Ss&c Technologies Holdings, Inc. · NASDAQ:SSNC
Ss&c Technologies — Merger or Acquisition (February 2015)
17 slides from Ss&c Technologies's merger presentation, Feb 3, 2015
Slide 1: SS&C Technologies Investor Presentation February 2015
SSandC Technologies (NASDAQ:SSNC) Investor Presentation February 2015 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement Safe Harbor Statement This presentation includes forward-looking statements that are based on the current expectations of the management of SSandC and are subject to uncertainty and changes in circumstances. The forward-looking statements contained herein include statements abo
Slide 3: Disclaimer
Disclaimer Disclaimer For the purposes of the following disclaimers, references to this "presentation" shall be deemed to include references to the presenters' speeches, the question and answer session and any other related verbal or written communications. This presentation is being made to you sol
Slide 4: SS&C Acquisition of Advent: A Winning Combination
SSandC Acquisition of Advent A Winning Combination Key Metrics and Timeline Attractive Financial Profile [GRAPHIC OMITTED] [] Acquisition establishes leading global provider of financial software and software-enabled services with more than 10,000 customers worldwide [] Advent is a leading provider
Slide 5: Strategic Rationale
Strategic Rationale Reinforces SSandC's position as a leading provider of best-in-class software and software-enabled services to financial institutions and investment managers worldwide 1 [] Significantly increases scale of business - combined $1.2 billion of revenue creates leading independent pla
Slide 6: Advent at a Glance
Advent at a Glance Key Facts [] Advent was founded in 1983 and has been publicly traded since 1995 [] Leading provider of mission critical software and software-enabled services to the buy-side investment community [] Over 4,300 clients in more than 50 countries [] Solutions provided to asset manage
Slide 7: SS&C Solutions Footprint Pro Forma for Advent
SSandC Solutions Footprint Pro Forma for Advent [GRAPHIC OMITTED] 7
Slide 8: SS&C Commitment to Geneva Presents Significant Benefits to Clients
SSandC Commitment to Geneva Presents Significant Benefits to Clients SSandC Personnel Use, Develop and Manage Geneva [GRAPHIC OMITTED] Creating Value Through a Combined Offering [] SSandC has over 2,400 personnel who use, develop and manage Advent Geneva and Advent Geneva World Investor [] Presents
Slide 9: Shifting Model Towards SaaS/Cloud
Shifting Model Towards SaaS/Cloud Demand for outsourcing is increasing rapidly. SSandC has the ability to transform Advent's existing client base who use in-house technology, operations, and accounting to a fully outsourced model for middle and back office Advent's Core Competency SSandC's Core Comp
Slide 10: Broad Opportunity to Provide Holistic Solutions to Advent's Technology Client Base
Broad Opportunity to Provide Holistic Solutions to Advent's Technology Client Base Shift from Technology to Holistic Solutions Accelerates Growth Creating Value Through Middle and Back Office Outsourcing [GRAPHIC OMITTED] [GRAPHIC OMITTED] 10
Slide 11: Combination Benefit: Complementary Businesses
Combination Benefit: Complementary Businesses Both SSandC and Advent Clients Will Benefit from the Complementary, Market-Leading Products in Alternative Assets, Traditional Asset Management, and Wealth Management Industries SSandC Advent Benefits for Combined Client Base TNR, - TNR provides PE capab
Slide 12: Opportunity to Cross-Sell to over 10,000 Existing Clients
Opportunity to Cross-Sell to over 10,000 Existing Clients SSandC Diverse, Blue Chip Client Base SaaS/Cloud Middle Office Services Performance and Attribution Regulatory Solutions CAMRA SSandC PORTIA Global Wealth Platform FIX Connectivity Mobile applications Advent Geneva APX Moxy/Axys Black Diamond
Slide 13: Successful Acquisition History
Successful Acquisition History SSandC Has Completed 40 Acquisitions to Date QUANTRA REAL-TIME USA OMR SYSTEMS EISNERFAST HEDGEWARE, CHALKE, INC. SHEPRO BRAUN DIGITAL VISIONS ZOOLOGIC THE SAVID INC. NEOVISION GROUP DBC HYPERSYSTEMS FMC [GRAPHIC OMITTED] 13
Slide 14: Proven Track Record of Successful Acquisitions
Proven Track Record of Successful Acquisitions April 2005 May 2012 June 2012 Financial Models Company Thomson Reuters PORTIA GlobeOp [GRAPHIC OMITTED] Revenue Revenue Revenue EBITDA EBITDA EBITDA [] Paid $159mm in April 2005 [] Paid $170mm in May 2012 [] Paid $834mm in June 2012 [] Increased EBITDA
Slide 15: Successful History of Deleveraging
Successful History of Deleveraging [GRAPHIC OMITTED] 1. Defined as net debt / adjusted EBITDA 2. Balance sheet data as of 11/30/05 3. Balance sheet data as of 3/31/10 4. Balance sheet data as of 12/31/10 5. Balance sheet data as of 6/30/12 6. Balance sheet data at close (assumed 6/30/15); standalone
Slide 16: Expected to Deliver $3.05-$3.15 of 2016 Adjusted EPS
Expected to Deliver $3.05 -$3.15 of 2016 Adjusted EPS (1) with Visible Cost Synergies and Multiple Incremental and Future Earnings Drivers Over $1.2 Billion of Deleveraging Anticipated by End of 2018 - 0.8x Per Year Combined client base includes the world's top asset managers, hedge funds, wealth ma
Slide 17: SS&C Technologies
SS&C Technologies (NASDAQ:SSNC)
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