Complii Fintech Solutions Ltd · ASX:CF1
Complii Fintech Solutions — Merger or Acquisition (July 2022)
15 slides from Complii Fintech Solutions's merger presentation, Jul 11, 2022
Slide 1: ASX Announcement: Investor Presentation
ASX Announcement 11 July 2022 Investor Presentation For personal use only Complii FinTech Solutions Limited (Complii or the Company) (CF1.ASX) is pleased to release a copy of a presentation to be provided by Steuart Roe, Managing Director of Registry Direct Limited (Registry Direct) (ASX:RD1) and Cr
Slide 2: Registry Direct Investor Briefing July 2022
For personal use only REGISTRY DIRECT INVESTOR BRIEFING JULY 2022
Slide 3: Key transaction highlights
Key transaction highlights For personal use only Broaden Grow corporate Added value for Governance & Cross-promotional revenue base client base broker clients operational synergies potential Issuer client Access to all One stop shop Savings in ASX listing 700+ Registers & 100,000 + registr
Slide 4: In brief
In brief Complii FinTech Solutions is enhancing its competitive market For personal use only position by offering to acquire Registry Direct Limited (ASX.RD1) in an all-scrip Takeover Offer Registry Direct provides share and unit registry software and services Technology ready for technical accr
Slide 5: Summary
Summary The Registry Direct (ASX.RD1) takeover proposal is the latest potential strategic acquisition for Complii (ASX.CF1), as it continues to evolve into becoming the leading end-to-end technology For personal use only service provider for AFSL holders. As a share and unit registry, Registry Direc
Slide 6: About Complii
About Complii Equipping AFSL holders for success The integration of Registry Direct will For personal use only substantially ENABLE more efficient Complii is assembling Australia’s first and only fully and timely investor engagement and integrated, SaaS platform custom designed for AFSL transactiona
Slide 7: Group growth strategy
Group growth strategy Growth strategy is a layered approach, For personal use only to build recurring subscription revenue Continue to grow market footprint and be the fully integrated end to end provider across: Organic growth via Corporate growth Stockbrokers cross-module sales to increase clien
Slide 8: Stronger competitive differentiation
Stronger competitive differentiation Complii’s Private Equity / Unlisted Company For personal use only focus Registry Direct acquisition consolidates Complii Group’s competitive advantage to support further penetration of this key market sector Addition of a proven share registry capability effe
Slide 9: Key statistics – post transaction
For personal use only Key statistics – post transaction AFSL clients (broker/financial planning firms) 117 Registered users (members of AFSL client firms) 3,500+ Advisor Bid – new capital raised using CF1 software (FY21) $14.2B Global investor network 110,000+ New capital raisings “live” on platform
Slide 10: Opportunities
For personal use only Opportunities Opportunities for cross- promotion with integration and added-value offerings for Complii Group clients. Integration Corporate finance managers can now outsource all aspects of corporate deal administration Privately listed companies can outsource all aspects
Slide 11: Takeover Transaction Details
Takeover Transaction Details Transaction Details* Indicative Capital Structure For personal use only Post Transaction The proposed capital structure of the Company following completion of the Takeover Offer and issues of all securities contemplated are set out below PERFORMANCE HOLDER SHARES OPTIONS
Slide 12: Pro Forma Capital Structure
Pro Forma Capital Structure For personal use only We are now able to provide a full end-to-end digital service offering to our customers which positions us to maintain our first mover advantage across all facets of our industry. Complii believes that the takeover will provide both Complii and Regist
Slide 13: Pro Forma Group Growth Performance
Pro Forma Group Growth Performance RD1 - CF1 Combined Group Financials – Pro Forma For personal use only Q1-Q3 YTD FY22 ⁶ FY19 ⁵ FY20 ⁵ FY21 (9 MONTHS) ACTUAL ACTUAL ACTUAL ACTUAL Complii ¹ $1,798,294 ² $3,318,329 ³ $3,562,163 $8,026,784 Registry Direct $804,668 $593,663 $807,812 $817,413 Group Tota
Slide 14: Disclaimer
For personal use only Disclaimer This presentation has been prepared by Complii FinTech Solution Ltd (ASX.CF1) (“Complii” or the “Company”) Forward looking statements based on information available to it as at the date of this presentation. The information in this presentation is provided in summary
Slide 15: For personal use only
For personal use only Alison Sarich Craig Mason Managing Director Executive Chairman 0488 327 688 0437 444 881 alison@complii.com.au craig@ckmason.com www.complii.com.au
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