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HW&Co. Landscape Industry Reader Template

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HW&Co. Landscape Industry Reader Template QUARTERLY SOFTWARE SECTOR REVIEW | 4Q 2018 SOFTWARE SECTOR REVIEW | 4Q 2018 . DEAL SPOTLIGHT KEY FACTS . M&A TRANSACTIONS – 4Q 2018 . SOFTWARE M&A ACTIVITY . Founded in 1991 . SOFTWARE SECTOR OVERVIEWS . SOFTWARE PRIVATE PLACEMENTS . 300+ professionals across eight offices globally . SOFTWARE PUBLIC COMPARABLES . TECHNOLOGY IPOS . 21st record year in 2018 . DEBT MARKETS . APPENDIX: PUBLIC COMPARABLES DETAIL . 10 industry groups HW Office Managing Director [email protected] Managing Director [email protected] SOFTWARE / SAAS INTERNET & DIGITAL MEDIA Managing Director . Enterprise Software . IT and Tech-Enabled . AdTech and Marketing . Digital Media, Content, [email protected] . Data and Analytics Services Solutions and Gaming . Infrastructure Software . Telecom and Data Center . Consumer Internet . eCommerce Managing Director Solutions . Mobile [email protected] TMT VERTICAL FOCUS AREAS Managing Director . Education Technology . Fintech . Public Sector [email protected] . Energy Technology . Healthcare IT . Supply Chain and Logistics . Human Capital Management . Industrial Software *[email protected] has been acquired by pending acquisition of has been acquired by has acquired has been acquired by has acquired has been acquired by has been acquired by has merged with has been acquired by has been acquired by has acquired & TECHNOLOGY, MEDIA & TELECOM PAGE | 1 SOFTWARE SECTOR REVIEW | 4Q 2018 HW’s TMT Group advised IQMS, a portfolio company of TCV and Banneker Partners, on its sale to Dassault Systemes (EPA: DSY). $425M IQMS is a leading provider of fully-integrated software solutions that manage, optimize, and automate production operations and back-office workflows for manufacturers across diverse end-markets, globally. Through its comprehensive manufacturing execution system (MES) and enterprise resource planning (ERP) software platform, IQMS’ solutions provide manufacturers with a comprehensive end-to-end suite that provides real-time visibility and actionable insights throughout the manufacturing lifecycle. IQMS serves over 1,000 longstanding customers across diverse end-markets, including automotive, has been acquired by medical, packaging, consumer goods, electronics, and aerospace and defense in a growing $35 billion global market. Dassault Systemes will help IQMS expand its customer base by leveraging the presence in the mid- market space established through Dassault’s SOLIDWORKS applications, which are delivered and supported by the company’s Professional Solutions global partner channel. Tyler Dewing Jeff Bistrong Thierry Monjauze Andy Leed Erik Szyndlar Managing Director Managing Director Managing Director Director Director [email protected] [email protected] [email protected] [email protected] [email protected] 617-654-2133 617-654-2102 +44 (20) 7518-8900 415-217-3420 415-217-3418 TECHNOLOGY, MEDIA & TELECOM PAGE | 2 SOFTWARE SECTOR REVIEW | 4Q 2018 • Mindbody provides business management software and payment solutions for the fitness, beauty, and wellness services industries. • The Company’s integrated platform enables business owners to operate, market, and grow their businesses, while enabling Enterprise Value: $1,900M EV / Revenue: 7.3x consumers to easily find, engage, and transact with fitness, wellness, and beauty providers in their local communities. Revenue: $260M EV / EBITDA: NA • Following the acquisition, Vista will provide capital and operating expertise to accelerate development of Mindbody’s platform and product suite. • PlanGrid provides construction productivity and collaboration software to over 12,000 contractors, subcontractors, and owners in commercial, heavy civil, and other industries. • The Company’s web-based solution enables clients to share blueprints, project plans, and daily reports across project teams, Enterprise Value: $875M EV / Revenue: NA resulting in increased productivity and efficiency and decreased project timelines. Revenue: NA EV / EBITDA: NA • PlanGrid’s workflows will be integrated with Autodesk Revit and the Autodesk BIM 360 platforms to provide a seamless flow of project information across all project stakeholders. • Invoice Cloud provides cloud-based vertical software, payments, and billing solutions to over 25,000 clients in the government, utilities, health and wellness, non-profit, and financial services sectors. • The Company’s SaaS solutions help clients minimize administrative costs, improve customer engagement, and streamline the Enterprise Value: NA EV / Revenue: NA billing and collections processes. Revenue: NA EV / EBITDA: NA • Following the acquisition, Invoice Cloud will leverage General Atlantic’s extensive vertical software and payments expertise to execute on an organic and inorganic growth strategy. • Qualtrics provides enterprise data collection and experience management (“XM”) software to over 9,000 enterprises worldwide. • The Company’s XM platform enables teams, departments, and organizations to collect, manage, and act on experience data, Enterprise Value: $8,000M EV / Revenue: 20.0x resulting in superior customer, employee, product, and brand experiences. Revenue: $400M EV / EBITDA: NA • Post acquisition, Qulatrics will leverage SAP’s global scale, reach, and resources to accelerate growth and adoption globally. • OnCourse Learning provides eLearning, workforce management, and compliance solutions to enterprises and professionals in the healthcare, financial services, and real estate sectors to over 750,000 learners and 19,000 B2B clients annually. • The Company’s software solutions empower organizations to manage the workforce lifecycle, ensure compliance, and Enterprise Value: NA EV / Revenue: NA advance careers through technology-based personal learning solutions. • As part of the transaction, OnCourse’s professional education segment will become a new entity within Bertelsmann Education Revenue: NA EV / EBITDA: NA Group while OnCourse’s healthcare segment will merge with Relias, a healthcare-focused e-learning business within the Bertelsmann Education Group portfolio. TECHNOLOGY, MEDIA & TELECOM PAGE | 3 SOFTWARE SECTOR REVIEW | 4Q 2018 (# of Transactions) . The 10 most active strategic software acquirers registered 65 acquisitions in 2018. Activity among large strategic 2018 software acquirers surpassed 2017 17 levels. 7 2017 . Microsoft was the most active strategic 2016 acquirer in 2018, completing 17 10 12 4 acquisitions. Collaboration and 4 7 2015 development tools remain strategic priorities as evidenced by the $7.5 9 7 billion acquisition of GitHub, which will 15 14 8 5 4 provide a strong base for Microsoft to 2 7 4 4 expand its cloud-services offerings and 9 8 6 grow its developer network. 18 1 3 13 8 1 12 10 3 6 2 3 6 4 4 4 3 3 1 (# of Transactions) . Globally, strategic software M&A registered 450 acquisitions in 4Q 2018 2018, an 10% increase from 3Q 2018. 2018 was highlighted by incumbent enterprise software providers expanding their cloud capabilities through multi-billion dollar acquisitions of open-source software, cloud services, and developer solutions. 454 437 434 450 Notable deals include IBM’s $34 billion 402 406 402 395 41 0 358 381 381 acquisition of Red Hat, Broadcom’s 341 351 348 328 $18.5 billion acquisition of CA Technologies, and SAP’s $8 billion acquisition of Qualtrics. 1Q '15 2Q '15 3Q '15 4Q '15 1Q '16 2Q '16 3Q '16 4Q '16 1Q '17 2Q '17 3Q '17 4Q '17 1Q '18 2Q '18 3Q '18 4Q '18 Note: Includes control investments only. TECHNOLOGY, MEDIA & TELECOM PAGE | 4 SOFTWARE SECTOR REVIEW | 4Q 2018 (# of Platform Transactions) . The 10 most active software investors completed 70 new platform investments in 2018. 2018 12 . Thoma Bravo was the most active 2017 software private equity firm in 2018, completing 14 platform acquisitions. 14 2016 Notable acquisitions for the year include 9 8 6 5 Veracode, Imperva, and Barracuda 2015 Networks. 3 5 6 7 4 6 7 10 6 2 6 5 7 3 4 5 3 8 1 5 2 7 7 4 4 3 6 5 5 3 3 2 2 2 (# of Platform Transactions) . Globally, private equity buyers registered 95 new software platform investments in 4Q 2018, the highest quarter ever. The software sector is rapidly evolving as all industries are experiencing disruptive digital technology transformations. To capitalize on this trend, dealmakers, including both 1 02 1 00 traditional technology investors and 91 90 95 82 80 83 non-traditional investors, are deploying 73 73 an unprecedented amount of capital in 56 61 54 50 the software sector. 44 47 1Q '15 2Q '15 3Q '15 4Q '15 1Q '16 2Q '16 3Q '16 4Q '16 1Q '17 2Q '17 3Q '17 4Q '17 1Q '18 2Q '18 3Q '18 4Q '18 Note: Includes control new platform investments only. Excludes add-on acquisitions. TECHNOLOGY, MEDIA & TELECOM PAGE | 5 SOFTWARE SECTOR REVIEW | 4Q 2018 . Application Software M&A 394 3.5x 380 registered 394 transactions in 4Q 373 366 2018, the highest quarter ever, as 346 demand for high quality 337 3.0x 319 320 316 314 2.8x 307 298 2.7x 2.7x Application Software assets 289 291 288 281 2.5x 2.5x 272 2.5x 2.4x 2.5x 2.4x proliferates across different 2.3x 2.4x sectors of the economy. 2.3x 2.3x 2.3x . Median reported Application Software M&A transaction multiples continued an upward 1.4x trend, increasing to 3.5x revenue in 4Q 2018. 3Q '14 4Q '14 1Q '15 2Q '15 3Q '15 4Q '15 1Q '16 2Q '16 3Q '16 4Q '16 1Q '17 2Q '17 3Q '17 4Q '17 1Q '18 2Q '18 3Q '18 4Q '18 3Q '14 4Q '14 1Q '15 2Q '15 3Q '15 4Q '15 1Q '16 2Q '16 3Q '16 4Q '16 1Q '17 2Q '17 3Q '17 4Q '17 1Q '18 2Q '18 3Q '18 4Q '18 . In 4Q 2018, strategic buyers were Application Software highly active pursuing application 1/08/2019 Dassault Systèmes SA IQMS Provider of an integrated manufacturing execution systems (MES) and enterprise resource planning (ERP) software platform. $425 HW CONFIDENTIAL6.1x software targets, as vertical- 12/19/2018 Thoma Bravo LLC PEC Safety Operations LLC Provider of contractor management and safety training software. NA NA specific software companies 12/13/2018 Altair Engineering, Inc. Datawatch Corp. Provider of business application software designed for a complimentary self-service data preparation services. $163 3.9x remain highly sought-after. 12/03/2018 Hub Group, Inc.
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