Information Services Group (III) Investor Presentation - Slideshow

Company Overview - ISG is a leading global technology research and advisory firm founded in 2006 [4, 37] - The company has over 700 blue chip clients, including over 70 of the world's top 100 enterprises [4, 5, 37] - ISG employs more than 1,300 professionals operating in over 20 countries [4, 37] Financial Performance & Guidance - ISG's 2019 revenue guidance is between $276 million and $285 million [5, 34] - The adjusted EBITDA for 2019 is guided between $33 million and $35 million [5, 34] - In 2018, ISG's revenue was $276 million, adjusted EBITDA was $33 million, and adjusted EPS was $037 [30] - The company's free cash flow is $30 million [5] - 85% of ISG's revenue is re-occurring [5] Strategic Focus & Growth Areas - Digital transformation accounts for over 40% of ISG's revenues [11] - ISG expects software-related revenues to be about 10% of total revenues by the end of 2020 [9] - The company's RPA (Robotic Process Automation) division is fast-growing, with a market valuation of software providers at $1 billion - $3 billion and advisors at 3x revenue [4, 14] Capital Structure - ISG has $186 million in cash and $991 million in debt, resulting in net debt of $805 million as of December 31, 2018 [31] - As of March 1, 2019, ISG had 458 million common shares outstanding [31]