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S2P Case Study

Corcentric financial summary ($M) 2019A 2020A 2021E 2022E 2023E Software revenue $22 $31 $34 $38 $43 % growth 129% 42% 10% 12% 13% Payments revenue $51 $50 $61 $84 $118 % growth 7% (3%) 23% 38% 39% Advisory revenue $28 $20 $22 $26 $29 % growth 38% (28%) 11% 18% 10% Total Adj. revenue¹ $101 $100 $117 $149 $190 % growth 30% (0%) 16% 27% 28% Adj. Gross Profit $71 $70 $78 $103 $139 % margin 71% 69% 67% 69% 73% Adj. EBITDA $32 $27 $28 $42 $63 % margin 31% 27% 24% 28% 33% Capex $11 $14 $16 $17 $19 % Adj. Revenue 11% 14% 13% 12% 10% corcentric Source: Company materials 37 37 Note: Adj. revenue, Adj. Gross profit and Adj. EBITDA are non-GAAP financial measures; see pages 38 - 40 for a reconciliation to the GAAP equivalent measures (1) Total Adj. revenue does not equal to sum of individual segments due to rounding
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