Catapult Sports (CAT) Investor Presentation summary

Acquisition overview

• Entered binding agreement to acquire 100% of IMPECT GmbH, a German soccer analytics software company, for upfront €40M (US$46M) in cash, with up to €38M (US$44M) deferred and contingent over four years.

• IMPECT founders will join and support the next phase of strategic growth; completion targeted within three weeks of signing, subject to conditions precedent.

• IMPECT specializes in proprietary Packing™ metrics, recognized as industry benchmarks, and serves over 150 professional soccer teams in 25+ countries.

• IMPECT has demonstrated strong financial performance: 60% YoY ACV growth, 68% ACV CAGR, 13% management EBITDA margin, and 73% Rule of 40.

• Acquisition is accretive to ACV growth and Rule of 40 metrics, with scalable technology to extend into other sports.

Strategic rationale and integration

• Expands platform with advanced scouting and tactical insights, enhancing unified solutions for pro sports teams.

• IMPECT’s modular, high-value solution supports a land-and-expand strategy and offers significant cross-sell opportunities.

• Proprietary analytics and standardized metrics address fragmented data and subjectivity in the scouting market.

• IMPECT’s cloud-based, scalable platform enables real-time, contextual insights for all team stakeholders.

• Acquisition aligns with clear mid-term growth targets and supports profitable growth at scale.

Equity raising and funding

• Upfront consideration funded by a fully underwritten A$130M (US$84M) institutional placement; SPP targets up to A$20M (US$13M) for eligible shareholders.

• Placement price set at A$6.68 per share, a 7.7% discount to last close; new shares represent 6.9% of total shares on issue.

• Proceeds will fund the acquisition, strengthen the balance sheet, and provide capacity for future strategic M&A.

• Pro forma net cash/FY25 management EBITDA is 2.7x, maintaining a robust balance sheet.

• Underwriting agreement includes customary conditions, termination rights, and fees; SPP is not underwritten.