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Slide 1
A&M Valuation Insights March 2024A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting 1 hit
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Includes FAUB recommendation context and VDAX-NEW volatility metrics.A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · Surface ObservationLoop · Pattern Hunter1 hit
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Uses a dot-plot/dumbbell chart style to compare 2022 vs 2023 metrics across industries.A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · First LayerLoop · Pattern Hunter1 hit
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The slide uses a dot plot/connected scatter plot style to compare metrics across industries.A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · Deeper LayerLoop · Pattern Hunter1 hit
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The chart uses a custom range-bar visualization to compare transaction multiples (red) against trading multiple ranges (blue).A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · Deeper LayerLoop · Pattern Hunter1 hit
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Includes a line chart showing historical EV/EBITDA trends and a table decomposing financial impacts by company type.A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · Core InsightLoop · Zoom In1 hit
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The slide uses two dual-axis line charts to correlate market performance with external macroeconomic factors.A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · Core InsightLoop · Zoom In1 hit
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Includes source citations and methodology notes at the bottom.A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · Core InsightLoop · Zoom In1 hit
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The slide details the methodology for selecting the peer group from an initial set of 70 companies.A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting Beat · Implications1 hit
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A&M Valuation Insights March 2024A&M Valuation Insights March 2024 · A&M
Consulting deck Strategy consulting 1 hit
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Slide 1
A&M Valuation Insights November 2023A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting 1 hit
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Includes two primary charts tracking MRP and VDAX-NEW, plus a secondary chart for CDAX market cap.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · Surface ObservationLoop · Zoom In1 hit
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The slide uses a dot-plot/line chart hybrid to compare industry performance metrics over two years.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · First LayerLoop · Zoom In1 hit
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The slide uses a dot-plot style visualization to compare performance metrics across two geographies.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · First LayerLoop · Zoom In1 hit
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The chart uses a custom range-bar visualization to compare transaction multiples (red) against trading multiple ranges (blue).A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · First LayerLoop · Zoom In1 hit
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The slide uses dual-axis charts to show indexed market cap and NAV alongside the P/NAV ratio.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · Deeper LayerLoop · Iceberg1 hit
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The slide uses dual-axis line charts to demonstrate the impact of rising interest rates on real estate market valuations.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · Deeper LayerLoop · Iceberg1 hit
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The slide uses dual line charts to compare valuation metrics against market bond yields, followed by a synthesis of implications.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · Core InsightLoop · Iceberg1 hit
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The slide contrasts the rising LTV in residential real estate with the relatively stable LTV in commercial real estate.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · Core InsightLoop · Domino Effect1 hit
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Includes dual-axis charts showing P/FFO multiples alongside indexed FFO, Market Cap, and Net Income.A&M Valuation Insights November 2023 · A&M
Consulting deck Strategy consulting Beat · ImplicationsLoop · Domino Effect1 hit
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The slide highlights the competitive disadvantage caused by the energy price gap between the EU and US.A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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The chart uses two lines to compare competitive position inside vs outside the EU over time, with shaded regions highlighting periods of 'severe thread'.A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Problem & ComplicationLoop · Cost Of Inaction1 hit
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A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024!A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Solution & Approach1 hit
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The slide uses a 'problem-response' structure, highlighting the 'summer of profit warnings' as the catalyst for the proposed strategic shifts.A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
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The slide uses a bubble chart to represent frequency of measures, mapped against a 2x2 matrix of Cost Structure/Type vs. Short-term/Long-term impact.A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
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The slide uses a bar chart to represent a maturity-like progression of cost optimization steps.A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
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The slide uses a bar-stacked-100pct chart to illustrate the fixed vs variable cost split.A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Solution & ApproachLoop · Quick Win Big Bet1 hit
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A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024!A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Evidence & Proof1 hit
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A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024!A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit
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A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024!A tough year for European chemicals players has come to an end – We do expect a continuation of the challenges into 2024! · Alvarez & Marsal
Consulting deck Strategy consulting Beat · Impact & Next Steps1 hit