145
Common drawings March 2009 FOR INTERNAL USE ONLY

Common drawings March 2009 FOR INTERNAL USE ONLY

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Page 1: Common drawings March 2009 FOR INTERNAL USE ONLY

Common drawings

March 2009

FOR INTERNAL USE ONLY

Page 2: 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

Page 3: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 1

Arrows

Page 4: Common drawings March 2009 FOR INTERNAL USE ONLY

4

Circular process arrow

Page 5: Common drawings March 2009 FOR INTERNAL USE ONLY

5

Interlocking Arrows

Page 6: Common drawings March 2009 FOR INTERNAL USE ONLY

6

Interlocking Arrows

Page 7: Common drawings March 2009 FOR INTERNAL USE ONLY

7

Interlocking arrows

Page 8: Common drawings March 2009 FOR INTERNAL USE ONLY

8

Text

TextText

Text

Text

Cycle 5

Page 9: Common drawings March 2009 FOR INTERNAL USE ONLY

9

Text

Text

Upon 2

Page 10: Common drawings March 2009 FOR INTERNAL USE ONLY

10

Text

Text

Text

Text

Text

Flow cycle 5

Page 11: Common drawings March 2009 FOR INTERNAL USE ONLY

11

Textboxes with arrows

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text Text

Text

Page 12: Common drawings March 2009 FOR INTERNAL USE ONLY

12

Text

Text

TextText

Text

Textboxes with arrows

Page 13: Common drawings March 2009 FOR INTERNAL USE ONLY

13

Six-Step

Step 6Text

Step 4Text

1

2

3

4

5

6

Step 1Text

Step 2Text

Step 3Text

Step 5Text

Page 14: Common drawings March 2009 FOR INTERNAL USE ONLY

14

Circular flow with side stream

Text

1

2

45

6

7

3

Page 15: Common drawings March 2009 FOR INTERNAL USE ONLY

15

4 Arrows

Text

Text

Text

Text

Text

Page 16: Common drawings March 2009 FOR INTERNAL USE ONLY

16

Round arrows

Page 17: Common drawings March 2009 FOR INTERNAL USE ONLY

17

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text Text

Textboxes

Page 18: Common drawings March 2009 FOR INTERNAL USE ONLY

18

Text

Text

Text

– – –

– – –

Text

Text

Text

Text

Textboxes

Page 19: Common drawings March 2009 FOR INTERNAL USE ONLY

19

XYZ ABC

ABCDEFGHI JKL

XYZ

XYZ

Textboxes

Page 20: Common drawings March 2009 FOR INTERNAL USE ONLY

20

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text

Textboxes

Page 21: Common drawings March 2009 FOR INTERNAL USE ONLY

21

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

Textboxes

Page 22: Common drawings March 2009 FOR INTERNAL USE ONLY

22

Client

XYZ

XYZ

XYZ XYZ

XYZ

XYZ XYZ

XYZ

Textboxes

Page 23: Common drawings March 2009 FOR INTERNAL USE ONLY

23

WMI WMCM BB P&S WMUS

Textboxes

Page 24: Common drawings March 2009 FOR INTERNAL USE ONLY

24

Text

– Text

Text

– Text

Text

Textboxes

Page 25: Common drawings March 2009 FOR INTERNAL USE ONLY

25

Text

– Text

Text

– Text

Text

Textboxes

Page 26: Common drawings March 2009 FOR INTERNAL USE ONLY

26

Futures versus forwards

XYZ

A

B

C

D

E

XYZ

A

B

C

D

E

Page 27: Common drawings March 2009 FOR INTERNAL USE ONLY

27

Structured products — overview

xyz

A

B

C

A

B

C

A

B

C

A

B

C

Page 28: Common drawings March 2009 FOR INTERNAL USE ONLY

28

Text

Text Text Text

Text

Forces at work

Page 29: Common drawings March 2009 FOR INTERNAL USE ONLY

29

Arrow

Page 30: Common drawings March 2009 FOR INTERNAL USE ONLY

30

Talk the talk

ABC

ABC

ABC

ABC

ABC

ABC

ABC

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

Page 31: Common drawings March 2009 FOR INTERNAL USE ONLY

31

Joint

Text Text

Text Text

Text Text

Text Text

Text Text

Text

Page 32: Common drawings March 2009 FOR INTERNAL USE ONLY

32

Text

Header Header

Text

Flow

Page 33: Common drawings March 2009 FOR INTERNAL USE ONLY

33

Flow with title

Text

Header Header

TextText

Page 34: Common drawings March 2009 FOR INTERNAL USE ONLY

34

Text Text

HeaderHeader Header Header

Text Text

Flow with title

Page 35: Common drawings March 2009 FOR INTERNAL USE ONLY

35

Linear

Text

Text

Text

Page 36: Common drawings March 2009 FOR INTERNAL USE ONLY

36

Text

Text

Text

Text

Linear

Page 37: Common drawings March 2009 FOR INTERNAL USE ONLY

37

TextText

Text

Linear

Page 38: Common drawings March 2009 FOR INTERNAL USE ONLY

38

Text Text Text Text

Linear

Page 39: Common drawings March 2009 FOR INTERNAL USE ONLY

39

Text

Text

Text

Text

Linear

Page 40: Common drawings March 2009 FOR INTERNAL USE ONLY

40

Text Text Text Text

Linear

Page 41: Common drawings March 2009 FOR INTERNAL USE ONLY

41

Text

Text

Text

Linear

Page 42: Common drawings March 2009 FOR INTERNAL USE ONLY

42

Text

Text

Text

Linear

Page 43: Common drawings March 2009 FOR INTERNAL USE ONLY

43

TextText

Text

Linear

Page 44: Common drawings March 2009 FOR INTERNAL USE ONLY

44

Text

Text

Text

Text

Linear

Page 45: Common drawings March 2009 FOR INTERNAL USE ONLY

45

Text Text

Linear

Page 46: Common drawings March 2009 FOR INTERNAL USE ONLY

46

Incoming

Text

Text

Text

Text

Text

Text

Text

Text

Text

Page 47: Common drawings March 2009 FOR INTERNAL USE ONLY

47

Continuous

Text

Text Text

Text Text Text

TextText

Page 48: Common drawings March 2009 FOR INTERNAL USE ONLY

48

Focused

Text

Text

Page 49: Common drawings March 2009 FOR INTERNAL USE ONLY

49

Parallel

Page 50: Common drawings March 2009 FOR INTERNAL USE ONLY

50

Surround

Text

Page 51: Common drawings March 2009 FOR INTERNAL USE ONLY

51

Against

Text

Text

Text

Text

Text

Text

Page 52: Common drawings March 2009 FOR INTERNAL USE ONLY

52

Price benefit

Benefit

Price

Text

Text

Page 53: Common drawings March 2009 FOR INTERNAL USE ONLY

53

Text

Text Text

Text

Cutout

Page 54: Common drawings March 2009 FOR INTERNAL USE ONLY

54

2 on 1

Text

Text

Text

Text

Page 55: Common drawings March 2009 FOR INTERNAL USE ONLY

55

Flow 3-parts

Text

Text

Text

Page 56: Common drawings March 2009 FOR INTERNAL USE ONLY

56

Flow 4-parts

Text

Text

Text

Text

Page 57: Common drawings March 2009 FOR INTERNAL USE ONLY

57

Flow 5-parts

Text

Text

Text

Text

Text

Page 58: Common drawings March 2009 FOR INTERNAL USE ONLY

58

Coupled vertical

Text

Text

Page 59: Common drawings March 2009 FOR INTERNAL USE ONLY

59

Coupled Horizontal

Text Text

Page 60: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 2

Round shapes

Page 61: Common drawings March 2009 FOR INTERNAL USE ONLY

61

Round boxes

Page 62: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 63: Common drawings March 2009 FOR INTERNAL USE ONLY

63

Text

Round boxes in color 10 parts

Page 64: Common drawings March 2009 FOR INTERNAL USE ONLY

64

Round boxes in color 9 parts

Text

Page 65: Common drawings March 2009 FOR INTERNAL USE ONLY

65

Round boxes in color 8 parts

Text

Text

Text

Text

TextText

Text

Text

Text

Page 66: Common drawings March 2009 FOR INTERNAL USE ONLY

66

Round boxes in color 7 parts

TextText

TextText

Text Text

Text

Text

Page 67: Common drawings March 2009 FOR INTERNAL USE ONLY

67

Round boxes in color 6 parts

Text

TextText

TextText

TextText

Page 68: Common drawings March 2009 FOR INTERNAL USE ONLY

68

Round boxes in color 4 parts

Text

Text Text

TextText

Page 69: Common drawings March 2009 FOR INTERNAL USE ONLY

69

Round boxes in color 3 parts

Text

Text Text

Text

Page 70: Common drawings March 2009 FOR INTERNAL USE ONLY

70

Round boxes in color 2 parts

TextText Text

Page 71: Common drawings March 2009 FOR INTERNAL USE ONLY

71

Polygon

Page 72: Common drawings March 2009 FOR INTERNAL USE ONLY

72

Ring

Text

Text

Text

Page 73: Common drawings March 2009 FOR INTERNAL USE ONLY

73

Text

Text

Text

Text Text

Ring

Page 74: Common drawings March 2009 FOR INTERNAL USE ONLY

74

TextText

Text

Text Text

Ring

Page 75: Common drawings March 2009 FOR INTERNAL USE ONLY

75

Interlocking circles

Page 76: Common drawings March 2009 FOR INTERNAL USE ONLY

76

Venn Diagram

Page 77: Common drawings March 2009 FOR INTERNAL USE ONLY

77

Venn diagram – 2 segment, unbalanced, all editable

TextText

Page 78: Common drawings March 2009 FOR INTERNAL USE ONLY

78

Venn diagram – completely editable

Text

Text

Text

Page 79: Common drawings March 2009 FOR INTERNAL USE ONLY

79

Round

Text

Page 80: Common drawings March 2009 FOR INTERNAL USE ONLY

80

Text

Text

Text

Text

Text

Text

Sizes in

Page 81: Common drawings March 2009 FOR INTERNAL USE ONLY

81

Client experience

Page 82: Common drawings March 2009 FOR INTERNAL USE ONLY

82

Client experience

Page 83: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 3

Pyramids

Page 84: Common drawings March 2009 FOR INTERNAL USE ONLY

84

Pyramid

Text

Text

Text

Text

Text

Page 85: Common drawings March 2009 FOR INTERNAL USE ONLY

85

Text

Text

Text

Text

Pyramid

Page 86: Common drawings March 2009 FOR INTERNAL USE ONLY

86

Text Text

Text

Pyramid

Page 87: Common drawings March 2009 FOR INTERNAL USE ONLY

87

Level inverted

Text

Text

Text

Text

Page 88: Common drawings March 2009 FOR INTERNAL USE ONLY

88

Text

Text

Text Text

4 in 1 Triangle

Page 89: Common drawings March 2009 FOR INTERNAL USE ONLY

89

Pyramid with arrows

<Text>

<Text>

<Text>

<Text>

Page 90: Common drawings March 2009 FOR INTERNAL USE ONLY

90

Values

Page 91: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 4

Boxes / Text

Page 92: Common drawings March 2009 FOR INTERNAL USE ONLY

92

Text Text

TextText

Boxes

Page 93: Common drawings March 2009 FOR INTERNAL USE ONLY

93

Text Text

Text Text

Boxes

Page 94: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 95: Common drawings March 2009 FOR INTERNAL USE ONLY

95

A

B

C

XYZ

A

B

C

XYZ

A

B

C

XYZ

Boxes

Page 96: Common drawings March 2009 FOR INTERNAL USE ONLY

96

XYZ

A

B

C

XYZ

A

B

C

XYZ

A

B

C

Boxes

Page 97: Common drawings March 2009 FOR INTERNAL USE ONLY

97

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

Boxes

Page 98: Common drawings March 2009 FOR INTERNAL USE ONLY

98

Shade boxes

Page 99: Common drawings March 2009 FOR INTERNAL USE ONLY

99

Shade boxes

Page 100: Common drawings March 2009 FOR INTERNAL USE ONLY

100

Shade boxes

Page 101: Common drawings March 2009 FOR INTERNAL USE ONLY

101

Text Text

Text Text

Text Text

Text

Text

Text

Text

2X2

Page 102: Common drawings March 2009 FOR INTERNAL USE ONLY

102

Text Text Text

Text Text Text

Text Text Text

Text Text Text

Text

Text

Text

Text

Text

3X3

Page 103: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 104: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 105: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 106: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 107: Common drawings March 2009 FOR INTERNAL USE ONLY

107

Torn pages

Text Text

Page 108: Common drawings March 2009 FOR INTERNAL USE ONLY

108

Arrow timeline

Text

Text

Text Text Text

Text Text

2002 2003 2004 2005 2006 20082007

Page 109: Common drawings March 2009 FOR INTERNAL USE ONLY

109

Stacked boxes

Text

Text

Text

Text

Text

Text

Text

Page 110: Common drawings March 2009 FOR INTERNAL USE ONLY

110

25% incremented boxes

Text

Text

Text

Text

Page 111: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 5

Puzzles

Page 112: Common drawings March 2009 FOR INTERNAL USE ONLY

112

Puzzle pieces

Text Text

Text Text

Text

Page 113: Common drawings March 2009 FOR INTERNAL USE ONLY

113

Puzzle 3 parts

Text

Text

Text

Page 114: Common drawings March 2009 FOR INTERNAL USE ONLY

114

Puzzle 4 parts

Text

Text

Text

Text

Text

Text

Text

Text

Page 115: Common drawings March 2009 FOR INTERNAL USE ONLY

115

Puzzle 9 parts

Page 116: Common drawings March 2009 FOR INTERNAL USE ONLY

116

Puzzle 10 parts

Text

Text

Text

Text

Text

Text

Text

Text

Text

Text

Page 117: Common drawings March 2009 FOR INTERNAL USE ONLY

117

1

2

3

4

5

6

7

8

Puzzles 1

Page 118: Common drawings March 2009 FOR INTERNAL USE ONLY

118

Puzzle 4-flow

Text

Text

Text

Text

Page 119: Common drawings March 2009 FOR INTERNAL USE ONLY

119

Puzzles 3 parts

Text

Text Text

Page 120: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 6

Organisational charts

Page 121: Common drawings March 2009 FOR INTERNAL USE ONLY

121

Simple organisational charts

Text TextText Text Text

Text

Page 122: Common drawings March 2009 FOR INTERNAL USE ONLY

122

Organizational chart

TitleName

TitleName

TitleName

TitleName

TitleName

TitleName

TitleName

TitleName

TitleName

TitleName

TitleName

Page 123: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 124: Common drawings March 2009 FOR INTERNAL USE ONLY

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]

Page 125: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 7

Times lines

Page 126: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 127: Common drawings March 2009 FOR INTERNAL USE ONLY

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

Page 128: Common drawings March 2009 FOR INTERNAL USE ONLY

SECTION 8

Other

Page 129: Common drawings March 2009 FOR INTERNAL USE ONLY

129

Text

Text

2 around

Page 130: Common drawings March 2009 FOR INTERNAL USE ONLY

130

Text

Text 2

Text 1

Text 4 Text 3

Text 5

Radial diagram

Page 131: Common drawings March 2009 FOR INTERNAL USE ONLY

131

Text

Text

TextText

Text

TextText

Text

Radial diagram

Page 132: Common drawings March 2009 FOR INTERNAL USE ONLY

132

Text Text

TextText

Text

Text

Text

Radial diagram

Page 133: Common drawings March 2009 FOR INTERNAL USE ONLY

133

Value creation

Text

Text

TextText

Text Text

Page 134: Common drawings March 2009 FOR INTERNAL USE ONLY

134

Text

Text Text

Text

Text Text

Text

Honeycomb

Page 135: Common drawings March 2009 FOR INTERNAL USE ONLY

135

3 Horizons

Text

Text

TextText

Text

Text

Page 136: Common drawings March 2009 FOR INTERNAL USE ONLY

136

Ten Face Wagon Wheel

Text3

Text1

Credit

Text4

Text5Text6

Text7

Text8

Text9

Text10

Text2

Page 137: Common drawings March 2009 FOR INTERNAL USE ONLY

137

House

abc

ABC

Product BProduct A Product C

xyz

xyz

Page 138: Common drawings March 2009 FOR INTERNAL USE ONLY

138

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

XYZ

Page 139: Common drawings March 2009 FOR INTERNAL USE ONLY

139

Text

Text

TextText

TextText

TextText

Page 140: Common drawings March 2009 FOR INTERNAL USE ONLY

140

Scale

Text

Text

Page 141: Common drawings March 2009 FOR INTERNAL USE ONLY

141

5 step chart

Level 1

– text

Level 2

– text

Level 3

– text

Level 4

– text

Level 5

– text

Page 142: Common drawings March 2009 FOR INTERNAL USE ONLY

142

Text

Text

Text

Text

Text

Text

Text

Text

Text

Decision tree

Page 143: Common drawings March 2009 FOR INTERNAL USE ONLY

143

Text Text Text

Loops

Page 144: Common drawings March 2009 FOR INTERNAL USE ONLY

144

Quote bubbles

“Quote” “Quote”

Page 145: Common drawings March 2009 FOR INTERNAL USE ONLY

145

Pentagon

Restructuring framework

1

5

43

2