Unless the context otherwise requires, as used in this annual report, the terms
Global, Company, our, or we refer to Global Imaging Systems, Inc. and its subsidiaries.
General
We are one of the leading providers of office technology solutions to middle-market businesses in the United States, selling and
providing primarily contract services for automated office equipment, including copiers, multi-function products (MFPs), facsimile machines and printers, network integration solutions and electronic presentation systems. Incorporating products from
the Ricoh family of products, Konica Minolta, Sharp, Canon, Toshiba, Hewlett-Packard, IBM, Microsoft, NEC, Hitachi, InFocus, and other leading companies, we offer solutions for our customers from a network of over 180 locations in 32 states and the
District of Columbia. The contractual nature of our service and supply business, tailored lease financing programs, high level of repeat equipment purchases and our emphasis on superior customer service are designed to generate stable and recurring
revenue streams.
We principally target businesses with fewer than 1,000 employees, which we refer to as the middle-market. We believe
these businesses typically base their purchasing decisions on personal relationships and loyalty inspired by customized solutions and high-quality service rather than basing their purchasing decisions strictly on price. Our localized operations
enable our sales and service teams to focus exclusively on the needs of their local middle-market customers and to deliver our products and services in an effective and responsive manner. We believe the middle-market will continue to provide us with
attractive revenue opportunities as these businesses continue to demand more sophisticated, integrated office technology solutions. We also target companies with more than 1,000 employees if the companies are geographically centralized. Such
centralization provides for more efficient and profitable customer service.
Our competitive marketplace is highly fragmented,
characterized by small local competitors and a few large national competitors. The small local competitors usually lack our product range, sales organization, financial stability and efficient operating model. The rapid pace of technological change,
including the resulting expansion of product offerings and increase in product support costs, has outpaced the technical, managerial and financial resources of many smaller distributors and service providers, causing many of these businesses to seek
larger partners. The large, national providers of office technology solutions focus primarily on serving the needs of large national corporations. We provide our middle-market customers with the economies of scale, professional management and
financial stability of a large national organization while preserving the long-standing relationships and customer service focus of a small local company.
Since our founding in June 1994, we have acquired more than 80 businesses, all within the United States, that we have organized as a network of 19 core companies with corresponding satellite businesses. We primarily
enter new geographic markets by acquiring additional core businesses. We expand our core markets through acquisitions of satellite businesses, that are typically smaller than, but in close geographic proximity to, our core companies. Administrative
functions at satellite businesses are integrated into our core companies, allowing local management teams to focus on delivering superior products and services. Core companies and satellite businesses typically continue to operate under their
pre-acquisition names and with their pre-acquisition management teams, thus helping to preserve existing customer relationships. We believe a large number of potential core and satellite acquisition targets exist in the United States, representing
additional opportunities to expand our geographic presence and continue our disciplined acquisition strategy. We believe our core and satellite operating model has contributed to our success in the middle-market.
News and information about us is available on our websites, www.gisx.com or www.global-imaging.com. In addition to news and other information about our
company, we provide access, free of charge, through these sites to our annual report on Form 10-K, our quarterly reports on Form 10-Q, our current reports on Form 8-K, forms disclosing changes in beneficial ownership, and all amendments to those
reports as soon as reasonably practicable after we file or furnish them electronically with the Securities and Exchange Commission.
2006 Highlights
During the fiscal year ended March 31, 2006, we acquired six additional businesses that provide office-imaging solutions and related services. Those six businesses represent approximately $28 million in acquired
annualized revenues. Aggregate consideration, net of cash acquired, for these acquisitions was approximately $19.9 million, consisting of cash paid to the sellers, acquisition related expenses, and 26,690 shares of our common stock (valued at $0.9
million).
For the fiscal year ended March 31, 2006, we reported record-high revenues, operating income, net income and earnings per
share. Compared to prior year results, revenues were up 11.2 percent to $1.0 billion versus $926.5 million, operating income increased 8.2 percent to $114.1 million from $105.4 million, net income was up 8.7 percent to $61.9 million from $57.0
million, and diluted earnings per share were $2.45 versus $2.26 a year ago.
On May 9, 2006, our Board of Directors authorized the
redemption of our 4% convertible senior subordinated notes due 2008, with a principal balance of $57.5 million. As of June 8, 2006, all of the notes have been converted to common stock of the Company. Additionally, the Board of Directors also
approved a stock repurchase agreement which allows us to repurchase up to $150 million of our outstanding common stock over a three-year period. The Board also authorized a plan for recasting the companys senior credit facility, and we have
agreed upon a term sheet for a new senior credit facility with our agent bank. We expect this new financing will provide us with enhanced strategic flexibility, permit us to execute substantial share repurchases, permit us to pay dividends (if
appropriate), extend the maturity of our debt from 2009 to 2011, and lower the overall cost of our debt. We anticipate closing the new credit facility by the end of June 2006.
Our Industry
We are part of the large and growing office technology solutions industry. We
believe advances in technology have driven the growing demand for providers that offer a comprehensive range of automated office products and integrated solutions. We compete in three converging sectors: automated office equipment, network
integration solutions and electronic presentation systems.
Automated Office Equipment. Dealers in the automated
office equipment market, sell and service digital black and white copiers, multi-function products (MFPs), color copiers, business color copiers, duplicators, facsimile equipment, printers and scanners.
Network Integration Solutions. Dealers in the network integration solutions market design, install, service and support computer networks and
related equipment. Competency in network integration is an important component of a well-coordinated office technology solutions offering. As organizations seek to take advantage of productivity-enhancing computer network technology, they face
complex and costly issues relating to network design, selection, implementation and management. Among other challenges, organizations must select from an expanding number of product options with shortening life cycles, integrate diverse and often
incompatible hardware and software environments and operate with a limited staff of qualified information technology service personnel. As a result, many organizations seek to outsource installation, upgrades, support and training, network
improvement functions and the evaluation of new products.
Electronic Presentation Systems. Dealers in the electronic presentation
systems market sell and service data and video projectors, interactive whiteboards, distance learning systems and video conferencing systems and equipment. As in the automated office equipment market, many customers desire a single source for all of
their electronic presentation systems. Multi-vendor providers in this market have an advantage over manufacturers selling directly and single-vendor dealers because strong competition among manufacturers and technological innovation results in the
frequent introduction of new products and multi-vendor providers are better positioned to offer customers the best products among multiple brands.
Industry Trends
The office technology solutions industry continues to be impacted by technological change and the increased
participation of large volume sellers. We believe a majority of independent dealers and service providers have not
developed the product range or skill set necessary to offer comprehensive office technology solutions, nor do they have
an efficient operating model with the necessary economies of scale to cost-effectively sell to and service the middle-market with one-stop office technology solutions. We believe it is increasingly difficult for smaller dealers and service providers
to compete effectively with better capitalized competitors, including manufacturers, dealers and service providers, that sell and service a broad range of products, including mid- and high-range products, that require sophisticated support and
service. Larger companies continue to primarily focus on large corporate customers and national accounts. We believe that, because of this focus, these companies have not effectively positioned themselves to address the needs of the middle-market.
Technological Change is Driving a Convergence of Office Equipment Solutions . The technology of our industry continues to develop
rapidly. Digital technology, which allows images to be captured, transmitted, reproduced and stored using networks of personal computers, has in recent years, been incorporated into copiers and electronic presentation systems, leading businesses to
demand more comprehensive network integration solutions. We believe the rapid pace of technological change, including the resulting expansion of product offerings, such as business color machines, and increase in product support costs,
has outpaced the technical, managerial and financial resources of many smaller distributors and service providers, causing some of these businesses to seek larger partners.
Increased Participation of Large Volume Sellers Offering Minimal Service. Office superstores and consumer electronics chains have entered the
automated office equipment market, forcing some smaller dealers to either reduce prices or reduce their focus on the middle-market. We believe office superstores and consumer electronics chains, as well as smaller dealers, face difficulty competing
in the middle-market because they are not as well equipped to provide the sophisticated support services required to offer mid- and high-range office equipment. Similarly, information technology direct marketers are offering multi-branded hardware
and software and original equipment manufacturers are now directly offering their hardware and software products by phone, fax and the Internet. Companies employing these direct selling models typically do not provide the full range of service
offerings that are increasingly critical to businesses in the middle-market. We have competed successfully in the middle-market by providing a one-stop solution for our customers office technology needs that includes local equipment sales and
local support services at a competitive price.
Our Competitive Strengths
Middle-Market Focus . We offer multi-branded solutions at competitive prices in an effort to provide our middle-market customers one-stop shopping
for their office technology requirements and network integration needs. We believe middle-market businesses typically base their purchasing decisions on personal relationships and loyalty inspired by customized solutions and high-quality service,
rather than relying solely on a competitive bidding processes. We believe that our primary focus on the middle-market customer will continue to provide us with attractive revenue opportunities as these businesses demand more sophisticated,
integrated office technology solutions.
Large and Diverse Customer Base . We are not dependent on a few large customers.
Approximately 185,000 customers purchased goods or services from us during the fiscal year ended March 31, 2006. Our largest customers account for a low percentage of our revenues. During the fiscal year ended March 31, 2006, our top five
customers collectively accounted for less than 5% of our total revenues and no single customer accounted for more than 2% of our total revenues. In addition, our customer base spans virtually every industry from manufacturing, distribution,
financial services, healthcare and retail to educational institutions, local and state governments and not-for-profit organizations.
Recurring Revenue Stream . The contractual nature of our service and supply business, our rental programs and our emphasis on superior customer service generate a significant recurring revenue stream. We estimate that over 90% of our
automated office equipment sales are accompanied by service contracts. Our high level of repeat equipment sales and our tailored third-party lease financing programs also contribute to a stable revenue stream.
Effective Business Model for the Middle-Market . We operate with a localized structure, allowing us to effectively serve and penetrate the
middle-market. We believe our experienced local management teams possess a valuable understanding of their specific markets and customer bases. These local management teams are able to
focus on delivering superior product and service solutions to their local customer bases because many of the
administrative functions of operating their businesses are performed at our headquarters. Local management is supported by our consolidated financial strength and senior corporate management, who focuses on strategy, planning, operational
improvements and financial reporting.
Efficient Low Cost Operating Model. Our localized operating structure allows us to better
leverage our administrative personnel and create significant operating efficiencies. We strive to generate efficiencies by consolidating the back-office functions of our satellite businesses into our core company operations, by standardizing
financial reporting, cash and inventory management, payroll, billing, collections, insurance and employee benefit programs, and by negotiating advantageous relationships with equipment manufacturers and distributors, other suppliers and lessors.
Important Sales Channel for Many of Our Office Technology Manufacturers. Manufacturers historically have had relatively limited
ability to reach and service the middle-market efficiently, instead relying on independent dealers to market and sell their products. Our network of core companies and satellite businesses historically has generated a large sales volume for
manufacturers in this market.
Product Offerings from Multiple Vendors . We sell products made by a wide array of leading vendors,
including Ricoh and its family of products, Konica Minolta, Sharp, Canon, Toshiba, Hewlett-Packard, IBM, Microsoft, NEC, Hitachi and InFocus. During the fiscal year ended March 31, 2006, we purchased approximately 20%, 19%, and 11% of our
equipment, parts and supplies from Ricoh and its family of products, Konica Minolta, and Sharp, respectively. No other single vendor represented in excess of 10% of our purchases. As we are not limited to a single vendor, or even a few vendors, we
are able to offer our customers a wide variety of quality office technology solutions. Our wide array of vendors also limits the risks we may face if one of our vendors experiences financial instability or fails to keep pace with the rapid
technological development and introduction of new products.
Lease Financing Programs Tailored to the Middle-Market. Our ability to
offer customized, third-party lease financing programs and our relationships with leasing companies such as General Electric (GE), Citicapital, US Bancorp and DeLageLanden (DLL), differentiates us from smaller local dealers in our industry. We
believe this provides us with a competitive edge in winning business from middle-market businesses where financing is central to equipment purchasing decisions.
Highly Incentivized and Motivated Workforce . We believe we have a highly incentivized and motivated workforce, not only because of our competitive compensation packages, training programs and advancement
opportunities, but also because we foster an environment of friendly competition among our sales teams and core company presidents. Our sales personnel are compensated primarily on a commission basis, with local management ultimately determining the
structure of sales compensation and commissions within the parameters of our management benchmarking model. We grant stock options to purchase our common stock to employees at levels from our executive officers to our local managers. Additionally,
we offer training for employees at all levels of the Company, underscoring our commitment to our employees development. Finally, our culture permits and encourages our core company presidents to share information with each other, which
furthers the competitive advantage they have over their local competition.
Our Growth Strategies
Capitalize on Cross-Selling and Recurring Revenue Opportunities . We constantly seek to deliver the highest level of service to our customers.
Effective and responsive servicing of our customers has created strong loyalty and the opportunity to cross-sell additional products and services. By leveraging our existing customer base, our cross-selling activities have historically increased our
operating efficiency and our margins. Our service and supply activities generally provide us with a recurring source of revenue and increased visibility with our customers. By taking advantage of the after-market opportunities generated by our sales
of office technology equipment, we are able to derive a substantial amount of recurring revenue from our installed base through service and supply contracts. During the year, we continued to further develop the print management program, which
assists our customers with multiple printers in their workplace to efficiently manage print volumes. This program provides customers with on-site printer management, maintenance support, supplies, desktop support and a custom web-based view of
assets, volumes and program performance. These services are effective in creating strong loyalty among existing customers and in providing opportunities to expand our customer base.
Further Penetrate the Middle-Market. The office technology solutions industry is characterized by
rapid technological change and growth in product offerings such as business color machines. This rapid change and the increasing availability of integrated office solutions present middle-market businesses with opportunities to enhance
their financial and operational efficiency. As more middle-market businesses move to take full advantage of these opportunities, we expect to sell more complete office technology solutions. We believe our position as a leading provider of office
technology solutions to the middle-market will allow us to meet the needs of these customers and expand our customer base.
Selectively
Pursue Strategic Acquisitions. We intend to continue to pursue strategic acquisitions that extend the Company into new geographic markets, broaden our product offerings, increase our market share within the markets we currently serve and further
exploit the economies of scale of our core and satellite structure.
Optimize Our Product Sales and Service Mix Using Our Benchmarking
Model . Our executives have developed a comprehensive set of performance benchmarks to enable our businesses to optimize product sales and service mix as well as increase operating efficiency and profitability. These benchmarks, which are the
focus of internal reporting from our core companies to headquarters, allow our senior and local management teams to monitor and improve virtually every measurable aspect of the operations of each of our companies. Using these criteria, we train our
core and satellite business managers to continually optimize their business mix and improve financial performance.
Utilize Our
Consolidated Financial Strength to Facilitate Local Sales . Our status as a publicly held company with significant financial resources facilitates sales by our core companies in several ways. First, our size, financial resources and the volume of
equipment we purchase frequently permit us to negotiate favorable purchasing terms from our vendors. Second, our third-party lease financing relationships provide our customers with cost-effective access to equipment. Third, our purchasing volume
enables us to better negotiate for co-marketing incentives from our major vendors and manufacturers. Finally, our geographic presence and successful operating history reassure customers who want their source of office technology solutions to be
stable and reliable.
Our Acquisition Strategy
Since our founding in June 1994, we have acquired more than 80 businesses, all within the United States, that we have organized as a network of 19 core companies with corresponding satellite businesses. We primarily enter new geographic
markets by acquiring additional core companies. We expand our core companies markets through the acquisition of satellite businesses, which are typically in close geographic proximity to core companies. Core companies and satellite businesses
typically continue to operate under their pre-acquisition names and with their pre-acquisition management teams, thus helping to preserve existing client relationships. Administrative functions at satellite businesses are integrated into our core
companies, allowing local management teams to focus on delivering superior products and services.
Core Company Acquisitions. We
look for core company acquisition candidates that are led by an experienced management team who will continue to manage the company after we acquire it, have a strong regional market share and can grow internally and through the acquisition of
satellite businesses. Historically, we have been successful in retaining the management teams of our core companies.
Satellite Business
Acquisitions . A key component of our growth strategy is to acquire satellite businesses in or near our core companies markets. Core company management frequently identifies appropriate satellite business acquisition candidates. In
evaluating potential satellite business acquisitions, we consider, among other factors, the potential satellites proximity to a core company, the fit between the potential satellites product lines and those of the nearby core company and
the potential satellites management, employee base and service base under contract.
Integration and Transformation. We have
substantial experience integrating acquired businesses successfully, and typically integrate acquired businesses into our reporting systems, policies and procedures within 90 days of acquisition. Centralizing back office functions helps us realize
synergies and cost savings. Conversely, our
localized management structure minimizes many of the issues that typically arise in conjunction with the integration of
acquired companies. Finally, our benchmarking model assists our local management teams in monitoring and improving the operations and financial performance of their core company and satellite businesses.
Our Products and Services
We currently sell and
service a variety of automated office equipment, network integration solutions and electronic presentation systems. We provide a number of office technology solutions, including the following:
Automated
Office Equipment
Network
Integration Solutions
Electronic
Presentation Systems
Digital black and white copiers
Multi-function products (MFPs)
Color copiers, including business color copiers
Duplicators
Facsimile machines
Printers
Related supply and service contracts
Print management
Training and support
Network design
Network installation
Network software and hardware
Technical support contracts
Network support contracts
Internet services
Wireless network systems
Training and support
Enterprise storage solutions
Document management systems
IP communications
Security solutions
Data and video projectors
Interactive whiteboards
Video conferencing systems
Audio/visual equipment
Related supply and service contracts
Training and support
Control systems
We believe effective and responsive service is essential in obtaining repeat business and in
developing new business. We also believe that superior service is the foundation for our profitability and strong recurring revenue streams. To ensure that we provide our customers with excellent service, we employed approximately 1,875 people in
service positions as of March 31, 2006. Our service offerings include network design and installation, on-site maintenance and repair visits, technical assistance by telephone and the Internet and training of our customers employees.
Inventory and Distribution
We employ
varying methods of distribution to deliver products to customers after an order is placed. Orders placed for automated office equipment and electronic presentation systems are generally filled with equipment from our inventory. Orders placed for
network integration solutions products, which we typically do not hold in inventory, are generally filled by direct drop-shipments from manufacturers. However, we coordinate delivery and installation of these products through our core and satellite
businesses.
Customers
Most of our
customers are middle-market businesses. We are not dependent on a few large customers. Approximately 185,000 customers purchased goods or services from us during the fiscal year ended March 31, 2006. Our largest customers account for a low
percentage of our revenues. During the fiscal year ended March 31, 2006, our top five customers collectively accounted for less than 5% of our total revenues and no single customer accounted for more than 2% of our total revenues. In addition,
our customer base spans virtually every industry from manufacturing, distribution, financial services, healthcare and retail to educational institutions, local and state governments and not-for-profit organizations.
Sales and Marketing
Our local management teams
understand their specific markets and customer relationships. We direct our core and satellite business managers to make local marketing decisions, including product offering mix and developing promotional programs and advertising. As of
March 31, 2006, we employed approximately 1,520 people in sales and marketing functions.
Our Vendors
The following table lists the products we sell and their manufacturers in each of the markets we serve:
Automated Office Equipment
Copiers and MFPs:
Canon, Kip, Konica Minolta, Muratec, Panasonic, Sharp, Toshiba, the Ricoh family of products: Ricoh, Savin, Gestetner and Lanier
Facsimile machines:
Canon, Muratec, Panasonic, Ricoh and its family of products, Sharp, Toshiba
Duplicators:
Ricoh and its family of products, Riso, Standard
Printers:
Hewlett-Packard, Konica Minolta, Kyocera Mita, Lexmark, Ricoh and its family of products
Network Integration Solutions
Personal and laptop computers, servers, communication equipment, firewalls and wireless networks:
3Com, ADIC, Adobe, APC, Aprisma, AST Research, Axent Technology, Brocade, Cisco Systems, Commvault, Dell, DoubleTake, EMC, Enterasys Networks, Fortinet, Gateway, Hewlett-Packard, IBM, Intel,
ISS, KVS, Lefthand Networks, McData, NEC America, Network Associates, Oracle, Quantum, Radware, RSA, Servgate, Shoretel, SofTek, SpectraLogic, Sun/Storagetek, Sun Microsystems, Symantec, Toshiba, VMWare, Xircom
Networking software:
Citrix, E Presence, Microsoft, Novell, OpenView, RedHat, SUSE, Veritas Software
Electronic Presentation Systems
Large screen display devices:
Casio, Epson America, Hitachi, InFocus, Mitsubishi, NEC Technologies, Sanyo, Sharp, Sony, Toshiba
Video conferencing hardware and software:
Polycom, Tandberg, Starbak Communications, V-Brick
Interactive whiteboards:
Numonics, SMART Technologies
Control systems:
AMX, Crestron, Extron
Our agreements with vendors permit us to sell particular products on a nonexclusive basis in
specific geographic areas. In most cases, our agreements extend for one-year renewable terms that we or the vendor can choose not to renew with 30-days notice. In addition, our vendors can terminate our agreements upon notice if we do not meet
minimum purchase quotas or other requirements or under other conditions, including a change in our ownership. We receive incentives from some of our vendors related to volume rebates, cooperative advertising allowances, discounts for early payment
and other arrangements.
Lease Financing and Rentals
In our fiscal year ended March 31, 2006, over 86% of our automated office equipment sales were financed for our customers by third-party leasing companies, such as GE. For fiscal year 2006, the GE program
accounted for the majority of our automated office equipment lease financing. The advantages of this program include better lease rates and terms than are generally available to individual copier dealers and more control over leased equipment under
already negotiated terms at the end of the lease term. We entered into an amended and restated agreement on January 21, 2004 with GE with a term of three and one half years expiring on June 30, 2007. Our prior agreement with GE had an
initial term of five years, which commenced on October 1, 1999 and continued through June 30, 2004. All leases that are entered into during the term of the agreement will continue in effect after the termination of the agreement. GE may
terminate the agreement upon 90-days written notice under certain circumstances, including if we fail to meet our annual minimum volume commitment or if there is a material deterioration in the performance of the lease portfolio. Under the terms of
the agreement, we are required to provide GE with the first
opportunity to offer lease financing to 90% of our leasing customers. While our lease financing programs are used
primarily by our customers who look to acquire automated office equipment, lease financing is available for the acquisition of most of the office technology solutions we offer.
In some cases, our automated office equipment dealers also rent equipment. Rental arrangements provide us with a steady monthly revenue stream and give
us control over disposition of the equipment at the end of the rental term.
Competition
We operate in highly competitive markets, which force us to compete aggressively for customers. Our competitors in the automated office equipment market
who sell to the middle-market include large, independent dealers, IKON Office Solutions and to a lesser extent, Xerox, Danka and Oce/Imagistics. Our competition also includes manufacturers sales and service divisions, including those of Canon,
Konica Minolta and Xerox and office superstores and consumer electronics chains. The principal areas of competition in this market include price and product capabilities, quality and speed of post-sales service support, availability of equipment,
parts and supplies, speed of delivery and availability and terms of financing, leasing or rental programs.
In the network integration
solutions market we compete with information technology direct marketers in the distribution of computer and network equipment, including CDW, Insight and PC Connection; direct sellers such as Dell and Gateway; the sales and service divisions of
companies such as Hewlett-Packard and independent value-added resellers. Generally, information technology direct marketers are marketers of multi-brand computers and related technology products in the office technology solutions industry. Their
business customers, like ours, are concentrated in the middle-market and they access these customers by phone, fax and the Internet. In the delivery of services accompanying these products, we compete with smaller companies with regional or local
operations and the in-house capabilities of our customers. The principal areas of competition in the network integration market include reputation, quality, speed of support and price.
Our competitors in the electronic presentation systems market include information technology direct marketers and local distributors, manufacturers
sales and service divisions, office superstores and consumer electronics chains. The principal areas of competition in this market include price and product capabilities, quality and speed of post-sales service support, availability of equipment,
parts and supplies, speed of delivery and availability and terms of financing, leasing or rental programs.
Competition from large,
nationwide competitors is likely to increase as we seek to attract additional customers and expand our markets geographically. Competition from large, nationwide competitors will also increase if our industry continues to consolidate. Finally, as
new technologies develop, we may face competition from new distribution channels, including computer distributors and value-added resellers, for products containing new technology.
Employees and Training
As of March 31, 2006, we employed approximately 4,230 people, only 50 of
whom worked at our corporate headquarters in Tampa, Florida. Approximately 1,520 employees work in sales and marketing, 1,875 in service and 835 in operations and administration. None of our employees are covered by collective bargaining agreements.
We believe we have good relations with our employees.
We offer training to our employees at all levels of the Company. We provide our
sales and service employees extensive, ongoing training. Each core company has at least one technical trainer who conducts training on new products and new technology developments for our sales and service personnel on a regular basis. These
technical trainers are typically certified by our manufacturers, which makes our service technicians manufacturer-certified technicians. We also provide formalized product and general sales training to our sales and marketing personnel. Our training
also extends to managers through our Global Leadership Institute. This program gives our middle and upper-level managers the opportunity to prepare to advance to higher leadership positions at our core companies and satellite businesses.
Information Technology Systems
Almost all of our companies use the same information system for managing financial reporting, collections, billing, service/service dispatch and cash accumulation information. Newly acquired core companies and
satellite businesses are typically transitioned to this system generally within 90 days of acquisition. Maintaining a common information system along with our broadband connection enables us to monitor financial information, centralize back-office
functions and communicate effectively throughout our entire organization, giving us a competitive advantage.
Item 1A. Risk Factors
We depend on our senior executives.
Our success largely depends on the efforts and ability of our senior executive team. Our senior executive team developed and implemented our benchmarking
model and has many years of experience in the office technology solutions industry and in the acquisition and integration of office technology solutions dealers. We do not carry key-person insurance on the life of any of our senior executives. The
loss or interruption of the services of any one of our senior executives could disrupt operations, divert the attention of our other senior executives or otherwise could have an adverse effect on us.
We depend on the presidents of our core companies.
We depend on our core company presidents to operate our business and integrate acquired businesses profitably and timely. Our localized management structure depends on the ability of these core company presidents to effectively and
efficiently manage our businesses. Our core company presidents generally have extensive industry experience and long-standing relationships with the customers in the regions they serve. The loss of any of our core company presidents could result in
the loss of these valuable relationships, disrupt operations, divert the attention of our senior executives and adversely impact our revenues.
Our
markets are highly competitive.
We operate in highly competitive markets, which force us to compete aggressively for customers.
Our competitors in the automated office equipment market who sell to the middle-market include large, independent dealers, IKON Office
Solutions, and to a lesser extent, Xerox, Danka and Oce/Imagistics. Our competition also includes manufacturers sales and service divisions, office superstores and consumer electronics chains.
In the network integration solutions market we compete in the distribution of computer and network equipment with information technology direct
marketers, including CDW, Insight and PC Connection; direct sellers such as Dell and Gateway; the sales and service divisions of companies such as Hewlett-Packard; and independent value-added resellers. Generally, information technology direct
marketers are marketers of multi-brand computers and related technology products in the office technology solutions industry. Their business customers, like ours, are concentrated in the middle-market, and they access these customers through phone,
fax and the Internet. In the delivery of services accompanying these products, we compete with smaller companies with regional or local operations, and the in-house capabilities of our customers.
Our competitors in the electronic presentation systems market include information technology direct marketers and local distributors, manufacturers
sales and service divisions, office superstores and consumer electronics chains.
Some competitors have greater financial and personnel
resources than we do. As a result, these competitors may have greater pricing flexibility, offer customers more locations and be able to devote more personnel to markets in which we compete. Competition from large, national competitors is likely to
increase as we seek to attract additional customers and expand our markets geographically. Competition from large, national competitors will also increase if our industry continues to consolidate. As competition in our industry grows, there can be
no assurance that we will have sufficient resources to compete effectively.
Our indebtedness results in significant debt service obligations and limitations.
We have significant debt service obligations. Substantially all of our real and personal property used in our business operations secures our obligations
under our credit facilities. Our indebtedness may pose important consequences to investors, including the risks that:
we will use a substantial portion of our cash flow from operations to pay principal and interest on our debt, thereby reducing the funds available for acquisitions, working capital,
capital expenditures and other general corporate purposes;
increases in our borrowings under our credit facilities may make it more difficult to satisfy our debt obligations;
some of our borrowings under our credit facilities may bear interest at variable rates, which could create higher debt service requirements if market interest rates increase;
our degree of leverage may limit our ability to withstand competitive pressure and could reduce our flexibility in responding to changes in business and economic conditions; and
our degree of leverage may hinder our ability to adjust rapidly to changing market conditions and could make us more vulnerable to downturns in the economy or in our industry.
If we cannot generate sufficient cash flow from operations to meet our obligations, we may be forced to reduce or delay
acquisitions and other capital expenditures, sell assets, restructure or refinance our debt, or seek additional equity capital. There can be no assurance that these remedies would be available or satisfactory. Our cash flow from operations will be
affected by prevailing economic conditions and financial, business and other factors which may be beyond our control.
Our business depends on our
vendor relationships and the availability of products.
The majority of our revenues come from the sale of office technology
solutions equipment and from service and supply contracts for this equipment. As a result, our success depends on our access to reliable sources of equipment, parts and supplies at competitive prices. During the fiscal year ended March 31,
2006, we purchased approximately 20%, 19% and 11% of our equipment, parts and supplies from Ricoh and its family of products, Konica Minolta and Sharp, respectively. In addition, we also receive incentives from these and other key vendors related to
volume rebates, cooperative advertising allowances and other programs and agreements. There is no guarantee that Ricoh and its family of products, Konica Minolta, Sharp, or any of our other vendors will continue to sell their products to us, or that
they will do so at competitive prices. There is also no assurance that they will continue to offer us the vendor incentive programs we have received historically. Finally, other factors, including reduced access to capital resulting from economic
conditions, may impair our vendors ability to provide products in a timely manner or at competitive prices.
Technological developments will
affect our business.
We must continue to respond to the rapidly changing environment in the office technology solutions industry.
Our business would be adversely affected if we or our suppliers fail to anticipate which products or technologies will gain market acceptance or if we cannot sell these products at competitive prices. We cannot be certain that manufacturers of
popular products will permit us to market their newly developed equipment. In addition, new products containing new technology may be sold through other channels of distribution. Technological advancements may result in lower per unit costs, which
in turn may reduce our revenues. Similarly, reliability improvements may reduce our service revenues. Lastly, because we incur increased expenses to train our sales and service personnel on any new technologies, our operating margins may be
negatively affected.
Our quarterly operating results may fluctuate due to the substantial amount of goodwill we carry as a result of our
acquisition activity.
As a result of our acquisition activity, we have recorded a substantial amount of goodwill on our
consolidated balance sheet. Effective April 1, 2001, we adopted Statement of Financial Accounting Standards No. 142, Goodwill and Other Intangible Assets . SFAS No. 142 requires, among other things, that companies no longer
amortize goodwill, but instead test goodwill for impairment on a periodic basis. Impairment of goodwill could occur if the carrying amount (as that term is used in SFAS No. 142) of any of our core companies exceeds its fair value,
determined in accordance with SFAS No. 142. Such an event could result from a large number of factors, many of which are not in our control. Any goodwill impairments identified would be treated as a noncash operating charge for the period
during which the impairment is identified and would adversely affect our quarterly operating results. Quarterly fluctuations in our results of operations may lead to volatility in the market price of our common stock and, in future quarters, our
results of operations could be below the expectations of the public market. If our results of operations are below the expectations of the public market, the market price of our common stock could be materially adversely affected.
Difficulties in integrating businesses we acquire into our operations may demand time and attention from our senior management.
Integrating businesses we acquire may involve unanticipated delays, costs and/or other operational and financial problems. Successful integration of the
businesses we acquire depends on a number of factors, including our ability to transition acquired businesses to our management information systems and the ability of our core companies to integrate acquired satellite businesses into their
operations. In integrating businesses we acquire, we may not achieve expected economies of scale or profitability or realize sufficient revenues to justify our investment. For example, if we are unable to increase the sales force productivity at
businesses we acquire as quickly as we expect, our operating results may not justify our investment in such businesses. If we encounter unexpected problems at one of the companies we acquire as we try to integrate it into our business, our senior
management may be required to expend significant time and attention to address the problems, which would divert their time and attention from other aspects of our business.
We depend on our primary lease financing partner.
In our fiscal year ended March 31,
2006, over 86% of our automated office equipment sales were financed for our customers by third-party leasing companies, such as GE. For fiscal year 2006, the GE program accounted for the majority of all of our automated office equipment lease
financing arrangements. These lease financing arrangements permit our customers to lease equipment without having to purchase the equipment with cash. This, in turn, generates sales and service revenue for us. Our amended and restated agreement
entered into on January 21, 2004 with GE has a term of three and one half years, and there is no assurance that GE will renew the agreement on terms as favorable to us as those contained in our current agreement, or at all. If GE terminates or
fails to renew our financing arrangements, we would need alternative sources of financing for our customers. There is no guarantee we could find an alternative source of financing for our customers. Our inability to provide such financing would
likely adversely impact our business.
We are subject to government regulation .
We are subject to various federal, state and local laws affecting our business. Adverse changes in these laws could result in increased costs and
adversely affect our financial results.
Our certificate of incorporation, bylaws and debt covenants may delay or prevent a takeover of us.
Our certificate of incorporation and bylaws, as well as Delaware corporate law, contain provisions that could delay, defer or
prevent a change in control. These provisions could limit the price that investors might be willing to pay for our common stock. Our certificate of incorporation allows us to issue, without stockholder approval, preferred stock that has rights
senior to our common stock. Other provisions, including those under Delaware corporate law, impose various procedural and other requirements that could make it difficult for stockholders to effect certain corporate actions. In addition, some of our
debt covenants may delay, defer or prevent a change in control.
You should not place undue reliance on forward-looking statements made by us.
We have made forward-looking statements in this Form 10-K, in particular under the caption entitled Managements Discussion and Analysis
of Financial Condition and Results of Operations. You can find many of these forward-looking statements by looking for words such as intend, anticipate, believe, may, will,
continue, project, estimate, expect, plan or similar expressions in this Form 10-K.
In particular, forward-looking statements include, among others, statements about the following:
Our business strategy;
Our acquisition strategy;
Our expected financial position and operating results;
The projected size of our markets; and
Our financing plans.
These forward-looking statements
are subject to numerous assumptions, risks and uncertainties. Factors that may cause actual results to differ materially from those contemplated by the forward-looking statements include, among others, those listed in this section entitled
Risk Factors and the following:
General economic and business conditions, both nationally and in our markets;
Acts of war or terrorism or other geopolitical events;
Adverse changes in international markets effecting the ability of our vendors to supply us with equipment;
Adverse changes in interest rates or the performance of the financial markets;
Lack of appropriate acquisition opportunities;
Adverse changes in laws and regulations effecting our business; and
Adverse changes in the trends in our business.
The
foregoing list is not exhaustive and should be read in conjunction with other cautionary statements in this Form 10-K. All forward-looking statements attributable to us, or to persons acting on our behalf, are expressly qualified in their
entirety by this cautionary statement.
Forward-looking statements are not guarantees of performance and the forward-looking events and
circumstances discussed in this Form 10-K may not happen. You are cautioned not to place undue reliance on any of these forward-looking statements, which speak only as of the date made. We undertake no obligation to publicly update or revise any
forward-looking statement whether as a result of new information, future events, or otherwise.
Item 1B. Unresolved Staff Comments
None.
Global Imaging Systems, Inc (GISX) - Description of business
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Level 2 quotes
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Description
Level 2 quotes
Charts
News
Profile
Balance Sheet
Income Statement
Cash Flow Statement
Insiders
SEC Filings
Analyst Recommendation
Earnings Report
Historical Prices
Recent Material Events
Key executives
Comments


