slides · global inventory
Precedent Transactions
Tool collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 216
Current window 1-60
Pages 4
Rows per page 60
Tool
1-60 of 216
226
The slide uses a valuation bridge structure to arrive at total real estate value by adding ground lease value to the rent-based valuation.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 hit
16
The chart compares historical transaction multiples to argue for a higher valuation for Fortrea.Fortrea Holdings Inc. (FTRE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
37
The slide uses a comparison table to expose what the activist perceives as a lopsided contract amendment.C3.ai, Inc. (AI) · Spruce Point Capital Management
Activist deck Short seller Beat · Challenges and Critique1 hit
03
The slide uses a 'precedent_table' to establish credibility by highlighting past successful short calls.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past performance.Generac Holdings, Inc. (GNRC) · Ben Axler
Activist deck Short seller Beat · Hook1 hit
82
The slide uses a red flag callout to emphasize the negative nature of the acquisitions.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
05
The slide uses a 'precedent_table' structure to establish credibility by highlighting past successful short-selling or activist campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
06
The slide uses a precedent table to establish credibility by showing past successful short campaigns.Leidos Holdings, Inc. (LDOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
03
The slide uses a comparison table to establish credibility by showcasing past successful activist interventions.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
04
The slide uses a comparative table to establish credibility by showcasing past successful short-selling campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
05
The slide uses a precedent table to establish credibility by highlighting past successful short campaigns.GFL Environmental Inc. (GFL) · Spruce Point Capital Management
Activist deck Short seller 1 hit
03
The slide uses a comparative table structure to establish credibility through past performance.Prestige Consumer Healthcare Inc. (PBH) · Ben Axler
Activist deck Short seller 1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short calls.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
04
The slide uses a 'precedent_table' to establish credibility by showing past successful short campaigns.Align Technology, Inc. (ALGN) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)1 hit
03
The slide uses a 'Quote From Ben Axler' as a framing device to establish the firm's contrarian thesis.Cintas Corp. (CTAS) · Ben Axler
Activist deck Short seller Beat · The Call1 hit
03
The slide uses a comparison table to establish credibility by highlighting past successful short-selling campaigns.Penumbra, Inc. (PEN) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster1 hit
89
The slide uses a 'guilt by association' argument, linking political figures to corporate failures.Carvana Co. (CVNA) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · The Victory1 hit
66
The slide uses a 'precedent_table' to show that the target company's narrative is a common industry trope, undermining its value proposition.XPO Logistics, Inc. (XPO) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
16
The table lists 30 historical spin-off examples with their respective tickers and returns compared to the S&P 500.Henry Schein, Inc. (HSIC) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · The Reveal1 hit
04
The slide uses a comparison table to validate the firm's track record by showing specific outcomes for four past campaigns.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Problem Introduction1 hit
11
The slide uses a 'Fantasy vs. Reality' framing to discredit management guidance and analyst consensus.Maxar Technologies (MAXR) · Ben Axler
Activist deck Short seller Beat · Contradictions and CriticismsLoop · Aha Moment1 hit
41
The slide uses a bar chart to visualize the multiple contraction risk, contrasting 2U's 12.6x multiple with 5.0x and 4.1x precedents.2U, Inc. (TWOU) · 54_Spruce_Point_Capital
Activist deck Short seller Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
05
Uses a hub-and-spoke diagram to connect the target company to historical precedents.U.S. Concrete Inc (USCR) · Ben Axler
Activist deck Short seller Beat · ComplicationLoop · The Reveal1 hit
31
The slide uses analyst consensus to argue that the stock is fully valued, preempting bullish sentiment.Globant SA (GLOB) · 54_Spruce_Point_Capital
Activist deck Short seller 1 hit
08
The slide uses historical valuation charts to argue that current multiples are at all-time highs, supporting a bearish thesis.Ballard Power Systems (BLDP) · Ben Axler
Activist deck Short seller Loop · Pattern Hunter1 hit
33
The slide uses historical precedents to cast doubt on the viability of MGPI's brand strategy.MGP Ingredients, Inc. (MGPI) · Ben Axler
Activist deck Short seller 1 hit
04
The slide uses a precedent table to establish credibility for the current short thesis on Kratos.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Problem1 hit
26
The slide uses a table to demonstrate a pattern of behavior (hyping contracts) to support an activist thesis.Kratos Defense & Security Solutions (KTOS) · Ben Axler
Activist deck Short seller Beat · Agitate1 hit
145
The slide highlights a decline in the revenue generation of new magazine launches over time.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
265
The slide uses analyst quotes to justify the thesis that the conglomerate structure destroys value.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
301
The slide explicitly dismisses precedent transactions due to lack of comparability.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
312
Includes mean and median calculations for transaction multiples.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
321
Includes footnotes (a), (b), (c) and source attribution.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
322
Page 297 from a Lazard presentation deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
338
Includes two distinct tables: Exhibit 4.84 (Transaction list) and Exhibit 4.85 (Valuation summary).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
21
Uses a quote from Tom Pirko to frame the industry M&A landscape.Beyoncé named as investor in Lemon Perfect's $31 million Series A · Lemon Perfect
Pitch deck Strategy consulting Beat · Ultimate Achievement1 hit
61
The slide uses a numbered list to rank performance days and contrasts Trian-driven events with macro-driven events.E.I. du Pont de Nemours and Company (DuPont) (DD) · Nelson Peltz
Activist deck Activist investor 1 hit
33
The slide details the data source (Prague Building Land Price Map), the sampling criteria (neighboring plots in Holešovice District), and the sample size (70 sites).CPI Property Group (CPIPGR) · Muddy Waters Research
Activist deck Short seller Beat · The Struggle1 hit
03
Includes a bridge from 4-Wall EBITDAR to EBITDA and standard valuation multiples.Dillard's, Inc. (DDS) · Marcato
Activist deck Activist investor Beat · Problem (Identify pain)Loop · Tale Two Worlds1 hit
93
The slide uses a table to establish credibility through past performance (authority bias).The Walt Disney Company (DIS) · Nelson Peltz
Activist deck Activist investor Beat · Solution1 hit
14
The slide lists 14 transactions total, with target/acquiror logos, descriptions, and dates.Environmental Services Outlook · Houlihan Lokey
Consulting deck Strategy consulting 1 hit
15
The slide is part of a series of precedent transaction slides.Environmental Services Outlook · Houlihan Lokey
Consulting deck Strategy consulting 1 hit
04
This is a screenshot of a social media post (Twitter/X) used as a regulatory-style communication.Phillips 66 (PSX) · 02_Elliott_Management
Regulatory filing Activist investor Beat · Evidence & ProofLoop · Precedent1 hit
68
The chart includes a median line at 14x. The data includes transaction year and total enterprise value (TEV).Multiple (GoDaddy, News Corp, Fortrea) (GDDY, NWSA, FTRE) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
68
The chart includes a horizontal dashed line representing the median multiple of 14x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
111
The slide uses a screenshot of a legal document to establish a comparable sale price.The St. Joe Company (JOE) · David Einhorn
Conference presentation Activist investor 1 hit
36
The chart uses color coding to distinguish between the sector group median, the cable/satellite/telecom group, ADT, and Monitronics.ADT Corporation (ADT) · Keith Meister
Conference presentation Activist investor 1 hit
35
The slide uses IHS as a precedent to argue that the I&M segment, if spun off or focused, would achieve similar valuation multiples.The McGraw-Hill Companies (MHP) · 13_JANA_Partners
Activist deck Activist investor Beat · Agitate (Make it worse)1 hit
06
Uses two case studies (CP and CSX) to demonstrate the efficacy of PSR implementation and board reconstitution.Norfolk Southern Corporation (NSC) · Move NSC Forward
Activist deck Activist investor Beat · Problem1 hit
84
Detailed financial model with footnotes explaining adjustments for currency, tax, and specific asset acquisitions.American Tower (AMT) · Carson C. Block
Research note Short seller 1 hit
106
The table displays financial data in thousands of currency units (SS '000s).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
68
The chart compares historical transaction multiples to argue that Fortrea is undervalued.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor 1 hit
25
The slide presents two distinct tables for Maui and Kauai land sales over the last 5 years.Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
26
The table includes footnotes explaining specific transaction contexts (forced sales, specific valuation inclusions).Alexander & Baldwin (ALEX); GenCorp (GY); Brookfield Residential Properties (BRP) · Marcato Capital Management
Conference presentation Activist investor 1 hit
12
The slide uses OLO as a comparable company to illustrate potential valuation growth.This under-the-radar startup wants to help restaurants take on Uber Eats and Grubhub. Here's a look at its vision to become the Shopify of restaurants. · Lunchbox
Pitch deck Strategy consulting Loop · Why Now1 hit
19
The slide uses a table to contrast acquisition metrics with activist investor Trian's negative assessment of the deals.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · ProblemLoop · Cost Of Inaction1 hit
32
Uses a comparative table to illustrate the success of a past corporate spin-off as a precedent for the current activist proposal.PepsiCo (PEP) · Trian Partners
Activist deck Activist investor Beat · SolutionLoop · Tale Two Worlds1 hit
05
The chart highlights a specific recent trend with a red dashed circle.PPG Industries, Inc. (PPG) · Trian Partners
Activist deck Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
36
The slide uses a quote from a WSJ article to frame the problem (the claim of impossibility) and then provides a table of precedents to refute it.Rio Tinto (RIO) · Palliser
Activist deck Activist investor 1 hit
14
Uses a comparison frame to validate the company's valuation potential by benchmarking against a successful exit in a similar sector.We got an exclusive look at the presentation a cannabis-tech startup used to raise $3.1 million by convincing investors its software can help farmers grow better pot · Trym
Pitch deck Strategy consulting Beat · Impact & Next Steps1 hit