MDC Partners Inc. (MDCA) Q1 2021 Results Conference Call May 5, 2021 8:30 AM ET Company Participants Michaela Pewarski - VP, IR Mark Penn - Chairman and CEO Frank Lanuto - CFO David Ross - General Counsel Irwin Simon - Lead Independent Director of Board and Chair of the Special Committee of Independent Members of the Board Conference Call Participants Tom White - D.A. Davidson Operator Good day, and welcome to the MDC Partners First Quarter Results Conference call. [Operator Instructions] Please note this e ...

CCOOPartners Management Presentation First Quarter 2021 Results May 5, 2021 FORWARD LOOKING STATEMENTS & OTHER INFORMATION 2 This presentation contains forward-looking statements. Statements in this presentation that are not historical facts, including without limitation the information under the heading "Financial Outlook" and statements about the Company's beliefs and expectations, earnings (loss) guidance, recent business and economic trends, potential acquisitions, and estimates of amounts for redeemabl ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2020 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to ______ Commission File Number 001-13718 MDC PARTNERS INC. (Exact Name of Registrant as Specified in Its Charter) (State or Other Jurisdiction of Incor ...

8 MDC Partners STAGWELL t TRANSFORMING MARKETING FORWARD LOOKING INFORMATION & OTHER INFORMATION Cautionary Statement Regarding Forward-Looking Statements This communication may contain certain forward-looking statements (collectively, "forward-looking statements") within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended and Section 21E of the U.S. Exchange Act and the United States Private Securities Litigation Reform Act of 1995, as amended, and "forward-looking information" under ...

Financial Data and Key Metrics Changes - For Q4 2020, revenue declined 14.1% to $328 million, and for the full year, it declined 15.3% to $1.2 billion [31] - Organic revenue declined 13.7% for Q4 and 13.9% for the full year [32] - Adjusted EBITDA for the year increased 2% to $177 million, while covenant EBITDA increased to $190 million, up 5% from the previous year [37] - The company ended the year with $61 million in net cash and no borrowings under its revolver, with a leverage ratio of 4.4x [15][39] Business Line Data and Key Metrics Changes - In Q4, revenue improved 15.8% sequentially, with Consumer Products and Technology segments up 45% and 35% respectively from Q3 [13] - The digital business grew over 50% for the quarter and more than 40% for the full year, offsetting declines in experiential and technology clients [33] - Revenue rose in all four reported segments in Q4, led by integrated networks A, up 37%, and the all other segment, up 20% [33] Market Data and Key Metrics Changes - The pandemic-related slowdowns in experiential and technology clients accounted for approximately 60% and 50% of the organic declines for Q4 and the full year respectively [33] - The company recorded robust new business wins totaling $30 million in Q4, compared to $31.9 million in Q3, and $90.3 million for the full year [16] Company Strategy and Development Direction - The company is focused on a combination with Stagwell to create a top 10 global integrated marketing services company, leveraging talent and technology [22][25] - A New Global Affiliate Program was announced to formalize agreements with international agency partners, aiming to enhance creative performance media capabilities [20] - The strategy includes maintaining cost reductions and enhancing management structure to support larger global contracts [22] Management's Comments on Operating Environment and Future Outlook - Management noted a "get back to business" tone from CMOs, with a relative flood of RFPs and business coming up for bid [43] - The company expects 7% to 9% organic revenue growth in 2021, driven by a rebound in various sectors including digital assets and PR [28] - Management acknowledged that while travel and experiential sectors lag, other sectors like automotive and packaged goods are recovering nicely [44] Other Important Information - The company recorded approximately $73.7 million in noncash impairment charges related to COVID-driven business declines [35] - The combination with Stagwell is expected to create a $4.4 billion integrated media and data powerhouse, with a path to grow to $3 billion in revenue by 2025 [25] Q&A Session Summary Question: What is the tone from CMOs the company is talking to? - Management indicated that CMOs are in a "get back to business" mode, with a relative flood of RFPs and business coming up for bid [43] Question: What sort of visibility does the company have into the year going forward? - Management provided guidance of 7% to 9% growth, noting that while full recovery may take time, there is optimism based on extensive budgeting processes [44] Question: Is the shift to digital a permanent change? - Management affirmed that the shift to digital is permanent and that MDC is positioned to increase its high-growth digital services significantly through the combination with Stagwell [45][46] Question: Can you elaborate on the Global Affiliate Program? - Management explained that the program is designed to close gaps in emerging markets and enhance the company's competitive position globally, serving as a farm team for potential acquisitions [49]

MDC Partners, Inc. (MDCA) Q3 2020 Earnings Conference Call October 29, 2020 8:30 AM ET Company Participants Alexandra Ewing - Chief Communications Officer Mark Penn - Chairman & CEO Frank Lanuto - CFO Conference Call Participants Matthew Swope - Robert W. Baird & Co. Operator Good day, ladies and gentlemen. Welcome to your MDC Partners Third Quarter Results Conference Call. [Operator Instructions]. At this time, it is my pleasure to turn the floor over to your host, Alexandra Delanghe. Ma'am, the floor is y ...

MDC Partners Inc. (MDCA) Q2 2020 Results Conference Call August 6, 2020 8:30 AM ET Company Participants David Kirby - IR Mark Penn - Chairman and CEO Frank Lanuto - CFO Conference Call Participants Brian Hirschfeld - Bain Capital Operator Ladies and gentlemen, good day and thank you all for joining this MDC Partners Second Quarter 2020 Results Conference Call. All lines are in a listen-only mode. But after today's prepared remarks, instructions on how to share a question will be given to our questions. To g ...

ICCO Partners Management Presentation Second Quarter 2020 Results August 6, 2020 FORWARD LOOKING STATEMENTS & OTHER INFORMATION 2 This presentation contains forward-looking statements. Statements in this presentation that are not historical facts, including without limitation the information under the heading "Financial Outlook" and statements about the Company's beliefs and expectations, earnings (loss) guidance, recent business and economic trends, potential acquisitions, and estimates of amounts for rede ...

Where Great Talent Lives Management Presentation First Quarter 2020 Results April 29, 2020 FORWARD LOOKING STATEMENTS & OTHER INFORMATION This presentation contains forward-looking statements. Statements in this presentation that are not historical facts, including without limitation the information under the heading "Financial Outlook" and statements about the Company's beliefs and expectations, earnings (loss) guidance, recent business and economic trends, potential acquisitions, and estimates of amounts ...

MDC Partners Inc. (MDCA) Q1 2020 Earnings Conference Call April 29, 2020 8:30 AM ET Company Participants Alexandra Delanghe Ewing - Chief Communications Officer Mark Penn - Chairman and CEO Frank Lanuto - CFO Conference Call Participants Avi Steiner - JPMorgan Todd Morgan - Jefferies Operator Good day, and welcome to the MDC Partners First Quarter Results Conference Call. [Operator Instructions] Please note this event is being recorded. At this time I'd like to turn the conference over to Alexandra Delanghe ...