Wendel Se · EURONEXT:MF
Wendel — Investor Day (December 2022)
15 slides from Wendel's investor day presentation, Dec 1, 2022
Slide 1: ACAMS - Wendel Investor Day, December 1, 2022
Ny ACAMS WENDEL December 1, 2022 7 Investing for the long term a x Q ‘ a, q is N (? ~- 4 I 4” = ACAMS». 5 Ke @ * A) A global community ; ” dedicated to ending Got 2 financial crime > 7 a
Slide 2: ACAMS: world leading association of anti-financial crimes professionals
ACAMS World leading international membership association of anti-financial crimes professionals • Carve out from Adtalem in March 2022 • Mission driven organization addressing the global proliferation of money laundering and financial crime • Increasing regulatory complexity and cost of non-complian
Slide 3: ACAMS Management
ACAMS Management ACAMS CEO Scott Liles joined the mission-driven ACAMS COO Mariah Gause joined ACAMS in November membership organization dedicated to ending financial 2020, bringing with her 17+ years of experience as crime in November 2020, bringing with him considerable an operational finance exec
Slide 4: Ending financial crime through education, thought leadership and peer network
Mission-driven organization addressing the proliferation of money laundering globally Ending financial crime through continuing professional education, thought leadership and our best-in-class peer network ACAMS ecosystem educates, A thought leader in anti-money informs and convenes AFC laundering,
Slide 5: Sustained drivers of demand in anti-financial crime compliance
Sustained drivers of demand in anti-financial crime compliance Expanding regulation… …with strict & increasing enforcement AML fines increased 3x since 2018 1.Extent and enforcement of regulations $3BN $3BN $2.1BN 2.Industries covered by regulations €600MM $586MM $400MM 3.Size and sophistication of
Slide 6: Addressing a large, global problem with significant impact
Addressing a large, global problem with a significant impact on people, economies and governments GDP, $Tn USA 17 348 49.6M victims of modern slavery, ~30% are children CHINA 10 356 JAPAN 4 602 $23B annually in Illegal wildlife trade GERMANY 3 874 Money Laundering $2.8T estimated global impact alone
Slide 7: ACAMS educates, informs & convenes individuals and organizations
ACAMS educates, informs & convenes individuals and organizations to end financial crime… ▪ Serves financial institutions, corporations, regulatory bodies and law enforcement agencies Other Certifications ▪ Enhances AML and financial crime prevention Conferences 6% knowledge of its membership base &
Slide 8: ...across the globe
…across the globe Large, global membership base with c. 100,000 members across 180 jurisdictions, including 49,000 certification holders Markets Top 5 Global market leader: Top 5-10 #1 in Americas and APAC, and #2 in EMEA Other Americas Top 10 countries account for 79% of sales(1) 8% US Growth comin
Slide 9: ACAMS: Educate, Inform and Convene
ACAMS: Educate, Inform and Convene Global Conferences Certifications Membership & Training Other ~38% of revenue(1) ~31% of revenue(1) ~25% of revenue(1) ~6% of revenue(1) • Industry leading certification • Membership subscriptions ▪ Trade conference events held ▪ Industry publications ▪ AML (CAMS)
Slide 10: Resilient business model with long-term historical growth
Resilient business model with long-term historical growth Revenue ($mm) Global Membership (k) CY 2018 – LTM September 2022 CY 2018 – LTM September 2022 CAGR: 13% 96 97 87 85 81 75 75 68 67 62 CY 2018 CY 2019 CY 2020 CY 2021 LTM Sept CY 2018 CY 2019 CY 2020 CY 2021 LTM Sept 2022 2022 Note: “CY” refle
Slide 11: ESG: A mission-driven company that delivers impact
ESG: A mission-driven company that delivers impact Leveraging our business model to advance and drive high impact ESG solutions through extensive public, private and non-profit sector partnerships ▪ Fighting for ~43M victims of modern slavery, ▪ Combating ~$23B in annual illegal wildlife trade 71% o
Slide 12: Carve Out from Adtalem
Carve Out from Adtalem Hired new CFO, CIO, CMO, & Transitioned General Counsel, most critical and most other IT systems employees required & hardware for standalone operation Separation Transition Services on schedule and Agreement (TSA) expected to be in place for Adtalem completed to provide “busi
Slide 13: Value Creation Drivers
Value Creation Drivers 7 6 5 Executing 4 targeted M&A to 3 Building support 2 Focusing on scalability our AFC our largest & operating ecosystem 1 Increasing geographies efficiencies and attachment while to drive geographic rates across Optimizing maintaining margins focus Diversifying pricing a glob
Slide 14: Key takeaways / Outlook
Key takeaways / Outlook ▪ Mission-driven organization aligned with Wendel’s values helping customers fight the financing of criminal activity ▪ Sustainable demand and gold standard brand drive long-term opportunity for ACAMS ▪ Successful transition to fully independent business expected by Q1 2023 ▪
Slide 15: Wendel - Investing for the long term
Ny WENDEL Investing for the long term