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In Colombia, the relevance of transactions in the oil, gas, energy, and mining sector has been diluted over the years; healthcare, TMT, consumer goods, and F&B have gained relevance in the same period
LEK · 2024 · market_landscape
In Colombia, the relevance of transactions in the oil, gas, energy, and mining sector has been diluted over the years; healthcare, TMT, consumer goods, and F&B have gained relevance in the same period
47 — Number of transactions
Chile has seen a decrease in M&A activity between 2013 and 2023, yet sectors like TMT, services, and energy demonstrated resilience; PE and VC have gained significance in the M&A landscape
LEK · 2024 · market_landscape
Chile has seen a decrease in M&A activity between 2013 and 2023, yet sectors like TMT, services, and energy demonstrated resilience; PE and VC have gained significance in the M&A landscape
69 — Number of transactions
Oil, gas, energy, and mining stand out as the predominant sectors in the Argentina’s M&A landscape, serving as the main driver of growth between 2013 and 2018
LEK · 2024 · market_landscape
Oil, gas, energy, and mining stand out as the predominant sectors in the Argentina’s M&A landscape, serving as the main driver of growth between 2013 and 2018
159 — Number of transactions
In Peru, the oil, gas, energy, and mining sector showed resilience and relevance in the period between 2013 and 2023; TMT gained importance, especially from the beginning of the Covid-19 pandemic
LEK · 2024 · market_landscape
In Peru, the oil, gas, energy, and mining sector showed resilience and relevance in the period between 2013 and 2023; TMT gained importance, especially from the beginning of the Covid-19 pandemic
103 — Number of transactions
Maurício França is a partner at L.E.K. in the São Paulo office, with extensive experience in M&As in Latin America
LEK · 2024 · team_bio
Maurício França is a partner at L.E.K. in the São Paulo office, with extensive experience in M&As in Latin America
A majority think there is more lying and misuse of facts in politics and media than there was 30 years ago... But without any dramatic overall change in the past few years
IPSOS · 2023 · market_landscape
A majority think there is more lying and misuse of facts in politics and media than there was 30 years ago... But without any dramatic overall change in the past few years
53% — Percentage of respondents
Unequal confidence across geographies in the ability of the average citizen to tell real news from fake
IPSOS · 2023 · peer_benchmark
Unequal confidence across geographies in the ability of the average citizen to tell real news from fake
44% — Confidence in distinguishing real from fake news
Majority across most geographies still confident in their ability to tell real news from fake
IPSOS · 2023 · market_landscape
Majority across most geographies still confident in their ability to tell real news from fake
66% — Confidence in identifying real news
High level of awareness of the possibility of using A.I. to generate very realistic fake news
IPSOS · 2023 · market_landscape
High level of awareness of the possibility of using A.I. to generate very realistic fake news
74% — Percentage of respondents who agree
For a majority, this entails that A.I. is going to make misinformation and disinformation worse
IPSOS · 2023 · market_landscape
For a majority, this entails that A.I. is going to make misinformation and disinformation worse
51% — Agreement percentage
Alternative asset class returns vs. selected portfolios
JPMorgan · 2026 · heatmap_matrix
Alternative asset class returns vs. selected portfolios
58.5% — Annual Return
GLOBAL INTERNET TRENDS = SOLID USER GROWTH... SLOWING SMARTPHONE GROWTH
BondCap · key_messages
GLOBAL INTERNET TRENDS = SOLID USER GROWTH... SLOWING SMARTPHONE GROWTH
Global Internet Trends = Solid User Growth...Slowing Smartphone Growth
BondCap · key_takeaways
Global Internet Trends = Solid User Growth...Slowing Smartphone Growth
3.4B — Global Internet Users
Global Internet Users = 3.4B @ 46% Penetration... +10% Y/Y vs. +10%...+8% Y/Y vs. +8% (Ex-India)
BondCap · market_landscape
Global Internet Users = 3.4B @ 46% Penetration... +10% Y/Y vs. +10%...+8% Y/Y vs. +8% (Ex-India)
3.4B — Global Internet Users
Global Smartphone Unit Shipments = Continue to Slow... @ +3% Y/Y vs. +10% (2015) / +28% (2014)
BondCap · industry_trends
Global Smartphone Unit Shipments = Continue to Slow... @ +3% Y/Y vs. +10% (2015) / +28% (2014)
+3% — Y/Y Growth
Global Smartphone Installed Base = 2.8B... +12% Y/Y vs. +25% (2015) / +37% (2014)
BondCap · industry_trends
Global Smartphone Installed Base = 2.8B... +12% Y/Y vs. +25% (2015) / +37% (2014)
2.8B — Global Smartphone Installed Base
Internet Usage (Engagement) = Solid Growth...+4% Y/Y... Mobile >3 Hours / Day per User vs. <1 Five Years Ago, USA
BondCap · industry_trends
Internet Usage (Engagement) = Solid Growth...+4% Y/Y... Mobile >3 Hours / Day per User vs. <1 Five Years Ago, USA
5.6 — Hours per Day
ONLINE ADVERTISING (+ COMMERCE) = INCREASINGLY MEASURABLE + ACTIONABLE
BondCap · key_messages
ONLINE ADVERTISING (+ COMMERCE) = INCREASINGLY MEASURABLE + ACTIONABLE
Ad Growth = Driven by Mobile
BondCap · section_divider
Ad Growth = Driven by Mobile
Online Advertising = Growth Accelerating, +22% vs. +20% Y/Y... Mobile $ > Desktop (2016) on Higher Growth, USA
BondCap · market_landscape
Online Advertising = Growth Accelerating, +22% vs. +20% Y/Y... Mobile $ > Desktop (2016) on Higher Growth, USA
$73 — USA Internet Advertising
Advertising $ = Shift to Usage (Mobile) Continues
BondCap · market_landscape
Advertising $ = Shift to Usage (Mobile) Continues
~$16B — Advertising Spend Opportunity
Advertising $ = Internet > TV Within 6 Months, Global
BondCap · industry_trends
Advertising $ = Internet > TV Within 6 Months, Global
Google + Facebook = 85% (& Rising) Share of Internet Advertising Growth, USA
BondCap · market_landscape
Google + Facebook = 85% (& Rising) Share of Internet Advertising Growth, USA
85% — Internet Advertising Growth Share
Ad Measurability = Can Be Triple-Edged... When Things Are Measured = People Don't Always Like What They See... Users Don't Always Like Data Collected
BondCap · key_messages
Ad Measurability = Can Be Triple-Edged... When Things Are Measured = People Don't Always Like What They See... Users Don't Always Like Data Collected
Advertisers = Like Measurable Engagement Metrics But... Some Find Measuring ROI Challenging (as with Offline)
BondCap · industry_trends
Advertisers = Like Measurable Engagement Metrics But... Some Find Measuring ROI Challenging (as with Offline)
61% — Measuring ROI
Ad Blocking = Growth Continues...Especially in Developing Markets... Users Increasingly Opt Out of Stuff They Don't Want
BondCap · industry_trends
Ad Blocking = Growth Continues...Especially in Developing Markets... Users Increasingly Opt Out of Stuff They Don't Want
Leading Platform Ad Offerings = Rapidly Improving with Back-End Data + Front-End Measurement Tools + Targeted Delivery of Ads Users Increasingly Want
BondCap · key_messages
Leading Platform Ad Offerings = Rapidly Improving with Back-End Data + Front-End Measurement Tools + Targeted Delivery of Ads Users Increasingly Want
Leading Online Ad Platforms = Providing More Ways to Target + Measure Ads
BondCap · industry_trends
Leading Online Ad Platforms = Providing More Ways to Target + Measure Ads
Product Listing Ads (Google) = Driving Clicks to Product Pages
BondCap · market_landscape
Product Listing Ads (Google) = Driving Clicks to Product Pages
52% — Share of Retail Paid Clicks
Targeted Pins (Pinterest) = Driving Product Discovery + Purchase
BondCap · case_study
Targeted Pins (Pinterest) = Driving Product Discovery + Purchase
44% — Percentage of respondents
Contextual Ads (Facebook) = Driving Direct Purchases
BondCap · case_study
Contextual Ads (Facebook) = Driving Direct Purchases
26% — Purchase conversion rate
Goal Based Bidding Ads (Snap) = Driving User Action
BondCap · case_study
Goal Based Bidding Ads (Snap) = Driving User Action
196 seconds — Time spent
Geo-Targeted Local Ads (Google) = Driving Foot Traffic to Stores
BondCap · client_example
Geo-Targeted Local Ads (Google) = Driving Foot Traffic to Stores
5B — Cumulative Tracked Store Visits
Incentive-Based + Skippable Video Ads = Driving Positive Interactions
BondCap · market_landscape
Incentive-Based + Skippable Video Ads = Driving Positive Interactions
68% — Positive sentiment
In-App Ads + Dynamic Creative (Vungle) = Driving Higher In-App Install Performance
BondCap · case_study
In-App Ads + Dynamic Creative (Vungle) = Driving Higher In-App Install Performance
0.50% — Conversion Rate
In-Ride / In-Hand Recommendations (Uber + Foursquare) = Location + Route + Destination + Time of Day (+ an Offer)
BondCap · client_example
In-Ride / In-Hand Recommendations (Uber + Foursquare) = Location + Route + Destination + Time of Day (+ an Offer)
Hyperlocal Targeting (Nextdoor...xAd) = From Home (Neighborhood) to Work (Commute)
BondCap · client_example
Hyperlocal Targeting (Nextdoor...xAd) = From Home (Neighborhood) to Work (Commute)
+8% — Engagement Lift
Advertising Inefficiency = Increasingly Exposed by Data... Right 'Ad' @ Right Place / Time
BondCap · transition
Advertising Inefficiency = Increasingly Exposed by Data... Right 'Ad' @ Right Place / Time
Right Ad @ Right Place / Time (Driven by Algorithms)...
BondCap · process_diagram
Right Ad @ Right Place / Time (Driven by Algorithms)...
...Right Ad @ Right Place / Time... Based on User-Typed Input (Words) = Big Business for Google
BondCap · financial_analysis
...Right Ad @ Right Place / Time... Based on User-Typed Input (Words) = Big Business for Google
$679B — Market Capitalization
Right Ad @ Right Place / Time (Driven by Algorithms)...
BondCap · case_study
Right Ad @ Right Place / Time (Driven by Algorithms)...
...Right Ad @ Right Place / Time... Based on User-Uploaded Input (Images) = Big Business for Snap
BondCap · financial_analysis
...Right Ad @ Right Place / Time... Based on User-Uploaded Input (Images) = Big Business for Snap
$25B — Net Revenue
A lot of the future of search is going to be about pictures instead of keywords.
BondCap · quote_slide
A lot of the future of search is going to be about pictures instead of keywords.
Ads Evolving Rapidly = Often Organic + Data @ Core
BondCap · key_messages
Ads Evolving Rapidly = Often Organic + Data @ Core
Emerging Retailers + Crafty Big Brands = Finding Ways to Make Collaborative Ad Creation (Social + UGC) Work for Them...
BondCap · transition
Emerging Retailers + Crafty Big Brands = Finding Ways to Make Collaborative Ad Creation (Social + UGC) Work for Them...
Brands + Consumers = Re-Distribution Driving Engagement...
BondCap · client_example
Brands + Consumers = Re-Distribution Driving Engagement...
6.9x — engagement multiplier
...Brands + Consumers = Brands Sourcing Content from Fans...
BondCap · market_landscape
...Brands + Consumers = Brands Sourcing Content from Fans...
75% — % of Instagram Content Regrammed
...Brands + Influencers = Re-Distribution Driving Engagement
BondCap · case_study
...Brands + Influencers = Re-Distribution Driving Engagement
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