Complii Fintech Solutions Ltd · ASX:CF1
Complii Fintech Solutions — Merger or Acquisition (June 2022)
15 slides from Complii Fintech Solutions's merger presentation, Jun 6, 2022
Slide 1: Proposed Acquisition of Registry Direct Presentation
ASX Announcement 6 June 2022 Proposed Acquisition of Registry Direct Presentation Complii FinTech Solutions Limited (Complii or the Company) (CF1.ASX) is pleased to release a copy of a presentation providing information relating to the proposed acquisition of Registry Direct Limited, the details of
Slide 2: Takeover Announcement
Takeover Announcement JUNE 2022
Slide 3: Key transaction highlights
Key transaction highlights 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 + registry clients and users fo
Slide 4: In brief
In brief Complii FinTech Solutions is enhancing its competitive market 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 accreditation to the new D
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 service provider for AFSL holders. As a share and unit registry, Registry Direct fits neatly into Com
Slide 6: About Complii
About Complii Equipping AFSL holders for success The integration of Registry Direct will 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 transactional management holders.
Slide 7: Group growth strategy
Group growth strategy Growth strategy is a layered approach, 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 client penetration Corpor
Slide 8: Stronger competitive differentiation
Stronger competitive differentiation Complii’s Private Equity / Unlisted Company 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 effectively completes Comp
Slide 9: Key statistics – post transaction
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 as of 24 May 2022 18
Slide 10: Opportunities
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 of online equity tradi
Slide 11: Takeover Transaction Details
Takeover Transaction Details Transaction Details* Indicative Capital Structure 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 RIGHTS DESCRIPTION AM
Slide 12: Pro Forma Capital Structure
Pro Forma Capital Structure 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 Registry Direct with additio
Slide 13: Pro Forma Group Growth Performance
Pro Forma Group Growth Performance RD1 - CF1 Combined Group Financials – Pro Forma FY191 FY201 FY21 Q1-Q3 YTD FY224 ACTUAL ACTUAL ACTUAL 9 MONTHS ACTUAL6 Complii $1,040,171 $1,326,913 $2,147,441 $2,097,179 PrimaryMarkets $758,1233 $1,991,4162 $1,414,722 $5,929,605 Registry Direct $804,668 $593,663 $
Slide 14: Disclaimer
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 form and does not con
Slide 15: www.complii.com.au
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
Complii FinTech Solutions — Merger or Acquisition (June 2022) on 6ix