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21 Before After
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Uses a 'Before/After' framework to demonstrate the efficacy of activist intervention.Agrium (AGU) · Barry Rosenstein
Activist deck Activist investor Beat · ProblemLoop · Before After1 hit
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The slide uses a visual matrix to show service coverage (Back, Middle, Front office) for BNY Mellon vs State Street, highlighting a gap in middle/front office services.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
87
Uses a sensitivity table to demonstrate implied ROE against consolidated ROE targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
88
The slide uses a visual contrast between 'Legacy BK Markets' and 'Future Growth Markets' to highlight the company's under-ambitious targets.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
89
Includes market size charts and donut charts showing insourced vs outsourced servicing ratios for Hedge Funds, Private Equity, and Real Estate.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
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Features a book cover image of 'Who Says Elephants Can't Dance?'The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
91
Uses a 'problem-solution' framing where the problem is IT inefficiency. Includes quotes from stakeholders.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
92
The slide uses a red box to highlight the 'Technology' column as the preferred strategic direction.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
93
The slide uses a bar chart to illustrate operational inefficiency at BNY Mellon compared to a peer.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
94
Uses symbols (++, --) to denote strategic direction and arrows for business impact trends.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
95
Includes a table showing implied headcount combinations for asset managers and servicers.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
96
The slide uses a comparison between internal historical data and an external benchmark to justify a reduction initiative.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
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The table is split into 'Historical Restructurings' and 'Current Restructurings'.The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
98
The Bank of New York Mellon (BK)The Bank of New York Mellon (BK) · Marcato Capital Management
Activist deck Activist investor Loop · Before After1 hit
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Includes a 'No Mitigation' data point for FY12 to contrast with adjusted performance.Bob Evans Farms, Inc. (BOBE) · Sandell Asset Management
Activist deck Activist investor Loop · Before After1 hit
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The slide uses a dual-component approach: a line chart for stock performance and a data table for operational metrics.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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Includes a highlighted box (2010-2012) emphasizing the period of 3G Capital's ownership and rapid multiple expansion.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
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The slide uses a dual-axis chart (bar for store count, line for stock performance) combined with a data table to demonstrate the correlation between refranchising and valuation.Buffalo Wild Wings (BWLD) · Marcato
Activist deck Activist investor Loop · Tale Two Worlds1 hit
20
Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The chart uses a 100-indexed baseline to compare relative performance over time.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a 'Delta' row to explicitly highlight the performance gap between Dillard's and its peers.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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This is a transition slide in an investor presentation by Marcato Capital Management.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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The slide uses a line chart to annotate specific activist milestones against stock price fluctuations.Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
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Sotheby's (BID)Sotheby's (BID) · Marcato Capital Management
Conference presentation Activist investor Beat · SolutionLoop · Before After1 hit
15
The chart illustrates a decoupling between market employment trends and company sales performance.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
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Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard)Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
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Uses a vertical arrow-based list structure to categorize competitive advantages.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Beat · CompetitionLoop · Before After1 hit
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Uses a before-after visual structure to highlight business model shift.Multiple (ValueAct portfolio: Moody's, CBRE, Motorola Solutions, Adobe, Halliburton, Autodesk, Gardner Denver, Sara Lee, Verisign, CR Bard) · Jeff Ubben
Conference presentation Activist investor Loop · Before After1 hit