ICF International s Acquisition of Olson



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Transcription:

ICF International s Acquisition of Olson October 21, 2014 ICFI.COM

Cautionary Statement Certain statements made by us in this presentation that are not historical facts or that relate to future plans, events, or performances, including our current expectations about the acquisition of Olson, are forward looking statements within the meaning of the federal securities laws. Although our expectations are based on what management believes to be reasonable assumptions, it cannot assure the expectations reflected will be achieved as they are subject to risks and uncertainties that are difficult to predict and may be outside of our control. All statements made by us in this presentation are qualified in all respects by the information disclosed in our filings with the Securities and Exchange Commission and specifically, the risks described therein under the heading Risk Factors. Such risks and uncertainties also include the possibility that the benefits anticipated from the Olson transaction will not be fully realized, the possibility the transaction may not close, and other risks in connection with the proposed transaction. We are under no duty to update or revise any forwardlooking statements pursuant to actual results or events, and do not intend to do so. ICFI.COM 2

Executive Summary Buying customer engagement & digital marketing/consulting firm Olson for $295 million in cash Minneapolis based Olson (2013 revenue* $126 million) adds brand strategy and proprietary technology and analytics to ICF s fast growing commercial digital interactive business Natural fit with ICF s existing customer engagement offerings across all markets and all client categories: commercial, government, and international Further diversifies ICF s revenue sources and drives profit margin expansion potential Financial impact: accretive in 2015; neutral in 2014 * On a pro forma assuming that a 2013 acquisition by Olson was effective on January 1, 2013 ICFI.COM 3

Changing Professional Services Landscape for Commercial and Government Clients Employees Citizens Consumers Partners ICFI.COM 4

ICF Saw These Changes and Responded ICF Digital & Communications Acquisition Program Ironworks Mostra CITYTECH Olson Dec 2011 Feb 2014 Mar 2014 Nov 2014 Content management Systems integration Digital strategy and creative Strategic communications Multilingual European focus Content management Managed services Full service Brand/Digital Loyalty and CRM marketing Strategy and Innovation PR/ Social media ICFI.COM 5

Olson Founded in 1992 by John Olson, early advocate of digital marketing technologies Private equity acquired Olson in 2009 Olson provides four primary Disciplines Brand/Digital Loyalty Programs PR and Social Media Strategy & Innovation Branding & visual identity, digital design & implementation Customer engagement driven marketing, software based loyalty program management marketing analytics Social media campaigns, brand PR Corporate brand strategy, crisis management, social innovation, strategy and analytics Approximately 545 employees, major offices in Minneapolis, Chicago, Toronto, and Austin ICFI.COM 6

Brand/ Digital Brand/Digital is the historical core of Olson. It provides brand identity, marketing campaigns, and digital design and implementation services. ICFI.COM 7

Loyalty ( 1to1 ) 1to1 uses CRM driven data analytics to help clients deliver specific messages, offerings, and loyalty programs to millions of individual customers. ICFI.COM 8

Strategy & Innovation Strategy & Innovation provides corporate and brand strategy, crisis support, and social media strategic analytics and innovation. Social Media Accelerator Brand Anthropology Analyticsand research based brand strategy Digital Strategy Crisis Support ICFI.COM 9

PR/Social ( Engage ) Engage helps enterprises engage with their customers and stakeholders through social media, events, and earned media. *** ICFI.COM 10

Clients, Awards and Rankings Olson has a diverse customer base. Their concentration in any one customer is low, with top 10 customers making up ~35% of Olson revenue. 65% 16% 19% Top 3 Clients Clients 4 10 Other clients Selected Recent Awards: 2014 Agency of the Year (PR Week) 2014 Silver Award, Most Creative Loyalty Program (Loyalty 360) 2014 SABRE Award for Best Digital Campaign (Holmes Report) 2014 In2 Sabre Best in Show (Holmes Report) 2013 Loyalty Wave Strong Performer (Forrester) ICFI.COM 11

Strategic Fit For ICF and Our Markets Rapid growth in use of digital services is changing the professional services industry. Recent acquisitions (Ironworks, Mostra, CITYTECH) have made ICF a player in the fast growing customer engagement space marrying technology and commerce. ICF s current digital implementation business is strong. Addition of Olson advisory and creative services allows ICF to provide full suite of capabilities to commercial clients. ICF s existing domain customers will benefit from the combination of a deep understanding of consumer/ stakeholder behavior with the use of digital technologies. Addition of Olson provides qualifications to expand our longstanding government communications business. Commercial Interactive/ Marketing Employees Today ICF* Olson ICF + Olson Technology/ Analytics Creative Together: 1,000 employees committed to integrated creative and technology solutions from advice through execution *ICF s government business brings additional strength on both dimensions ICFI.COM 12

ICF H1 2014 Pro Forma Revenues by Market Revenue Sources by Market Year To Date 6/30/2014 Pro Forma Revenue Sources by Market (estimated) Year To Date 6/30/2014 HSF 51% EEI 39% HSF 55% EEI 36% PSD 10% PSD 9% Energy, Environment, and Infrastructure Public Safety and Defense Health, Social Programs, and Consumer/Financial * On a pro forma basis; assuming that ICF s acquisition of Olson had occurred on January 1, 2014 On a pro forma basis, ICF estimates that more than 75% of its total revenues would have been from the energy and health markets. Approximately 12% of total revenues would have been derived from consumer and financial clients. ICFI.COM 13

ICF H1 2014 Pro Forma Revenues by Client Category Revenue by Client Year To Date Through 6/30/2014 Pro Forma Revenue by Client (estimated**) Year To Date Through 6/30/2014 Commercial 28% US Federal Government Commercial 36% US Federal Government 52% 46% International Government* 10% 10% US State and Local 9% International 9% Government* US State and Local *International Government replaces the former term, Non US Government. The criteria defining the two categories are identical **On a pro forma basis; assuming that ICF s acquisition of Olson had occurred on January 1, 2014 ICFI.COM 14

Olson Transaction Financial Highlights P&L Olson 2013 revenue*: $126 million Olson 2013 EBITDA margin*: 22.5% EPS impact for ICF: Neutral in 2014, accretive beginning Q1 2015 Balance Sheet Financing acquisition with existing credit facility Expecting leverage ratio (Debt/EBITDA) to be less than 3.0X within six months subsequent to acquisition; on a TTM pro forma basis * On a pro forma and adjusted basis; assuming that a 2013 acquisition by Olson was effective on January 1, 2013 and certain pre transaction expenses were excluded (e.g. management fees) ICFI.COM 15

Reaffirming Guidance for Full Year 2014 (Excluding Olson) Revenue range: $1.015 billion to $1.045 billion, up 8.5% at the midpoint Adjusted diluted EPS: $2.19 $2.27, up 12.6% at the midpoint Reported diluted EPS: $2.12 $2.20, up 10.8% at the midpoint Cash flow from operations: $60 million to $70 million Third quarter earnings will be released on November 6, 2014, after close of market ICFI.COM 16

Olson Is a Synergistic Addition to ICF Broader and deeper service to current customers Olson into ICF customers ICF into Olson customers More comprehensive offering for new business From brand strategy through deep technology integration Scale and expertise benefits our government business Geographic coverage US regions and Europe Intellectual property leverage into existing ICF businesses ICFI.COM 17