Wendel Se · EURONEXT:MF
Wendel — Merger or Acquisition (April 2023)
14 slides from Wendel's merger presentation, Apr 17, 2023
Slide 1: Acquisition of Scalian
Acquisition of April 17, 2023 2023 2021 1
Slide 2: Transaction overview
Transaction overview On April 16th, 2023 Wendel entered into exclusive negotiations with the intent to acquire Scalian, a leading European consulting firm in digital technologies, project management and business transformation Created in 1989, Scalian is a French specialist in business transformatio
Slide 3: Key figures and key terms
Key figures Scalian Key terms c. €510m in sales LTM June 2023E Exclusive negotiations with the intent to acquire the Company c.€74m in EBITDA(1) Closing expected in H2 2023 9 countries in which Scalian is established €965m Entreprise value +12% organic growth - CAGR since 2015 c.€550m in equity to b
Slide 4: Scalian fits perfectly with Wendel's investment roadmap
Scalian fits perfectly with Wendel’s investment roadmap Value creation opportunity stemming from strong organic growth, M&A and scale effect P Growing business supported by secular megatrends (Digitalization, ESG…) P A leading player with significant barriers to scale and attractive long-term growth
Slide 5: Scalian is a fast growing European consulting firm
Scalian is a fast growing European consulting firm, leader in the combined position of both Operational & Digital Technologies 55% of sales DIGITAL SYSTEMS From OT (data management in the design of embedded, critical systems), Innovation Complex Systems Information Systems to IT (technology selectio
Slide 6: A strong and balanced customers portfolio
A strong and balanced customers portfolio Balanced portfolio of blue-chip clients across sectors, all with Supplier Master Agreement. No sector dependency offering for each of them opportunity to Public triple the size of activity. Retail & Sector Luxury Mobility Transportation Media & 4% Services 5
Slide 7: A compelling financial profile, fuelled by organic & external growth
A compelling financial profile, fuelled by organic & external growth Revenue CAGR of c.30%, of which 9 sucessful acquisitions & Improvement of margin by c. 400 c.12% organically despite covid integrations since 2015 bps over the period Acquisitions EBITDA margin: c.14% 510 417 Well-managed Covid imp
Slide 8: ESG, a priority for its customers and a nascent business opportunity
ESG, a priority for its customers and a nascent business opportunity for the Company Scalian Group is well positioned on ESG aspects: • as a responsible company with several certifications and proven HR performance • as a service provider, through its ESG expertise and offers • Scalian benefits from
Slide 9: Key takeaways
Key takeaways European leading player with long established relationships in rapidly developing industry Long-term growth supported by several mega trends Strong track record in organic & external growth, with successful integration of selective acquisitions Strategy based on multiple growth initiat
Slide 10: Wendel
Ny WENDEL Investing for the long term 2023 Aunans and technology to ¢ Nth scale up sustainable VN performance
Slide 11: Disclaimer
Disclaimer • The following applies to this document, the oral presentation of the information in this document and any question-and-answer session that follows the oral presentation. • This document has been prepared by Wendel S.E. (“Wendel”) solely for use at the potential transaction presentation,
Slide 12: Financial agenda
Financial agenda Ny WENDEL
Slide 13: Financial agenda
Financial agenda April 27th, 2023 Q1 2023 Trading update - Publication of NAV as of March 31, 2023 (post-market release) June 15th, 2023 Annual General Meeting July 27th, 2023 H1 2023 results - Publication of NAV as of June 30, 2023, and condensed Half-Year consolidated financial statements (post-ma
Slide 14: For more information, please visit www.wendelgroup.com
For more information, please visit www.wendelgroup.com 14 Wendel Q3 2022 Trading Update | October 28, 2022