Altair US LLC Activist Presentation Deck
September 2022, 16 slides
  1. Altair US LLC
  2. Avalara
  3. Activist Presentation Decks
investor presentation reinforces our view that the transaction is flawed | Altair US LLC
disclaimer | Altair US LLC
executive summary | Altair US LLC
presentation is a dramatic change of tone from analyst day what said three months ago what is claiming now | Altair US LLC
we believe is misrepresenting the strength of customer demand what said three months ago what is claiming now | Altair US LLC
what said three months ago has touted the resilience of its business to macro factors what is claiming now | Altair US LLC
remains a fundamentally | Altair US LLC
appears to be manipulating the data to manufacture a premium | Altair US LLC
appears to present an inaccurate revenue multiple | Altair US LLC
appears to be applying the wrong price to its post earnings premium analysis | Altair US LLC
in our view overstates the independence of its board | Altair US LLC
appears to misrepresent a process with limited competitive tension | Altair US LLC
in our view board did not negotiate heavily it caved | Altair US LLC
claim that a majority of analysts support the deal is misleading | Altair US LLC
conclusion | Altair US LLC
contact information partners | Altair US LLC
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Altair US LLC
Avalara
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Activist
September 2022
See all presentations by Altair US LLC (2 decks)
Recent decks by Altair US LLC
See all presentations (2 decks)
Activist
September 2022
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