{
  "docId": "019dd923-5e88-73ef-bd5a-a9eff67dbec3",
  "docSlug": "c865bb3b7d0689de",
  "documentTitle": "Consolidated Full Presentation",
  "authorId": "JPMorgan",
  "authorName": "JPMorgan Chase & Co.",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 229,
  "pageCount": 242,
  "prevPage": 228,
  "nextPage": 230,
  "slideType": "case_study",
  "function": "illustrate_case",
  "density": "overcrowded",
  "nDataPoints": 15,
  "notes": "The slide uses a grid layout to present five distinct case studies of acquired companies.",
  "elementsJson": [
    "icon_grid",
    "comparison_table"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5a-a9eff67dbec3/229",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5a-a9eff67dbec3",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-a9eff67dbec3.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-a9eff67dbec3#slide-229",
  "components": [
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.05,
        "y": 0.91
      },
      "kind": "disclaimer",
      "text": "For footnoted information, refer to slide 20",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a8ca9104-d877-4a74-9fe1-778d2cf97e68",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.18,
        "x": 0.23,
        "y": 0.28
      },
      "kind": "list",
      "text": "Campbell Global: Timberland investing and management; 13% gross total return; $5.5B in AUM; 122mm+ tCO2e stored carbon",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "655feb39-721b-4126-9587-486698e32ca5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.18,
        "x": 0.59,
        "y": 0.28
      },
      "kind": "list",
      "text": "Global Shares: Cloud-based share plan software; 1mm+ participants; 42% growth; $185B in assets under admin",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8816fd93-97b3-488f-8dbf-29311284df0f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.18,
        "x": 0.77,
        "y": 0.28
      },
      "kind": "list",
      "text": "China International Fund Management: Onshore China asset manager; $23B+ in client assets; 64mm+ clients; 1,000+ onsite visits",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a28eab43-9cef-4826-8f80-34197f5ec244",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.18,
        "x": 0.41,
        "y": 0.28
      },
      "kind": "list",
      "text": "OpenInvest: Custom, values-based metrics; $1.5B aligned to OI insights; 6 divest restrictions; SI Resource Center",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b00a54d7-050c-4228-b04e-444377764edb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.18,
        "x": 0.05,
        "y": 0.28
      },
      "kind": "list",
      "text": "55ip: Tax-smart investment strategies at scale; 9x AUM since acquisition; 5 Tax-Smart strategies; 8 model portfolio providers",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fb691779-3514-4370-ae1a-b78191962de3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "AUM",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-28ad-74ac-b4cd-0d533c6f8f55",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.15,
        "x": 0.09,
        "y": 0.08
      },
      "kind": "title",
      "text": "Executing M&A",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1b8408ae-3a7d-48a2-a11f-2cfcac026d4a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.09,
        "y": 0.12
      },
      "kind": "title",
      "text": "Focus on integration for synergies and solutions",
      "attrs": null,
      "subkind": "subtitle",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "88ecc9a4-1cea-46c9-b491-51653c35ffb5",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 242,
      "from": 21,
      "beatId": "52233aba-c04c-4af0-8bc9-4024999b8641",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Satisfaction",
      "beatSlug": "monroes-sequence-satisfaction",
      "evidence": "The document provides satisfaction by presenting the firm's strong track record, diversified business model, and commitment to advancing a sustainable and inclusive economy.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}