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IT Consulting April 2018 IT Consulting April 2018 Sector Dashboard [4] Sectorwatch: IT Consulting April 2018 IT Consulting April 2018 Sector Dashboard [4] Public Basket Performance [5] Operational Metrics [7] Valuation Comparison [10] Recent Deals [13] Appendix [14] 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 for • The most recently announced deals in the a basket of comparable public companies sector 3 Dashboard Operating Metrics Revenue Growth Momentum 1 - year revenue growth compared to revenue growth Median LTM GP Margin % 32.8% 0.01 average for last 3 years Current revenue growth rate exceeds the average of the last 3 years by this amount, indicating that market momentum is increasing Median LTM EBITDA Margin % 15.3% Pricing / Gross Margin Momentum Median LTM Rev. Growth % 8.5% 1 - year gross profit % compared to gross profit % 0.4% average for last 3 years 0% 7% 14% 21% 28% 35% Current gross profit margin exceeds the average of the last 3 years gross profit margin by this amount, indicating supplier pricing power Valuation Profitability Momentum Median Price / LTM Earnings 26.1x 1 - year EBITDA % compared to EBITDA % average for Median TEV / LTM EBIT -0.4% last 3 years 16.6x Current EBITDA margin is less than the average of the last 3 years EBITDA margins, which may signal further consolidation Median TEV / LTM EBITDA 14.4x Median TEV / LTM Revenue 2.3x 0x 7x 14x 21x 28x 4 Public Basket Rev TEV / LTM Rev Growth EBITDA TEV / EBITD Rev / Company TEV $m $m YoY GP % % Rev X A X # FTEs FTE $k Perficient, Inc. 891 473 1% 34% 11% 1.9 16.7 3,024 156 Reply S.p.A. 2,308 1,083 13% 15% 13% 2.1 15.9 6,456 168 EPAM Systems, Inc. 5,492 1,450 25% 36% 14% 3.8 26.2 25,962 56 CGI Group Inc. 17,645 8,760 3% 30% 17% 2.1 12.4 71,000 123 NTT Data Corporation 18,906 18,536 27% 25% 14% 1.0 7.3 111,664 166 Capgemini SE 23,441 15,360 2% 26% 13% 1.5 11.8 199,698 77 Infosys Limited 33,830 10,939 7% 35% 27% 3.2 11.8 204,107 54 Cognizant Technology Solutions Corporation 43,158 14,810 10% 38% 20% 2.9 14.2 260,000 57 Tata Consultancy Services Limited 91,074 18,917 4% 44% 26% 4.9 18.6 394,998 48 Accenture plc 94,337 37,126 10% 32% 16% 2.5 15.6 425,000 87 Average 33,108 12,746 10% 31% 17% 2.6 15.1 170,191 99 Median 21,173 12,875 8% 33% 15% 2.3 14.9 155,681 82 share price as of 24Apr18 5 10x 12x 14x 16x Public Basket Valuation Trends Valuation Basket Public 0x 2x 4x 6x 8x Jul-13 Oct-13 Jan-14 TEV/EBITDA -Average TEV/EBITDA -Median TEV/EBITDA Apr-14 Jul-14 Oct-14 Jan-15 Apr-15 Jul-15 12.1x 1.9x Oct-15 Jan-16 TEV/Revenue -Average TEV/Revenue -Median TEV/Revenue Apr-16 Jul-16 Oct-16 Jan-17 Apr-17 Jul-17 Oct-17 Jan-18 Apr-18 0x 1x 1x 2x 2x 3x 10x 15x 20x 0x 5x Public Public Time Multiples over Public EBITDA Jul-13 Jul-13 Oct-13 Oct-13 TEV/Revenue -Median TEV/Revenue Jan-14 TEV/EBITDA -Median TEV/EBITDA Jan-14 Apr-14 Multiples Revenue Apr-14 Jul-14 Jul-14 Oct-14 Oct-14 Jan-15 Jan-15 Apr-15 Apr-15 Jul-15 Jul-15 Oct-15 Oct-15 Jan-16 Jan-16 TEV/Revenue -Average TEV/Revenue Apr-16 -Average TEV/EBITDA Apr-16 Jul-16 Jul-16 Oct-16 Oct-16 Jan-17 Time over Jan-17 Apr-17 Apr-17 Jul-17 Jul-17 Oct-17 Oct-17 Jan-18 Jan-18 Apr-18 Apr-18 6 Operational Metrics LTM Gross Profit Margin % LTM EBITDA % Tata Consultancy Services Limited Infosys Limited Cognizant Technology Solutions Tata Consultancy Corporation Services Limited Cognizant Technology EPAM Systems, Inc. Solutions Corporation Infosys Limited CGI Group Inc. Perficient, Inc. 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 - 10% 20% 30% 40% 50% - 10% 20% 30% 7 Operational Metrics LTM Revenue per LTM Revenue Growth % Full Time Employee x 000’s NTT Data Corporation Reply S.p.A. EPAM Systems, Inc. NTT Data Corporation Reply S.p.A. Perficient, Inc. Accenture plc CGI Group Inc. Cognizant Technology Solutions Accenture plc Corporation Infosys Limited Capgemini SE Tata Consultancy Services Cognizant Technology Solutions Limited Corporation CGI Group Inc. EPAM Systems, Inc. Capgemini SE Infosys Limited Tata Consultancy Services Perficient, Inc. Limited Median Median - 10% 20% 30% $- $50 $100 $150 $200 8 Operational Metrics Average Days Accounts Receivable Turnover Sales Outstanding Accenture plc Reply S.p.A. CGI Group Inc. Capgemini SE Tata Consultancy Cognizant Technology Services Limited Solutions Corporation Infosys Limited EPAM Systems, Inc. Perficient, Inc. NTT Data Corporation NTT Data Corporation Perficient, Inc. EPAM Systems, Inc. Infosys Limited Cognizant Technology Solutions Corporation Tata Consultancy Services Limited CGI Group Inc. Capgemini SE Accenture plc Median Median 0 2 4 6 - 50 100 150 9 Valuation TEV / LTM Revenue TEV / LTM EBITDA Tata Consultancy Services Limited EPAM Systems, Inc. EPAM Systems, Inc. Tata Consultancy Services Limited Infosys Limited Perficient, Inc. Cognizant Technology Solutions Corporation Accenture plc Accenture plc Reply S.p.A. CGI Group Inc. Cognizant Technology Solutions Corporation Reply S.p.A. CGI Group Inc. Perficient, Inc. Capgemini SE Capgemini SE Infosys Limited NTT Data Corporation NTT Data Corporation Median Median 0x 1x 2x 3x 4x 5x 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 Technology Services Limited Solutions Corporation Accenture plc NTT Data Corporation Cognizant Technology Accenture plc Solutions Corporation Tata Consultancy NTT Data Corporation Services Limited Reply S.p.A. Reply S.p.A. Capgemini SE Capgemini SE CGI Group Inc. CGI Group Inc. Infosys Limited Infosys Limited Median Median 0x 10x 20x 30x 40x 0x 20x 40x 60x 80x 100x 11 Valuation Historical Valuation Multiples Historical Valuation Multiples versus Gross Profit versus Revenue Growth Rate 30x 50% 30x 30% 43.9% 26.5% 45% 25.0% 25x 25x 25% 38.2% 40% 34.8% 31.5% 35% 20x 34.2% 36.5% 20x 20% 30% 29.8% 15x 25% 15x 15% 26.5% 12.7% 24.6% 10.0% 20% 9.8% 4.4% 10x 10x 10% 15% 14.8% 10% 2.9% 0.9% 5x 5x 2.0% 5% 5% 7.2% 7x 12x 12x 12x 14x 15x 16x 17x 19x 27x 7x 12x 12x 12x 14x 15x 16x 17x 19x 27x EBITDA(x) EBITDA(x) LTM GP% LTM 0x 0% 0x 0% RGR% LTM EBITDA(x) LTM GP% EBITDA(x) LTM RGR% 12 Recent Transactions Total Transaction Target TEV / TEV / Date Target Buyer / Investor Value Revenue Revenue EBITDA 12Apr18 Actian Corporation HCL Technologies Limited; Sumeru Equity Partners, Inc. 330.00 107.10 3.1x 8.6x 5Apr18 Telerx Marketing Inc. HCL America, Inc. 60.00 199.00 0.3x - 2Apr18 Southport Services Group, LLC Perficient, Inc. - 17.00 - - 29Mar18 Element Solutions LLC Hinduja Global Solutions UK limited 5.00 8.40 1.0x - 21Mar18 Cynosure, Inc Zensar Technologies, Inc. 33.00 20.00 1.7x - 18Mar18 CSRA Inc. CACI International Inc 10,411.68 5,064.00 2.0x - 15Mar18 Edgewater Technology, Inc. Alithya Group Inc. - 106.19 - - 12Mar18 eTouch Systems Corp. Virtusa Corporation 126.00 - - - 15Feb18 Arrow Systems Integration, Inc. ConvergeOne, Inc. (nka:ConvergeOne Holdings, Inc.) 30.66 - - - 15Feb18 Financière Soft SAS Computer Task Group IT Solutions S.A. 20.42 31.20 0.5x - 18Jan18 Sysorex Arabia, LLC Sysorex Consulting, Inc. 1.04 - - - 3Jan18 knowledgeprice.com, Sabiedriba ar ierobezotu atbildibu Sapiens International Corporation N.V. - - - - 15Dec17 Alexander Open Systems, Inc. (nka:AOS, a ConvergeOne, Inc. (nka:ConvergeOne Holdings, Inc.) 65.86 - - - ConvergeOne Company) 15Dec17 Ningbo Baida Network Technology Co., Ltd Shanghai Fukong Interactive Entertainment Co.,Ltd 206.80 - - - 7Dec17 Paragon Solutions, Inc.
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