RVBA-SFOR

S4 Capital — full event log

Every event we have on file across every reporting year. The Data-by-year tab summarises the top 10 per year; this page shows them all.

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2026· 1 event

Net debt target lowered to £60-90m for 2026Data confidence — high

Targeted net debt range for 2026 is £60-90m, with medium-term leverage target reduced to under 1.0x net debt/operational EBITDA, below the previous range.

sustainability_report p.3

2025· 3 events

No acquisitions in 2025Data confidence — high

No acquisitions were made in the year ended 31 December 2025, simplifying year-on-year comparison.

sustainability_report p.11

Launch of three new go-to-market offeringsData confidence — high

Introduced three new GTMs: Orchestration Partner, Real-Time Brands, and Glass Box Media, all supported by Monks.Flow AI workflow solution.

sustainability_report p.9

Reportable segments restructured to two PracticesData confidence — high

Effective 1 January 2025, the Group's reportable segments were restructured into two Practices: Marketing Services and Technology Services. Marketing Services comprises the previously reported Content and Data&Digital Media segments. Prior period comparatives have been re-presented.

sustainability_report p.18

2024· 13 events

Headcount reduction of 7% during 2024Data confidence — high

The number of Monks at the end of the year was around 7,150, down 7.0% from over 7,700 at this time last year, reflecting disciplined cost management aligning headcount with activity levels.

sustainability_report p.8

Improved supplier emissions data qualityData confidence — high

Suppliers are providing more actual emissions data, particularly regarding business travel, which significantly improves overall quality of Scope 3 data. Reductions observed across all disclosed Scope 3 items except waste.

sustainability_report p.31

£301.2m goodwill/intangible impairment in 2024Data confidence — high

In 2024 the Group recorded a £301.2m non-cash impairment of intangible assets (£204.4m Marketing Services, £96.8m Technology Services), driving the £302.8m operating loss. No such charge in 2025.

sustainability_report p.13

Revenue decline due to tech client marketing spend diversion to AI capexData confidence — high

Revenues suffered in 2024 as tech clients (approximately half the business) diverted significant marketing spend to capital expenditure on AI. Staff costs to revenue ratio at ~75% vs industry 60-65%.

sustainability_report p.9

Non-cash impairment charge of £280.4m net of taxData confidence — high

The Group has taken a non-cash impairment charge net of tax of £280.4 million reflecting trading conditions in the second half of 2024 and the medium-term outlook, with £196.5 million in Content and £83.9 million in Technology Services.

sustainability_report p.11

Won General Motors as foundational orchestration agencyData confidence — high

Standout client win in last 12 months: Monks appointed to GM roster as foundational/orchestration agency for Cadillac, Chevrolet, GMC and Buick brands, harnessing Monks.Flow.

sustainability_report p.9

Unitary operating brand renamed to MonksData confidence — high

S4Capital re-named its unitary operating brand to Monks in the last 12 months, marking an evolution beyond media and a refocus on two offerings: Marketing Services and Technology Services.

sustainability_report p.9

Achieved B Corp certificationData confidence — high

In 2024, Monks achieved B Corp status with a score of 91 points, with every office globally certified simultaneously. Measures social and environmental impact.

sustainability_report p.13

SBTi targets validated in July 2024Data confidence — high

The Group's Science-Based Targets were validated by the SBTi in July 2024: reduce absolute Scope 1 and 2 GHG emissions by 42% by 2030 from a 2022 base year; reduce absolute Scope 3 GHG emissions by 25% by 2030 from a 2022 base year; reduce absolute Scope 1, 2 and 3 GHG emissions by 90% by 2040 from a 2022 base year. Targets align with 1.5°C ambition of the Paris Agreement.

sustainability_report p.43

Global B Corp Certification achieved in 2024Data confidence — high

The Group achieved global B Corp Certification, underscoring commitment to balancing profit with purpose and advancing ESG initiatives.

sustainability_report p.27

Rebranded to Monks; consolidating to two practicesData confidence — high

The Group has rebranded to Monks and is streamlining all current capabilities into two practices: Marketing Services and Technology Services. Plans to initiate reporting structures for new services model during 2025. Move from three practices to two under new branding.

sustainability_report p.8

Internal audit function brought in-houseData confidence — high

During the year the Internal Audit function was brought in-house with the appointment of a Head of Internal Audit, replacing prior external internal audit by Deloitte LLP.

sustainability_report p.76

Double Materiality Assessment undertaken for CSRDData confidence — high

In preparation for CSRD, the Group conducted a Double Materiality Assessment in 2024, following ESRS guidance. The DMA confirmed previously identified material topics remain relevant.

sustainability_report p.29

2023· 11 events

2023 comparatives restated for deferred tax recognitionData confidence — high

The comparatives as at 31 December 2023 and 31 December 2022 have been restated to account for the recognition of deferred tax balances related to certain business combinations in prior years. Impact on total equity at 1 January 2023 is an increase of £35.1 million.

sustainability_report p.121

CDP score improved from B- to BData confidence — high

ESG reporting improved with CDP score upgraded from B- to B as a result of continued efforts to report on Scopes 1, 2 and 3 of GHG.

sustainability_report p.12

Shift from carbon neutral via offsets to net zero by 2040Data confidence — high

Shifted strategy from being carbon neutral in 2021 and 2022 through carbon offsetting, to become Net Zero by 2040.

sustainability_report p.12

Improved GHG inventory methodology and Scope 3 calculationData confidence — high

Enhanced and refined GHG data recalculation process of market-based reporting, substantially improving the quality of the GHG inventory. Adjusted Scope 3 categories: Purchased goods & services split into three major categories, removed duplicates from Capital goods, corrected Business travel data, and adjusted Fuel- & energy-related activities. Received actual emissions data from key suppliers including hosting, server, and business travel for the first time.

sustainability_report p.59

Significant headcount reduction and cost restructuringData confidence — high

Number of Monks reduced 13% from 8,891 to 7,707, with restructuring costs of £18.2 million. Reorganisation of practices including Content with new co-CEO appointment.

sustainability_report p.24

Acquisition of Formula Consultants Incorporated (FCI)Data confidence — high

On 31 October 2023, S4Capital announced the business combination of Formula Consultants Incorporated for an expected total consideration of £1.2 million, including performance linked consideration of £0.4 million. Allocated to Technology Services CGU.

sustainability_report p.27

Argentinian peso devaluation impactData confidence — high

In December 2023, the Argentinian peso significantly devalued by over 50%. Operational EBITDA excludes the one-off benefit of £9.3 million, which is included in adjusting items.

sustainability_report p.24

Hotel emissions added to Scope 3Data confidence — high

Calculated and included hotel emissions in this year's Scope 3, which has posed challenges in the past.

sustainability_report p.59

Argentinian peso devaluation December 2023Data confidence — high

On 13 December 2023, the Argentinian peso experienced a significant devaluation of over 50%. The impact on operational EBITDA in 2023 was a reduction of £9.3 million. The Group considers this a one-off item excluded from Alternative Performance Measures.

sustainability_report p.125

B Corp certification target by 2023Data confidence — high

Seeking B Corp status across the whole Company, not just for individual offices, by 2023. Currently in the middle of the full scope assessment.

sustainability_report p.13

SBTi targets submitted for approvalData confidence — high

The Group formally submitted its Science-Based Targets for verification: reduce absolute Scope 1 & 2 GHG emissions by 42% by 2030 from a 2022 base year; reduce absolute Scope 3 GHG emissions 25% by 2030 from a 2022 base year; reduce absolute Scope 1, 2 & 3 GHG emissions by 90% by 2040 from a 2022 base year.

sustainability_report p.48

2022· 2 events

Plan to set Science-Based TargetData confidence — high

Aim to set a science-based target in 2022 according to the principles of the Science-Based Target Initiative, aligned to 1.5 degrees Celsius Paris Agreement goals.

sustainability_report p.19

2022 GHG baseline restated to include acquisitionsaffects scope 3 co2eData confidence — high

The 2022 GHG emissions data has been restated to include the impact of acquisitions and where extrapolations have been refined with more accurate data. Mergers omitted from 2022 calculations represented over 5% of revenue and were incorporated into the recalculated 2022 footprint.

sustainability_report p.59

2021· 8 events

Hyperinflation accounting (IAS 29) applied for ArgentinaData confidence — high

Argentina designated as a hyperinflationary economy; financial statements of subsidiaries in Argentina adjusted for the effects of inflation per IAS 29. Comparative 2020 amounts not restated.

sustainability_report p.119

Signed Amazon Climate Pledge - net zero by 2040Data confidence — high

Signed The Climate Pledge in 2021, committing to net zero carbon emissions by 2040. First advertising and marketing firm to commit to the Amazon Climate Pledge.

sustainability_report p.13

Entered Technology Services as third practice via Zemoga acquisitionData confidence — high

Media.Monks entered a third practice, Technology Services, through the combination with South American-based Zemoga in September 2021, enabling deeper engagement with CIOs and CTOs in addition to CMOs.

sustainability_report p.12

New €375m Term Loan B and £100m RCF refinancingData confidence — high

On 6 August 2021, signed new facility agreement: secured Term Loan B of €375 million (seven-year, due August 2028) and Revolving Credit Facility of £100 million (five-year, undrawn). Prepaid existing facilities of £109.3 million.

sustainability_report p.150

Audit delay and internal control weaknesses identifiedData confidence — high

Delay in producing 2021 results due to control weaknesses, inadequate documentation and a lack of understanding in the application of IFRS15 in the Content practice (legacy MediaMonks). Significant changes to financial control, risk and governance structure being implemented including new CFO Mary Basterfield, new Group Financial Controller, new Content CFO.

sustainability_report p.62

Carbon neutrality commitment by 2024Data confidence — high

Committed to achieving carbon neutrality by 2024, achieved in 2021 by offsetting 2020 emissions in the S4 Forest. Planted over 265,000 trees and will officially offset 2021 emissions in 2022 through certified forest preservation projects.

sustainability_report p.13

MediaMonks and MightyHive unified as Media.MonksData confidence — high

In August 2021, MediaMonks and MightyHive became one unitary brand: Media.Monks, reflecting seamless, fully integrated offer for clients.

sustainability_report p.7

Ten business combinations completed in 2021Data confidence — high

Group continued aggressive growth strategy with 10 acquisitions in 2021 including TOMORROW, STAUD STUDIOS, Datalicious, Jam3, Raccoon, Destined, Cashmere, Zemoga, Miyagi, Maverick. Total consideration of £219.7 million.

sustainability_report p.124

2020· 1 event

Restated 2020 acquisition accounting per IFRS 3Data confidence — high

Restated for the initial accounting for the business combinations of Decoded, Metric Theory, Orca Pacific and Brightblue as required by IFRS 3 - reclassification of goodwill (£61.8m reduction) into customer relationships, brands, order backlog and software.

sustainability_report p.127