Verve Group Se Class A · OMXSTO:VER
Verve Group Se Class A — Merger or Acquisition (March 2026)
22 slides from Verve Group Se Class A's merger presentation, March 2026
Slide 1: Verve Investor Presentation
Verve Investor Presentation Let’s make media better.
Slide 2: Verve strategically strengthens its Demand Side Business
Verve strategically strengthens its Demand Side Business
Slide 3: Captify strategically enhances Verve's Demand Side Business
Captify strategically enhances Verve’s Demand Side Business by adding a differentiated data asset and a proven salesforce with deep brand and agency relations
Slide 4: Captify at a glance
Captify at a glance The company INDEPENDENT DATA PROVIDER WITH 2011 STRONG DIRECT ADVERTISER RELATIONS Founded 140 employees1 Brand Demand Side €41m Supply Side Publisher Normalized Net Revenues 2025E2 Agency €3.7m Normalized Adj. EBITDA 2025E2 Identity & Data Best in Search Marketing Platforms Adwe
Slide 5: Strengthening the Demand Side with a differentiated (ID-less) data and search intelligence asset
Strengthening the Demand Side with a differentiated (ID-less) data and search intelligence asset 3M+ 2B+ 1B+ Search intelligence platform Website Domains Connected Devices Daily Searches Providing brands with a deep understanding of consumer interests, motivations, and intentions in real time 400 Bi
Slide 6: Captify contributes with top-tier accounts and a strong sales team
Captify contributes with top-tier accounts and a strong sales team DOUBLING VERVE’S Serving Iconic Brands & Media Companies… 48 …and Leading Agencies 6 of 6 SALESFORCE IN US AND UK of the AdAge Top 100 Agency HoldCos 10% 59% North America Revenue United Kingdom 31% by region Rest of World
Slide 7: Accelerating our strategic roadmap with Captify
Accelerating our Verticalization by industry - Adding substantial agency relations and customers as well as industry-specific audiences & intent data in key verticals: Health, Travel, Retail strategic Multichannel Approach in emerging growth channels - Adding strong CTV, Mobile Web and Web offerings
Slide 8: Captify adding to Group Revenue and EBITDA
Captify adding to Group Revenue and EBITDA From standalone to fully integrated; enabling additional improved EBITDA Net Revenue, €m Adj. EBITDA, €m • Captify management streamlined operations, stabilizing revenues and Normalization for (1) reducing costs divested and discontinued 40%+ EBITDA uplift
Slide 9: Captify purchase price and EV/EBITDA multiple
25.6m EURm purchase price; EV/EBITDA multiple of 7.0x 16.2 EURm initial cash consideration, and 9 EURm deferred cash consideration 18 months after closing • Total consideration of $30m, debt-free EV / EV / Consideration Structure USDm EURm1 EBITDA2 EBITDA2 After synergies • EV/EBITDA of 4.2x at clos
Slide 10: Unlocking Growth and Strategic Priorities with Captify
Unlocking Growth and Strategic Priorities with Captify 1| Transaction strengthens Demand Side business with top-tier accounts and strong sales team of more than 30 employees 2| Adding one of the largest search data assets outside Walled Gardens with easy technological integration 3| Strong fit with
Slide 11: Verve strategically strengthens its Demand Side Business
Verve strategically strengthens its Demand Side Business
Slide 12: acardo strategically enhances Verve's Demand Side Business
acardo strategically enhances Verve’s Demand Side Business by adding measurability and sales lift solutions as well as a proven salesforce with deep brand relations while Verve’s supply significantly expands acardo’s reach
Slide 13: acardo at a glance
acardo at a glance The company TURNING DIGITAL ENGAGEMENT INTO REAL 2000 ONLINE AND IN-STORE VISITS Founded 110 employees1 Brand Demand Side Supply Side €14.7m Publisher Net Revenues 2025E Agency €4.1m Adj. EBITDA 2025E Identity & Data 5,600 Connected retail stores 85% Household reach2 200 CPG brand
Slide 14: Verve substantially expands its market reach in Europe
Verve substantially expands its market reach in Europe Access to established retailer networks and a strong sales force with direct brand relationships Focus on CPG and retail - strategic verticals where outcome matters 99% Retention rate 85% Household reach in Germany Launchpad for further expansio
Slide 15: Driving Measurable Outcomes for Our Demand-Side Clients
Driving Measurable Outcomes for Our Demand-Side Clients With the integration of acardo’s couponing and cashback solutions, we now create a direct, measurable link between media spend and consumer purchase DooH Advertiser engages Advertiser gains customers through Verve’s Coupon is instantly Coupon i
Slide 16: Accelerating our strategic roadmap with acardo
Accelerating our Verticalization by industry - Doubles down on high-growth verticals CPG and retail through proven consumer activation capabilities strategic Multichannel Approach in emerging growth channels - Enables shoppable campaigns across mobile, CTV, and DOOH that directly convert impressions
Slide 17: acardo adding to Group Revenue and EBITDA
acardo adding to Group Revenue and EBITDA From standalone to fully integrated; enabling substantial additional EBITDA Net Revenue, €m Adj. EBITDA, €m >€1.5m annualized • Healthy EBITDA profitability revenue synergies c. 40% EBITDA uplift and solid organic revenue expected to materialize expected due
Slide 18: acardo purchase price and EV/EBITDA multiple
24.5m EURm purchase price; EV/EBITDA multiple of 6.0x 17.2 EURm initial cash consideration, and 7.3 EURm in deferred cash consideration 12 months after closing • Total consideration of 24.5 EURm, debt-free Consideration Structure EV / EV / EBITDA EURm • EV/EBITDA of 4.2x at closing and 6.0x in total
Slide 19: Unlocking Growth and Strategic Priorities with acardo
Unlocking Growth and Strategic Priorities with acardo 1| Verve substantially expands its market reach and salesforce in Europe 2| Leading digital consumer activation solution provider with consumer reach of 85 percent of German households 3| Expanding vertical focus by doubling down on CPG and retai
Slide 20: Verve Group – combined 2025E proforma financials
Verve Group – combined 2025E proforma financials c. 56 EURm proforma addition to revenues and c. 8m to Adj. EBITDA; with further 3m EBITDA expected from synergies 2026 + + = 556 Additional c. €3m EBITDA 500 expected from 56 synergies in 2026 133 141 8 500 133 41 4 15 4 Verve FY 2025E Captify 2025E A
Slide 21: Verve strategically strengthens its Demand Side Business
Verve strategically strengthens its Demand Side Business Doubling its salesforce Expanding its brand & agency reach Growing its footprint in Europe (Germany and UK) Adding valuable retail inventory and data assets Increasing measurable outcomes for CPG and retail clients
Slide 22: Let's make media better.
Let’s make Let’s makemedia media better.better. www.verve.com