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Matching slides 110,471
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Pages 3,683
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34,891-34,920 of 110,471
98
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After2 hits
109
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
116
The slide uses a line chart to illustrate brand decay post-merger.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 2 hits
03
The slide outlines a classic activist 'breakup' thesis involving segment separation, real estate monetization, and capital return.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)2 hits
06
The map highlights the concentration of restaurants in the Midwest and Eastern US.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor 2 hits
17
Part of an activist investor presentation by Sandell Asset Management.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
04
Includes two pie charts detailing product mix and operating model.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem2 hits
11
Includes two tables: a peer valuation table and an estimated NOI breakout table by asset type.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · SolutionLoop · Mece Breakdown2 hits
23
The slide uses a two-column layout to categorize margin improvement levers into Cost and SG&A, with specific basis point ranges for each.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
26
Uses a comparison frame to expose operational gaps in COGS and Labor costs.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
31
Uses a mapping technique to link specific corporate claims to corresponding low-performing consumer metrics.Buffalo Wild Wings (BWLD) · Mick McGuire
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
12
The slide outlines a classic activist investor 'breakup' strategy.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Logic Chain2 hits
21
Includes a detailed 'STB Adjusted Yield Calculation' table to justify the yield premium argument.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
24
The slide uses three line charts to correlate corporate events (Laidlaw acquisition, Rights Issue) with negative financial performance metrics.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
25
Uses a stock performance chart to illustrate the 'cost' of poor management accountability.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Agitate (Make it worse)2 hits
26
The table compares the cost of debt retirement (Total Cash Spent) against the NPV of future interest savings.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 2 hits
42
The slide uses a 'Why repay bonds?' structure to justify a specific capital allocation strategy.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal2 hits
46
Includes detailed footnotes explaining the methodology for the Sandell estimate of the UK Bus pension deficit.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)2 hits
55
FirstGroup plc (FGP)FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 2 hits
04
Outerwall Inc. (OUTR)Outerwall Inc. (OUTR) · Engaged Capital
Activist deck Activist investor Beat · Situation & Context2 hits
08
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction2 hits
09
The slide uses a process flow diagram to illustrate a corporate restructuring proposal.Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Loop · Cost Of Inaction2 hits
13
Rubicon Limited (RBC)Rubicon Limited (RBC) · Sandell Asset Management
Activist deck Activist investor Beat · SolutionLoop · Quick Win Big Bet2 hits
07
Includes detailed pro-forma valuation tables for the proposed transaction.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · AgitateLoop · Logic Chain2 hits
09
Includes a peer comparison table and a valuation buildup for Westcoast Energy.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Loop · Logic Chain2 hits
10
Includes a valuation bridge for SE's 50% stake and a peer comparison table for NGL Midstream companies.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution2 hits
09
Includes detailed pro-forma financial tables comparing current vs. post-transaction metrics and a valuation bridge for TRP shareholders.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain2 hits
15
The chart uses a split-bar approach to show variance ranges for different business segments.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle2 hits
06
Includes a highlighted section for dividend and total share value.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 2 hits
10
The chart shows historical data from 1978 to 2015e.Tronox Incorporated (TROX) · Sandell Asset Management
Activist deck Activist investor 2 hits