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    John Heckmann

    Managing Director and special situations analyst at Ladenburg Thalmann

    Jon R. Hickman is a Managing Director and special situations analyst at Ladenburg Thalmann & Co. Inc., specializing in equity research for small-cap technology, media, and telecom companies. He has covered numerous technology-related firms and has over 16 years of institutional equity management experience, with a proven track record of providing strategic market insights into smaller-cap growth companies. Hickman began his career at Bank of America, spent significant time managing assets at Wells Capital Management and Jurika & Voyles, then transitioned to equity research roles at Halpern Capital, Security Research Associates, and MDB Capital Group before joining Ladenburg Thalmann in June 2011. He holds a bachelor’s degree in Chemistry and an MBA from Brigham Young University.

    John Heckmann's questions to CREATIVE REALITIES (CREX) leadership

    John Heckmann's questions to CREATIVE REALITIES (CREX) leadership • Q3 2024

    Question

    Sought clarification on the full-year guidance, asked which verticals were experiencing deal delays, and inquired about the company's M&A appetite and strategy.

    Answer

    Management confirmed that full-year 2024 will be a record year for revenue regardless of Q4 deal timing, though Q4 itself could be challenged. Delays are concentrated in the QSR and retail media network sectors. The company has a 'significant' appetite for M&A and feels its capital structure is ready, but finds a lack of suitable large targets, though discussions with smaller competitors are ongoing.

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