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319,975 slides
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+Context & problem43,76713.7% · 6,592 docs+Data & charts72,62022.7% · 8,666 docs+Meta & navigation45,93614.4% · 9,739 docs+Recommend & act67,04121.0% · 9,324 docs+Cases & evidence31,2569.8% · 6,067 docs+Frameworks2,1230.7% · 1,232 docs+Appendix35,68211.2% · 6,614 docs+Other21,5496.7% · 5,566 docs
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Slide collection
241,861-241,920 of 319,975
21
Includes two sensitivity matrices (3x3) and two detailed financial tables for valuation.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
22
The chart illustrates sensitivity to yield (4.0%, 5.5%, 7.0%) on future share price projections.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
23
Includes sensitivity tables for discount rates vs multiples/yields and supplemental calculation details for terminal value.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
24
The chart includes a dashed line representing the current share price for comparison against the projected values.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
25
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slidesTudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
26
Includes confidential draft disclaimer and detailed footnotes regarding calculation methodology.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
27
Includes confidential draft disclaimer and detailed methodology footnotes regarding DCF and distribution calculations.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
28
The slide compares two different metrics (ownership % and exchange ratios) across two categories (DCF and Distributions) for two entities (AM and AMGP).Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
29
Includes confidential draft disclaimer and source notes regarding management projections.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
30
The slide compares two proposals (AMGP 1.797x vs AM 1.884x) against historical and projected financial metrics.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
31
The slide presents a sensitivity analysis of exchange ratios across two volume cases (Base and Downside) and three valuation methodologies.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
32
Includes summary rows for Median and Mean, and specific subsets for Taxable Transactions.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
33
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slidesTudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
34
Includes a confidential draft watermark.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
35
The slide compares two different proposals (AMGP vs AM) across various financial metrics related to exchange ratios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
36
Includes sensitivity analysis tables for various exchange ratios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
37
Includes sensitivity analysis tables for various exchange ratios and line charts showing projected accretion/dilution over time.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
38
Includes sensitivity analysis tables for various exchange ratios and line charts showing projections from 2H 2018E to 2022E.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
39
Includes sensitivity analysis tables for exchange ratios and line charts for specific scenarios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
40
Includes 2018E-2022E projections and 2019E-2022E CAGR.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank Beat · Impact & Next StepsLoop · Quick Win Big Bet1 hit
41
Confidential draft; data as of 8/30/2018.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
42
The slide presents multiple sensitivity tables for valuation, showing the impact of varying discount rates and multiples/yields.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
43
Includes sensitivity tables for Discount Rate vs. Multiples/Yields.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
44
Valuation effective date: 6/30/2018. Includes sensitivity tables for discount rates against multiples and yields.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
45
The slide presents multiple sensitivity tables for valuation under a 'downside volumes' scenario.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
46
The slide uses a sensitivity analysis approach to show valuation based on varying yield percentages.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
47
The slide compares four scenarios (2 entities x 2 volume cases) with yield-based valuation projections.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
48
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slidesTudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
49
The table displays a matrix of implied AM unit prices across different exchange ratios (rows) and dividend yield scenarios (columns).Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
50
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slidesTudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
51
Includes detailed tax calculations for three investor profiles: Average Unitholder, IPO Investor (Average Basis), and IPO Investor (IPO Basis).Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
52
Contains two side-by-side financial projection tables with detailed line items for EBITDA, tax adjustments, and per-unit distribution calculations.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
53
Includes two line charts showing accretion/dilution trends and two data tables showing sensitivity analysis for different exchange ratios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
54
Includes sensitivity analysis tables for various exchange ratios (XRs).Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
55
Includes sensitivity analysis tables for different exchange ratios and time periods.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
56
Includes sensitivity analysis tables for exchange ratios and trend lines for accretion/dilution.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
57
The slide presents a multi-year DCF-style projection including tax basis adjustments, return of capital, qualified dividends, and terminal value calculations.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
58
The table displays financial projections for AM and PF AMGP under different yield scenarios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
59
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slidesTudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
60
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slidesTudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
61
Supplemental calculation for AR Base Case.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
62
Includes 'Confidential Draft' watermark and Tudor Pickering Holt & Co branding.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
63
Supplemental calculation for AR Base Case.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
64
Supplemental calculation for AR Downside Volumes Case.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
65
Contains confidential draft disclaimer and source attribution.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
66
Includes detailed line items for taxable income, taxes, dividends, return of capital, and per-share tax calculations.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
67
Includes a disclaimer box in the top right corner.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
68
Includes a disclaimer box in the top right corner.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
69
Includes a comparison of the Antero Midstream GP/LP proposal against historical medians and means.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
70
Includes median and mean calculations at the bottom of the table.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
71
Includes a confidential draft watermark.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
72
Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slidesTudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
73
Includes a small table for Cumulative Free Cash Flow scenarios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
74
Includes a small table comparing cumulative free cash flow across three scenarios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
75
Includes a small table comparing cumulative free cash flow across three scenarios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
76
Slide 76 from a Tudor Pickering Holt & Co deck.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
77
Includes historical data (2016A-2017A) and projections (2018E-2022E).Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
78
Includes confidential draft disclaimer and detailed footnotes regarding valuation methodology.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
79
Includes detailed footnotes regarding valuation methodology and tax assumptions.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit
80
Includes CAGR projections for 2019E-2022E across three scenarios.Tudor, Pickering, Holt & Co | Investment Banking Pitch Book | 94 slides · Tudor Pickering Holt
Consulting deck Investment bank 1 hit