Nextdecade Corporation · NASDAQ:NEXT
Nextdecade — Harmony Merger — SPAC Merger (January 2017)
21 slides from Nextdecade's SPAC merger presentation, Jan 9, 2017
Slide 1: Merger of Harmony Merger Corp. & A Global Leader in Data-Driven Mobile Marketing
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) jas 1 Merger of H ARMONY M ERGER C ORP . ( N ASDAQ :HRMN ) & A GLOBAL LEADER IN DATA - DRIVEN MOBILE MARKETING
Slide 2: Important Disclosures
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) 2 IMPORTANT DISCLOSURES Harmony Merger Corp . (“Harmony”) is holding presentations for certain of its stockholders, as well as other persons who might be interested in purchasing Harmony’s securities, regarding its proposed business combination with MundoMedia
Slide 3: Safe Harbor
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) 3 SAFE HARBOR This presentation includes certain forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 , including statements regarding future financial performance, future growth and future acquisitions . These
Slide 4: Investment Highlights: MundoMedia Ltd.
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) 4 INVESTMENT HIGHLIGHTS: MUNDOMEDIA LTD. Strong & Profitable Growth Industry Leader Aligned Interests Attractive Valuation Network Effects 2 Year Revenue and EBITDA CAGR of 15% and 50%, respectively Return on Equity of >20% (3 - year average) Tax - efficient st
Slide 5: Transaction Summary
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) 5 TRANSACTON SUMMARY • At Closing, Mundo’s shareholders will receive $25 million of cash and $111.5 million of public company common stock • Over the next 2 years, Mundo’s shareholders and option holders may receive up to an additional $28.5 million in common s
Slide 6: Capitalization and Valuation
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) 6 Mundo Implied Valuation (1)(2) Transaction Structure ( 1 ) Assumes $10.20 share price and full achievement of earnouts for each period presented. (2) 2017 & 2018 Net Income Targets as set forth in the Earnout Provision. Market Capitalization for the calculati
Slide 7: Team
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) Ross Levinsohn Executive Chairman Of The Board Jason Theofilos CEO & Co-Founder Philip Jones, BA, CPA, CA, CF Chief Financial Officer Eric So Chief Legal and Strategy Officer Jeff Cordeiro Chief Operations Officer Mitchell Richler Executive Vice President, Perf
Slide 8: Executive Summary
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) EXECUTIVE SUMMARY • A Global Leader in Performance - Based , Data - Driven Customer Acquisition and Monetization . • Profitable since inception with upside scale. Projecting $ 113M in revenue for 2016 with $13.1M of A djusted EBITDA and $11.6 of Net Income. • R
Slide 9: Connecting Traffic Sources to Advertisers
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) CONNECTING TRAFFIC SOURCES TO ADVERTISERS 9
Slide 10: Quick Stats
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) TORONTO, CANADA LUXEMBOURG BEIJING, CHINA CONVERSIONS YEAR TO DATE 85 Million 182 COUNTRIES WITH INSTALLATIONS JUNE 2009 102 16,000 ESTABLISHED EMPLOYEES CAMPAIGNS 35 ,000+ UNIQUE SUPPLY PARTNERS 17 Million Users Acquired monthly with the MUNDOTrack Platform 4
Slide 11: What We Offer
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) • Flexible Cost per Engagement / Cost per Install performance based customer acquisition. • Quality customers at scale. • Access MUNDOmedia’s proprietary data optimized users. • Direct integration with both advertisers and publishers. • Flexible KPI driven camp
Slide 12: Financial Snapshot
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) All amounts in USD • Revenue, EBITDA and Net Income for the year ending December 31, 2016 are estimates. • Net income for the years ending 2017 and 2018 are earn out provision targets. • All results are unaudited FINANCIAL SNAPSHOT 12 0 20,000,000 40,000,000 60
Slide 13: Our Market
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) Global mobile ad spending market size and forecast 2015 - 2017 ($billions ) OUR MARKET • Mundo projecting greater than market growth. • Advertising spend in social media channels (platforms including networking, gaming and apps across desktop, laptop, smartphon
Slide 14: Advertiser / Demand Partners and Retention
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) BAIDU P L A Y TI K A F ANDUEL AIBABA L YFT IAC APPLICATIONS ADVERTISER / DEMAND PARTNERS 14 • While expanding it’s business Mundo retains majority of ad revenue from existing advertisers. • Approximately 80% of 2016 revenue was derived from Advertisers that hav
Slide 15: Powerful Network Effects
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) 15 POWERFUL NETWORK EFFECTS 26% more campaigns in November 2016 vs. January 2016 Unique data set enables powerful audience segmentation and granular targeting capabilities 4x number of User interactions in November 2016 vs. January 2016 Exclusive and third - pa
Slide 16: Data as an Asset
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) Determine best match to each campaign Profile users and analyze retargeting opportunity Extract User trends in app downloads Analyze campaign performance for scale and profitability 16 DATA AS AN ASSET
Slide 17: Our Technology
OUR TECHNOLOGY Users Interface MUNDO Track Partners Mobile App Mobile Web Desktop User Process Engine Elastic Search User Profile Event Data Repositories Data Access Security API Layer Event Management Optimization Advertisers App Developers Content Owners Agency Publishers 17 H ARMONY M ERGER C ORP
Slide 18: Growth Opportunities
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) GROWTH OPPORTUNITIES $ 18
Slide 19: Barriers to Entry
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) BARRIERS TO ENTRY • Data: 8 years of accumulated learnings and data in the performance marketing vertical. • Timing: Mundo started at the beginning of the smart device expansion. • Technology: End - to - end automation and deep client integration. • Executive t
Slide 20: Financials
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) All amounts in USD • Projecting 2016. • Compound Annual Revenue and Adjusted EBITDA growth of 15.0% and 49.6%, respectively, from 2014 to 2016 • 2017 Net income target - $15,250,000 • 2018 Net income target – $21,500,000 • All results are unaudited FINANCIALS 2
Slide 21: Investment Highlights: MundoMedia Ltd.
H ARMONY M ERGER C ORP . (NASDAQ:HRMN) 21 INVESTMENT HIGHLIGHTS: MUNDOMEDIA LTD. Strong & Profitable Growth Industry Leader Aligned Interests Attractive Valuation Network Effects 2 Year Revenue and EBITDA CAGR of 15% and 50%, respectively Return on Equity of >20% (3 - year average) Tax - efficient s