slides · global inventory
Breakup Spinoff
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 329
Current window 31-60
Pages 11
Rows per page 30
Framework
31-60 of 329
11
This is a classic activist investor 'breakup' thesis slide.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
231
The slide uses a comparison frame to contrast the 'Core Darden' brands (Olive Garden, LongHorn) with the 'SRG' brands (Capital Grille, Eddie V's, Yard House, Seasons 52, Bahama Breeze).Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
235
The slide contrasts a theoretical 6-month timeline with a recommended 12-18 month conservative approach.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
271
The slide uses a callout box at the bottom to summarize the core thesis.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
272
Darden Restaurants, Inc. (DRI)Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
278
Includes a specific URL reference to a 'Real Estate Primer' and conservative assumptions regarding ground leases.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
280
Includes a synthetic rating calculation table and a footnote regarding S&P equivalence.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
282
This slide details the mechanics of a proposed corporate restructuring (spinoff) as part of an activist campaign.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
283
Includes a synthetic credit rating model based on Moody's criteria.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
09
The slide uses a process flow to illustrate a corporate spin-out.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)1 hit
33
The slide uses a binary classification (Taxable vs Tax-Free) to categorize strategic alternatives.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
60
Uses a pro forma valuation bridge to demonstrate the impact of a divestiture on the remaining company's trading multiple.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Evidence & ProofLoop · The Reveal1 hit
112
Uses a structural diagram to categorize financial separation alternatives.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
05
Uses a process flow diagram to show corporate restructuring.GCP Applied Technologies (GCP) · Starboard Value
Activist deck Activist investor Beat · Problem Identification1 hit
06
Bristol-Myers Squibb Company (BMY)Bristol-Myers Squibb Company (BMY) · Starboard Value
Activist deck Activist investor 1 hit
77
Uses a diagram to illustrate two potential corporate restructuring scenarios (Structure A and B) to bypass covenants.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
102
The slide uses strong, emotive language ('wrong spin-off', 'value destructive', 'question whether its interests are aligned') typical of activist investor presentations.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Propose Solution1 hit
06
The slide outlines a multi-pronged turnaround strategy involving operational improvements, real estate optimization, portfolio restructuring, and franchising.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Beat · Solution & ApproachLoop · Cost Of Inaction1 hit
61
The slide illustrates a corporate spin-off history using a timeline and business unit mapping.Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
61
The slide illustrates a corporate spin-off event using a timeline and logo progression.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
23
The slide uses a 'before-after' or 'swap' logic to illustrate portfolio restructuring.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
25
The slide uses a comparative valuation chart and an EPS accretion impact chart to justify a divestment strategy.Nestlé S.A. (NESN) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
61
The slide illustrates a corporate spin-off history using a timeline and business unit mapping.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
16
The slide outlines a strategic preference for spin-offs over other corporate restructuring methods.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
17
This slide outlines the core activist thesis for Third Point's campaign against Sony.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
18
The slide uses a hub-and-spoke diagram to illustrate a corporate breakup/spinoff strategy.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
20
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
22
This slide uses a classic 'conglomerate discount' argument structure.Sony Corporation (6758.T) · Third Point
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Before After1 hit
07
The slide uses a numbered list to build a logical case for a specific corporate action (real estate separation).Macy's Inc. (M) · Starboard Value
Activist deck Activist investor Beat · Problem & ComplicationLoop · Logic Chain1 hit
08
This is a text-heavy page from an activist investor letter (Starboard Value) outlining specific strategic recommendations for AECOM.AECOM (ACM) · Peter A. Feld
Shareholder letter Activist investor 1 hit