Teaminvest Private Group Ltd · ASX:TIP

Teaminvest Private — Merger or Acquisition (March 2023)

6 slides from Teaminvest Private's merger presentation, Mar 6, 2023

  1. Slide 1: Enva acquisition

    Enva acquisition 6 March 2023 TIP GROUP © Copyright 2023

  2. Slide 2: Important Notice and Disclaimer

    Enva acquisition Important Notice and Disclaimer This presentation is issued by Teaminvest Private Group Limited (ACN 629 045 736) (TIP or the Group). The information contained in this document is of a general nature and is not intended to address the objectives, financial situation or needs of any

  3. Slide 3: Acquisition summary

    Enva acquisition Acquisition summary o Founded in 2010, the Enva Group (Enva) is a boutique financial advisor headquartered in Adelaide (SA) with a satellite office on the Sunshine Coast (QLD). Services include: • Financial planning • Mortgage broking • Insurance broking (life and general) • Private

  4. Slide 4: Enva adds strategic value to TIP Wealth

    Enva acquisition Enva adds strategic value to TIP Wealth o Enva’s services (in gold on right) are complimentary to the existing offering of TIP Wealth (in blue), and ‘rounds-out’ our Wealth platform Corporate advice (Strategy, M&A, ECM, DCM) o In addition to completing our Wealth offering, Enva also

  5. Slide 5: Acquisition terms

    Enva acquisition Revenue 2022 $1.8m Acquisition terms Note: Consolidated financials figures provided by Enva management. Revenue o Completion occurs only after outstanding legal matter (with Enva as 2021 growth 6% $1.7m plaintiff) is finalised EBITDA o Deferred payment provides upside for Enva share

  6. Slide 6: Thank you

    Thank you Andrew Coleman CEO Head Office - Sydney Adelaide Ground Floor, Suite G.02 Level 12 23 Ryde Road 431 King William Street Pymble NSW 2073 Adelaide SA 5000 TIP GROUP © Copyright 2023 6

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