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IT Consulting December 2018 IT Consulting December 2018 Sector Dashboard [4]

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IT Consulting December 2018 IT Consulting December 2018 Sector Dashboard [4] Sectorwatch: IT Consulting December 2018 IT Consulting December 2018 Sector Dashboard [4] Public Basket Performance [5] Operational Metrics [7] Valuation Comparison [10] Recent Deals [13] Appendix [15] 7 Mile Advisors appreciates the opportunity to present this confidential information to the Company. This document is meant to be delivered only in conjunction with a verbal presentation, and is not authorized for distribution. Please see the Confidentiality Notice & Disclaimer at the end of the document. All data cited in this document was believed to be accurate at the time of authorship and came from publicly available sources. Neither 7 Mile Advisors nor 7M Securities make warranties or representations as to the accuracy or completeness of third-party data contained herein. This document should be treated as confidential and for the use of the intended recipient only. Please notify 7 Mile Advisors if it was distributed in error. 2 Overview 7MA provides Investment Banking & Advisory Services to the Business Services and Technology Industries globally. We advise on M&A and private capital transactions, and provide market assessments and benchmarking. As a close knit team with a long history together and a laser focus on our target markets, we help our clients sell their companies, raise capital, grow through acquisitions, and evaluate new markets. We publish our sectorwatch, a review of M&A and operational trends in the industries we focus. Dashboard Valuation Comparison • Summary metrics on the sector • Graphical, detailed comparison of valuation • Commentary on market momentum by multiples for the public basket comparing the most recent 12-month performance against the last 3-year averages. Public Basket Performance Recent Deals • Summary valuation and operating metrics • The most recently announced deals in the for a basket of comparable public companies sector 3 Dashboard Operating Metrics Revenue Growth Momentum 1 - year revenue growth compared to revenue Median LTM GP Margin % 33.1% -0.001 growth average for last 3 years Current revenue growth rate is less than the average of the last 3 years, indicating that the market may be flattening or declining Median LTM EBITDA Margin % 15.7% Pricing / Gross Margin Median LTM Rev. Growth % 8.7% -1.0% 1 - year gross profit % compared to gross profit % average for last 3 years 0% 10% 20% 30% 40% Current gross profit margin is less than the average of the last 3 years gross profit margins, indicating customer pricing power Valuation Profitability Momentum Median Price / LTM Earnings 21.8x -0.02% 1 - year EBITDA % compared to EBITDA % average for last 3 years Median TEV / LTM EBIT 13.9x Current EBITDA margin is less than the average of the last 3 years EBITDA margins, which may signal further consolidation Median TEV / LTM EBITDA 12.4x Median TEV / LTM Revenue 2.0x 0x 10x 20x 30x 4 Public Basket Rev TEV / LTM Rev Growth EBITDA TEV / EBITDA Rev / Company TEV $m $m YoY GP % % Rev X X # FTEs FTE $k Perficient, Inc. 775 488 4% 35% 12% 1.6 13.6 3,024 161 Reply S.p.A. 1,812 1,120 12% 15% 13% 1.7 13.1 6,456 173 EPAM Systems, Inc. 5,145 1,737 27% 35% 15% 3.0 19.7 25,962 67 CGI Group Inc. 17,273 8,902 6% 31% 17% 2.0 12.1 74,000 120 NTT DATA Corporation 19,005 18,671 7% 25% 15% 1.0 6.7 118,006 158 Capgemini SE 18,691 15,143 3% 26% 12% 1.3 10.1 199,698 76 Cognizant Technology Solutions Corporation 30,755 15,824 10% 39% 21% 1.9 9.3 260,000 61 Infosys Limited 36,435 11,313 8% 35% 27% 3.1 11.7 204,107 55 Accenture plc 83,492 40,295 11% 31% 16% 2.1 12.7 459,000 88 Tata Consultancy Services Limited 96,755 18,484 12% 45% 27% 5.1 18.7 394,998 47 Average 31,014 13,198 10% 32% 17% 2.3 12.8 174,525 101 Median 18,848 13,228 9% 33% 16% 2.0 12.4 158,852 82 share price as of 21Dec18 5 Public Basket Valuation Trends Valuation Public Basket 10x 12x 14x 16x 0x 2x 4x 6x 8x Mar-14 Jun-14 TEV/EBITDA - Average - TEV/EBITDA Median - TEV/EBITDA Sep-14 Dec-14 Mar-15 Jun-15 Sep-15 Dec-15 12.5x Mar-16 2.0x Jun-16 Sep-16 TEV/Revenue - Average - TEV/Revenue Median - TEV/Revenue Dec-16 Mar-17 Jun-17 Sep-17 Dec-17 Mar-18 Jun-18 Sep-18 Dec-18 Public Public Public EBITDA Multiples Time over 0x 1x 2x 3x 10x 15x 20x 0x 5x Mar-14 Mar-14 Jun-14 TEV/Revenue - - Median TEV/Revenue Jun-14 Sep-14 Median - TEV/EBITDA Revenue Multiples Multiples Revenue Sep-14 Dec-14 Dec-14 Mar-15 Mar-15 Jun-15 Jun-15 Sep-15 Sep-15 Dec-15 Dec-15 Mar-16 Mar-16 Jun-16 Jun-16 Sep-16 Sep-16 TEV/Revenue - - Average TEV/Revenue Dec-16 Average - TEV/EBITDA Dec-16 Mar-17 Mar-17 Jun-17 Jun-17 Sep-17 Time over Sep-17 Dec-17 Dec-17 Mar-18 Mar-18 Jun-18 Jun-18 Sep-18 Sep-18 Dec-18 Dec-18 6 Operational Metrics LTM Gross Profit Margin % LTM EBITDA % Tata Consultancy Services Tata Consultancy Services Limited Limited Cognizant Technology Infosys Limited Solutions Corporation Cognizant Technology EPAM Systems, Inc. Solutions Corporation Perficient, Inc. CGI Group Inc. Infosys Limited Accenture plc Accenture plc EPAM Systems, Inc. CGI Group Inc. NTT DATA Corporation Capgemini SE Reply S.p.A. NTT DATA Corporation Capgemini SE Reply S.p.A. Perficient, Inc. Median Median - 20% 40% 60% - 10% 20% 30% 7 Operational Metrics LTM Revenue per LTM Revenue Growth % Full Time Employee x 000’s EPAM Systems, Inc. Reply S.p.A. Tata Consultancy Services Perficient, Inc. Limited Reply S.p.A. NTT DATA Corporation Accenture plc CGI Group Inc. Cognizant Technology Accenture plc Solutions Corporation Infosys Limited Capgemini SE NTT DATA Corporation EPAM Systems, Inc. Cognizant Technology CGI Group Inc. Solutions Corporation Perficient, Inc. Infosys Limited Tata Consultancy Services Capgemini SE Limited Median Median - 10% 20% 30% $- $50 $100 $150 $200 8 Operational Metrics Average Days Accounts Receivable Turnover Sales Outstanding CGI Group Inc. Reply S.p.A. Tata Consultancy Accenture plc Services Limited NTT DATA Capgemini SE Corporation Cognizant Infosys Limited Technology… EPAM Systems, Inc. Perficient, Inc. Perficient, Inc. EPAM Systems, Inc. Cognizant Infosys Limited Technology… NTT DATA Capgemini SE Corporation Tata Consultancy Accenture plc Services Limited Reply S.p.A. CGI Group Inc. Median Median 0x 2x 4x 6x 0 20 40 60 80 100 9 Valuation TEV / LTM Revenue TEV / LTM EBITDA Tata Consultancy EPAM Systems, Inc. Services Limited Tata Consultancy Infosys Limited Services Limited EPAM Systems, Inc. Perficient, Inc. Accenture plc Accenture plc CGI Group Inc. Reply S.p.A. Cognizant CGI Group Inc. Technology… Reply S.p.A. Infosys Limited Perficient, Inc. Capgemini SE Cognizant Capgemini SE Technology… NTT DATA NTT DATA Corporation Corporation Median Median 0x 2x 4x 6x 0x 10x 20x 30x 10 Valuation TEV / LTM EBIT Price / LTM Earnings EPAM Systems, Inc. EPAM Systems, Inc. Perficient, Inc. Perficient, Inc. Tata Consultancy Cognizant Services Limited Technology… NTT DATA Tata Consultancy Corporation Services Limited Accenture plc Accenture plc NTT DATA CGI Group Inc. Corporation Reply S.p.A. CGI Group Inc. Infosys Limited Capgemini SE Capgemini SE Reply S.p.A. Cognizant Infosys Limited Technology… Median Median 0x 10x 20x 30x 0x 10x 20x 30x 40x 50x 11 Valuation Historical Valuation Multiples Historical Valuation Multiples versus Gross Profit versus Revenue Growth Rate 25x 50% 25x 30% 27.3% 44.7% 45% 39.0% 25% 20x 40% 20x 34.7% 35.3% 35% 31.5% 35.4% 30.6% 20% 15x 30% 15x 26.3% 25% 15% 24.6% 12.2% 11.3% 10x 20% 10x 9.6% 10% 15% 7.8% 15.4% 12.2% 5x 10% 5x 7.4% 5% 6.1% LTM GP% LTM EBITDA(x) 5% EBITDA(x) 4.3% 3.3% LTM RGR% 7x 10x 10x 12x 12x 13x 14x 14x 19x 20x 7x 10x 10x 12x 12x 13x 14x 14x 19x 20x 0x 0% 0x 0% EBITDA(x) LTM GP% EBITDA(x) LTM RGR% 12 Recent Transactions Total Transaction Target TEV / TEV / Date Target Buyer / Investor Value Revenue Revenue EBITDA 6Dec18 The Athene Group Insight Venture Partners LLC; Salesforce Ventures; - - - - Berenson Holdings Llc; Sagewind Capital LLC 5Nov18 Intrigo Systems, Inc. Accenture plc - - - - 1Nov18 BusinessNow/TESM Limited Fruition Partners UK - - - - 9Oct18 COMPAREX AG SoftwareONE AG - 2,907.15 - - 2Oct18 Dev9, LLC Nortal AS - - - - 30Sep18 FusionStorm, Inc. Computacenter plc 90.00 595.50 0.2x - 18Sep18 Advanced Technology Group, Inc. Cognizant Technology Solutions Corporation - - - - 9Aug18 Pillar Technology Group LLC Accenture plc - 52.00 - - 31Jul18 ThinkIT Solutions, LLC NuMSP LLC - - - - 1Aug18 Integrity Consulting Group CompassMSP, LLC - - - - 16Jul18 Basefarm AS Orange Business Services SAS 409.79 117.08 3.5x - 3Jul18 V-NEO Inc. GFT Technologies SE - - - - 2Jul18 K&R Network Solutions, Inc. Winxnet, Inc. - - - - 1Jun18 InfoGuard LLC CloudCover LLC - - - - 23May18 G2 Technology Group Inc. Reliam, Inc. - - - - 21May18 Blue Chip Tek, Inc. Converge Technology Partners Inc. (nka:Converge - - - - Technology Solutions Corp.) 21May18 Tranquilnet, Inc. Protel Communications, Inc. - - - - 16May18 Facilite Informatique Canada Inc CGI Group Inc. 32.77 - - - 2May18 Hedera Consulting BVBA Cognizant Technology Solutions Corporation - - - - 16Apr18 Lenati, LLC ProKarma Inc. - - - - 12Apr18 Actian Corporation HCL Technologies Limited; Sumeru Equity Partners, Inc. 330.00 107.10 3.1x 8.6x 10Apr18 Valorem Consulting Group, LLC Reply S.p.A. - - - - 5Apr18 Telerx Marketing Inc. HCL America, Inc. 60.00 199.00 0.3x - 2Apr18 Southport Services Group, LLC Perficient, Inc.
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