Teaminvest Private Group Ltd · ASX:TIP

Teaminvest Private — FY2022 Earnings Presentation

35 slides from Teaminvest Private's earnings presentation, Aug 25, 2022

Slide 2: Important Notice and Disclaimer
FY22 Presentation 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
Slide 3: TIP Group
TIP Group An ASX-listed financial institution focused on transferring knowledge and wealth between generations. Contents Unique investment Noble Purpose thesis and philosophy 1 FY22 in Review ▪ Our value-investment strategy is based on the 2 Year Ahead Noble purpose work of Benjamin Graham and Warre
Slide 5: A year of disruption delivered major benefits
FY22 presentation | FY22 Overview A year of disruption delivered major benefits Items of note in FY22 1 Record Proportional Revenue of $152.1m (up 6 Five Portfolio Companies delivered a record 5%) profit 2 Proportional EBITDA of $13.5m (down 8%) 7 Commenced operations in the UK impacted by construct
Slide 6: Performance vs our goals
FY22 Presentation| FY22 Overview Staircase by Icon Metal Performance vs our goals The FY22 goals we set and published in my presentation last year were: 1. Establish Group Treasury and banking facilities (Done) 2. Establish group procurement to better utilise scale across Group (Done) 3. One new acq
Slide 7: Proportional Results
FY22 Presentation | FY22 Overview Proportional Results FY22 was a fifth consecutive record Proportional Revenue for the Group. ▪ Proportional Revenue up 5% to a new record of $152.1m Proportional Revenue ($m) Proportional EBITDA ($m) ▪ Proportional EBITDA down 8% to $13.5m, similar to FY20 ▪ Up an a
Slide 8: Engineering
FY22 Presentation | FY22 Overview Engineering ▪ Proportional Revenue down 7% to $61.5m Proportional Revenue ($m) Proportional EBITDA ($m) ▪ Proportional EBITDA down 8% to $7.2m CAGR (FY19 – FY22) = (2.3%) CAGR (FY19 – FY22) = 26.2% ▪ Up an average of 26.2% p.a. since listing in FY19 ▪ Graham Lusty T
Slide 9: Services
FY22 Presentation | FY22 Overview Services ▪ Proportional Revenue up 16% to $90.6m ▪ Proportional EBITDA down 8% to $6.3m Proportional Revenue ($m) Proportional EBITDA ($m) ▪ Up an average of 20.5% p.a. since listing in FY19 CAGR (FY19 – FY22) = 9.2% CAGR (FY19 – FY22) = 20.5% ▪ Four Portfolio Compa
Slide 10: Statutory results
FY22 Presentation | FY22 Overview Your partner for all your travel requirements Statutory results • Record Statutory Revenue of $92.7m (up 1%) • Operating NPAT of $4.2m (down 40%) primarily due to performance of companies exposed to residential construction • Statutory loss of $17.8m, driven by: • $
Slide 12: New divisions positioned for growth
FY22 Presentation | Year ahead New divisions positioned for growth • FY22 transformed us from a boutique private equity firm into a financial institution • Seven wholly-owned and seven partially-owned Portfolio Companies • In FY22 split across two divisions: Engineering and Services • From FY23 spli
Slide 13: TIP Equity
FY22 Presentation | Year Ahead TIP Equity The traditional private equity division of TIP, focused on investing in stable founder-led businesses who can benefit from mentorship and capital. TIP GROUP © Copyright 2022 13
Slide 14: TIP Equity
FY22 Presentation | Year Ahead TIP Equity Learnings from FY22 Division Leadership Tim Wong – Head of TIP Equity ▪ Medium sized businesses are particularly exposed to business cycles. We can improve this by focussing on BESM and securing Tim has a spectrum of experiences from the early days of owning
Slide 15: TIP Wealth
FY22 Presentation | Year Ahead TIP Wealth TIP’s wealth and investment banking business, focused on harnessing the knowledge and intellectual property accumulated by TIP to provide a home for first generation wealth. TIP Group Sterling Debt Fund TIP GROUP © Copyright 2022 15
Slide 16: TIP Wealth
FY22 Presentation | Year Ahead TIP Wealth Division Leadership Michael Baragwanath – Head of TIP Wealth Strategy Michael Baragwanath is the head of TIP Wealth, responsible for the group’s advisory, funds management, licensing and asset management operations. Michael holds an MBA with a specialisation
Slide 17: TIP UK
FY22 Presentation | Year Ahead TIP UK Goals for FY23 The key FY23 goals for the TIP UK division are as follows: ▪ Develop TIP UK’s brand and digital presence. ▪ Ensure UK is operating profitably on a monthly basis ▪ Launch Conscious Investor LSE Equities Fund ▪ Establish a UK investments funding fac
Slide 19: A Highly Attractive Opportunity
FY22 Presentation | Conscious Capital Acquisition A Highly Attractive Opportunity 1. SHARED HISTORY Conscious Capital Limited (“Conscious Capital”) is the trustee and manager of the Conscious Investor Fund (“CIF”), a wholesale managed fund founded in 2013 to assist Teaminvest members manage their we
Slide 20: Who is Conscious Capital?
FY22 Presentation | Conscious Capital Acquisition Who is Conscious Capital? ▪ Established in 2013, Conscious Capital is the trustee and manager of the Funds Under Management ($m) Conscious Investor Fund ( “CIF”), a wholesale listed equities fund ▪ Investments include Australian and international sto
Slide 21: Value To TIP Group
FY22 Presentation | Conscious Capital Acquisition Value To TIP Group Increases the size and scope of TIP Wealth. Complements our existing trustee and funds management investments and seamlessly fits our culture as it already utilises group IP. Existing investors in the CIF are predominantly either c
Slide 22: A Highly Accretive Opportunity
FY22 Presentation | Conscious Capital Acquisition A Highly Accretive Opportunity Pro Forma impact ▪ The acquisition of Conscious Capital is accretive by 21.2% without TIP Conscious Capital 1.4 adding any synergies 2.4 0.4 0.3 ▪ If TIP had owned Conscious Capital in FY22, FY22 revenue and Proportiona
Slide 25: Group History and Acquisitions
FY22 Presentation | Other useful information Group History Feb 2022 Coastal May 2019 Energy TIP listed joins on the TIPRG. Corporate ASX. Apr 2022 Events Jan 2012 Aug 2019 Oct 2020 TIP UK TIP was Insurance TIP Residential formed. founded. Services Group (TIPRG) Jun 2022 founded. formed. Co-Living Fu
Slide 26: Board of Directors
FY22 Presentation | Other useful information Board of Directors Management Title leadership allows Experienced senior Profile TIP Group to deliver its noble purpose and continue to accelerate growth. Malcolm Independent Malcolm has experience in managing large organisations. He has held positions as
Slide 27: Board of Directors (Cont'd)
FY22 Presentation | Other useful information Board of Directors (Cont’d) Management Title Profile VOTING MEMBERS Regan Non-Executive Regan has worked as an executive director for 40 years for both national and multi-national companies. His focus has been primarily on strategic Passlow Director busin
Slide 28: Group Leadership
FY22 Presentation | Other useful information Group Leadership Experienced operational leadership brings experience well beyond the current size of TIP Group. Management Title Profile Andrew Managing Andrew is a co-founder of Teaminvest Private and is responsible for sourcing, structuring and oversee
Slide 29: TIP Equity Leadership
FY22 Presentation | Other useful information TIP Equity Leadership Company CEO Profile TIP Equity Tim Wong Tim is an experienced operational Chief Executive with more than 25 years of public and private company management experience. Prior to joining the Company, Tim was the CEO of Evolve Education
Slide 30: TIP Equity Leadership (Cont'd)
FY22 Presentation | Other useful information TIP Equity Leadership (Cont’d) Company CEO Profile Multimedia Johan Meyer Johan is a values-driven executive with international expertise and more than 10 years’ experience leading creatively Technology curious companies. Prior to joining MMT earlier this
Slide 31: TIP Wealth Leadership
FY22 Presentation | Other useful information TIP Wealth Leadership Company CEO Profile TIP Wealth Michael Michael is responsible for the group’s advisory, funds management, licensing and asset management operations. Michael holds an MBA with a specialisation Baragwanath in marketing as well as indus
Slide 32: TIP UK Leadership
FY22 Presentation | Other useful information TIP UK Leadership Management Title Profile Malcolm Head of TIP UK Malcolm is a highly experienced financial services executive with more than 30 years of senior Rutherford management experience. Malcolm first joined the Company in 2016 as the head of the
Slide 33: TIP Group Risks Register: Top Three Risks
FY22 Presentation | Other useful information TIP Group Risks Register: Top Three Risks 6. 3. 1. Supply Chain Disruption Investment Key Person Supply Chain Portfolio Companies are reliant on both Australian and International supply of raw materials and Risk Risk Disruption consumables in manufacturin
Slide 34: TIP Group Risks Register: Controls
FY22 Presentation | Other useful information TIP Group Risks Register: Controls 6. 3. 1. Supply Chain Disruption Investment Key Person Supply Chain ▪ Advanced ordering and increased inventory balance minimises disruption and mitigates Risk Risk Disruption inflation ▪ Portfolio diversification reduce

Teaminvest Private Group — FY2022 Earnings Presentation on 6ix

Teaminvest Private — FY2022 Earnings Presentation

Slide 1: FY22 Presentation and Acquisition Announcement

Slide 2: Important Notice and Disclaimer

Slide 3: TIP Group

Slide 4: FY22 in Review

Slide 5: A year of disruption delivered major benefits

Slide 6: Performance vs our goals

Slide 7: Proportional Results

Slide 8: Engineering

Slide 9: Services

Slide 10: Statutory results

Slide 11: Year Ahead

Slide 12: New divisions positioned for growth

Slide 13: TIP Equity

Slide 14: TIP Equity

Slide 15: TIP Wealth

Slide 16: TIP Wealth

Slide 17: TIP UK

Slide 18: Conscious Capital Acquisition

Slide 19: A Highly Attractive Opportunity

Slide 20: Who is Conscious Capital?

Slide 21: Value To TIP Group

Slide 22: A Highly Accretive Opportunity

Slide 23: Q&A

Slide 24: Other useful information

Slide 25: Group History and Acquisitions

Slide 26: Board of Directors

Slide 27: Board of Directors (Cont'd)

Slide 28: Group Leadership

Slide 29: TIP Equity Leadership

Slide 30: TIP Equity Leadership (Cont'd)

Slide 31: TIP Wealth Leadership

Slide 32: TIP UK Leadership

Slide 33: TIP Group Risks Register: Top Three Risks

Slide 34: TIP Group Risks Register: Controls

Slide 35: Thank you