View
0
Download
0
Category
Preview:
Citation preview
MARKETING TECHNOLOGY
BAROMETER
Q2 2017 MARKET REVIEW
STRICTLY PRIVATE AND CONFIDENTIAL
1
DEALS IN
PAST 2 YEARS
20+
1,000+ BUYERS
AND
INVESTORS
SECTOR-LED SPECIALISTS IN M&A AND FUNDRAISING
250+ YEARS’
EXPERIENCE
YEARS OF
RI DEALS
3 SECTORS TOTAL DEAL
VALUE IN
PAST 2 YEARS
$1b+
100%
25
10
NATIONALITIES
50 PEOPLE 3 OFFICES REFERENCEABLE
2
ANALYTICS UX ECOMMERCE TECH
DIGITAL & UX AISOCIAL MEDIAPROGRAMMATIC
PROGRAMMATIC MARKETING TECH
ENT. SOFTWARE
THE BEST COMPANIES IN MARKETING AND TECH WORK
WITH US TO ACHIEVE GREAT RESULTS
3
WELCOME TO THE Q2 2017 EDITION OF THE MARKETING
TECHNOLOGY BAROMETER
4
RESULTS INTERNATIONAL GLOBAL MARKETING
TECHNOLOGY INDICESLA
ST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FOR
MA
NC
E (
%)
Q2 2017 PERFORMANCE
5
MARKETING TECHNOLOGY: SHARE PRICE PERFORMANCE
LAST
12 M
ON
THS
Q2 2
017
ADTECH DATA DIVERSIFIED INTERNETMARTECH
6
COMPANYIPO
DATEDESCRIPTION
RAISED ($M)
INDICATIVE PRICE RANGE ($)
IPO LISTING PRICE ($)
INCREASE VS. RANGE
DAY 1 INCREASE
CURRENT INCREASE(1)
EV ($M) EV / REVENUE EV / EBITDA
IPO CURRENT IPO CURRENT IPO CURRENT
MARKETING TECHNOLOGY: SELECTED STOCKS –
PERFORMANCE SINCE IPO
7
MARKETING TECHNOLOGY: PUBLIC COMPANY VALUATION
BENCHMARKS
NET REVENUE GROWTH (2017-18E) EV / NET REVENUE 2017E
8
MARKETING TECHNOLOGY: PUBLIC COMPANY VALUATION
PERFORMANCE OVER TIME
LTM Q2 2017
% CHANGE
LTM Q2 2017
% CHANGE
9
MARKETING TECHNOLOGY: GLOBAL M&A ACTIVITY
Q1 2013 – Q2 2017
NU
MB
ER
OF
DEA
LSTO
TAL D
ISC
LSO
ED
DEA
L VA
LUE
10
MARKETING TECHNOLOGY: SELECTED DEALS IN Q2 2017
DATE BUYER TARGET EV ($M) EV/REVENUE(1) COMPANY DESCRIPTIONTARGET
LOCATION
Longguang (Jiaxing) Equity Investment Fund Partnership
11
MARKETING TECHNOLOGY: SELECTED FUNDRAISINGS
IN Q2 2017
DATE COMPANYTYPE OF ROUND
FUNDSRAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTIONCOMPANYLOCATION
12
PRICE ($) % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN EBITDA MARGIN
COMPANY (30-JUN-17) WEEK HIGH CAP CASH DEBT VALUE ($M) CY2017 CY17-18 HISTORICAL CY2017 CY2018 CY2017 CY2018 CY2017 CY2018
ADTECH
MARTECH
DATA
DIVERSIFIED INTERNET
OPERATING METRICS VALUATION METRICS
REVENUE EBITDA
MARKETING TECHNOLOGY: SELECTED PUBLICLY TRADED
COMPANIES
13
GET IN TOUCH
PARTNER – LONDON PARTNER – NEW YORKMANAGING PARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC & MENA PARTNER – NORTH ASIA
DIRECTOR – LONDONPARTNER – LONDON
Recommended