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ADTECH & MARTECH BAROMETER
2016 MARKET REVIEW
STRICTLY PRIVATE AND CONFIDENTIAL
1
1,000+ BUYERS
AND
INVESTORS
SECTOR-LED SPECIALISTS IN M&A AND FUNDRAISING
250+ YEARS’
EXPERIENCE
YEARS OF
RI DEALS
3 SECTORS TOTAL DEALS DEALS IN
PAST 2 YEARS
20+250+
100%
25
10
NATIONALITIES
40 PEOPLE 3 OFFICES REFERENCEABLE
2
ANALYTICS UX ECOMMERCE TECH
DIGITAL & UX DATAMOBILITYSOCIAL MEDIA
PROGRAMMATIC MARKETING TECH
HCM
THE BEST COMPANIES IN MARKETING AND TECH WORK
WITH US TO ACHIEVE GREAT RESULTS
3
WELCOME TO THE 2016 ANNUAL REVIEW EDITION OF THE
ADTECH & MARTECH BAROMETER
4
RESULTS INTERNATIONAL GLOBAL ADTECH & MARTECH
INDICESLA
ST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FOR
MA
NC
E (
%)
Q4 2016 PERFORMANCE
5
ADTECH & MARTECH: SHARE PRICE PERFORMANCE
LAST
12 M
ON
THS
Q4 2
016
ADTECH DATA DIVERSIFIED INTERNETMARTECH
6
ADTECH & MARTECH: SELECTED STOCKS – PERFORMANCE
SINCE IPO
COMPANYIPO
DATEDESCRIPTION
RAISED ($M)
INDICATIVE PRICE RANGE ($)
IPO LISTING PRICE ($)
INCREASE VS. RANGE
DAY 1 INCREASE
CURRENT INCREASE(1)
CURRENT EV ($M)
EV / NET REVENUE 2016E
EV / EBITDA 2016E
7
ADTECH & MARTECH: PUBLIC COMPANY VALUATION
BENCHMARKS
NET REVENUE GROWTH (2016-17E) EV / NET REVENUE 2016E
8
ADTECH & MARTECH: PUBLIC COMPANY VALUATION
PERFORMANCE OVER TIME
LTM Q4 2016
% CHANGE
LTM Q4 2016
% CHANGE
9
ADTECH & MARTECH: GLOBAL M&A ACTIVITY
Q1 2013 – Q4 2016
NU
MB
ER
OF
DEA
LSTO
TAL D
ISC
LSO
ED
DEA
L VA
LUE
10
ADTECH & MARTECH: SELECTED DEALS IN H2 2016
DATE BUYER TARGET EV ($M) EV/REVENUE(1) COMPANY DESCRIPTIONTARGET
LOCATION
11
ADTECH & MARTECH: SELECTED DEALS IN H1 2016
DATE BUYER TARGET EV ($M) EV/REVENUE(1) COMPANY DESCRIPTIONTARGET
LOCATION
12
ADTECH & MARTECH: SELECTED FUNDRAISINGS IN H2 2016
DATE COMPANYTYPE OF ROUND
FUNDSRAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTIONCOMPANYLOCATION
13
ADTECH & MARTECH: SELECTED FUNDRAISINGS IN H1 2016
DATE COMPANYTYPE OF ROUND
FUNDSRAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTIONCOMPANYLOCATION
(1)
(1)
(1)
14
COMPANY OPERATING METRICS VALUATION METRICS
PRICE ($) % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REVENUE GROWTH EBITDA MARGIN NET REVENUE EBITDA
(31-DEC-16) WEEK HIGH CAP CASH DEBT VALUE ($M) CY2016 ($M) CY15-16 CY16-17 CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
ADTECH
MARTECH
DATA
DIVERSIFIED INTERNET
ADTECH & MARTECH: SELECTED PUBLICLY TRADED
COMPANIES
15
GET IN TOUCH
PARTNER – LONDON PARTNER – NEW YORKMANAGING PARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC & MENA PARTNER – NORTH ASIA
DIRECTOR – LONDONPARTNER – LONDON