SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported) May 1, 1997 INDIVIDUAL INVESTOR GROUP, INC. (Exact name of Registrant as specified in its charter) Delaware 1-10932 13-3487784 (State or other jurisdiction (Commission File (IRS Employer of incorporation) Number) Identification No.) 1633 Broadway, 38th Floor, New York, New York 10019 (Address and zip code of principle executive offices) Registrant's telephone number, including area code: (212) 843-2777 Page 1 of 6 ITEM 5. OTHER EVENTS Sales of Common Stock On May 1, 1997, Individual Investor Group Inc. (the "Company") entered into Stock Purchase Agreements with two parties unrelated to the Company, providing in the aggregate for the private sale of 328,678 shares of Common Stock for a total purchase price of $2,000,000. These shares were sold pursuant to an exemption from registration under the Securities Act of 1933. As a result of the sale of additional shares of Common Stock , as of May 1, 1997 the Company has 6,490,547 shares of Common Stock outstanding. ITEM 7. FINANCIAL STATEMENTS, PRO FORMA FINANCIAL INFORMATION AND EXHIBITS INDIVIDUAL INVESTOR GROUP, INC. AND SUBSIDIARIES PRO FORMA CONSOLIDATED CONDENSED FINANCIAL STATEMENTS (Unaudited) INTRODUCTION On May 1, 1997, the Company entered into Stock Purchase Agreements with two parties unrelated to the Company, providing in the aggregate for the private sale of 328,678 shares of Common Stock for a total purchase price of $2,000,000. These shares were sold pursuant to an exemption from registration under the Securities Act of 1933. The accompanying pro forma consolidated condensed balance sheet as of April 30, 1997 and the pro forma consolidated condensed statements of operations for the month ended April 30, 1997 and four months ended April 30, 1997 are based on historical results of operations and financial condition of the Company and subsidiaries. These pro forma consolidated condensed financial statements, which give effect to the aforementioned transactions, should be read in conjunction with the financial statements and notes thereto included in the Company's Quarterly report on Form 10-QSB for the quarter ended March 31, 1997. The pro forma consolidated condensed balance sheet gives effect to the aforementioned transaction as if such transaction occurred on April 30, 1997. The pro forma consolidated condensed statements of operations for the one month and four months ended April 30, 1997 gives effect to the aforementioned transaction as if such transaction had been consummated as of January 1, 1997. These pro forma consolidated condensed financial statements may not be indicative of the results that may be obtained in the future. 2 INDIVIDUAL INVESTOR GROUP, INC. AND SUBSIDIARIES PRO FORMA CONSOLIDATED CONDENSED BALANCE SHEET (UNAUDITED)
Pro Forma April 30, Pro Forma April 30, ASSETS 1997 Adjustments 1997 ------------ ------------ ------------ Current assets: Cash and cash equivalents $700,845 $2,000,000 $2,700,845 Accounts receivable (net of allowances of $619,994) 2,228,571 2,228,571 Prepaid expenses and other current assets 369,519 369,519 ------------ ------------ ------------ Total current assets 3,298,935 2,000,000 5,298,935 Deferred subscription expense 603,677 603,677 Investment in affiliate 2,039,130 2,039,130 Property and equipment - net 697,602 697,602 Other assets 165,168 165,168 ------------ ------------ ------------ Total assets $6,804,512 $2,000,000 $8,804,512 ============ ============ ============ LIABILITIES AND STOCKHOLDERS' EQUITY Current liabilities: Accounts payable $1,300,698 $1,300,698 Accrued expenses 543,944 543,944 ------------ ------------ ------------ Total current liabilities 1,844,642 0 1,844,642 Deferred subscription revenue 2,840,090 2,840,090 ------------ ------------ ------------ Total liabilities 4,684,732 0 4,684,732 ------------ ------------ ------------ Commitments and contingencies Stockholders' Equity: Preferred stock, $.01 par value, authorized 1,000,000 shares - - - Common stock, $.01 par value; authorized 10,000,000 shares; issued and outstanding 6,161,869 historical; 6,490,547 shares pro forma 61,619 3,287 64,906 Additional paid-in capital 13,620,121 1,996,713 15,616,834 Deficit (11,561,960) (11,561,960) ------------ ------------ ------------ Total stockholders' equity 2,119,780 2,000,000 4,119,780 ------------ ------------ ------------ ------------ ------------ ------------ Total liabilities and stockholders' equity 6,804,512 $2,000,000 $8,804,512 ============ ============ ============
3 INDIVIDUAL INVESTOR GROUP, INC. AND SUBSIDIARIES PRO FORMA CONSOLIDATED CONDENSED STATEMENTS OF OPERATIONS (UNAUDITED)
One Month Ended Four Months Ended April 30, April 30, 1997 1997 --------------- --------------- Revenues: Information Services: Circulation $354,547 $1,533,789 Advertising 770,120 3,099,832 List rental and other 69,257 405,918 --------------- --------------- Total information services revenues 1,193,924 5,039,539 Investment management services 18,600 139,774 Equity in net loss of affiliate (343,052) (2,008,369) --------------- --------------- Total revenues 869,472 3,170,944 --------------- --------------- Operating expenses: Editorial, production and distribution 727,147 2,883,639 Promotion and selling 555,040 2,031,165 General and administrative 340,683 1,373,270 Depreciation and amortization 22,576 88,001 --------------- --------------- Total operating expenses 1,645,446 6,376,075 --------------- --------------- --------------- --------------- Operating loss (775,974) (3,205,131) --------------- --------------- Interest and other income 2,617 13,560 --------------- --------------- Net loss ($773,357) ($3,191,571) --------------- --------------- Dividends paid - - Loss per share: Historical ($0.13) ($0.52) --------------- --------------- Pro Forma ($0.12) ($0.49) --------------- --------------- Weighted average number of common shares outstanding: Historical 6,161,869 6,156,090 --------------- -------------- Pro Forma 6,490,547 6,484,768 --------------- ---------------
4 SIGNATURES Pursuant to the requirements of the Securities and Exchange Act of 1934, the registrant has duly caused to be signed on its behalf by the undersigned thereunto duly authorized. INDIVIDUAL INVESTOR GROUP, INC. By:/s/ Scot Rosenblum --------------------- Scot Rosenblum, Vice President and Chief Financial Officer Date: June 3, 1997 5