THE STRENGTH BEHIND YOUR DECISIONS Stephens Information Technology & Services Conference June 9, 2005.

Slides:



Advertisements
Similar presentations
1 FIRST QUARTER 2009 INVESTOR CONFERENCE CALL. 2 Today ’ s Hosts Steve Romano Chairman & Chief Executive Officer Jim Baumgardner President & Chief Operating.
Advertisements

JinkoSolar Holding Co., Ltd. Q Earnings Call Presentation June 7, 2013.
DRIVING GROWTH NASDAQ: HILL August 8, 2013 Second Quarter 2013 Earnings Conference Call.
SAFE HARBOR Certain statements contained in this presentation regarding Rick's Cabaret future operating results or performance or business plans or prospects.
2013 LUXOFT AND/OR ITS AFFILIATES. ALL RIGHTS RESERVED.1 1 SOFTWARE ENGINEERING TECHNOLOGY AUTOMOTIVE TRAVEL AND AVIATION ENERGYTELECOM FINANCIAL SERVICES.
1 April 11, SAFE HARBOR This presentation contains certain forward-looking statements which involve known and unknown risks, uncertainties or.
1 ICON Plc. Merrill Lynch - Global Pharmaceutical, Biotech & Medtech Conference, September 19 th 2007.
Welcome! ANNUAL SHAREHOLDERS meeting May 20, 2004.
1 Thomas Weisel Partners Tech2003 Conference VeriSign Company Overview Dana Evan, CFO February 2003.
Morgan Stanley December 7th, 2004 By Adam Freda.
1 December 2003 Quarter Earnings January 20, 2004.
Adams Harkness 25 th Annual Summer Seminar. Safe Harbor Statement 2 Certain statements made in this presentation, including those related to First Advantage’s.
Safe harbor this presentation includes statements that are not historical in nature and that may be characterized as "forward-looking statements," including.
OTCBB: ALHC RENN Capital Presentation May 15, 2009.
Thomas J. McInerney EVP & Chief Financial Officer March 2006.
CoreLogic Credit & Transportation Services. What Do We Do? Credit Services  Mortgage  Automotive  RV  Marine  Motorcycle  Capital Markets  Servicing.
Dara Khosrowshahi EVP & Chief Financial Officer Deutsche Bank Media Conference June 9, 2004.
Name Paul Kobyra Location Norwalk, CT Insurance Market Report - 2nd Quarter 2003.
Investor Conference March 2001, Rio de Janeiro. 1 This presentation contains statements that constitute forward-looking statements within the meaning.
Merger of and November 24, Disclaimer Statements related to the prospects of the business, estimates for operating and financial results, and those.
Lender Services Data Services Dealer Services Employer Services Multifamily Services Investigative Services BUSINESS SOLUTIONS.
May 13, 2009 First Quarter 2009 Earnings Review. Highlights  First quarter 2009 net sales of $46.6 million -- within the Company’s forecasted range 
NCBC and CCB – Merger of Equals – Creating The Southeast’s Premier High Growth Bank.
PIPER JAFFRAY COMPANIES APRIL 13, CAUTION REGARDING FORWARD-LOOKING STATEMENTS Statements contained in this presentation that are not historical.
SAFE HARBOR Certain statements contained in this presentation regarding Rick's Cabaret future operating results or performance or business plans or prospects.
ABLE LABORATORIES, INC.. Safe Harbor Statement Except for historical facts, the statements in this presentation, as well as oral statements or other written.
ChevronTexaco Corporation Peter Bijur Chairman & CEO Texaco Inc. Dave O’Reilly Chairman & CEO Chevron Corporation 1.
This presentation contains statements that are forward looking in nature and, accordingly, are subject to risks and uncertainties. Factors that could.
First Quarter 2005 Millipore Conference Call, April 21, 2005.
SAFE HARBOR Certain statements contained in this presentation regarding Rick's Cabaret future operating results or performance or business plans or prospects.
Shareholder Update September 28, Imation Corporate Overview 2 >Over the past two months, the Board of Directors has acted swiftly to assess the.
1 April 22, Q 2003 Earnings. 2 Safe Harbor Statement This presentation contains forward-looking statements within the meaning of the federal securities.
Thomas J. McInerney EVP & Chief Financial Officer May 2006.
1 Investor Presentation UFG Conference February 4-6, 2004.
© Infosys Technologies Limited Independent Validation Services V. R. Renganathan Member – Engagement Management, IVS Unit.
Using Financial Information and Accounting Chapter 19.
SECOND QUARTER 2004 EARNINGS John A. Luke, Jr. Chairman and CEO James A. Buzzard President Peter H. Vogel, Jr. Interim Principal Financial Officer July.
Smith Barney Citigroup Small & Mid-Cap Conference May 6, 2004 Allmerica Financial Corporation Ed Parry Executive Vice President Chief Financial Officer.
Acquisition of NetBenefit (UK) Limited Analyst Conference Call June 6, 2012.
Investor Presentation November Forward Looking Statements This presentation may contain forward-looking statements which are subject to a number.
Health Net, Inc Annual Meeting of Stockholders Jay M. Gellert President and Chief Executive Officer May 3, 2001.
Western Financial Group Q Financial Results Conference Call May 9, 2008.
© Infosys Technologies Limited Infosys Investor Relations Infosys Investor Relations.
FOURTH QUARTER AND YEAR END 2012 RESULTS. The following is a Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: This press.
Third Quarter 2010 Financial Results November 4, 2010.
Oppenheimer Industrial Growth Conference May 14, 2014.
January 21, 2004 First Fiscal Quarter Earnings Conference.
April This presentation, together with other statements and information publicly disseminated by Lexington, contains certain forward-looking statements.
Fourth Quarter / Full Year Earnings 2008 Kimberly Ross Chief Financial Officer March 2, 2009.
Supertex Acquisition February 10, Supertex Acquisition/February 2014 l Cautionary Statement: Statements about the expected timing, completion,
THIRD QUARTER 2012 RESULTS.  Year-over-year revenue growth of 5.5% to $32.0 million, at the high end range of guidance  Adjusted fully diluted EPS of.
Analyst Presentation New Partnership with Landmark Partners June 14, 2016.
O C T O B E R 2 2, T H I R D Q U A R T E R Financial results.
FOURTH QUARTER AND FULL YEAR 2013 RESULTS March 13, 2014.
This presentation contains statements that are forward looking in nature and, accordingly, are subject to risks and uncertainties. Factors that could.
Third Quarter 2012 Earnings Conference Call October 18, 2012
First Quarter Fiscal Year 2009 Financial Results December 19, 2008
Investigative Services
NCBC and CCB – Merger of Equals –
Fourth Quarter and Full Year 2001 Financial Results
Investor Presentation Acquisition of Folsom Lake Bank April 27, 2017
2018 Second Quarter Results NASDAQ: fult
2nd Quarter 2016 Earnings Call
First Quarter Fiscal Year 2016
4th Quarter 2016 Earnings Call
R.W. Baird Global Industrial Conference November 7, 2018
First Quarter 2002 Financial Results
Infosys Investor Relations © Infosys Technologies Limited
2018 THIRd Quarter Results NASDAQ: fult
Fiscal 3Q’13 Earnings Presentation
Presentation transcript:

THE STRENGTH BEHIND YOUR DECISIONS Stephens Information Technology & Services Conference June 9, 2005

Safe Harbor Statement Certain statements made in this presentation, including those related to accretion to First Advantage, the market capitalization of First Advantage, revenue and earnings growth of First Advantage, the closing of the transaction, expansion into new markets, ability to pursue larger acquisitions, and ability to execute growth strategy are forward looking. Risks and uncertainties exist that may cause results to differ materially from those set forth in these forward-looking statements. Factors that could cause the anticipated results to differ from those described in the forward-looking statements include: interest rate fluctuations; changes in the performance of the real estate markets; limitations on access to public records and other data; general volatility in the capital markets; changes in applicable government regulations; consolidation among both companies’ significant customers and competitors; the companies’ continued abilities to identify and complete acquisitions and successfully integrate acquired businesses; the market price of First Advantage’s Class A common stock; First Advantage’s ability to successfully raise capital; increases in First Advantage’s expenses; unanticipated technological changes and requirements; First Advantage’s ability to identify suppliers of quality and cost-effective data, and other factors described in both companies’ Annual Reports on Form 10-K for the year ended December 31, 2004, as filed with the Securities and Exchange Commission. The forward-looking statements speak only as of the date they are made. Neither First American nor First Advantage undertakes to update forward-looking statements to reflect circumstances or events that occur after the date the forward-looking statements are made. 2

Business Overview Reporting Segments Marketplace Fundamentals Growth Acceleration Initiatives Strategic Positioning Financial Performance Summary Agenda 3

Business Overview A leading provider of risk mitigation and business process solutions Formed via reverse merger and publicly listed in June 2003 (NASDAQ: FADV) 67% owned by The First American Corporation (NYSE: FAF) As of March 31, 2005 TSO: 23.8 million shares -Class A Common (tradable): 7.8 million shares -Class B Common (non-tradable; owned by FAF): 16 million shares Ranked among top three in major business lines Offices across the United States and abroad; corporate headquarters in St. Petersburg, Florida Approximately 2,300 employees Serve 45,000+ clients in a variety of markets 4

Reporting Segments Employment Screening Tax Credits & Incentives Resident Screening #3 Verifications Provider – 4.5M / year #2 Drug Testing Provider – 2M / year 10,000+ Clients; 240 of the Fortune 1000 #2 Provider; 3M Employment Credit Screens/Year Location-Based & Sales and Use Incentives 1,000 Clients Nationwide #1 Provider; 5M Apartment Units Served Proprietary Evictions and National Criminal Databases (Wholesale Services) Sell Property-Management Software and Renters’ Insurance Enterprise Screening 5

Reporting Segments Risk Mitigation Transportation Services Investigative Services #2 Provider; 13M MVRs Reported/Year 7,500+ Clients Top 5 Provider of Transportation Credit Services; 3,700 Clients #2 Provider; 20 of the Nation’s Top Law Firms Served; 500+ Clients Nationwide Services Include Computer Forensics, Electronic Discovery, Corporate Investigations, Due Diligence and Surveillance to Detect Insurance Fraud Involving Workmen’s Comp., Disability and Liability Cases 6

Reporting Segments Consumer Direct Consumer Services Leading Web Directory; US SEARCH.com 4M Unique Visitors Monthly 7

Marketplace Fundamentals Human Resources Homeland Security Multi-Family Housing Other Markets Transportation Finance/Accounting Litigation Insurance Consumer 8

Growth Acceleration Initiatives Enterprise Screening Risk Mitigation Consumer Direct HireCheck Employee Health Programs SafeRent Substance Abuse Mgt. American Driving Records 2003 Liberatore Services Total Information Source Continental Compliance Employee Info. Services Omega Insurance Services Greystone Health Sciences MedTech Diagnostics Inc. Agency Records, Inc. Credential Check & Personnel Services, Inc. Quantitative Risk Solutions 2004 ProudFoot Reports, Inc. MVR’s Inc. Background Info. Systems Infocheck Ltd. Landlord Protect, Inc. U.D. Registry, Inc. CoreFacts, Inc. CIC Enterprises, Inc. BackTrack Reports, Inc. Nat’l Background Data Alameda Company Compunet Credit Services 2005 Credit Information Group PENDING Data Recovery Services Itax Group, Inc. Priderock Holding Co. Quest Research Ltd. Reverse Merger June 5, ACQUISITIONS TO DATE First American Registry Realeum, Inc. 9

Strategic Positioning ACQUIRE for Product Expansion CROSS-SELL Services ACQUIRE for Scale / Margin EXPAND Overseas PURSUE Vertical Markets FIVE POINT GROWTH STRATEGY Improvement in Existing Business Lines Employment Background Screening Resident Screening Tax Credits and Incentives Surveillance Computer Forensics 10

Strategic Positioning ACQUIRE for Product Expansion CROSS-SELL Services ACQUIRE for Scale / Margin EXPAND Overseas PURSUE Vertical Markets FIVE POINT GROWTH STRATEGY Applicant Tracking Skills Assessment Psychological Testing Payroll Benefits Administration Biometrics Electronic Discovery Boutique Databases 11

Strategic Positioning ACQUIRE for Product Expansion CROSS-SELL Services ACQUIRE for Scale / Margin EXPAND Overseas PURSUE Vertical Markets FIVE POINT GROWTH STRATEGY Implement and Build First Advantage Brand Formalize and Initiate Cross Sell Programs 12

Strategic Positioning ACQUIRE for Product Expansion CROSS-SELL Services ACQUIRE for Scale / Margin EXPAND Overseas PURSUE Vertical Markets FIVE POINT GROWTH STRATEGY Government Multi-Family Retail Hospitality Transporation Healthcare Insurance 13

Strategic Positioning ACQUIRE for Product Expansion CROSS-SELL Services ACQUIRE for Scale / Margin EXPAND Overseas PURSUE Vertical Markets FIVE POINT GROWTH STRATEGY Asia and Europe Maintain/Enhance Client Service Experience 14

Strategic Positioning – Recent Acquisitions Expanding the Foundation Global Expansion Purchased Quest Research Ltd. leading employment screening services in India and East Asia Biometrics Majority ownership in Priderock Holding Company, Inc. a leading biometrics provider of fingerprint and data management technology 15

March 22, 2005, FADV announced intent to acquire the Credit Information Goup of First American Credit Information Group Mortgage Automotive Direct to Consumer 3 Million Transactions / Month > 37% Market Share Largest Provider to GSE Portals Help Underwrite 1 in 3 Loans in the U.S. Do Business with 10 of Top 10 Lenders 1.5 Million Transactions / Month 30 of the Top 35 Auto Lenders DealerTrack Partnership Parntership with Reynolds & Reynolds Sub Prime Credit Monitoring / Fraud Prevention One-Stop Customer Service Proprietary Alternative Credit Program 1.7 Million Transactions/Month >112 Million Records Dominant Market Share in U.S. Strategic Positioning – Recent Acquisitions 16

Strategic Positioning Strong Balance Sheet $1 Billion + Market Cap Additional Debt Capacity Pro Forma 2005 Revenue of Approximately $600 Million and Nearly $100 Million in Pre-Tax Earnings Pro Forma 2005 EBITDA Per Share of $ $2.35 Pro Forma 2005 EPS of $ $1.01 (including $0.04 per share of acquisition costs related to this transaction) Includes Additional Acquisitions Impact of Strategic Growth 17

$ Millions Financial Performance Total Revenue Service Revenue$45,959,000 $60,148,000 Reimb. Government Fee Revenue$11,474,000 $12,216,000 TOTAL REVENUE$57,433,000 $72,364,000 1Q ’04 1Q’05 Net Income $ Millions FIRST QUARTER % Increase 18

In Millions EBITDA EPS Financial Performance Fully Diluted Operating Margin 2.4% 9.2% FIRST QUARTER

Financial Performance – Segment Data ($ 000’s)Service Revenue Income (Loss) Before Taxes Operating Margin Enterprise Screening$ 45,266$ 6, % Risk Mitigation 12,173 2, % Consumer Direct 3, % Corporate & Eliminations (631) (3,800) N/A Total $ 60,148$ 5, % FIRST QUARTER

$ Millions Financial Performance Total Revenue Service Revenue $73,040,000 $134,910,000 $221,938,000 Reimb. Government Fee Revenue $ 27,885,000 $ 31,585,000 $ 44,599,000 TOTAL REVENUE $100,925,000 $166,495,000 $266,537, Net Income $ Millions FULL YEAR

In Millions EBITDA EPS Financial Performance Fully Diluted Operating Margin 3.6% 8.3% FULL YEAR

Financial Performance – Segment Data ($ 000’s)Service Revenue Income (Loss) Before Taxes Operating Margin Enterprise Screening $ 170,095$ 23, % Risk Mitigation 41,419 7, % Consumer Direct 12,874 ( 136) -1.06% Corporate & Eliminations (2,450) (12,155) N/A Total $ 221,938$ 18, % 2004 Service Revenue By Segment 76% 19% 5% FULL YEAR

Summary Significant future opportunities for growth and expansion of the industry Continued security concerns Anticipated improvement in employment Numerous acquisition prospects Leader in all business lines Improving operational efficiency as consolidation process matures Cross-sell opportunities within and between business lines Seasoned management with proven expertise in consolidation strategies 24

THE STRENGTH BEHIND YOUR DECISIONS Stephens Information Technology & Services Conference June 9, 2005