{
  "docId": "019dd923-5efe-75c0-8dfe-f3a20d679552",
  "docSlug": "cc8a3bfb2de083d3",
  "documentTitle": "2024 Investor Day",
  "authorId": "Regal-Rexnord",
  "authorName": "Regal Rexnord",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 91,
  "pageCount": 114,
  "prevPage": 90,
  "nextPage": 92,
  "slideType": "initiative_list",
  "function": "present_framework",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide uses a funnel diagram to represent the filtering process for M&A targets.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "funnel_chart"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5efe-75c0-8dfe-f3a20d679552/91",
  "deckHref": "/decks/019dd923-5efe-75c0-8dfe-f3a20d679552",
  "deckJsonHref": "/decks/019dd923-5efe-75c0-8dfe-f3a20d679552.json",
  "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dfe-f3a20d679552#slide-91",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Inorganic Growth Strategy Expected to Focus on Bolt-on Acquisitions Once Net Leverage is Below 2.5x",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-7dab-745b-a238-dd14daa9e1cf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.4,
        "x": 0.048,
        "y": 0.25
      },
      "kind": "diagram",
      "text": "M&A Targets funnel with stages: Market, Target, Fit, Deal",
      "attrs": null,
      "subkind": "funnel",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a31c6d27-e612-4473-ba71-4c3b571a3e34",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.603,
        "y": 0.32
      },
      "kind": "list",
      "text": "Market: Secular/GDP+ Growth, Limited Tech Disruption, Deal Runway",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "01f45238-2365-41bf-9d59-bd7e73aa97e9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.603,
        "y": 0.71
      },
      "kind": "list",
      "text": "Deal: ROIC>WACC By Y3-Y5 per Strategic Relevance, EPS Accretive in Y1, Strong Cost Synergies",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "29848c8b-eb43-4721-becc-56b45c7316b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.603,
        "y": 0.45
      },
      "kind": "list",
      "text": "Target: Path to Gross Margins >40%, Leading Position/Brand, Differentiated Product",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "903e6fc6-1158-4cf2-b7bc-6d812dfc915e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.603,
        "y": 0.58
      },
      "kind": "list",
      "text": "Fit: Fit With RRX Culture, Leverages RRX's Strengths, Reinforces/Adds Capabilities",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9d20ad65-ee9e-4c9a-a9c6-9e4251348808",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.3,
        "x": 0.603,
        "y": 0.22
      },
      "kind": "list",
      "text": "Pre-Screen Vision State: Must Clear Specific Margin & Growth Hurdles",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c9707105-dfd5-4856-8c5f-c88fe9c1d7c3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Net Leverage: 2.5x",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-7dab-745b-a238-e004323bd862",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.904,
        "x": 0.048,
        "y": 0.87
      },
      "kind": "title",
      "text": "Inorganic Growth Strategy Expected to Focus on Bolt-on Acquisitions Once Net Leverage is Below 2.5x",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "30befeb5-7a2e-44e8-9e76-8a7e42a67a7e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.415,
        "x": 0.048,
        "y": 0.05
      },
      "kind": "title",
      "text": "Disciplined M&A Criteria",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9399360c-1bae-41fc-8d20-1259bf2bf0c9",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deaaa-07a9-7210-83c6-5194f4f80e66",
      "evidence": "Inorganic Growth Strategy Expected to Focus on Bolt-on Acquisitions Once Net Leverage is Below 2.5x",
      "confidence": 80
    },
    {
      "name": "Issue Tree",
      "slug": "issue-tree",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "b37970b0-6d2b-4b81-9501-72b39b80f89a",
      "evidence": "The slide outlines 'Disciplined M&A Criteria' with multiple bullets and a funnel diagram, similar to an issue tree.",
      "confidence": 0.5
    },
    {
      "name": "Visual Hierarchy",
      "slug": "visual-hierarchy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deaaa-07cf-72b8-b8ef-98eaff7c4f4f",
      "evidence": "Funnel diagram visualizes M&A filter stages",
      "confidence": 80
    }
  ],
  "frameworks": [
    {
      "name": "M&A Funnel / Stage-Gate",
      "slug": null,
      "matchId": "019deaaa-0b84-7722-9f01-879bb37972b2",
      "evidence": "Funnel diagram with Market/Target/Fit/Deal screens",
      "confidence": 90
    }
  ],
  "arcBeats": [
    {
      "to": 94,
      "from": 76,
      "beatId": "019deaa9-f0e0-77bc-b750-d27fa6e805d5",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": null,
      "evidence": "CFO financial outlook, EPS/FCF, capital deployment, M&A",
      "position": 5,
      "confidence": 72,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 93,
      "from": 25,
      "beatId": "019deaa9-f17e-7105-b5b4-20b57c7d2a57",
      "arcName": "The Transformation Tale",
      "arcSlug": "transformation-tale",
      "beatName": "The Bridge",
      "beatSlug": null,
      "evidence": "Segment plans + financial levers connecting today to 2027",
      "position": 3,
      "confidence": 70,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 93,
      "from": 91,
      "name": "Time Machine",
      "slug": "24-time-machine",
      "bestFor": "Vision casting, long-term strategy, investment pitches",
      "matchId": "019deaa9-f420-712f-9991-8da91cc155d6",
      "evidence": "p91 M&A funnel, p92 portfolio mix 2024-2030, p93 final 2027 transformation",
      "position": 17,
      "objective": "Disciplined M&A criteria and portfolio evolution to 2030",
      "structure": "Fast Forward to Success -> What Made It Possible -> Back to Today's Decision",
      "confidence": 70,
      "description": "Transport the audience to a future state where your solution has already succeeded"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}