Skylight Health Group Inc. · OTC:SLHGF
Skylight Health — IPO Roadshow (November 2021)
22 slides from Skylight Health's IPO roadshow presentation, Nov 10, 2021
Slide 1: From Volume to Value
Filed Pursuant to Rule 433 of the Securities Act of 1933 Issuer Free Writing Prospectus dated November 10, 2021 Registration No. 333-260070 From Volume to Value Skylight is changing how U.S. healthcare works SLHG: Nasdaq SLHG.V: TSXV Q3 2021
Slide 2: Issuer Free Writing Prospectus, Cautionary Statement Concerning Forward Looking Statements
Issuer Free Writing Prospectus, Cautionary Statement Concerning Forward Looking Statements Filed pursuant to Rule 433 of the Securities Act of 1933, as amended. This free writing prospectus related to the public offering of Series A Preferred Stock of Skylight Health Group, Inc. (the “Company,” “we,
Slide 3: Terms of the Offering
Terms of the Offering Issuer: Skylight Health Group Inc. Tickers: SLHG – NASDAQ / SLHG.V‐ TSXV Security Offered: 9.25% Series A Cumulative Redeemable Perpetual Preferred Stock Anticipated Nasdaq Symbol: SLHGP Annual Dividend Amount: $2.3125 th Dividend Payment Amount/Date: Monthly in the amount of $
Slide 4: Key Metrics
Key Metrics 8 5 Acquisitions in the last Key Markets Served 12 months We are a rapidly growing National Primary Healthcare Platform 23 99,500 Medical Centers Primary Care Lives 83 13,000 Medical Professionals Medicare Equivalent Lives Investor Presentation Copyright © Skylight Health Group 2021 4
Slide 5: Skylight is Focused on Two Fundamental Models of Growth
Skylight is Focused on Two Fundamental Models of Growth Participation in Value‐Based Care Growth by Acquisition Reimbursement Progression from Fee‐For‐Service (FFS) to Value Based Care Focus on small to independent primary care practices (VBC) (PCP) in new and existing markets Focused on the Medicar
Slide 6: Investment Highlights
Investment Highlights • Strong growth both organically and through acquisition in the United States • 8 acquisitions successfully completed in the last 12 months contributing more than $35 million in annualized revenue growth • Strong history of accretive acquisitions in a fragmented marketplace wit
Slide 7: Primary Care is a Fast-Growing Focus for Payors and the Government
Primary Care is a Fast‐Growing Focus for Payors and the Government • Primary Care market represents over $290 billion or approximately 20‐25% of the total Healthcare Spend today • Primary Care Directly Influences more than $2 trillion of Downstream Healthcare Spend • Increasing costs in healthcare w
Slide 8: The Future of Primary Care is at Risk
The Future of Primary Care is at Risk FFS providers face the ultimate roadblocks to independent practice forcing them into consolidation Increased Shrinking Increased Network Lack of New Shift to Value is Administration Fee‐For‐Service Competition Physician Owners Costly & Time and Costs Rates Consu
Slide 9: Skylight is a White Knight Solution for Primary Care Practices
Skylight is a White Knight Solution for Primary Care Practices By partnering with Skylight Focus on higher acuity services Health Systems & Health, independent PCPs Value up‐front but limited growth post Networks across the U.S. alleviate major challenges they face by joining a national platform tha
Slide 10: Payors Are Driving Change in the U.S. Healthcare Landscape
Payors Are Driving Change in the U.S. Healthcare Landscape Progression to alternative payment methodologies “Aetna is committed to 75% of claims being ` Traditional Fee‐for‐ Pay‐for‐Performance Shared Savings and Value‐Based Care value‐based by the Service Bundles year 2020. And care management is w
Slide 11: Current State Organic Growth Model
Current State Organic Growth Model Acquisitions to Date: • Annualized revenue contribution of approx. $35 million • Total patient base of approx. 100K patients with 10% Medicare With expected growth to over 100K eligible • Annual revenue contribution of Medicare Patients <$5 million/year patient liv
Slide 12: Skylight is Paving a Unique Path to Value Based Care
Skylight is Paving a Unique Path to Value Based Care Stock Ticker NYSE: OSH NASDAQ: SLHG NYSE: CANO Enterprise Value $13.9 billion $0.089 billion $6.8 billion Value‐Based üü ü Payment Model Operating Model Clinic Only Clinic Only Clinic & MSO Growth Strategy De Novo De Novo, Acquisition Primarily Ac
Slide 13: Our Leadership is Rich with Industry Experience
Our Leadership is Rich with Industry Experience Board of Directors Executive Team Pradyum Sekar, CEO & Co‐Founder Patrick McNamee, Chairman of the Board More than 15 years experience in Canadian Healthcare in technology, practice Deep‐rooted healthcare executive including as former COO of Express Sc
Slide 14: Financial Snapshot
Financial Snapshot EQUITY RESEARCH COVERAGE Market Cap (in MM) $91.5 Northland Capital Price Target USD $9.00 Enterprise Value (in MM) $86.9 Lake Street Capital Price Target USD $8.00 52 Week High/Low $7.54 / $2.00 Echelon Capital Markets Price Target $8.00 Current Share Price (10/12/2021) $2.50 Ray
Slide 15: We Offer Investors Simultaneous Pathways To Growth
We Offer Investors Simultaneous Pathways To Growth 03 01 02 STRATEGIC, EXPECTED QUARTER OVER PARTICIPATION IN VALUE BASED ACCRETIVE ACQUISITIONS QUARTER GROWTH CONTRACTING Pipeline of targets over $100mm+ in revenue Transition to full risk over the next 3‐5 Top line revenue growth from priced betwee
Slide 16: Thank You
Thank You Email: investors@skylighthealthgroup.com Website: www.skylighthealthgroup.com @SkylightGroupIR @SkylightHealthGroup SLHG: Nasdaq SLHG.V: TSXV Q3 2021
Slide 17: Appendix
Appendix SLHG: Nasdaq SLHG.V: TSXV Q3 2021
Slide 18: Managed/Value-Based Care is a Fast-Growing Market
Managed/Value‐Based Care is a Fast‐Growing Market Per Patient MCO States U.S. Medicare and Medicaid Eligibles Enrollment, By Product Type Per Month Rate (Population shown in millions) Medicare Advantage Medicare FFS CAGR 61 63 60 58 57 55 (0.2%) 37 38 38 38 39 37 Medicare 8.2% 26 20 22 23 17 18 $968
Slide 19: Manage & Measure: Proprietary Population Health & Informatics Platform
Manage & Measure: Proprietary Population Health & Informatics Platform Data Ingestion Actionable Insights Centralized Electronic Medical Record Leveraged by Clinical & Operations, insights generated from our population health tools enable the advanced capabilities to track quality and cost Centraliz
Slide 20: Common Challenges to Transitioning to VBC
Common Challenges to Transitioning to VBC FFS providers face the ultimate roadblocks to Convert to enable risk sharing and capitation‐based payment models Documentation Confidence in Resource Strength in Can’t Manage what Drives Accountability Constrained Numbers you can’t Measure Treatment Challeng
Slide 21: Benefit of VBC to Patients, Providers & Payors
Benefit of VBC to Patients, Providers & Payors Patients Providers Payors • Improved Access • Improved Revenue• Market Access • Care Teams• Reduced Burnout• Cost Management • Patient Centric• Team Approach• Risk Sharing • Equitable Care• Shared Alignment• Increased Access Investor Presentation Copyri
Slide 22: Key Pillars of the Skylight Clinical Value & Performance Team
3 Key Pillars of the Skylight Clinical Value & Performance Team Provider Engagement Network Management Pop Health Management Roster/Network Directory Citizenship and Engagement § Disease Management § Provider Directory § Meeting Participation § Diversity in Form and § Care Coordination Provider Rela