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8-K - FORM 8-K - JDA SOFTWARE GROUP INC | d432599d8k.htm |
EX-2.1 - AGREEMENT AND PLAN OF MERGER - JDA SOFTWARE GROUP INC | d432599dex21.htm |
JDA and RedPrairie
Hamish Brewer, JDA President & CEO
Mike Mayoras, RedPrairie CEO
Exhibit 99.1 |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Forward-Looking Statements
Disclaimer
This PRESENTATION may contain forward-looking statements. These forward-looking statements
involve significant risks and uncertainties. All statements other than statements of historical
fact are statements that could be deemed forward-looking statements, including all
statements regarding information regarding the intent, belief or current expectation of JDA Software Group, Inc. (the
Company) and members of its senior management team. Forward-looking statements
include, without limitation, statements regarding prospective performance and opportunities and
the outlook for the Companys businesses, performance and opportunities and regulatory
approvals, the anticipated timing of filings and approvals relating to the transaction; the expected
timing of the completion of the transaction; the ability to complete the transaction
considering the various closing conditions; and any assumptions underlying any of the
foregoing. Investors are cautioned that any such forward-looking statements are not guarantees of
future performance and involve risks and uncertainties and are cautioned not to place undue
reliance on these forward-looking statements. Actual results may differ materially from
those currently anticipated due to a number of risks and uncertainties. Risks and uncertainties that could cause the actual results to
differ from expectations contemplated by forward looking statements include: uncertainties as to the
timing of the tender offer and merger; uncertainties as to how many of the Company stockholders
will tender their stock in the offer; the possibility that competing offers will be made; the
possibility that various closing conditions for the transaction may not be satisfied or waived, including that a governmental entity
may prohibit, delay or refuse to grant approval for the consummation of the transaction; the effects
of disruption from the transaction making it more difficult to maintain relationships with
employees, customers, other business partners or governmental entities; other business effects,
including the effects of industry, economic or political conditions outside of the Companys control; transaction costs;
actual or contingent liabilities; and other risks and uncertainties discussed in the Companys
filings with the U.S. Securities and Exchange Commission (the SEC), including its
Annual Report on Form 10-K for the fiscal year ended December 31, 2011, filed with the SEC on
August 6, 2012, its Quarterly Reports on Form 10-Q, its Current Reports on Form 8-K, the
Tender Offer Statement on Schedule TO and other tender offer documents to be filed by an
affiliate (the Merger Sub) of RP Crown Parent, LLC (the Parent), the
Solicitation/Recommendation Statement on Schedule 14D-9 to be filed by the Company and the Proxy
Statement on Schedule 14A to be filed by the Company. All of the materials related to the
transaction (and all other transaction documents filed with the SEC) will be available at no
charge from the SEC through its website at www.sec.gov. Investors and security holders may also obtain free copies of
the documents filed by the Company with the SEC by contacting Company Investor Relations at 14400 N.
87th Street, Scottsdale, Arizona 85260, telephone number (480-308-3392) or
mike.burnett@jda.com. You are cautioned not to place undue reliance on these forward-
looking statements, which speak only as of the date hereof. The Company does not undertake any
obligation to update any forward- looking statements as a result of new information, future
developments or otherwise, except as expressly required by law.
|
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Forward-Looking Statements
Disclaimer
Notice to Investors
Pursuant to the terms of an Agreement and Plan of Merger (the Merger
Agreement), dated as of November 1, 2012, by and among the Company,
Parent and Merger Sub, Merger Sub will commence a tender offer within the
time period specified in the Merger Agreement to acquire all of the outstanding
shares of common stock, $0.01 par value per share, of the Company. The
tender offer has not yet commenced. This PRESENTATION is neither an offer to
purchase nor a solicitation of an offer to sell any securities. The solicitation and the offer to buy shares of
Company common stock will be made pursuant to an offer to purchase and related
materials that Merger Sub intends to file with the SEC. At the time the
offer is commenced, Merger Sub will file a Tender Offer Statement on
Schedule
TO
with
the
SEC,
and
thereafter
the
Company
will
file
a
Solicitation/Recommendation
Statement
on
Schedule 14D-9 with respect to the offer. THE TENDER OFFER STATEMENT (INCLUDING
AN OFFER TO PURCHASE, A RELATED LETTER OF TRANSMITTAL AND OTHER OFFER
DOCUMENTS) AND THE SOLICITATION/RECOMMENDATION STATEMENT WILL CONTAIN
IMPORTANT INFORMATION, AND INVESTORS AND STOCKHOLDERS OF THE COMPANY ARE
URGED TO READ CAREFULLY AND CONSIDER THESE MATERIALS WHEN THEY BECOME
AVAILABLE BEFORE MAKING ANY DECISION WITH RESPECT TO THE TENDER OFFER. All
of these materials (and all other materials filed by the Company with the SEC) will be
available at no charge from the SEC through its website at www.sec.gov. Investors
and stockholders may also obtain free copies of the documents filed by the
Company with the SEC by contacting Company Investor Relations at 14400
N. 87th Street, Scottsdale, Arizona 85260, telephone number (480-308-3392) or
mike.burnett@jda.com. |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Forward-Looking Statements
Disclaimer
Additional Information about the Merger and Where to Find It
Contact Information
Media:
Beth Elkin 469-357-4225
Investors:
Mike Burnett 480-308-3392
This communication may be deemed to be proxy solicitation material in respect of the proposed
acquisition of the Company by an affiliate of Parent. In connection with the potential
one-step merger, the Company will file a Proxy Statement on Schedule 14A with the SEC.
Additionally, the Company will file other relevant materials with the SEC in connection with the proposed acquisition of
the Company pursuant to the terms of the Merger Agreement. THE PROXY STATEMENT AND OTHER RELEVANT
MATERIALS WILL CONTAIN IMPORTANT INFORMATION, AND INVESTORS AND STOCKHOLDERS OF THE COMPANY ARE
URGED TO READ CAREFULLY AND CONSIDER THESE MATERIALS WHEN THEY BECOME AVAILABLE BEFORE MAKING
ANY VOTING OR INVESTMENT DECISION WITH RESPECT TO THE PROPOSED TRANSACTION. The materials to be
filed by the Company with the SEC may be obtained free of charge at the SECs web site at
www.sec.gov. After the Companys filing thereof, investors and stockholders will also be
able to obtain free copies of the Proxy Statement from the Company by contacting Company
Investor Relations at 14400 N. 87th Street, Scottsdale, Arizona 85260, telephone number (480-308-3392) or
mike.burnett@jda.com.
The Company and its directors, executive officers and other members of their management and employees,
under the SEC rules, may be deemed to be participants in the solicitation of proxies of the
Companys stockholders in connection with the proposed transaction. Investors and
stockholders may obtain more detailed information regarding the names, affiliations and interests of
certain of the Companys executive officers and directors in the solicitation by reading the
Companys proxy statement for its 2012 Annual Meeting of Stockholders, which was filed
with the SEC on October 4, 2012, the Companys Annual Report on Form 10-K for the
fiscal year ended December 31, 2011, which was filed with the SEC on August, 6, 2012, and the proxy statement and other
relevant materials which may be filed with the SEC in connection with the transaction when and if they
become available. Information concerning the interests of the Companys potential
participants, which may, in some cases, be different than those of the Companys
stockholders generally, will be set forth in the proxy statement relating to the transaction when it becomes
available.
beth.elkin@jda.com
mike.burnett@jda.com |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Agenda
About JDA
About RedPrairie
The Combined Company Vision
Q&A |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
JDAs Mission
6
Enabling supply chain, merchandising and pricing
excellence through superior solutions and domain
expertise that empower our customers to make optimal
decisions
that
achieve
real
results. |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Major Strategic Decisions
1996
Acquisition Strategy
2012
JDA Cloud
Timeline of
Strategic Decisions
Create a Retail
Software Business
1985
Supply Chain
2000 |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Investing in Innovation
More
than
$1
Billion
Invested
Internal R&D
Acquisitions
8 |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Supplier
Factory
Manufacturer DC
Retail DC
Manufacturing
Supply Chain
Account
Management & Planning
(Retail Supply Chain)
Store
Order Promising, Inventory Deployment & Transportation
An Example of JDAs Innovation -
JDA Shelf-Connected Cloud
9
Procurement Orders
Production Orders
Shipments
Customer Orders
DC Withdrawals
Assortments
POS Sales
S&OP
Network, Sourcing and Inventory Optimization
Raw
Material
Planning
Demand
Planning
Replenishment
Planning
Collaborative
Planning
Production
Planning &
Scheduling
Store
Forecasting
Pricing &
Promotional
Planning
Shelf-Driven
Supply Chain
Plans &VMI
Orders
Shelf
Analytics
Assortment
Management
Planogram
Management
Optimized Local
Assortments
From
Shelf to Raw Materials |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
An Example of JDAs Innovation -
JDA Customer Engagement Cloud
General availability December 2012
Balance Profitability and
Customer Satisfaction
Mobile empowerment of store associates
Real-time, multi-echelon inventory optimization
Converting shopper to buyer
Transform store into an asset
Consistent customer experience
JDA patented profitable promising algorithm |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
JDAs Accolades
82 of the top 100
consumer goods
manufacturers use JDA*
73 of the top 100 retailers
use JDA**
19 of
the Supply Chain Top 25 Use JDA Solutions****
Serving customers for
25+ years
Every 12 hours a
customer goes live
with a JDA solution***
Largest community of
industry experts
3,100+ associates
261 U.S. patents, 87
pending
Enabling Winners
Commitment to Success
Expertise
* Top 100: The Consumer Goods Registry, 2011
** Top 100 Retailers, STORES, 2011
*** JDA and its implementation partners record an estimated
650 go-lives each year
**** According to JDAs independent analysis of Gartners
2012 list
11
ARC Advisory Group, May 4, 2012
As supply chain solutions become increasingly functionally rich, differentiation
shifts from features and functions to other areas. JDA has a new cloud strategy
designed to improve time to value for the companys customers. |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Manufacturers
Retailers
Wholesaler-
distributors
Services
Transportation
& Logistics
JDAs
Customers
Define
Our
Success
Sample Listing |
Agenda
About JDA
About RedPrairie
The Combined Company Vision
Q&A
Copyright 2012 JDA Software Group, Inc. - CONFIDENTIAL
|
RedPrairie Overview
14
RedPrairie is a leading provider of supply chain
and retail technology
solutions that enable
manufacturers, distributors, and retailers to
synchronize and optimize the management of
inventory, transportation, and
workforce across
multiple selling channels with the goals of achieving
high customer satisfaction and maximizing
returns on investment |
15
37 Years of Thought Leadership
RedPrairie:
People & Products You Trust |
Commerce in Motion
is in Our DNA |
Keeping Commerce in Motion for Global
Leaders Across Industries
17 |
A
Growth Company 18
License Revenue
Service Revenue
Maintenance Revenue
New Markets
Every Product |
Unprecedented Transformation
19 |
20
Putting Commerce in Motion |
A
Platform for Commerce in Motion 21 |
Agenda
About JDA
About RedPrairie
The Combined Company Vision
Q&A
Copyright 2012 JDA Software Group, Inc. - CONFIDENTIAL
|
Creates the FIRST global
enterprise software and
services company providing
integrated supply chain
planning and execution
solutions for manufacturers
and retailers
Our companies
combined solution
breadth, commitment to innovation
and
world-class
associate
base
will
allow us to deliver differentiated
solutions that enable companies to
achieve a greater command of
commerce from raw materials to
finished product and into the hands
of consumers through any channel.
The Combined Company
23
The
FIRST
Our Companies
COMBINED
Copyright 2012 JDA Software Group, Inc. - CONFIDENTIAL
|
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
A Unique Combination
JDAs market-leading supply chain planning, merchandising and
pricing solutions
are a perfect strategic fit with RedPrairies rich heritage
in warehousing, workforce management, store operations and
e-commerce
Supports the all-channel capabilities that retailers and
manufacturers must have to meet the needs of todays hyper-connected consumers
Immediately represents a $1 billion+ powerhouse
with a compelling value proposition for
success today and continued growth in the
future
The Combined Company
24 |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
The biggest and the best run companies
JDA
currently
has
more than
2,700
customers
Red
Prairie
has
more than
1,400
customers
Sharing customers in retail and manufacturing:
82
of the Stores Magazine global top 100 retailers
87
of the Consumer Goods Technology global top 100
22
of the Gartner Supply Chain Top 25
The Combined Company
25 |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Over
4,900
associates in total
Over 500 sales & marketing
associates in the field
Over 1,200
associates in global
R&D organization
A global solutions delivery capability
enabled by a world-class consulting
organization of over 2,100
associates
The Combined Company
26
A
dedicated
team
focused
on
delivering
value
to
customers
globally with innovative solutions and services including:
|
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
The Combined Company
27
A heritage of innovation
and global thought leadership
A global cloud delivery platform
More than 300 patents granted and pending
Capable of enabling thousands of
customers to operate
their mission
critical supply chain systems and
processes with faultless quality
|
The combined company
Supply chain planning
and execution
Labor management
Omni-channel commerce
capabilities
The Opportunities:
Omni-Channel Retailing
28
Poised to be the omni-channel
retail solutions leader
Uniquely positioned to deliver the
real solutions needed to make
omni-channel retiling a reality
including:
Copyright 2012 JDA Software Group, Inc. - CONFIDENTIAL
|
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
The Opportunities: Retail
Supply Chain & Distribution
29
Combined retail footprint
and penetration in Tier 1 retailing
Best-in-class
Makes it a leading solution provider for retail distribution
Transportation, warehousing
and labor management
capabilities from one vendor, the combined company
will
be
a
compelling
logical
choice
for
retail
leaders |
Combined
The company is the gold standard in consumer products
supply chain planning and execution
The client roster is a whos who of consumer products
manufacturers
The Opportunities:
Consumer Manufacturing
30
Innovative Solutions
30
Shelf Connected Cloud and Advanced Inventory
Shelf Connected Cloud and Advanced Inventory
Planning will provide continued opportunity to drive
Planning will provide continued opportunity to drive
best practices
best practices
Combined
Copyright 2012 JDA Software Group, Inc. - CONFIDENTIAL
|
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
Fulfill the promise of
A TRUE DEMAND DRIVEN SUPPLY CHAIN
Profitably orchestrating tradeoffs between supply, demand and products
through best in class supply chain planning and execution solutions
Materials
Production
Shipping
Distribution
Retail
Consumer
The Opportunities: B2B
& Industrial Manufacturers
31 |
Copyright 2012 JDA
Software Group, Inc. - CONFIDENTIAL
32
Looking Forward |
Agenda
About JDA
About RedPrairie
The Combined Company Vision
Q&A
Copyright 2012 JDA Software Group, Inc. - CONFIDENTIAL
|