common drawings march 2009 for internal use only
TRANSCRIPT
Common drawings
March 2009
FOR INTERNAL USE ONLY
2
Table of Contents
SECTION 1 Arrows
2
SECTION 2 Round shapes
59
SECTION 3 Pyramids
82
SECTION 4 Boxes / Text
90
SECTION 5 Puzzles
110
SECTION 6 Organisational charts
119
SECTION 7 Times lines
124
SECTION 8 Other
127
SECTION 1
Arrows
4
Circular process arrow
5
Interlocking Arrows
6
Interlocking Arrows
7
Interlocking arrows
8
Text
TextText
Text
Text
Cycle 5
9
Text
Text
Upon 2
10
Text
Text
Text
Text
Text
Flow cycle 5
11
Textboxes with arrows
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text Text
Text
12
Text
Text
TextText
Text
Textboxes with arrows
13
Six-Step
Step 6Text
Step 4Text
1
2
3
4
5
6
Step 1Text
Step 2Text
Step 3Text
Step 5Text
14
Circular flow with side stream
Text
1
2
45
6
7
3
15
4 Arrows
Text
Text
Text
Text
Text
16
Round arrows
17
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text Text
Textboxes
18
Text
Text
–
Text
–
– – –
– – –
Text
Text
Text
Text
Textboxes
19
XYZ ABC
ABCDEFGHI JKL
XYZ
XYZ
Textboxes
20
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Textboxes
21
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
Textboxes
22
Client
XYZ
XYZ
XYZ XYZ
XYZ
XYZ XYZ
XYZ
Textboxes
23
WMI WMCM BB P&S WMUS
Textboxes
24
Text
– Text
Text
– Text
Text
Textboxes
25
Text
– Text
Text
– Text
Text
Textboxes
26
Futures versus forwards
XYZ
A
B
C
D
E
XYZ
A
B
C
D
E
27
Structured products — overview
xyz
A
B
C
A
B
C
A
B
C
A
B
C
28
Text
Text Text Text
Text
Forces at work
29
Arrow
30
Talk the talk
ABC
ABC
ABC
ABC
ABC
ABC
ABC
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
31
Joint
Text Text
Text Text
Text Text
Text Text
Text Text
Text
32
Text
Header Header
Text
Flow
33
Flow with title
Text
Header Header
TextText
34
Text Text
HeaderHeader Header Header
Text Text
Flow with title
35
Linear
Text
Text
Text
36
Text
Text
Text
Text
Linear
37
TextText
Text
Linear
38
Text Text Text Text
Linear
39
Text
Text
Text
Text
Linear
40
Text Text Text Text
Linear
41
Text
Text
Text
Linear
42
Text
Text
Text
Linear
43
TextText
Text
Linear
44
Text
Text
Text
Text
Linear
45
Text Text
Linear
46
Incoming
Text
Text
Text
Text
Text
Text
Text
Text
Text
47
Continuous
Text
Text Text
Text Text Text
TextText
48
Focused
Text
Text
49
Parallel
50
Surround
Text
51
Against
Text
Text
Text
Text
Text
Text
52
Price benefit
Benefit
Price
Text
Text
53
Text
Text Text
Text
Cutout
54
2 on 1
Text
Text
Text
Text
55
Flow 3-parts
Text
Text
Text
56
Flow 4-parts
Text
Text
Text
Text
57
Flow 5-parts
Text
Text
Text
Text
Text
58
Coupled vertical
Text
Text
59
Coupled Horizontal
Text Text
SECTION 2
Round shapes
61
Round boxes
62
Use graphics as a starting point
Carefully select bidders Create price tension Minimise exclusivity period Keep others “warm”
Minimise disruption to business Preserve commercial sensitivity Ensure clean exit Possible incentivisation of management
Define clear process Communicate timetable Contact bidders frequently
Potential buyers should bid on same business– assets/liabilities– form of payment– form of contract– date of closing
Descriptive Memorandum Dataroom/site visits Controlled access to management Consistent business case
Competitive environment
Seller considerations
Clear bidding rules
Adequate information
Levelplaying field
Maximise value
63
Text
Round boxes in color 10 parts
64
Round boxes in color 9 parts
Text
65
Round boxes in color 8 parts
Text
Text
Text
Text
TextText
Text
Text
Text
66
Round boxes in color 7 parts
TextText
TextText
Text Text
Text
Text
67
Round boxes in color 6 parts
Text
TextText
TextText
TextText
68
Round boxes in color 4 parts
Text
Text Text
TextText
69
Round boxes in color 3 parts
Text
Text Text
Text
70
Round boxes in color 2 parts
TextText Text
71
Polygon
72
Ring
Text
Text
Text
73
Text
Text
Text
Text Text
Ring
74
TextText
Text
Text Text
Ring
75
Interlocking circles
76
Venn Diagram
77
Venn diagram – 2 segment, unbalanced, all editable
TextText
78
Venn diagram – completely editable
Text
Text
Text
79
Round
Text
80
Text
Text
Text
Text
Text
Text
Sizes in
81
Client experience
82
Client experience
SECTION 3
Pyramids
84
Pyramid
Text
Text
Text
Text
Text
85
Text
Text
Text
Text
Pyramid
86
Text Text
Text
Pyramid
87
Level inverted
Text
Text
Text
Text
88
Text
Text
Text Text
4 in 1 Triangle
89
Pyramid with arrows
<Text>
<Text>
<Text>
<Text>
90
Values
SECTION 4
Boxes / Text
92
Text Text
TextText
Boxes
93
Text Text
Text Text
Boxes
94
Text Text Text Text Text
Text
Text Text Text Text Text
Text
Text Text Text Text Text
Text
Text Text Text Text Text
Text
Boxes
95
A
B
C
XYZ
A
B
C
XYZ
A
B
C
XYZ
Boxes
96
XYZ
A
B
C
XYZ
A
B
C
XYZ
A
B
C
Boxes
97
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
Boxes
98
Shade boxes
99
Shade boxes
100
Shade boxes
101
Text Text
Text Text
Text Text
Text
Text
Text
Text
2X2
102
Text Text Text
Text Text Text
Text Text Text
Text Text Text
Text
Text
Text
Text
Text
3X3
103
Two column text layout
<<Layout Heading>> Text 1
– Text 2
– Text 3– Text 4
Source:
<<Layout Heading>>
Source:
Text 1
– Text 2
– Text 3– Text 4
104
<<Layout Heading>> Text 1
– Text 2
– Text 3– Text 4
Source:
<<Layout Heading>>
Source:
Text 1
– Text 2
– Text 3– Text 4
<<Layout Heading>> Text 1
– Text 2
– Text 3– Text 4
<<Layout Heading>> Text 1
– Text 2
– Text 3– Text 4
Source: Source:
Two column text layout
105
Pro and con list
Text
Text
Text
Text
Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
106
Text
Text
Text
Text
Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Bulleted Text
Advantages Disadvantages
Pro and con list
107
Torn pages
Text Text
108
Arrow timeline
Text
Text
Text Text Text
Text Text
2002 2003 2004 2005 2006 20082007
109
Stacked boxes
Text
Text
Text
Text
Text
Text
Text
110
25% incremented boxes
Text
Text
Text
Text
SECTION 5
Puzzles
112
Puzzle pieces
Text Text
Text Text
Text
113
Puzzle 3 parts
Text
Text
Text
114
Puzzle 4 parts
Text
Text
Text
Text
Text
Text
Text
Text
115
Puzzle 9 parts
116
Puzzle 10 parts
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
117
1
2
3
4
5
6
7
8
Puzzles 1
118
Puzzle 4-flow
Text
Text
Text
Text
119
Puzzles 3 parts
Text
Text Text
SECTION 6
Organisational charts
121
Simple organisational charts
Text TextText Text Text
Text
122
Organizational chart
TitleName
TitleName
TitleName
TitleName
TitleName
TitleName
TitleName
TitleName
TitleName
TitleName
TitleName
123
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
Text
TextText Text
Organizational chart
124
Open format organisation chart
Debt Financing
Asset Backed Finance
Brian RatnerDirector+44-20-7568 4960
Michiel JansenAssociate Director+44-20-7568 8217
Leveraged Finance
Don ProcterManaging Director+44-20-7568 5004(Structuring)
Annette AlfordDirector+44-20-7568 5228(Lending)
Research
Equity Research
Jason StreetsExecutive Director+44-20-7568 3460
Simon Mays-SmithDirector+44-20-7568 2925
Credit Research
Helen ClementManaging Director+44-20-7568 8258(Head of Credit Research))
Matthew WinchAssociate Director+44-20-7567 2223(Marconi Analyst)
Risk Management
Interest Rate Risk Mgmt.
Stuart SweeneyManaging Director+44-20-7568 3124
Martin RichAssociate Director+44-20-7568 3123
FX Risk Management
Bob JacksonExecutive Director+44-20-7567 2238
Hai XinDirector+44-20-7567 4255(Risk Management Advisory)Equity Risk ManagementMark RushtonDirector+44-20-7568 4742
Jeremy StenhamExecutive Director+44-20-7568 3693
Debt Advice
Credit Rating Advisory
David BendDirector+44-20-7568 8515
Geoff KingAssociate Director+44-20-7568 81089
Debt Capital Markets
Andrew DennisExecutive Director+44-20-7568 2902
Vincent FerratonAssociate+44-20-7568 1079
Fixed Income Syndicate
Tom InekeExecutive Director+44-20- 7567 2477(European)
John CorcoranExecutive Director+1 203 719 1088(Yankee/Global)
Andrew DennisExecutive DirectorDebt Capital MarketsTel: +44-20-7568 2295Mob: 07775 588 [email protected]
Simon WarshawManaging DirectorGlobal Head of MediaTel: 020 +44-20-7568 [email protected]
SECTION 7
Times lines
126
PowerPoint timeline—simple
25 Aug 1 Sep 8 Sep 15 Sep 22 Sep 29 Sep 6 Oct 13 OctWeek beginning
H1 results
Prepare research
Review research
Public research
Pre-marketing
Roadshows
Bookbuilding
Pricing
Trading commences
127
PowerPoint timeline—colour coded
Appoint key advisers: Lawyers
Project management
Definition of working parties
Co-ordination meetings
Legal, accounting and due diligence
Presentation to screening committee
Due diligence
Complete any corporate restructuring
Preparation of historical audited accounts
Full year audited accounts ready
Prepare prospectus
First filing of prospectus
Valuation and capital structure
Valuation and modelling developed
Capital structure reviewed
Marketing, roadshow and syndication
Syndicate structure agreed
Brief UBS analyst
25 Aug 1 Sep 8 Sep 15 Sep 22 Sep 29 Sep 6 Oct 13 OctWeek beginning
SECTION 8
Other
129
Text
Text
2 around
130
Text
Text 2
Text 1
Text 4 Text 3
Text 5
Radial diagram
131
Text
Text
TextText
Text
TextText
Text
Radial diagram
132
Text Text
TextText
Text
Text
Text
Radial diagram
133
Value creation
Text
Text
TextText
Text Text
134
Text
Text Text
Text
Text Text
Text
Honeycomb
135
3 Horizons
Text
Text
TextText
Text
Text
136
Ten Face Wagon Wheel
Text3
Text1
Credit
Text4
Text5Text6
Text7
Text8
Text9
Text10
Text2
137
House
abc
ABC
Product BProduct A Product C
xyz
xyz
138
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
139
Text
Text
TextText
TextText
TextText
140
Scale
Text
Text
141
5 step chart
Level 1
– text
Level 2
– text
Level 3
– text
Level 4
– text
Level 5
– text
142
Text
Text
Text
Text
Text
Text
Text
Text
Text
Decision tree
143
Text Text Text
Loops
144
Quote bubbles
“Quote” “Quote”
145
Pentagon
Restructuring framework
1
5
43
2