Omnicom Group Inc. · NYSE:OMC
Omnicom — Merger or Acquisition (October 2023)
12 slides from Omnicom's merger presentation, Oct 30, 2023
Slide 1: Acquisition of Flywheel
Acquisition of Flywheel October 30, 2023
Slide 2: Omnicom to acquire Flywheel: The Asset
Omnicom to acquire Flywheel - the digital commerce business of Ascential plc − Flywheel is a best-in-class business and technology platform sitting at the center of digital commerce serving top global brands − Scaled and constantly expanding cloud dataset from hundreds of digital marketplaces − Digi
Slide 3: Omnicom to acquire Flywheel: Highly Strategic
Omnicom to acquire Flywheel - the digital commerce business of Ascential plc − Flywheel brings scaled capabilities in the fastest-growing parts of the industry – digital commerce & retail media − Uniquely positions Omnicom to seamlessly integrate offerings across retail and brand Highly media, e-com
Slide 4: Omnicom to acquire Flywheel: Value Creating
Omnicom to acquire Flywheel - the digital commerce business of Ascential plc − Revenue of approximately $3001 million for the 12 months ended June 30, 2023 − Revenue upside through organic growth and leveraging Flywheel solutions with Omnicom’s existing client base Value − Transaction accretive to d
Slide 5: Fast-Growing Market Opportunity
Fast-Growing Market Opportunity U.S. e-Commerce Revenue U.S. Retail Media Revenue $ Billions $ Billions 24.9% 11.3% 11.0% 24.7% $106 $1,720 10.8% $1,545 10.5% 23.2% $85 9.3% $1,392 8.5% $1,256 22.5% $68 $1,137 $1,040 19.7% $55 21.5% $45 $38 22.2% 19.1% 20.6% 19.1% 16.6% 17.8% 14.4% 16.5% 14.7% 15.6%
Slide 6: Flywheel sits at the center of digital commerce
Flywheel sits at the center of digital commerce Brands Digital Marketplaces Flywheel Commerce Cloud • Retail Operations Execution • Retail Media Execution • Market Intelligence 6
Slide 7: Flywheel at a glance
Flywheel at a glance ● Drives brand sales across the world’s largest digital marketplaces Over half ● Large, constantly expanding dataset of non-Pii digital commerce of largest 100 public transactions built with high level of purchase visibility CPG brands globally ● Three primary services: Data fro
Slide 8: Flywheel drives performance at purchase
Flywheel drives performance at purchase Source: RAPP Affinity Loop, Omnicom Precision Marketing Group 8
Slide 9: Flywheel pillars
Flywheel pillars Enterprise Enterprise Emerging SMB China / APAC Asia Pacific ~60% of total revenue ~20% of total revenue ~20% of total revenue ~60% of total revenue ~20% of total revenue ~20% of total revenue • Serves large-scale • Serves SMBs across • Serves primarily large enterprises primarily i
Slide 10: Accelerating Omnicom growth
Accelerating Omnicom growth • Flywheel Commerce + Flywheel Commerce Cloud Cloud & Omni create a market-leading Digital commerce Creative & media platform for data, optimization & planning and analytics and insights enablement buying Digital Commerce Media • Integrated offering across e-commerce and
Slide 11: Transaction Highlights
Transaction Highlights • $835 million net cash purchase price ($900 million less earnouts, minority interests and other adjustments of approximately $65 million) Transaction - Valuation of $820 million ($900 million less tax step-up and equity investments of approximately $80 million) • 100% cash tr
Slide 12: Disclosures
Disclosures Forward-Looking Statements Certain statements in this document constitute forward-looking statements, including statements within the meaning of the Private Securities Litigation Reform Act of 1995. In addition, from time to time, the Company or its representatives have made, or may make