldman Sachs | Investment Banking Pitch Book | 46 slides", "authorId": "goldman-sachs", "authorName": "Goldman Sachs", "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2018-06-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.294673, "pageNumber": 33, "slideType": "comparison_table", "function": "compare_peers", "notes": "The slide presents a standard investment banking valuation output comparing peer multiples to a target company's metrics.", "imagePath": null, "matchCount": 1, "evidence": "Standard investment banking valuation methodology", "slideHref": "/slides/019de06f-a515-7234-8755-d4ff08b2a96a/33", "deckHref": "/decks/019de06f-a515-7234-8755-d4ff08b2a96a", "deckAnchorHref": "/decks/019de06f-a515-7234-8755-d4ff08b2a96a#slide-33", "loopMatches": [ { "to": 34, "from": 25, "name": "Benchmark Gap", "slug": "39-benchmark-gap", "bestFor": "Performance improvement, competitive analysis, target setting", "matchId": "4d4d15c1-0694-4fd2-99f0-d907a9adbe43", "evidence": "The document provides a comparison of public midstream comparable peers and research analyst views.", "position": 0, "objective": "To identify the benchmark gap and understand the market performance", "structure": "Our Performance -> Industry Average -> Best-in-Class -> The Gap = The Opportunity", "confidence": 0.6, "description": "Compare performance against best-in-class to quantify the opportunity" }, { "to": 37, "from": 21, "name": "So What Cascade", "slug": "41-so-what-cascade", "bestFor": "Data presentations, executive summaries, driving to recommendations", "matchId": "16bf9271-0541-4fbf-bfd2-7a730bc2b34d", "evidence": "The document includes various financial analyses, such as accretion/dilution analysis and present value of future share/unit price.", "position": 2, "objective": "To analyze the financial implications and provide a summary of financial analyses", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "confidence": 0.6, "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion" } ], "arcBeatMatches": [ { "to": 37, "from": 21, "beatId": "77afe2f6-26c0-4ece-820e-b2ed0cc28f58", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "The document includes various financial analyses, such as accretion/dilution analysis, DDM-implied value uplift, and present value of future share/unit price.", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" }, { "to": 34, "from": 25, "beatId": "e5865a70-4c8a-45d5-8ebf-5736e12cbe19", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Market Performance", "beatSlug": "sequoia-pitch-market-size", "evidence": "The document provides a comparison of public midstream comparable peers and research analyst views, indicating an analysis of market performance.", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-9b79-723f-8bb2-e5753f0bf133", "docSlug": "4e21c820771332d648b717d3cc2fd8fd", "documentTitle": "Goldman Sachs | Investment Banking Pitch Book | 47 slides", "authorId": "goldman-sachs", "authorName": "Goldman Sachs", "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2018-05-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.294673, "pageNumber": 40, "slideType": "comparison_table", "function": "compare_peers", "notes": "Standard investment banking valuation output showing multiples and yields for comparable companies.", "imagePath": null, "matchCount": 1, "evidence": "Standard valuation methodology used in investment banking.", "slideHref": "/slides/019de06f-9b79-723f-8bb2-e5753f0bf133/40", "deckHref": "/decks/019de06f-9b79-723f-8bb2-e5753f0bf133", "deckAnchorHref": "/decks/019de06f-9b79-723f-8bb2-e5753f0bf133#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 47, "from": 31, "beatId": "a5402577-f245-4e2b-a64a-793246dccd54", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "The document outlines the proposed transaction terms and conditions, as well as the expected impact and next steps", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de06f-2bb5-74da-9a87-823a6749df1f", "docSlug": "470162efc15327cf5bd8932f4d4452dd", "documentTitle": "Lazard | Investment Banking Pitch Book | 46 slides", "authorId": "lazard", "authorName": "Lazard", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2005-03-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3655761, "pageNumber": 29, "slideType": "appendix_data", "function": "compare_peers", "notes": "Includes footnotes regarding pro forma adjustments and data sources.", "imagePath": null, "matchCount": 1, "evidence": "Standard financial valuation table comparing peer multiples", "slideHref": "/slides/019de06f-2bb5-74da-9a87-823a6749df1f/29", "deckHref": "/decks/019de06f-2bb5-74da-9a87-823a6749df1f", "deckAnchorHref": "/decks/019de06f-2bb5-74da-9a87-823a6749df1f#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 40, "from": 24, "beatId": "18e9248e-be38-4732-9762-3e9df7473a29", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Evidence & Proof", "beatSlug": "consultants-gambit-evidence-proof", "evidence": "Detailed financial analyses and data tables", "position": 3, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019de50f-266b-7329-bc56-cb55f8079031", "docSlug": "bf0b98d9f3ef466a413f1be56d5cc401", "documentTitle": "Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 45 slides", "authorId": "tudor-pickering-holt-co", "authorName": "TPH", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2018-08-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3426573, "pageNumber": 10, "slideType": "comparison_table", "function": "compare_peers", "notes": "Includes confidential draft watermark and detailed footnotes regarding methodology.", "imagePath": null, "matchCount": 1, "evidence": "Standard investment banking valuation methodology presented in table format.", "slideHref": "/slides/019de50f-266b-7329-bc56-cb55f8079031/10", "deckHref": "/decks/019de50f-266b-7329-bc56-cb55f8079031", "deckAnchorHref": "/decks/019de50f-266b-7329-bc56-cb55f8079031#slide-10", "loopMatches": [ { "to": 14, "from": 9, "name": "Iceberg", "slug": "10-iceberg", "bestFor": "Consulting, complex problem solving, organizational change", "matchId": "cd47f01c-5abe-4946-8d89-e48aa58cb137", "evidence": "The document provides a detailed comparable company analysis and precedent transactions analysis.", "position": 1, "objective": "Reveal underlying data and analysis", "structure": "The Symptom (Visible) -> The System (Hidden) -> The Root Cause", "confidence": 0.6, "description": "Reveal that the visible problem is merely a symptom of a deeper root cause" } ], "arcBeatMatches": [ { "to": 20, "from": 8, "beatId": "6b42984f-65d9-4989-b8ee-6b19d174f2d7", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document provides a detailed valuation and contribution analysis, outlining the proposed solution.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }