American Virtual Cloud Technologies Inc (fka AVCTQ)

[ALERTS100%to10000%GAIN]

AVCT~~$1.97,HUGE HERE~~AVCT OVERVIEW



• American Virtual Cloud Technologies, Inc. (“AVCT”; Nasdaq: AVCT) is a
publicly-traded Information Technology (IT) solutions provider that offers a
comprehensive bundle of services including unified cloud communications,
managed services, cybersecurity, and enhanced connectivity
• Unified Communications-as-a-Service (“UCaaS”) involves providing
cloud-based solutions to replace aging on-premise PBX infrastructure
• The global unified communications market is fast-growing (17% CAGR
projected between 2019 and 2025) and large ($167Bn by 2025)(1)
• Current UCaaS providers such as RingCentral (NYSE: RNG) and Zoom
(Nasdaq: ZM) have grown rapidly with high valuations
• RNG has a market cap of ~$20Bn with revenues of ~$1Bn (2020E)
and ZM has a market cap of ~$40Bn with revenues of ~$1Bn (2020E)
• In April 2020, despite the general global slowdown in M&A Activity,
Verizon announced that it had acquired BlueJeans Network Inc., a smaller
video-conferencing rival of Zoom, for ~$400M
• The Covid-19 pandemic has increased the demand for cloud-based
communications solutions, particularly for remote or at-home workers, which
enhances the attractiveness of the AVCT opportunity
(1) Source: Grand View Research
4
AVCT BACKGROUND & HISTORY • American Virtual Cloud Technologies, Inc. (“AVCT”; Nasdaq: AVCT) was
founded in 2016 by Darrell J. Mays, a telecom executive with 30+ years of
executive experience at AT&T, Ericsson, Motorola & Palm
• Mays founded nsoro (a turnkey wireless services provider) in 2003 and
grew nsoro organically to $81M in revenues; Mays sold nsoro to MasTec
(NYSE:MTZ) in 2008 and ran MasTec’s communications division for 8 years
during which the division completed 7 follow-on acquisitions
• In 2019, MasTec’s market cap grew to >$3.5Bn, and the MasTec
communications division grew to $2.4Bn+ in revenues and $300M in EBITDA
• An investment group led by Mays and MasTec took AVCT public on Nasdaq
in July 2017 as a special purpose acquisition company (SPAC), Pensare
Acquisition Corp., in order to complete a business combination, with a focus
on the telecommunications industry
• nsoro and MasTec have generated over $11Bn of service revenues with
AT&T over the past decade and in July 2019, AVCT announced that it
had joined the AT&T Partner Exchange®
• On April 7, 2020, AVCT closed its acquisition of Computex Technology
Solutions and initial tranche of a PIPE (Private Investment in Public Entity) to
fund future acquisitions and growth
5
AVCT LEADERSHIP TEAM
Darrell Mays, Chief Executive Officer
• Founded nsoro in 2004 and sold to MasTec (NYSE: MTZ) in 2008
• Grew communications division at MasTec to $2.4Bn+ (revenues) and $300M EBITDA (2019)
• Former Senior Executive at AT&T, Motorola, Ericsson and Palm
Graham McGonigal, Chief Operating Officer
• Former Chief Network Officer at Vonage
• Former Chief Operating Officer of nsoro and MasTec Network Solutions
• Former Executive at AT&T, Cingular Wireless and Bellsouth Mobility
Thomas King, Chief Financial Officer
• Former Chief Financial Officer at Tier One Holding Corp and Allied Systems Holdings, Inc.
• Former Engagement Partner at Tatum (a Randstad Company)
• Former Assurance Manager at PricewaterhouseCoopers
6
AVCT BOARD OF DIRECTORS
Bert Ellis
Chairman & CEO
Ellis Capital
Dennis Lockhart
Former President & CEO
Federal Reserve Bank (Atlanta)
Ray Wilkins, Jr.
Board Advisor
Former Chairman & President
AT&T International
Karl Krapek
Lead Director
Prudential Financial (NYSE:PRU)
Larry Mock
Chairman of the Board
Co-Founder and Partner
Navigation Capital Partners
Mark Downs
Partner
Navigation Capital Partners
Dr. Klaas Baks
Professor of Finance,
Emory University Goizueta
Business School
Suzanne Shank
CEO
Siebert Williams Shank & Co.
Note: Board also includes Darrell J. Mays & Sam Haffar
LARGE MARKET OPPORTUNITY
Substantial Total Addressable Market
(TAM)(1). . .
. . . with the right focus . . . . . . And no clear leader yet
established
• Business Communications
represented ~40% of the $3.5Trn in
2017 IT spend(2)
• ~90% of IT leaders will stop
purchasing on-premise
communications by 2021(3)
• The Small and Medium-Sized
Enterprise (SME) market is driving
early adoption in Unified
Communications-as-a-Service
(UCaaS); large enterprises lag ~3
years(4)
• All-in-one bundled solutions with
white-glove service is needed given
the lack of large IT teams within
SMEs
• No one player has more than 10%
market share in UCaaS(5)
• Inevitable consolidation expected to
favor experienced acquirors like
AVCT
Large Market
Opportunity
Focused on the Sweet
Spot (SMEs)
Highly Fragmented
Sources: (1) Grand View Research (UCaaS) and Bizwit Research (Cloud Computing); (2) IDC; (3) Gartner; (4) Frost & Sullivan; (5) Frost & Sullivan
CAGR: 18%
$Bn
$334
$670
7
8
COMPUTEX OVERVIEW
Management
Sam Haffar
Co-Founder & CEO
Worth Davis
EVP & CTO
Faisal Bhutto
EVP, Enterprise
Networking, Cloud,
& Cybersecurity
Chris Laney
EVP Sales
Jesus Perez
CFO
• Strong Industry Reputation: Computex is a Houston, TX
based IT Solutions and managed services provider (MSP)
and value-added equipment re-seller (VAR) with a 30+
year operating history
• Best-in-Class Workforce: 150+ highly-trained and certified
solution architects and sales team members; US-based,
multilingual, majority internally-promoted, long-tenured
• State of the Art Technology Infrastructure: Two Network
Operating Centers (NOCs) in Texas and Minnesota and a
fully compliant Security Operating Center (SOC)
• Strong Cisco Relationship & Certifications: Sit on Cisco
Global Technical Advisory Board; Quad Master in
Collaboration, Security, Enterprise Networking, and Cloud
Provider (1 of only 2 firms with these four certifications)
• Exceptional Customer Service: Tier 1, Tier 2 and Tier 3
Customer Support; 95% Customer Satisfaction Rating;
90%+ Problem Resolution Rating
• Diverse Customer Base: 350+ managed services customers
growing at a fast rate including wins in RFPs against larger
and bigger major competitors such as Dell and IBM
Computex Description
BROAD SUITE OF SME1 SOLUTIONS
AVCT is well-positioned to become the leading provider of bundled, white-glove
UCaaS and managed service offerings targeted at the mid-market
Significant Benefits:
ü White-glove customer service
ü Solution bundle with
ü Competitive Differentiation
ü Integrated Solutions
ü National Footprint
ü Higher Customer Care
ü Lower Churn
ü Increasing ARPU3

https://www.ir.avctechnologies.com/wp-content/uploads/2020.04.22.AVCT_Background_Presentation.pdf