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Breakup Spinoff
Framework collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 329
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Framework
91-120 of 329
14
The slide highlights strategic focus by showing specific business unit sales and spin-offs.Automatic Data Processing (ADP) (ADP) · ADP
Regulatory filing Activist investor Beat · Evidence & Proof1 hit
03
The slide uses a table to highlight shifting valuation figures across four different time periods, framing the activist's changing arguments as a 'switcheroo'.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · ProblemLoop · Aha Moment1 hit
04
The slide uses a sum-of-the-parts (SOTP) valuation to argue against a corporate breakup, highlighting the 'Retail' segment's implied premium.Agrium (AGU) · Agrium
Regulatory filing Activist investor Beat · Agitate1 hit
103
Uses a bar chart to contrast high-inflow 'beta' strategies against low-inflow 'alpha' strategies to justify a divestiture recommendation.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor 1 hit
11
This is an activist investor deck slide arguing for a corporate breakup.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
15
The slide discusses corporate restructuring mechanisms (spin-off, split-off, Reverse Morris Trust) in the context of tax optimization.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next StepsLoop · Golden Circle1 hit
18
Includes a pro-forma EBITDA and net debt buildup table followed by a 2D sensitivity matrix.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Impact & Next Steps1 hit
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)1 hit
16
Includes a specific quote from Hillshire Brands CFO to support the M&A thesis.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
03
The slide outlines a two-step activist plan: real estate separation and board/governance overhaul.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · Problem1 hit
07
The slide uses a hierarchical diagram to show the split of the parent company into two distinct valuation components.Brookdale Senior Living Inc. (BKD) · Thomas Sandell
Activist deck Activist investor Beat · AgitateLoop · Cost Of Inaction1 hit
08
The slide illustrates a classic OpCo/PropCo split, showing the impact on EBITDA, margins, and leverage ratios.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Tale Two Worlds1 hit
07
The slide outlines a three-step restructuring plan (spin-off, divestiture, balance sheet strengthening) and categorizes the expected benefits.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor 1 hit
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 Chain1 hit
40
The slide argues for the sale of Greyhound to focus on UK turnaround efforts and provides a valuation estimate based on 10x-10.5x EBITA multiples.FirstGroup plc (FGP) · Sandell Asset Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · The Reveal1 hit
11
The slide uses a 'villain' critique approach by highlighting the lack of synergy between business units.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
33
Uses 'orphan' asset framing to justify a spin-off or divestiture.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
113
The slide uses a comparison table to list benefits and a bar chart to illustrate the growth impact of the proposed strategy.The Walt Disney Company (DIS) · Trian Partners
Activist deck Activist investor 1 hit
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 Inaction1 hit
03
Includes a specific valuation target of $41-$48 per share.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
04
The slide uses a flow-chart structure to map current business segments to proposed corporate actions.Spectra Energy Corp (SE) · Sandell Asset Management
Activist deck Activist investor Beat · ProblemLoop · Logic Chain1 hit
04
Uses a pie chart to illustrate the sum-of-the-parts valuation breakdown.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Problem (Identify pain)1 hit
05
The slide uses a quantitative bridge to show how structural changes (dropdowns and spin-offs) impact dividend growth metrics across different project scenarios.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
08
The slide uses a structural decomposition to argue for a corporate breakup or restructuring to unlock value.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Agitate (Make it worse)Loop · Logic Chain1 hit
14
The slide argues for a spin-off to unlock value by creating a pure-play power generation entity.TransCanada Corp (TRP) · Thomas Sandell
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Golden Circle1 hit
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 Circle1 hit
35
The slide uses a 'breakup-spinoff' logic to justify value creation through M&A capacity and operational synergies.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Solution & Approach1 hit
42
The slide uses a series of bar charts to demonstrate consistent outperformance of spin-offs over the S&P 500.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
05
This is a text-heavy slide from an activist investor deck (Trian Partners) detailing the investment thesis and subsequent disappointment regarding Solventum.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Cost Of Inaction1 hit
21
Uses case studies of GE and DuPont/Axalta to argue for corporate spin-offs.Solventum Corporation (SOLV) · Trian Fund Management
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit