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Financial Technology Sector Overview of Market Activity in the Financial Technology Sector

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Quarterly Update Q2 2015 Financial Technology Sector Overview of Market Activity in the Financial Technology Sector William Blair’s investment banking group combines signi�icant transaction experience, rich industry knowledge, and deep relationships to deliver successful advisory and �inancing solutions to our global base of corporate clients. We serve both publicly traded and privately held companies, executing mergers and acquisitions, growth �inancing, �inancial restructuring, and general advisory projects. This comprehensive suite of services allows us to be a long-term partner to our clients as they grow and evolve. About William Blair From 2010-2014, the investment banking group completed more than 330 merger-and- Investment Banking acquisition transactions worth $73 billion in value, involving parties in 36 countries and �ive continents, was an underwriter on more than 20% of all U.S. initial public offerings, and raised nearly $100 billion in public and private �inancing. William Blair Financial Technology Sector – Midyear Update Overall stock market volatility increased as the midyear point approached, driven largely by the oscillating financial crisis in Greece and a rapid and unprecedented correction in Chinese equity markets; however, global M&A and capital markets activity have remained strong, particularly in the United States. During the first quarter, the most prominent storyline in the financial technology sector was the escalating bets made on mobile payments solutions by the likes of tech giants Apple, Google, and Samsung. As the year has progressed, however, the primary storyline for the sector has quickly shifted to a resurgence in prospective IPOs, particularly by large-scale companies taken private during the leveraged buyout boom of the mid-2000s. These include a number of household names already on file (e.g., SunGard and First Data) as well as numerous others rumored to file in the coming months. PayPal also contributed to the sector’s equity market headlines with its spin-off from eBay, which immediately made it one of the largest publicly traded payments providers globally in terms of market capitalization. We believe the market will successfully absorb these new offerings given the current environment and the relative lack of large-scale financial technology IPOs over the past couple of years. Financial technology M&A activity remains near all-time highs, with PayPal’s $890 million acquisition of digital money transfer provider Xoom being the most recent high-profile transaction announced. While this sellers’ market is a boon for deal makers broadly, we are increasingly getting the sense from potential acquirers (both strategic and financial) that they are inundated and resource constrained by the sheer number of M&A opportunities in the market and that they are frustrated by valuation expectations that are driving them to the sidelines at the onset of discussions. These dynamics continue to amplify the level of selectivity seen recently by M&A participants and continue to drive sector outcomes into a distinct barbell distribution, with widespread demand for high-quality assets and limited interest in others. We also maintain our prior view that major industry-altering transactions in the financial technology sector are increasingly likely, which may, in fact, be contributing to the selectivity and capacity constraints we are currently witnessing with strategic corporate development teams, in particular. Across the sector, technological innovation remains a key driver of growth, and favorable secular trends are as strong as ever. For financial technology companies looking to monetize their achievements or to raise capital, prospects remain extremely attractive. Demand for sector investments remains strong across the public, venture, and private equity communities, particularly in the emerging high-growth areas of mobile payments, personal wealth management, and online/marketplace lenders. As always, we appreciate your interest in William Blair’s financial technology practice, and please do not hesitate to reach out if there is anything we can do to be helpful. Best regards, Your William Blair financial technology team: Dan Daul Phil Olson Dan Laszlo Spencer Crawford Managing Director Managing Director Director Vice President Financial Technology Sector – Q2 2015 Financial Technology Sector – Midyear Update 1 William Blair William Blair Financial Technology Team Contact Information Dan Daul, managing director and head of financial technology, joined the investment banking department of William Blair in 2004. While at William Blair and in his prior position at Robert W. Baird & Co., Mr. Daul focused on the investment banking needs of financial technology, transaction processing, and IT security companies. Mr. Daul has been involved in more than 50 transactions aggregating more than $5.0 billion in transaction value, with an emphasis on mergers and acquisitions. He graduated in 1991 from the University of Wisconsin with a B.S. degree. In 1997, he graduated from Northwestern University’s J.L. Kellogg Graduate School of Management and received an M.B.A. in finance and strategy. +1 312 364 8457 [email protected] Phil Olson, managing director in the financial technology group, joined the investment banking department of William Blair in 2003. Both at William Blair and in his prior position at Merrill Lynch, he focused on the investment banking needs of financial technology and financial services companies. Mr. Olson graduated in 2001 with high honors from the University of Illinois with a B.S. in finance. In 2007, he graduated from Northwestern University’s J.L. Kellogg Graduate School of Management with an M.B.A. in finance and entrepreneurship. +1 312 364 8798 [email protected] Daniel Laszlo, director in the financial technology group, joined William Blair in 2011. Previously he worked at GTCR, where he focused on private equity investments in the financial technology and specialty finance sectors. Before GTCR, Mr. Laszlo worked at Goldman Sachs, where he focused on the investment banking needs of a variety of financial services clients. During his career, he has completed more than 15 mergers and acquisitions and debt and equity transactions. Mr. Laszlo holds an M.B.A. in finance and a B.S. in accounting and finance from the Kelley School of Business at Indiana University. +1 312 364 5084 [email protected] Spencer Crawford, vice president in the financial technology group, joined William Blair in 2014. Since starting at William Blair, Mr. Crawford has focused on mergers and acquisitions for financial technology companies. Previously, Mr. Crawford worked at Robert W. Baird and JPMorgan advising a wide range of clients on mergers and acquisitions and debt and equity capital raising transactions. He graduated in 2002 from Middlebury College with a B.A. in Economics. In 2011, he graduated from the University of Chicago’s Booth School of Business with an M.B.A. +1 415 796 6491 [email protected] Financial Technology Sector – Q2 2015 2 William Blair Financial Technology Team Contact Information William Blair William Blair Industry Events 18th Annual William Blair Private Equity Conference 2015 Private Equity Conference to be held September 16-17, 2015, Four Seasons Hotel Chicago 50 participating companies More than 600 institutional private equity investors and venture capital investors to be hosted Roundtable discussions focused on the following industry sectors and topics: – Technology – Financial Services – Business Services – Commercial Services – Consumer & Retail – Healthcare – Industrials Financial Technology Sector – Q2 2015 William Blair Industry Events 3 William Blair Spotlight – William Blair Representative M&A and Private Capital Transactions William Blair acted as the exclusive financial advisor to SecureNet in connection with its sale Not Disclosed to Worldpay for an undisclosed amount. SecureNet’s integrated suite of payment tools is the simplest and most advanced way for merchants of all sizes to manage commerce in any environment: in-store; online; and via has been acquired by mobile devices. Worldpay The SecureNet acquisition strengthens Worldpay’s position as a leader in payments processing by leveraging SecureNet’s leading position in multichannel commerce. December 2014 William Blair acted as the exclusive financial advisor to Sage Group in connection with its $157,800,000 acquisition of PayChoice for $157.8 million. PayChoice provides full-service and self-service payroll and HR services to more than 100,000 SMBs in the United States through a direct salesforce and third-party licensee has acquired channel. PayChoice PayChoice has developed a next-generation, cloud-based payroll and reporting platform (PAI Group, Inc) called ENCORE. The platform encompasses both mobile and Web-based payroll applications, operating from a single codebase for its direct and licensee clients. October 2014 William Blair acted as the exclusive financial advisor to Welch ATM in connection with its sale $160,000,000 to Cardtronics (NASDAQ: CATM) for $160 million. Welch ATM is a privately held company with over 26,000 ATMs under management nationwide. Founded in 2005, Welch ATM has developed relationships with over 500 has been acquired by financial institutions and hundreds of retailers. Cardtronics The acquisition of Welch ATM was highly strategic for Cardtronics, bringing together two highly respected retail ATM services providers with complementary customer bases
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