NURSE & ALLIED STAFFING CLINICAL TRIALS SERVICES EDUCATION & RETAINED SEARCH



Similar documents
DIVERSIFIED LEADER IN HEALTHCARE STAFFING & OUTSOURCING

Cross Country Healthcare Jefferies 2014 Global Healthcare Conference

AMN Healthcare Investor Presentation

HEALTHCARE STAFFING MARKET OVERVIEW. November 2015

Morgan Stanley Leveraged Finance Conference

Health Care Worldwide

US Hospital Information Systems Overview and Outlook, Managing Information in an Era of Reform

And in rural areas. Chart 3: Median number of days to fill vacant RN positions in urban and rural areas

Health Care Worldwide

AMN HEALTHCARE SERVICES INC

Investor Presentation

U.S. Contract Research Outsourcing Market: Trends, Challenges and Competition in the New Decade. N8B7-52 December 2010

INDUSTRY PERSPECTIVES

KPMG s 2011 U.S. Hospital Nursing Labor Costs Study kpmghealthcarepharmainstitute.com

Health Care Worldwide

A Leading Global Health Care Group

A Leading Global Health Care Group

Scott Anderson. Steve Armstrong. Chairman, President & Chief Executive Officer. Executive Vice President & Chief Financial Officer

Select Medical Holdings Corporation Announces Results for Second Quarter Ended June 30, 2015

Investor Presentation

2014 Wells Fargo Healthcare Conference June 17, 2014 NYSE: Q

Investor Presentation. December 2013

Year Ended December 31, 2011

Health Care Worldwide. Citi - European Credit Conference September 24, London

A Leading Global Health Care Group

Comprehensive Medical Waste and Unused Medication Management Solutions Provider NASDAQ: SMED

UDG Healthcare plc An International Healthcare Services Organisation

Manpower Inc th Quarter

Bank of America Merrill Lynch Leveraged Finance Conference. Robin Grey SVP, Treasurer. December 1, 2011

Burlington Stores, Inc. Announces Operating Results for the Fourth Quarter and Fiscal Year Ended February 1, 2014

A Leading Global Health Care Group

DST SYSTEMS, INC. ANNOUNCES THIRD QUARTER 2015 FINANCIAL RESULTS

A Journey to Improve Canada s Healthcare System

Investor Presentation April 2012

OPPENHEIMER HOLDINGS INC. ANNUAL STOCKHOLDERS MEETING. New York, NY May 9, 2016

Is Per Diem Nursing, the Bread and Butter of Healthcare Staffing, Looking More Like Filet Mignon?

COVANCE INC. NYSE: CVD

A Leading Global Health Care Group

Source: Center for Health Workforce Studies. (2006). New York Registered Nursing Graduations, Rensselaer, NY: CHWS.

ManpowerGroup First Quarter Results

National Nursing Workforce Minimum Datasets: Demand. Rationale for Selection and Measurement of Minimum Dataset Items

Hospitals and Health Systems:

Recruitment Process Outsourcing (RPO)

Hudson Highland Group. Investor Presentation

Safe Harbor Statement

ManpowerGroup Second Quarter Results

Randstad Enterprise Healthcare Solutions. talent, strategic services, workforce management and technology solutions

33rd Annual J.P. Morgan Healthcare Conference

THE GROWING USE OF LOCUM TENENS DENTISTS

WILLIAMS-SONOMA, INC.

The Supply and Demand for Registered Nurses and Licensed Practical Nurses in Nebraska

A MANAGER S GUIDE: HOW BETTER NURSE TO PATIENT RATIOS CAN IMPROVE THE HEALTH OF YOUR PATIENTS & LOWER STAFFING COSTS.

Staffing Industry Glossary of Terms

Credit Suisse Global Health Care Conference. March 5, 2013

Texas Board of Nursing Fiscal Year Workforce Plan

Credit Suisse - Global Health Care Conference. March 1, 2012

IntercontinentalExchange Fourth Quarter & Year-End Earnings Presentation February 10, 2009

Investor Presentation

Investor & Analyst Presentation Acquisition of Centor US Holding Inc. Uwe Röhrhoff, CEO Rainer Beaujean, CFO Duesseldorf, July 28, 2015

GAP INC. REPORTS FOURTH QUARTER AND FISCAL YEAR 2014 RESULTS

Safe Harbor Provision

Second Quarter 2015 Investor Conference Call

Together we re better.

2015 Fourth Quarter and Full Year Results Acquisition of TransFirst

GAP INC. REPORTS THIRD QUARTER RESULTS

Merge Healthcare Investor Presentation

2009 First Quarter Results Presentation

China Pharma Holdings, Inc. Reports Second Quarter 2010 Financial Results

NURSES NEEDED SHORT-TERM RELIEF, ONGOING SHORTAGE. Results from the 2010 Nursing Workforce Survey

Randstad Holding analyst & investor days back to 17 billion and beyond extracting the value of the new Randstad

Fully in Control. Management Information. Pomerantz can customize virtually any type of report to meet your productivity requirements.

Lockheed Martin Corporation

Second Quarter Highlights

Performance Food Group Company Reports First-Quarter Fiscal 2016 Earnings

Topic: Nursing Workforce Snapshot A Regional & Statewide Look

Northeast Ohio Health, Science, and Innovation Coalition (NOHSIC)

Aastra Technologies Limited First Quarter ended March 31, 2003

2015 Highlights May 2015

Trend The Growing Use of Locum Tenens Providers as a Supplement To Permanent Medical Staff

Practice Management 101

Transcription:

NURSE & ALLIED STAFFING CLINICAL TRIALS SERVICES EDUCATION & RETAINED SEARCH May 2008 This presentation contains forward-looking statements. Statements that are predictive in nature, that depend upon or refer to future events or conditions or that include words such as expects, anticipates, intends, plans, believes, estimates, and similar expressions are forward-looking statements. These statements involve known and unknown risks, uncertainties and other factors that may cause our actual results and performance to be materially different from any future results or performance expressed or implied by these forward-looking statements. These factors include the following: our ability to attract and retain qualified nurses and other healthcare personnel; costs and availability of short-term leases for our travel nurses; demand for the healthcare services we provide, both nationally and in the regions in which we operate; the functioning of our information systems; the effect of existing or future government regulation and federal and state legislative and enforcement initiatives on our business; our clients' ability to pay us for our services; our ability to successfully implement our acquisition and development strategies; the effect of liabilities and other claims asserted against us; the effect of competition in the markets we serve, and other factors set forth under the caption Risk Factors in our 10-K for the year ended December 31, 2007, as well as in our 10-Qs and 8-Ks as filed quarterly during 2008. In addition, any guidance with respect to future financial performance provided by the Company during our quarterly earnings conference calls expressly states that such management expectations are forward-looking statements and do not include the potential impact of any future mergers, acquisitions and other business combinations, the repurchase of our Common Stock, or pending legal matters. Although we believe that these statements are based upon reasonable assumptions, we cannot guarantee future results. Given these uncertainties, the forward-looking statements discussed on this presentation might not occur. Specifically, while it is Cross Country Healthcare s intention to update its financial guidance quarterly, it should not be assumed that our silence over time means that actual events are occurring as expressed or implied in such forward-looking statements. 1

Our Mission Build the nation s leading provider of Staffing and Other Human Capital Management services to the Healthcare Industry. Investment Highlights Demographic Story: Long-term demand for healthcare services at a time of an unprecedented nursing shortage Substantial acute care new bed construction and trend toward outsourced labor in healthcare Strong revenue visibility Strong cash flow and low CapEx No direct third party or government reimbursement risk Proven record of financial performance Strong, experienced management team 2

Cross Country Overview Leading national Nurse & Allied Staffing provider 20 years of history in the industry Utilized by a vast majority of Honor Roll hospitals Certified JCAHO healthcare staffing company One of the largest providers of Clinical Trials Services Contract staffing and outsourcing solutions, drug safety, CRO and regulatory services to global pharmaceutical and biotechnology companies 2007 Revenue Mix: Nurse & Allied Staffing 80% Travel nurse staffing 68% of total revenue Clinical Trials Services 13% Other Human Capital Mgt. Services 7% Strong and Diverse Client Relationships No client represents more than 4% of revenue Nurse & Allied Staffing Industry Growth Drivers Fundamental growth drivers Continued aging of nursing professionals Aging population demanding more hospital services State and Federal legislation re: nurse staffing levels and mandatory overtime Hospitals desire for outsourcing to provide variable cost structure Nursing professionals desire for job flexibility and better working conditions Current market environment Softening national labor dynamics Continued weak hospital admission trends However, for CCRN, continuation of moderate pricing power and expanding bill-pay spread and gross margins Favorable long-term fundamental demographic drivers current outlook impacted by shifting metrics 3

Demand For Nurse & Allied Staffing Increasing demand for healthcare services due to aging of baby boomers Greater utilization of outsourced labor Higher construction spending U.S. Healthcare Staffing Market Growth in Hospital Admissions Revenue ($ in billions) 14 12 10 8 6 4 2 0 $12.0 $11.1 $11.2 $10.2 $10.6 $9.8 $10.0 2002 2003 2004 2005 2006 2007 2008P $12.8 2009P (mm) 60 50 40 30 20 10 0 1946 1958 1970 1982 1994 2006 2018 2030 2040 Revenue 2007 2008(P) 2008(P) Growth % 2007 2008(P) 2009(P) Travel $2.4 $2.5 $2.5 3.5% 3.5% 3.5% Per Diem $4.1 $4.1 $4.1 0% 0% 0% Locums $1.6 $1.9 $2.2 16.0% 17.5% 16.0% Allied/Other $3.2 $3.5 $3.9 10.5% 11.5% 11.0% Sources: Staffing Industry Analysts, Inc., U.S. Bureau of Labor Statistics, public company results and HCFA. Demand For Nurse & Allied Staffing In 2007, inpatient volume trends were inconsistent due partly to changing consumer behavior driven by higher out-of-pocket costs, a weak flu season, and advances in medical technology and pharmaceutical therapy In 2008, inpatient volume trends are expected to be mixed driven by local market characteristics such as disease patterns, health plan enrollment changes, competitive developments, and possible economic effects Increased utilization in specialty nursing units which require extensive orientation and preceptoring, and where high numbers of older nurses tend to work Spending on new hospital facilities expected to grow 14% in 2008 in addition to already significant increases in 2006 and 2007 Increasing pressure on hospitals to report on quality outcomes Sources: Fitch Ratings, Inc. 4

Hospital Use Of Temporary Staff / Travelers Use Of Temporary Staff / Traveler By Number of Staff Beds Use Of Temporary Staff / Traveler By Location 90% 80% 80% 70% 60% 50% 40% 70% 60% 50% 40% 30% 30% 20% 20% 10% 10% 0% 0.5-49 50-99 100-349 350+ 0% Urban Suburban Rural Source: American Organization of Nurse Executives Healthcare Occupations With Largest Job Growth 2004-2014 Medical Secretaries 63,000 Pharmacy Technicians 74,000 Dental Assistants 114,000 Licensed Practical/Vocational Nurses 124,000 Physicians & Surgeons 136,000 Medical Assistants 202,000 Personal & Home-Care Aides 287,000 Nursing Aides, Orderlies & Attendants 325,000 Home Health Aides 350,000 Registered Nurses 703,000 0 100,000 200,000 300,000 400,000 500,000 600,000 700,000 Number of New Jobs Created Source: U.S. Bureau of Labor Statistics 5

Nursing Supply Average Age of Registered Nurses 50 45.2 46.8 40.6 42.3 38.0 38.5 39.2 40 30 20 10 NCLEX Exam Participants (Thousands) 119.6 120 110.7 99.2 100 94.3 89.6 87.2 83.2 76.6 76.7 80 71.5 68.8 70.6 60 40 0 1980 1984 1988 1992 1996 2000 0 2004 20 0 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 This situation will continue to deteriorate: Average age of RNs continues to increase: 34% are age 40-49 & 28% are age 50-59 Average age of new RNs is 30+ and only 9% are under age 30 High degree of correlation between increase in NCLEX exam takers and increase in applicant activity of RNs seeking travel assignments Sources: National Sample Survey of Registered Nurses, Fitch, Inc., and Health Resources and Services Administration New RNs vs. Retiring RNs New Entrants and Losses from the Licensed Pool of RNs for Selected Periods 400,000 300,000 200,000 100,000 0-100,000-200,000 1988-1992 1992-1996 1996-2000 2008-2012 2016-2020 -300,000-400,000 New Entrants Losses Source: Projected Supply, Demand and Shortages of Registered Nurses: 2000-2020 HRSA, July 2002 6

Significant Outsourcing Opportunity Amount Type Duration Approx. 92% of RN Staffing in Hospitals Direct Hire Full/Part Time Employee Permanent Approximately 8% - 9% of RN Staffing in Hospitals is Outsourced Travel 37% Per Diem 63% 8-26 Weeks 1-3 Shifts/ Week Estimate total acute care hospital spending on nursing services is approximately $70 billion Use of Temporary Workers Increases Contract Labor as Pct. Of Personnel Expense 4.7% 5.5% 6.3% 6.9% 8.0% 8.1% 1997 1998 1999 2000 2001 2002 0 From 1997 to 2002, hospital contract labor as a percentage of personnel expenses increased 72% A national tracking study published in 2007 found as many as 75% of hospitals use temporary nurses Sources: Shoemaker and Howell, Trends in the Use of Contract Labor Among Hospitals, 8/20/04; The Star-Ledger (New Jersey) 8/14/07 Nurse Staffing Models Per Diem Travel Office Network Assignment Length Transactional Intensity Availability Recruiting Activity Candidate EBITDA Margin Estimates Decentralized; local offices in each major market Daily shift work High 24x7 availability to candidates and clients Local customers; local candidate pool Wide range of ages; married candidates; full- and part-time 6% to 10% Centralized; few offices for nationwide coverage 13 weeks or longer Low 4 to 6 weeks lead time on orders Nationwide customers; national candidate pool Primarily younger, unmarried candidates; full-time 8% to 12% 2007 Nurse Staffing Industry Revenue: Approximately $6.5 Billion Travel 37% Per Diem 63% Source: Staffing Industry Analysts, Inc. and Company Reports 7

Strategic Initiatives Obtain exclusive or preferred provider status with client hospitals Leverage Cross Country s quality reputation The Joint Commission Target new sources of eligible nurses Leverage #1 brand Med-Staff NovaPro Cross Country Local Assignment America Manage internal recruitment capacity Exclusive / Preferred Provider Relationships Suite Of Staffing Solutions Education Assessments Technology Interview Servicing Vendor Management (Fixed-Term) Vendor Management (Flexible) Developing an orientation plan to ensure the RN s success. Leveraging technology to manage staffing needs and vendor relationships. Utilizing the Clinical Liaison Team (RNs) to reference, screen, and interview candidates. Reducing costs and improving efficiencies by consolidating staffing providers. Increasing revenue and guaranteeing workforce supply. 8

Different Strategies for Different Facilities Identifying the right mix of services based on a hospitals unique needs and total temporary staffing utilization. Total Temporary Staffing Spend $10 M $5 M $3 M $2 M $1 M $500 K Technology Solution Low Primary Provider Vendor Management Single-Source Interview Servicing High Complexity of Implementation Cross Country Recruitment Cross Country TravCorps Flagship brand recruits travel nurses and allied healthcare professionals Industry leading and single largest brand NovaPro Markets to experienced travel nurse looking to customize compensation package Cross Country Local Targets nurses interested in contract assignments within 50 miles of their home Assignment America Recruits registered nurses for long-term contracts from English-speaking foreign countries (Canada, UK, Ireland, New Zealand and Australia) Med-Staff Large recruiter and provider of travel nurses and per diem temporary healthcare professionals 9

Most Recognized Travel Staffing Brand Name Unaided awareness more than 3x greater than any other travel nursing brand 10% of hospital based nurses are very familiar with the Cross Country TravCorps brand Travel Staffing Company Brand Awareness Among Hospital Based Nurses 40% 30% 31% 20% 10% 10% 9% 7% 7% 6% 6% 6% 4% 4% 3% 2% 0% Brand A Brand B Brand C Brand D Unaided Brand Awareness % Very Familiar Source: Study conducted for Cross Country by The Brand Institute in January 2002 Strong Referral Network/Extensive Database of Professionals REFERRALS RECRUITER Over 50% Proprietary Database of More than 200,000 Professionals ADS WEB Over 50% Apply Online Thousands of Healthcare Professionals Applied in 2007 Includes Candidate Work History, Geographic Preferences, etc. Establish Initial Dialogue with Candidates and Maintains Relationships Works with Candidates Throughout the Placement Process on First and Subsequent Assignments 10

Clinical Trials Services ClinForce is a leading provider of contract staffing and outsourcing solutions as well as drug safety and regulatory services to global pharmaceutical and biotechnology companies With the addition of the recent Metropolitan Research, AKOS and Assent Consulting acquisitions we: have established a significant geographic footprint in the U.S. have a presence in the European market, and have a more complete range of clinical trials services 2007 pro forma Clinical Trials Services revenue was $102.6 million and $90.6 million on a reported basis, primarily reflecting Metropolitan Research, AKOS and Assent acquisitions, as well as organic ClinForce growth Clinical Trials Services Market Global R&D PhRMA Member Companies ($ Billions) U.S. Large Cap Pharma R&D Expenditures ($ Billions) Global Outsourced R&D Expenditures Phase I - IV Pharma & Biotech ($ Billions) Global CRO Market ($ Billions) 2003 $34.5 $18.2 $8.3 $10.5 2004 $37.0 $21.0 $9.4 $11.8 2005 $39.9 $21.3 $10.7 $13.4 2006E $43.0 $22.4 $12.0 $15.4 2007E N/A $23.2 $13.6 $17.5 2008E N/A $23.9 $15.0 $19.9 2009E N/A $24.5 $16.6 $22.9 2010E N/A $24.8 $18.5 N/A Sources: Pharmaceutical Research and Manufacturers of America; Frost and Sullivan; Natexis Bleichroeder; Merrill Lynch and Goldman Sachs 11

Financial Highlights Strong operating and free cash flow Conservative balance sheet High revenue and earnings visibility Minimal capital investment requirements Proven record of successfully integrating acquisitions Financial Information (Amounts in millions, except per share data) Revenue Net Income Diluted EPS Operating Cash Flow 2000 $368 $4.6 $0.20 $10.4 2001 $501 $8.7 $0.34 $19.7 2002 $640 $29.8 $0.89 $41.4 2003 $687 $25.8 $0.79 $51.8 2004 $654 $20.7 $0.63 $43.4 2005 $645 $14.8 $0.45 $30.8 2006 $655 $16.6 $0.51 $32.9 2007 $718 $24.6 $0.76 $36.0 CAGR +10.0% +27.1% +20.9% +19.4% 12

Segment Information (Amounts in millions) Revenue Nurse & Allied Staffing Clinical Trials Services Other Human Capital Management Services 2007 2006 $576.8 $554.9 $90.6 $53.3 $50.9 $46.9 2005 $553.2 $46.1 $46.0 Contribution Income Nurse & Allied Staffing $54.9 $52.9 $46.7 Clinical Trials Services $14.4 $6.9 $6.2 Other Human Capital Management Services $7.6 $9.0 $8.1 Revenue Mix & Contribution Income Share Revenue Mix 2007 7% 13% 80% Contribution Income Share 2007 10% 19% 71% 6% 7% 2001 5% 7% 2001 87% 88% Nurse & Allied Staffing Clinical Trials Services Other Human Capital Management Services 13

Key Nurse & Allied Staffing Metrics Full-Time Equivalents (FTE s) YOY % Change Avg. Revenue/ FTE/Week YOY % Change 2000 4,167 $1,697 2001 4,558 9.4% $2,112 24.4% 2002 5,265 15.5% $2,337 10.7% 2003 5,663 7.6% $2,333-0.2% 2004 5,450-3.8% $2,308-1.1% 2005 5,237-3.9% $2,370 2.7% 2006 4,951-5.5% $2,545 7.4% 2007 4,999 1.0% $2,763 8.6% 14