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Slide 1
Goldman Sachs | Investment Banking Pitch Book | 51 slidesGoldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Goldman Sachs | Investment Banking Pitch Book | 51 slidesGoldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Goldman Sachs | Investment Banking Pitch Book | 51 slidesGoldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Goldman Sachs | Investment Banking Pitch Book | 51 slidesGoldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Includes confidential treatment redactions and market data cutoff date.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Includes IPO price, all-time high/low, and a reference to a CD&R updated offer price.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Goldman Sachs | Investment Banking Pitch Book | 51 slidesGoldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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The slide uses a split-chart format to compare historical (A) and estimated (E) performance across two key financial metrics.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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The slide uses a split-chart format to compare historical (2019A-2022E) and projected (2023E-2027E) financial performance.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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The slide uses a 'football field' chart style to visualize valuation ranges.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Includes a comparison against the CD&R Offer and current share price.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Includes a highlighted column for the 'Original & Current Offer' at $50.00 per share.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Includes a list of top 2021 RIA acquirers and a callout for top Q3 2022 acquirers.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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The slide uses a Venn-like diagram to segment the competitive landscape of RIA acquirors.Goldman Sachs | Investment Banking Pitch Book | 51 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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The table provides a detailed breakdown of institutional ownership, including historical trends in share counts.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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Goldman Sachs | Investment Banking Pitch Book | 52 slidesGoldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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The slide outlines assumptions across four categories: Revenue, Expenses, M&A, and Capitalization.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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The slide uses a structured table format to categorize observations into four key areas: Overall, Market Sensitive Revenue, Capital Deployment, and Adjusted EBITDA Margin.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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Goldman Sachs | Investment Banking Pitch Book | 52 slidesGoldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Uses a football field chart visualization to compare valuation ranges against current share price and offer price.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Includes a highlighted column for the 'Original & Current Offer' at $50.00 per share.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Goldman Sachs | Investment Banking Pitch Book | 52 slidesGoldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
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Includes a list of top 2021 RIA acquirers and a callout for Q3 2022 transaction leaders.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The slide uses a Venn-like diagram to segment the market of RIA acquirors.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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The chart highlights a clear valuation premium for RIA firms compared to IBD firms, with multiples trending upward over time.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Goldman Sachs | Investment Banking Pitch Book | 52 slidesGoldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Cost Of Inaction1 hit
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Goldman Sachs | Investment Banking Pitch Book | 52 slidesGoldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Goldman Sachs | Investment Banking Pitch Book | 52 slidesGoldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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The slide uses a matrix structure to compare five distinct strategic options for handling TRAs during M&A.Goldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
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Goldman Sachs | Investment Banking Pitch Book | 52 slidesGoldman Sachs | Investment Banking Pitch Book | 52 slides · Goldman Sachs
Consulting deck Investment bank 1 hit