Marchex, Inc. · NASDAQ:MCHX
Marchex — Merger or Acquisition (November 2012)
15 slides from Marchex's merger presentation, Nov 1, 2012
Slide 1: Spin-Off Transaction & Archeo Summary
Spin-Off Transaction & Archeo Summary Exhibit 99.4 November 2012
Slide 2: Safe Harbor Statement
www.marchex.com SAFE HARBOR STATEMENT This presentation contains forward-looking statements that involve substantial risks and uncertainties. All statements, other than statements of historical facts, included in this presentation regarding our strategy, future operations, future financial position,
Slide 3: Transaction Overview
www.marchex.com Transaction Overview Marchex intends to pursue the separation of its business into two distinct, publicly-traded entities: Marchex and Archeo Archeo shares will be distributed to existing Marchex shareholders in a tax-free spin-off transaction on a pro rata basis Archeo will operate
Slide 4: Rationale for Company Separation
Pure play mobile advertising company focused on pay for call advertising and analytics Premium domain and advertising marketplace that enables for the buying, selling and development of digital properties and ad inventory Allow both Marchex and Archeo to increase strategic focus, build on unique ass
Slide 5: Archeo's Assets – An Opportunity to Unlock Value
www.marchex.com Archeo’s Assets – An Opportunity to Unlock Value 200,000+ best-in-class domains with very meaningful value Significant domain inventory provides a long-term sales window Unique, premium advertising marketplace with multiple growth catalysts Potential to build out more proprietary sit
Slide 6: Archeo Business Opportunity
www.marchex.com Domain Marketplace (200,000+ domains) Premium Advertising Marketplace $$ 2 1 Archeo Business Opportunity Resource the Domain Marketplace Opportunistically buy domain names to support our marketplace Sell more domains by accessing new sales channels Selectively develop digital propert
Slide 7: The Domain Aftermarket is a Big Business
www.marchex.com Total value for Top-500 traditional Domain Names sold is ~$300 MM, an average of more than $600k per domain` 1 The Domain Aftermarket is a Big Business Source: http://www.domaining.com/topsales/
Slide 8: Archeo Domain Marketplace has Successfully Monetized Domains with Limited Resources
www.marchex.com With one dedicated sales resource, Marchex has generated more than $30 million in domain sales, representing less than 5% of the total domain portfolio Archeo Domain Marketplace (as Marchex) has Successfully Monetized Domains with Limited Resources 2012 Marchex Historical Domain sale
Slide 9: Archeo will Accelerate Domain Sales by Accessing New Sales Channels
www.marchex.com 1 To date, all Marchex historical domain sales have been through the Negotiated sales channel With additional resources, Archeo will accelerate Negotiated sales Additional opportunities include: – Accessing the Buy-Now Market for incremental revenue opportunity – Entering the Auction
Slide 10: Archeo Domain Marketplace will Selectively Develop Digital Properties to Increase Value
www.marchex.com 1 Business & Finance Debts/Insurance Miscellaneous Real Estate Spanish Home & Remodeling Leverage selected premium domains for development internally and through partnership Innovate with design and content to create valuable consumer experiences Use proprietary data and analytics to
Slide 11: Archeo will Expand its Current Advertising Marketplace Capabilities
www.marchex.com 2 Archeo will Expand its Current Advertising Marketplace Capabilities Optimize existing business: Continue to place national and local pay-per-click advertisers on premium publishers Proprietary Publishing Opportunities Education BestColleges.com 50States.com Local Yellow.com AreaCon
Slide 12: Archeo will Grow its Advertising Marketplace
www.marchex.com 2 National Advertisers Local Advertisers New Distribution : Strategically add new publishers, verticals and mobile distribution Proprietary Traffic : Extend advertising sales to Archeo digital properties New Ad Types: Accelerate product offerings, including mobile initiatives Archeo
Slide 13: What's to Come for Archeo
www.marchex.com People Initial team already onboard for the transition from Marchex Will invest in experienced management Will continue to build out sales and engineering teams Technology Develop additional tools necessary to deliver on the domain marketplace strategy Accelerate advertising product
Slide 14: Reference Material
Reference Material
Slide 15: Resources
www.marchex.com Resources available at www.marchex.com/archeo Marchex Summary Industry Top 500 Domain Sales Marchex Historical Top 500 Domain Sales Archeo Sample Current Domains Additional Information