slides · global inventory
Source Note
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 110,355
Current window 52,051-52,080
Pages 3,679
Rows per page 30
Component
52,051-52,080 of 110,355
05
This slide outlines specific financial discrepancies between management's view and CSC's presentation, focusing on EBITDA adjustments and net debt components.Bank of America | Investment Banking Pitch Book | 8 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 1 hit
06
The slide compares two different valuation perspectives (Court Square vs. Management) and reconciles them through adjustments to EBITDA and Net Debt.Bank of America | Investment Banking Pitch Book | 8 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 1 hit
08
The table highlights a specific subset of 2014 forecasts with a dashed box and a callout note.Bank of America | Investment Banking Pitch Book | 8 slides · Bank of America Merrill Lynch
Consulting deck Investment bank 1 hit
04
The slide uses a causal flow diagram to link 'Consolidation' to specific positive outcomes.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
06
The slide outlines specific debt, dividend, capex, and warrant conversion assumptions.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Evidence & Proof1 hit
09
The table displays sensitivity to premiums paid to KMP, EPB, and KMR, with a reference table for 7/14/2014 share/unit prices.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
12
Includes two line charts: one showing individual peer yields and one showing KMI vs. the aggregate GP index.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
15
The slide highlights KMI's competitive positioning in terms of yield and growth.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank Beat · Impact & Next Steps1 hit
19
The slide outlines specific growth, capex, and funding assumptions used for financial modeling.Barclays | Investment Banking Pitch Book | 20 slides · Barclays
Consulting deck Investment bank 1 hit
13
The slide highlights the contradiction between shareholder support (FOR) and management opposition (AGAINST) followed by restrictive implementation.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
16
The slide uses a red callout box to frame the company's actions as intentional obstructionism.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
21
The slide uses a direct quote from Allergan's Schedule 14A filing to expose the contradiction in their argument.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
24
The slide uses red text to highlight negative governance metrics and specific failures.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Beat · Complication1 hit
32
The slide uses a precedent table to anchor the current deal against historical market data.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
33
The slide uses a comparative logic to argue against using current market value for the Valeant/Allergan deal.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
34
The slide uses a 'We believe' framing to preemptively address market skepticism regarding the deal's value.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
35
Uses a simple arithmetic bridge to show how the $223 total offer value is derived.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
38
Uses survey data to validate the offer price against investor sentiment.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
39
The slide uses a dashed-line box to highlight the Valeant/Allergan transaction as the primary subject of comparison.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
40
The slide uses a red dashed box to highlight the 'Allergan Proxy Peers' row, emphasizing the comparison point.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Iceberg1 hit
42
Uses a before-after-bridge style logic to show earnings accretion.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
43
Uses a comparison frame to highlight the superior value of the Valeant proposal.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
45
The slide uses green upward arrows to indicate positive scoring for the offer's adequacy.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
46
The slide uses green upward arrows as a visual shorthand for a positive 'score' or favorable assessment of the offer.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
50
The slide uses a bar chart integrated into a table to visualize price targets.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
54
The slide emphasizes the alignment of interests between Pershing Square and other shareholders.Pershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor 1 hit
57
Pershing Square | Activist Presentation Deck | 120 slidesPershing Square | Activist Presentation Deck | 120 slides · Pershing Square Capital Management, L.P.
Activist deck Activist investor Loop · Cost Of Inaction1 hit
28
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
29
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit
30
Third Point Management | Activist Presentation Deck | 30 slidesThird Point Management | Activist Presentation Deck | 30 slides · Third Point
Activist deck Activist investor 1 hit