DOCSLIB.ORG

Powerpoint® Template Quick Reference Guide

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Powerpoint® Template Quick Reference Guide Christinne Muschi, Reuters Canadian Venture Capital Review First Half 2018 Table of Contents Canada’s VC Market in H1 2018 3 $ Invested and # Companies Financed 5 Top VC Deals 7 Top VC Investors 8 North American Rankings 10 Investor Type & Nationality 14 Canada by Sector & Stage 16 Canadian Dealmaking Abroad 19 VC Funds Raised 20 Public and M&A Exits 21 Venture Capital Returns 22 Explanatory Notes & Contacts 23 Canadian Venture Capital Market Activity in H1 2018 Canadian VC Market Trends Canada’s venture capital market remained robust during the second quarter of 2018 with $1.12 billion invested into 151 rounds of financing. In dollar terms, this was 18% lower than last quarter, however it was still the second strongest quarter since Q2 of 2001. It also marked the sixth time in the past seven quarters that Canadian companies received over $1 billion in investment. Deal volumes in the first half of the year were up 9% over last year and the 151 rounds of financing in the quarter represented the highest level in over two years. Heading the Top Deals list for the first six months of the year was the $280 million February round into Montréal-based Enerkem, a company that turns solid waste into biofuels and renewable chemical products. The round, which was Canada’s largest cleantech deal ever, included a whole host of Canadian investors such as Cycle Capital, Fondaction, Investissement Québec, and Fonds de Solidarité FTQ. Other top deals for the first half included cloud-based medical care platform PointClickCare’s $187 million investment by Dragoneer Investment Group, and AI-powered search technologies company Coveo Solutions, which secured a $100 million investment by Evergreen Coast Capital in April. Canadian investors and US investors were neck and neck in terms of dollars invested into Canadian companies during the first half, each investing $887 million, or 46% of disclosed values during the period. The share of Canada-based investors has been steadily declining each year since 2014, when they were responsible for 57% of all financing amounts. The remainder was accounted for by overseas investors, mostly from China, Hong Kong, the United Kingdom, and Singapore. Canada VC Fundraising Trends The second quarter was far and away the best quarter for Canadian VC fundraising in recent history. Eleven Canadian funds raised a total of $1.6 billion over the course of the three month period, representing a 227% increase over Q2 2017. Leading the way was the $580 million close of Georgian Partners Growth Fund IV, which will be used to expand the firm’s presence across the entirety of North America. Other substantial closings during the quarter include the $257 million closing of Brookfield Ventures, Brookfield Asset Management’s first venture fund which will primarily focus on real-estate technology investments, as well as the $233 million closing of White Star Capital’s oversubscribed Fund II. Canadian Venture Capital Market Activity in H1 2018 Canadian VC Trends by Region Ontario-based companies received $1.2 billion, or half of all disclosed investment dollars during the first half. The represented a 93% increase from the same period last year and landed Ontario in fifth place in North American rankings, behind Washington and ahead of Texas. Québec- based companies raised $809 million during the same period, an increase of 10% over the prior year. This earned Quebec an eighth place ranking overall, behind Maryland and ahead of Florida. British Columbia also made the top twenty with $354 million, earning it the 17th spot, between Ohio and Utah, although this was a 43% decrease from the investment level in the region during H1 2017. Toronto-based companies were the reason behind Ontario’s surge, as they raised $1 billion during the half, which is more than double the amount over the same period last year and 84% of the financings in the province this year. This earned the city a 9th place finish in the North American rankings, ahead of Orange County and behind Seattle. Montreal ranked 12th with $629 million invested in 77 deals, ahead of Philadelphia but behind Denver. Canadian VC Trends by Sector Canadian IT companies continued to be the main driving force behind VC investment, raising $879 million in the second quarter, representing a 79% share of overall VC in the period and a 43% increase year-over-year. The life sciences sector on the other hand saw its sixth straight quarter of declines with only $95 million invested, a 67% drop year-over-year. Cleantech companies raised $462 million during the first half, up 271% year-over-year, largely led by the $280 million Enerkem investment and ecobee’s two rounds worth a combined $118 million. Canadian Fund Performance Although investment activity continues to reach new heights, the performance of Canadian venture capital and growth equity funds had not quite attained the same levels. Published data provided by Cambridge Associates shows Canadian venture capital & growth equity funds with vintage years of 2000 or greater returned a since inception IRR of only 2.4% as of the end of Q1 2018, lagging far behind both US counterparts and public market equivalents. The improvement of Canadian VC fund returns from 2012 through 2015 has not maintained momentum, and returns since have continued to decline. Historical Venture Capital Investment in Canadian Companies: Deal Values Canadian companies raised $2.5 billion in H1 2018, the strongest first half since 2000 and a 17.9% increase over last year. $6.0 $6.4 $5.0 $4.0 $4.2 $4.1 $3.7 $3.0 $2.7 $2.8 $2.5 $2.0 $2.3 $2.4 $2.1 $1.9 $1.8 $1.9 VC Deal Values ($ Billions) ($ Values Deal VC $1.6 $1.6 $1.4 $1.6 $1.0 $1.2 $1.0 $0.0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Q1 Q2 Q3 Q4 Historical Venture Capital Investment in Canadian Companies: Deal Volumes Deal volumes reversed their decline in Q2 2018 with a total of 151 rounds, a 29.1% increase over the second quarter of 2017 and resulting in a 9.3% increase over the entire first half. 1,400 1,332 1,200 1,000 973 800 856 774 600 674 678 # of Deals of # 571 596 578 513 510 499 490 476 400 442 447 409 388 200 282 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Q1 Q2 Q3 Q4 Top Canadian Venture Capital Deals, First Half 2018 Portfolio Company Investors Deal Value Rank Company Name Location Sector Investing Firms (Disclosed) ($ millions) Blackrock, Braemar Energy Ventures, Cycle Capital, Fondaction, Fonds de Solidarité FTQ, Investissement Québec, National Bank, 1 Enerkem $280.0 Montreal, QC Biofuels & Renewables Rho Capital Partners, Sinobioway, Waste Management, Westly Group 2 PointClickCare Technologies $187.3 Mississauga, ON Healthcare Software Dragoneer Investment Group 3 Coveo Solutions $100.0 Québec, QC Enterprise Search Evergreen Coast Capital Georgian Partners, Greylock Partners, Insight Venture Partners, 4 Ritual Technologies $85.6 Toronto, ON Dining App Mistral Venture Partners Energy Impact Partners, Amazon Alexa Fund, Export Development 5 ecobee $78.8 Toronto, ON Smart Thermostats Canada, GXP Investments, Northleaf Capital Partners, Ontario Capital Growth Corp, Relay Ventures, Tech Capital , Thomvest JPMorgan Chase, OMERS Ventures, BDC Venture Capital, Relay 6 TouchBistro $67.8 Toronto, ON Mobile POS Solutions Ventures, Napier Park Global Capital, Recruit Holdings 7 Wealthsimple $64.8 Toronto, ON Robo-Advisor Power Financial 8 Tilray Canada $63.5 Nanaimo, BC Cannabis Not Disclosed Multiplatform Tencent Holdings, BDC Venture Capital, Kickstart Ventures, 9 Wattpad $63.0 Toronto, ON Entertainment Peterson Group, The Raine Group 10 Breather Products $60.0 Montréal, QC Workspace Rental Caisse de dépôt et placement du Québec, Temasek Holdings Top VC Investors in Canadian Companies, Partnerships & Governments Canadian Private Independent Partnerships First Half 2018 Estimated Investments Rank Firm Name # Deals Location ($ millions) 1 Real Ventures 30 $22.0 Montreal, QC 2 iNovia Capital 17 $23.2 Montreal, QC 3 Cycle Capital – Ecofuel 14 $36.9 Montreal, QC 4 Yaletown Venture Partners 7 $33.5 Vancouver, BC 5 Vanedge Capital 7 $6.9 Vancouver, BC 6 Relay Ventures 6 $32.6 Toronto, ON 7 Golden Ventures 5 $9.5 Toronto, ON 8 AmorChem 5 $5.9 Montreal, QC 9 Anges Québec Capital 5 $3.4 Montreal, QC 10 iGan Partners 4 $7.5 Toronto, ON Canadian Government Funds First Half 2018 Estimated Investments Rank Firm Name # Deals Location ($ millions) 1 BDC Venture Capital 50 $79.5 Montreal, QC 2 MaRS Investment Accelerator Fund 9 $3.3 Toronto, ON 3 Export Development Canada 6 $17.7 Ottawa, ON 4 Sustainable Development Technology Canada 5 $23.8 Ottawa, ON 5 Innovacorp 3 $3.5 Halifax, NS Top VC Investors in Canadian Companies, Foreign & Other Non-Canadian Investors First Half 2018 Estimated Investments Rank Firm Name # Deals Location ($ millions) 1 White Star Capital 4 $13.0 London, UK 2 Rho Capital Partners 3 $31.8 New York, NY 3 500 Startups 3 $4.8 San Francisco, CA 4 Accomplice 3 $3.3 Cambridge, MA 5 Amazon 2 $35.2 Seattle, WA 6 Kayne Anderson Capital Advisors 2 $25.3 Los Angeles, CA 7 Openview Venture Partners 2 $18.0 Boston, MA 8 Intel Capital 2 $7.5 Santa Clara, CA 9 Newbury Ventures 2 $3.8 Redwood City, CA 10 Betaworks Studio 2 $2.4 New York, NY Canadian Retail, Institutional & Other Investors First Half 2018 Estimated Investments Rank Firm Name # Deals Location ($ millions) 1 Desjardins Venture Capital 43 $35.5 Lévis, QC 2 New Brunswick Innovation Foundation 10 $3.4 Fredericton, NB 3 Westcap 6 $5.7 Saskatoon, SK
Load more

Recommended publications
  • Inprs Cafr Fy20 Working Version
    COMPREHENSIVE ANNUAL FINANCIAL REPORREPORTT 2020 For the FiscalFiscal YearYear EndedEnded JuneJune 30,30, 20202019 INPRS is a component unit and a pension trust fund of the State of Indiana. The Indiana Public Retirement System is a component Prepared through the joint efforts of INPRS’s team members. unit and a pension trust fund of the State of Indiana. Available online at www.in.gov/inprs COMPREHENSIVE ANNUAL FINANCIAL REPORT 2020 For the Fiscal Year Ended June 30, 2020 INPRS is a component unit and a pension trust fund of the State of Indiana. INPRS is a trust and an independent body corporate and politic. The system is not a department or agency of the state, but is an independent instrumentality exercising essential governmental functions (IC 5-10.5-2-3). FUNDS MANAGED BY INPRS ABBREVIATIONS USED Defined Benefit DB Fund 1. Public Employees’ Defined Benefit Account PERF DB 2. Teachers’ Pre-1996 Defined Benefit Account TRF Pre-’96 DB 3. Teachers’ 1996 Defined Benefit Account TRF ’96 DB 4. 1977 Police Officers’ and Firefighters’ Retirement Fund ’77 Fund 5. Judges’ Retirement System JRS 6. Excise, Gaming and Conservation Officers’ Retirement Fund EG&C 7. Prosecuting Attorneys’ Retirement Fund PARF 8. Legislators’ Defined Benefit Fund LE DB Defined Contribution DC Fund 9. Public Employees’ Defined Contribution Account PERF DC 10. My Choice: Retirement Savings Plan for Public Employees PERF MC DC 11. Teachers’ Defined Contribution Account TRF DC 12. My Choice: Retirement Savings Plan for Teachers TRF MC DC 13. Legislators’ Defined Contribution Fund LE DC Other Postemployement Benefit OPEB Fund 14.
    [Show full text]
  • European Technology, Media & Telecommunications Monitor
    European Technology, Media & Telecommunications Monitor Market and Industry Update Fourth Quarter 2012 Piper Jaffray European TMT Team: Eric Sanschagrin Managing Director Head of European TMT [email protected] +44 (0) 207 796 8420 Stefan Zinzen Principal [email protected] +44 (0) 207 796 8418 Jessica Harneyford Associate [email protected] +44 (0) 207 796 8416 Peter Shin Analyst [email protected] +44 (0) 207 796 8444 Julie Wright Executive Assistant [email protected] +44 (0) 207 796 8427 TECHNOLOGY, MEDIA &TELECOMMUNICATIONS MONITOR Market and Industry Update Selected Piper Jaffray 2012 TMT Transactions 2 This report may not be reproduced, redistributed or passed to any other person or published in whole or in part for any purpose without the written consent of Piper Jaffray. © 2013 Piper Jaffray Ltd. All rights reserved. TECHNOLOGY, MEDIA &TELECOMMUNICATIONS MONITOR Market and Industry Update Contents 1. Internet and Digital Media A. Trading Update B. Transaction Update C. Public Market Trading Multiples 2. Software and IT Services A. Trading Update B. Transaction Update C. Public Market Trading Multiples 3. Communications Technology And Hardware A. Trading Update B. Transaction Update C. Public Market Trading Multiples 4. Equity Capital Markets and M&A Update 3 This report may not be reproduced, redistributed or passed to any other person or published in whole or in part for any purpose without the written consent of Piper Jaffray. © 2013 Piper Jaffray Ltd. All rights reserved. TECHNOLOGY, MEDIA &TELECOMMUNICATIONS
    [Show full text]
  • Market Index Uniflex 10%
    Investment and retirement 5% 10% Market Index Uniflex 10% 25% Main Product Features 25% 6-year term (not redeemable before maturity) Guarantee of principal on maturity of 100% Low management fees of 1% per year 10% 15% $500 minimum deposit An easy way to diversify Cut-off age: 64 y/o (registered) and 70 y/o (non-registered) Even under a scenario where the return of each share is negative, this product may produce a global positive return Sector diversification of the Market Index Uniflex How it works On the settlement date, a starting level will be determined for each Canadian share included in the portfolio. On the maturity date, a ratio of the closing level over the starting level for each share will be computed. The 8 best performing shares during the 6-year term will be automatically assigned a fixed return of 60%, regardless of whether the actual return was positive or negative. The remaining 12 shares will be assigned their actual return. The global return (maximum 60%) will be calculated by averaging these 20 returns. The value at maturity will be the highest value between: the initial deposit; or the initial deposit PLUS global return (maximum 60%) Exposure to 20 Canadian companies included in the S&P/TSX 60 Index Company Sector Company Sector Metro Inc. Scotiabank Consumer staples Loblaw Companies Limited The Toronto-Dominion Bank Royal Bank of Canada Financial services Bank of Montreal Enbridge Inc. Sun Life Financial Inc. TransCanada Corporation Cenovus Energy Inc. Energy Canadian Natural Resources Limited Canadian National Railway Industrials Suncor Energy Inc.
    [Show full text]
  • DENVER CAPITAL MATRIX Funding Sources for Entrepreneurs and Small Business
    DENVER CAPITAL MATRIX Funding sources for entrepreneurs and small business. Introduction The Denver Office of Economic Development is pleased to release this fifth annual edition of the Denver Capital Matrix. This publication is designed as a tool to assist business owners and entrepreneurs with discovering the myriad of capital sources in and around the Mile High City. As a strategic initiative of the Denver Office of Economic Development’s JumpStart strategic plan, the Denver Capital Matrix provides a comprehensive directory of financing Definitions sources, from traditional bank lending, to venture capital firms, private Venture Capital – Venture capital is capital provided by investors to small businesses and start-up firms that demonstrate possible high- equity firms, angel investors, mezzanine sources and more. growth opportunities. Venture capital investments have a potential for considerable loss or profit and are generally designated for new and Small businesses provide the greatest opportunity for job creation speculative enterprises that seek to generate a return through a potential today. Yet, a lack of needed financing often prevents businesses from initial public offering or sale of the company. implementing expansion plans and adding payroll. Through this updated resource, we’re striving to help connect businesses to start-up Angel Investor – An angel investor is a high net worth individual active in and expansion capital so that they can thrive in Denver. venture financing, typically participating at an early stage of growth. Private Equity – Private equity is an individual or consortium of investors and funds that make investments directly into private companies or initiate buyouts of public companies. Private equity is ownership in private companies that is not listed or traded on public exchanges.
    [Show full text]
  • © 2020 Thomson Reuters. No Claim to Original U.S. Government Works. 1 Actavis Holdco, Inc
    Actavis Holdco, Inc. v. State of Connecticut, 2020 WL 749132 (2020) 2020 WL 749132 (U.S.) (Appellate Petition, Motion and Filing) Supreme Court of the United States. ACTAVIS HOLDCO, INC., et al., Petitioners, v. STATE OF CONNECTICUT, et al., Respondents. No. 19-1010. February 11, 2020. On Petition for Writ of Certiorari to the United States Court of Appeals for the Third Circuit Petition for Writ of Certiorari Michael W. McConnell, Wilson Sonsini, Goodrich & Rosati, PC, 650 Page Mill Road, Palo Alto, CA 94304. Catherine E. Stetson, Hogan Lovells US LLP, 555 Thirteenth Street, NW, Washington, DC 20004. John P. Elwood, Arnold & Porter LLP,, 601 Massachusetts, Avenue, NW, Washington, D.C. 20001. Steffen N. Johnson, Wilson Sonsini, Goodrich & Rosati, PC, 1700 K Street, NW, Washington, DC 20006, (202) 973-8800, [email protected]. Michael H. McGinley, Dechert LLP, 1900 K Street, NW, Washington, DC 20006, for petitioners. Chul Pak, Daniel P. Weick, Wilson Sonsini Goodrich & Rosati, PC, 1301 Ave. of the Americas, 40th Floor, New York, New York, 10019, (212) 999-5800. Seth C. Silber, Jeffrey C. Bank, Wilson Sonsini Goodrich & Rosati, PC, 1700 K Street, NW, Washington, D.C. 20006, (202) 973-8800. Adam K. Levin, Benjamin F. Holt, Justin W. Bernick, Hogan Lovells US LLP, 555 Thirteenth Street, NW, Washington, D.C. 20004, (202) 637-5600, Counsel for Petitioners, Mylan Inc., Mylan, Pharmaceuticals Inc., Mylan, N. V., and UDL, Laboratories, Inc. Sheron Korpus, Seth A. Moskowitz, Kasowitz Benson Torres, LLP, 1633 Broadway, New York, New York, 10019, (212) 506-1700, for petitioners Actavis Pharma, Inc., and Actavis Holdco U.S., Inc.
    [Show full text]
  • BMO Growth GIC Reference Portfolio
    BMO® Growth GIC December 2011 - Series 56 Term 4 Years 100% Principal Protected Minimum Investment $1000 Maximum Rate of Return for the Term 17.00% (4.25% annually*) This medium term GIC allows you to participate in the growth This GIC may be right for you if you: of Canadian stocks with no risk to your principal investment. It are looking to diversify your portfolio with a medium term offers the potential to generate returns based on the investment peformance of a basket of 15 large Canadian companies. would like principal protection Reference Portfolio are willing to forego a guaranteed return for the potential to earn higher market-linked returns Company can keep your money invested until the end of the term Royal Bank of Canada (RY) Manulife Financial Corp. (MFC) Bank of Nova Scotia (The) (BNS) This GIC is an excellent way for you to gain access to the Toronto-Dominion Bank (The) (TD) returns on a portfolio of 15 large Canadian companies with the Canadian Imperial Bank of Commerce (CM) security of principal protection. Thomson Reuters (TRI) Principal protection - 100% of your original investment is returned to you at maturity Sun Life Financial Inc. (SLF) Manitoba Telecom Inc. (MBT) Higher return potential based on the performance of a portfolio of Canadian stocks Brookfield Asset Management, Class A (BAM.A) ® TransCanada Corp. (TRP) Designed in partnership with BMO Capital Markets , a market leader in creating innovative investment solutions Power Financial Corp. (PWF) Enbridge Inc. (ENB) Guaranteed by Bank of Montreal National Bank of Canada (NA) Eligible for Canada Deposit Insurance Corporation (CDIC) Teck Resources Ltd., Class B (TCK.B) deposit insurance up to applicable limits CI Financial Corp.
    [Show full text]
  • Top News Before the Bell Stocks To
    TOP NEWS • A hunt for any storage space turns urgent as oil glut grows With oil depots that normally store crude oil onshore filling to the brim and supertankers mostly taken, energy companies are desperate for more space. The alternative is to pay buyers to take their U.S. crude after futures plummeted to a negative $37 a barrel on Monday. • Corporate America seeks legal protection for when coronavirus lockdowns lift Major U.S. business lobbying groups are asking Congress to pass measures that would protect companies large and small from coronavirus-related lawsuits when states start to lift pandemic restrictions and businesses begin to reopen. • Teck Resources profit falls short as lockdowns, energy unit bite Teck Resources reported a much bigger-than-expected 84% plunge in quarterly profit, hit by shutdowns due to the coronavirus outbreak and weak performance in its energy unit. • U.S. energy industry steps up lobbying for Fed's emergency aid -letters The U.S. energy industry has asked the Federal Reserve to change the terms of a $600 billion lending facility so that oil and gas companies can use the funds to repay their ballooning debts, according to a letter seen by Reuters. • Coca-Cola sees 2nd quarter sales hit from coronavirus lockdown Coca-Cola forecast a significant hit to current-quarter results as restaurants, theaters and other venues that represent about half of the company's revenue remain closed because of the coronavirus pandemic. BEFORE THE BELL Canada's main stock index futures slid as U.S. oil futures continued to trade in the negative after their first ever sub-zero dive on Monday, furthering concerns of a global recession in the coming months.
    [Show full text]
  • Investor Fact Sheet – Scotiabank Q1 2021
    Investor Fact Sheet – Scotiabank Q1 2021 Our Business Four Business Lines1,2,3,4 Scotiabank is a leading bank in the Americas and the only bank 40% with operations in Canada, US and the Pacific Alliance countries. Canadian Banking Guided by our purpose: “for every future”, we help our customers, 17% their families and their communities achieve success through a Business Line International broad range of advice, products and services, including personal Earnings Banking and commercial banking, wealth management and private 24% $2.3B banking, corporate and investment banking, and capital markets. Global Banking and Markets 19% TSX: BNS; NYSE: BNS Global Wealth http://www.scotiabank.com Management Follow us on Twitter @ScotiabankViews. Other Financial Information Reasons to Invest in Scotiabank Pre-Tax, Pre Provision Profit4 $3,892 million (+5% Y/Y) • Leading bank in the Americas Total Assets5 $1,164 billion o Top 3 bank in Canada and top 5 bank in the Pacific Alliance Net Loans and Acceptances5 $618 billion ~94% of earnings from the Americas o Deposits5 $769 billion • Diversified exposure to high quality growth markets Employees5,6 ~90,000 Unique Americas footprint provides diversified exposure to o 5 higher growth, high ROE banking markets Branches and Offices 2,597 5 o 229 million people in the Pacific Alliance countries comprise the ABMs 8,716 6th largest economy in the world • Increasing scale and market share in core markets Medium-term Financial Objectives o Competitive scale and increasing market share in core markets Q1 2021 Actual o Competitive advantages in technology, risk management, and 2,4 funding versus competitors EPS Growth 7%+ +3% Return on Equity 14%+ 14.4%2,4 • Strong risk culture: solid credit quality, well provisioned +3.0%2,4 o Strong Canadian risk management culture with strong Operating Leverage Positive capabilities in AML and cybersecurity +3.4% (Ex.
    [Show full text]
  • Financial Technology Sector Review | Q4 2019 Financial Technology Sector Review | Q4 2019
    FINANCIAL TECHNOLOGY SECTOR REVIEW | Q4 2019 FINANCIAL TECHNOLOGY SECTOR REVIEW | Q4 2019 TECHNOLOGY, MEDIA & TELECOM HARRIS WILLIAMS (“HW”) AS A FIRM (“TMT”) GROUP • Founded in 1991 • 35+ professionals across Boston, San Francisco, and London Managing Director • 370+ professionals across eight offices globally • 42 closed transactions in the last 24 months [email protected] Office: (617) 654-2133 • 170+ closed transactions in the last 24 months • 21st record year in 2018 • Compliance Software • Architecture, Engineering, and • CRM and Member Management Construction Director • 10 industry groups Software • eCommerce and Retail Software [email protected] • Data and Analytics • Education Technology Office: +44 (0) 20 7518 8909 • Enterprise Software • Energy Technology • Human Capital Management • Facilities and Real Estate • Infrastructure and Security Technology Director Software • Financial Technology [email protected] Office: (617) 654-2113 2017 • IT and Tech Enabled Services • Government Technology 2017 • Managed Services, Hosting, Data • Healthcare IT Center Solutions • Industrial and Supply Chain • Online Marketing, Data, and Software Vice President [email protected] Research Office: (617) 654-2126 OBSERVATIONS ON KEY FINTECH TRENDS • The financial technology market continues to attract strong interest from financial investors and strategic acquirers alike, with more than 550 M&A transactions completed in 2019 globally Managing Director • Consolidation persists as the sector matures and is expected
    [Show full text]
  • Manulife Dividend Income Class1,2 EQUITY Series T6 · Performance As at August 31, 2021 · Holdings As at July 31, 2021
    Manulife Dividend Income Class1,2 EQUITY Series T6 · Performance as at August 31, 2021 · Holdings as at July 31, 2021 Portfolio advisor: Manulife Investment Why Invest Management Limited Managed by the Manulife Essential Equity Team all companies are viewed under the same fundamental proprietary lens, using a scalable and repeatable process driven by the team's fundamental beliefs unchanged since the team's founding in 1996. The team's focus is on creating a high returning conglomerate portfolio consisting of diversified businesses to Management ensure that revenue and earnings come from many different sources. As a result, no single event will have a large negative impact on the portfolio. The fund aims to provide investors with a portfolio of Canadian and U.S. dividend paying diversified Conrad Dabiet businesses, which in aggregate have high and stable profitability, minimal financial leverage and at an attractive valuation. The outcome is a portfolio of securities that together create value at a pace faster than the benchmark. The fund is ideal for clients looking for long term growth and tax efficient monthly income. Alan Wicks Growth of $10,000 since inception7 Chris Hensen 36,000 $32,948 30,000 Jonathan Popper ($) 24,000 18,000 Fund Codes (MMF) 12,000 6,000 Series FE LL2 LL3 DSC Other 2013 2014 2015 2016 2017 2018 2019 2020 2021 Advisor 8545 8045 8745 8445 — Advisor - DCA 28545 28045 28745 28445 — F — — — — 8645 Calendar Returns (%) F - DCA — — — — 28645 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 FT6 — — — — 1218 — — 24.43
    [Show full text]
  • Investor Fact Sheet – Scotiabank Q2 2021
    Investor Fact Sheet – Scotiabank Q2 2021 Our Business Four Business Lines1,2,3,4 Scotiabank is a leading bank in the Americas and the only bank with operations in Canada, US and the Pacific Alliance countries. 41% Canadian Guided by our purpose: “for every future”, we help our customers, Banking YTD their families and their communities achieve success through a 18% Business Line International broad range of advice, products and services, including personal Earnings Banking and commercial banking, wealth management and private 23% $4.5B banking, corporate and investment banking, and capital markets. Global Banking TSX: BNS; NYSE: BNS and Markets 18% Global Wealth http://www.scotiabank.com Management Follow us on Twitter @ScotiabankViews. Other Financial Information 5 Reasons to Invest in Scotiabank Pre-Tax, Pre Provision Profit $3,720 million (+2% Y/Y) Total Assets6 $1,125 billion Leading bank in the Americas • Net Loans and Acceptances6 $623 billion Top 3 bank in Canada and top 5 bank in the Pacific Alliance o Deposits6 $757 billion o >95% of earnings from the Americas Employees6,7 ~90,000 • Diversified exposure to high quality growth markets Branches and Offices6 2,569 o Unique Americas footprint provides diversified exposure to higher growth, high ROE banking markets ABMs6 8,695 o 229 million people in the Pacific Alliance countries comprise the 6th largest economy in the world Medium-term Financial Objectives • Increasing scale and market share in core markets Q2 2021 Actual 2021 YTD Actual o Competitive scale and increasing market
    [Show full text]
  • Financial Technology Sector Summary
    Financial Technology Sector Summary July 30, 2014 Financial Technology Sector Summary Table of Contents I. GCA Savvian Overview II. Market Summary III. Payments / Banking IV. Securities / Capital Markets / Data & Analytics V. Healthcare / Insurance I. GCA Savvian Overview GCA Savvian Overview Highlights Firm Statistics GCA Savvian Focus . Over 225 professionals today Mergers & Acquisitions Private Capital Markets . Full spectrum of buy-side, sell- . Agented private capital raiser . Headquarters in San Francisco and Tokyo; offices in New side and strategic advisory York, London, Shanghai, Mumbai, and Osaka . Equity and debt capital markets . Public and private company advisory services experience . Provides mergers and acquisitions advisory services, private . Core competency, with important capital & capital markets advisory services, and principal . Strategic early-stage growth relationships among the venture investing companies through industry capital and private equity defining, multi-billion dollar community transactions . Over 500 transactions completed . Publicly traded on the Tokyo Stock Exchange (2174) Senior level attention and focus, Relationships and market extensive transaction intelligence; a highly experienced team in experience and deep domain insight the industry Global Advisory Firm Market Positioning Bulge Bracket Growth Sector Focus Transaction Expertise . Senior Team with . Growth Company Focus Unparalleled Transaction . Sector Expertise / Domain Experience Knowledge . Highest Quality Client . Private Capital Access
    [Show full text]