The Brink's (BCO) Investor Presentation - Slideshow

Crisis Management & Financial Health - Brink's prioritized employee and customer safety, cash preservation, and profitability optimization during the crisis[5] - In April 2020, revenue was down by 25%, expected to be the low point for the year, with sequential monthly improvement anticipated as businesses reopen[5] - The company closed an incremental $590 million Term Loan A on April 1, 2020, enhancing liquidity[15] - Approximately $800 million of liquidity was expected after the G4S acquisition[16] G4S Acquisition - The G4S acquisition was approximately 75% complete as of May 5, with the remainder expected to close before December 31, 2020[9] - The purchase price for G4S was $835 million, with pro forma revenue of $800 million and operating profit of $85 million[9] - The acquisition is expected to be accretive to non-GAAP earnings in 2020[9] - The purchase multiple is approximately 73x 2019 proforma adjusted EBITDA, with an expected post-synergy multiple of approximately 62x[9] Strategy & Market Opportunity - The global cash market is approximately $20 billion in 2020, with Brink's as a global market leader with $45 billion in revenue[7] - Strategy 10 and 20 initiatives are expected to accelerate growth[12] - Cash is the preferred payment method for 75% of global transactions[45] - Approximately 90% of US retail locations are unvended by the cash management industry, representing a significant opportunity[70]