Judith MacKenzie meets Adept’s CEO Ian Fishwick July 2018

Judith Mackenzie, Partner & Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick.

Judith Intro – 00:27
Interview with Ian Fishwick, CEO AdEPT – 01:21
How did AdEPT begin? – 01:32
Acquisition criteria – 02:54
Chronology of acquisitions – 04:34
Acquisition conversion rate – 08:08
Number of deals in the coming year? – 09:44
Bigger deals? – 10:05
Availability of acquisitions? – 11:00
Any tricky acquisitions? – 11:40
Managing earnouts – 12:55
Tour of the office – 14:11
Driving organic growth – 16:02
Customer base – 17:07
Key KPI’s – 20:26
Capex – 22:00
The end game – 22:43
Director sales – 24:25
Liquidity & institutional interest – 25:43
Discount to peers – 26:17

 

 

Videos from AdEPT

Judith MacKenzie meets Adept’s CEO Ian Fishwick July 2018
27:34

Judith MacKenzie meets Adept’s CEO Ian Fishwick July 2018

Judith Mackenzie, Partner & Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick. Judith Intro – 00:27 Interview with Ian Fishwick, CEO AdEPT – 01:21 How did AdEPT begin? – 01:32 Acquisition criteria – 02:54 Chronology of acquisitions – 04:34 Acquisition conversion […]
Adept (ADT) presentation at Mello Derby 2018
2

Adept (ADT) presentation at Mello Derby 2018

Adept (ADT) presentation at Mello Derby 2018 By Ian Fishwick (CEO) & John Swaite (CFO) Introduction – 00:18 Key fundamentals – 01:12 What Adept do – 04:18 Revenue & EBITDA – 05:20 Telecoms & IT – 06:12 Market size – 11:55 Group structure – 12:51 Key stats – 15:20 Acquisitions: Atomwide – 16:32 KPIs: revenue […]
AdEPT (ADT) update Sharesoc Richmond March 2017
1
34:50

AdEPT (ADT) update Sharesoc Richmond March 2017

CEO Ian Fishwick, FD John Swaite and Unified Communications Director Richard Burbage, update at ShareSoc Richmond a year after their first presentation. Introduction – 00:18 Rise in share price (42%) – 00:51 John and Richard introduction – 1:29 What do Adept do? – 2:01 Business model – 3:54 Adept locations – 5:22 Customer service strategy […]
AdEPT Telecom – ADT – Investor presentation ShareSoc Richmond 1.3.16
1

AdEPT Telecom – ADT – Investor presentation ShareSoc Richmond 1.3.16

Ian Fishwick, CEO and John Swait, FD talk us through ADT at the ShareSoc, Richmond event 2.3.16. ADT have very low capex, and high recurring revenue, so generate lots of cash, “sometimes we dish it out”, says Fishwick. Recent M&A activity over the past few years, has led to rapid growth. The Centrix acquisition May […]

 

Videos from Downing LLP

Downing Strategic Micro-Cap Investment Trust AGM, Meet the Managers event July 2018.
47:52

Downing Strategic Micro-Cap Investment Trust AGM, Meet the Managers event June 2018.

Presented by Judith Mackenzie, Head of Public Equity at Downing LLP, with Nick Hawthorn and James Lynch. Disclaimer – 00:06 Hugh Aldous, Chairman, opening remarks – 00:17 Judith MacKenzie, Lead Fund Manager, introduction – 00:32 Annual review – 03:18 The micro-cap market – 04:43 The team – 05:34 Portfolio review – 06:10 Real Good Food – […]
Judith MacKenzie meets Adept’s CEO Ian Fishwick July 2018
27:34

Judith MacKenzie meets Adept’s CEO Ian Fishwick July 2018

Judith Mackenzie, Partner & Head of Public Equity at Downing LLP visits AdEPT (ADT) at their head offices in Tunbridge Wells and interviews CEO Ian Fishwick. Judith Intro – 00:27 Interview with Ian Fishwick, CEO AdEPT – 01:21 How did AdEPT begin? – 01:32 Acquisition criteria – 02:54 Chronology of acquisitions – 04:34 Acquisition conversion […]
Tamzin talks to Judith MacKenzie, Downing LLP
18:18

Tamzin talks to Judith MacKenzie, Downing LLP

Tamzin talks to Judith MacKenzie, Partner & Head of Public Equity, Downing LLP Judith joined Downing in October 2009. Previously she was a partner at Acuity Capital managing AIM-quoted VCT and IHT investments and a small-cap activist fund. Prior to Acuity, Judith spent seven years as a senior investment manager with Aberdeen Asset Management Growth […]

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