Technology M&A Update Q1 2017

Total Page:16

File Type:pdf, Size:1020Kb

Technology M&A Update Q1 2017 Q1 2017 TECHNOLOGY M&A UPDATE Q1 2017 TRANSACTION ACTIVITY Amount TEV/ Date Target Buyer(s) Segment TEV/ Rev ($ in Mil) EBITDA 3/31/2017 Metriguard, Inc. Raute, Inc. Data & Analytics - - - 3/31/2017 Strenuus LLC Zelis Healthcare, Inc. Healthcare IT - - - 3/31/2017 Full Service Networking Modern Office Methods, Inc. IT Services - - - 3/30/2017 Lenmar Group of Cos. Kellton Tech Solutions Ltd. IT Services - - - 3/30/2017 ABS Associates, Inc. Mechdyne Corp. Infrastructure/Hosting - - - 3/29/2017 DataRPM Corp. Progress Software Corp. Data & Analytics 30.00 - - 3/29/2017 SOASTA, Inc. Akamai Technologies, Inc. Enterprise Software - - - 3/29/2017 ABC Camps LLC Aquiline Capital Partners LLC; Togetherwork Other SaaS - - - Holdings, LLC 3/29/2017 International Information Systems Group LLC DCIM Solutions LLC Other SaaS - - - 3/28/2017 Bracket Global LLC Genstar Capital LLC Data & Analytics - - - 3/28/2017 Bulletin Intelligence LLC GTCR LLC; Cision US, Inc. Data & Analytics - - - 3/28/2017 Mightytv, Inc. Spotify Sweden AB; Spotify Ltd.; Spotify Other SaaS - - - Technology SA 3/27/2017 Structured Network Solutions, Inc. (New York) Orion Systems Integrators LLC; Potomac Equity Enterprise Software - - - Partners LLC 3/27/2017 Velocity Managed Services, Inc. (Medical Cloud Hosting Sol) Trapp Technology, Inc. Infrastructure/Hosting - - - 3/27/2017 Day 1 Solutions, Inc. Deloitte Consulting LLP Infrastructure/Hosting - - - 3/24/2017 Midtown Record & Storage Corp. Topspin Management LLC; Two Twenty Infrastructure/Hosting - - - Records Management LLC 3/24/2017 Vernalis Group, Inc. Orion Systems Integrators LLC Other SaaS - - - 3/24/2017 StepOne, Inc. FanThreeSixty LLC Enterprise Software - - - 3/23/2017 Finitepaths, Inc. Lyft, Inc. Other SaaS - - - 3/23/2017 Praeses LLC Digital Pharmacist, Inc. Enterprise Software - - - 3/22/2017 DeskConnect Inc Apple, Inc. Other SaaS - - - 3/21/2017 Fanatic Software, Inc. COMPLETExRM, Inc. Other SaaS - - - 3/21/2017 Pragmatix Studio Fuzic Inc Other SaaS - - - 3/21/2017 Stelligent Systems LLC Pamlico Capital Management LP; Hosting.com, Other SaaS - - - Inc. 3/21/2017 Aerialink, Inc. Alpine Investors; CSF Corp. Infrastructure/Hosting - - - 3/21/2017 Orthogonal Labs, Inc. Conversocial Ltd. Other SaaS - - - 3/20/2017 Tk20, Inc. Taskstream LLC Other SaaS - - - 3/20/2017 Aporia Solutions LLC The Outsourcing Partnership LLC; Nadavon IT Security - - - Capital Partners LLC 3/20/2017 Communication Cable Co. Kohlberg Kravis Roberts & Co. LP; Optiv IT Security - - - Security, Inc. 3/20/2017 Zen Planner LLC GI Manager LP; Daxko LLC Other SaaS - - - 3/20/2017 Information Technologies, Inc. Riverside Partners LLC (New York) IT Services - - - 3/17/2017 NetSource Communications, Inc. FlatWorld Capital LLC; Venture Technologies, Infrastructure/Hosting - - - Inc. 3/16/2017 Manywho, Inc. Dell, Inc.; Boomi, Inc. Other SaaS - - - 3/15/2017 Greenview Data, Inc. Zix Corp. IT Security 8.10 - - 3/15/2017 Fyre LLC PeopleNet Corp. Enterprise Software - - - 3/15/2017 Capsci Health, Inc. Traffk LLC Other SaaS - - - 3/15/2017 Zimcom Internet Solutions Liberty Center One Infrastructure/Hosting - - - 3/15/2017 Supply Chain Coach, Inc. Rockfarm Supply Chain Solutions, Inc. Supply Chain Software - - - 3/14/2017 Kaybus, Inc. Prysm, Inc. Marketing Software - - - 3/14/2017 Verisys Corp. Spectrum Equity Management, Inc.; Cressey & Healthcare IT - - - Co. LP; Spectrum Equity Management LP; Verisys Corp. (Private Group) 3/13/2017 Communications Resources, Inc. (GA) Interdev, LLC IT Security - - - 3/13/2017 ObjectVideo, Inc. Alarm.com Holdings, Inc. IT Security 6.00 - - 3/9/2017 Virtual Bridges, Inc. NComputing, Inc. Infrastructure/Hosting - - - 3/8/2017 Sotera Defense Solutions, Inc. The KEYW Corp. IT Security 235.00 - - 3/7/2017 Core Technology Corp. Harris Systems USA, Inc. Enterprise Software - - - 3/7/2017 JCKM, Inc SendGrid, Inc. Marketing Software - - - 3/7/2017 Newswire Network Ltd. Viratech Corp.; Cancer.im, Inc Marketing Software - - - 3/7/2017 Clearview Staffing Software, Inc. Healthcaresource HR, Inc. Healthcare IT - - - 3/7/2017 SafeGuard PII Corp Adama Technologies Corp. Data & Analytics - - - 3/6/2017 Veracode, Inc. CA, Inc. IT Security 614.00 - - 3/6/2017 Salford Systems, Inc. Minitab, Inc. Data & Analytics - - - 3/6/2017 Core Informatics LLC Thermo Fisher Scientific, Inc. Enterprise Software - - - 3/2/2017 Hummingbill, Inc. Sequoia Capital India Advisors Pvt Ltd.; Prime Other SaaS - - - Venture Partners; Minions Ventures Pvt Ltd. 3/2/2017 IQS, Inc. Norwest Venture Partners; Medgate, Inc. Other SaaS - - - 3/2/2017 Network Access Products, Inc. Comm-Works Investment Holding Co. LLC IT Services - - - 3/1/2017 HealthSystems Co. Seaport Capital LLC; Quatris LLC Healthcare IT - - - Source: FactSet financial data and analytics Note: These data represent recorded transactions only, and are not all-inclusive. Nevertheless, they are typically representative of the industry. 720.221.9220 | SDRVENTURES.COM Investment Banking and Securities Offered Through SDR Capital Markets, Inc., Member FINRA and SIPC. 1 Q1 2017 TECHNOLOGY M&A UPDATE Q1 2017 TRANSACTION ACTIVITY (CONTINUED) Amount TEV/ Date Target Buyer(s) Segment TEV/ Rev ($ in Mil) EBITDA 3/1/2017 NetVoyage Corp. CCG Operations LLC; Clearlake Capital Group Infrastructure/Hosting - - - LP 2/28/2017 NoWait, Inc. Yelp, Inc. Other SaaS 40.00 - - 2/28/2017 Infusion Software, Inc. Avanade, Inc. Infrastructure/Hosting - - - 2/28/2017 WhiteSpace Health, Inc. TA Associates Management LP; OMH Data & Analytics - - - HealthEdge Holdings, Inc. 2/28/2017 ConEst Software Systems, Inc. JDM Technology Group Other SaaS - - - 2/24/2017 Cola, Inc. Greycroft LLC; FUEL Capital Ltd; SV Angel LLC; Enterprise Software - - - Crunch Fund Management LLC; Promus Ventures LLC; AME Cloud Ventures LLC; Microsoft Ventures; Layer, Inc.; Salesforce Ventures LLC 2/24/2017 Skry, Inc. Bloq, Inc. Data & Analytics - - - 2/23/2017 Vigillo LLC SAMBA Holdings, Inc.; ABRY Partners LLC; Supply Chain Software - - - Main Street Capital Partners LLC; Cerca Group LLC 2/23/2017 High Line Health LLC Apax Partners (UK) Ltd.; One Call Care Data & Analytics - - - Management, Inc. 2/22/2017 Turn, Inc. Amobee, Inc. Marketing Software 310.00 - - 2/22/2017 Syncplicity LLC Axway Software SA IT Security - - - 2/22/2017 Workstraight.com Mindshare Design, Inc. Other SaaS - - - 2/22/2017 Tilt.com, Inc. General Catalyst LLC; Sequoia Capital; Other SaaS 62.10 - - FirstMark Capital LLC; Y Combinator LLC; YVentures; AH Capital Management LLC; Airbnb, Inc.; ENIAC Ventures, Inc.; DST Global (Mgmt); A-Grade Investments; Sherpacapital LLC 2/22/2017 LiftMetrix, Inc. HootSuite Media, Inc.; OMERS Ventures Other SaaS - - - Management, Inc. 2/21/2017 RTB Global, Inc. Providence Equity Partners LLC; Abacus Data Infrastructure/Hosting - - - Systems, Inc. 2/21/2017 Results Software LLC Providence Equity Partners LLC; Abacus Data Enterprise Software - - - Systems, Inc. 2/17/2017 Quatro Systems, Inc. Integra Business Center, Inc. IT Services - - - 2/16/2017 PreClarity, Inc. TA Associates Management LP; TEOCO Corp. Data & Analytics - - - 2/16/2017 RedTail Solutions, Inc. Accel-KKR LLC; HighJump Software, Inc. Other SaaS - - - 2/16/2017 Data3Sixty, Inc. Infogix, Inc.; Thoma Bravo LLC Financial Technology - - - 2/16/2017 Kavi Corp. JMI Management, Inc.; Higher Logic LLC Other SaaS - - - 2/15/2017 Evidon, Inc. (Ghostery Consumer Business) Burda GmbH; Mozilla Corp.; Cliqz GmbH Marketing Software - - - 2/15/2017 TrialWorks LLC Ridge Road Partners LLC IT Services - - - 2/15/2017 Verba Software, Inc. Vital Source Technologies, Inc.; Ingram Content Other SaaS - - - Group, Inc. 2/14/2017 M-Tech Systems USA, Inc. Munters AB; Nordic Capital AB Other SaaS - - - 2/13/2017 Steelwedge Software, Inc. Insight Venture Management LLC; E2open LLC Enterprise Software - - - 2/13/2017 Eclipsecurity LLC Halock Security Labs IT Security - - - 2/13/2017 BRIX Software Hyphen Solutions LLC Enterprise Software - - - 2/10/2017 Argo AI LLC Ford Motor Co. Other SaaS 1000.00 - - 2/9/2017 Eirene, Inc. Riverside Partners LLC (New York); ProSites, Inc. Other SaaS - - - 2/8/2017 OpsClarity, Inc. Lightbend, Inc. IT Services - - - 2/7/2017 NetSeer, Inc. Inuvo, Inc. Marketing Software 5.51 - - 2/7/2017 Revolutionary Security LLC Guidepost Solutions LLC IT Security - - - 2/7/2017 Cole Information Services, Inc. Brook Venture Partners LLC; Eagle Private IT Services - - - Capital LLC; Resolute Capital Partners; Cole Information Services, Inc. (Private Group) 2/6/2017 Information Innovators, Inc. Frontenac Co. LLC; Bridge Growth Partners IT Services - - - LLC; Salient Crgt, Inc. 2/3/2017 Phoenix Kiosk, Inc. Slabb, Inc. Other SaaS - - - 2/1/2017 DC74, LLC Lumos Networks Corp. Infrastructure/Hosting 28.50 - - 2/1/2017 Owl Computing Technologies, Inc. DC Capital Partners LLC; Acuity Technologies IT Security - - - Holding Co. 2/1/2017 Conversa Solutions LLC Vertex Wireless LLC Supply Chain Software - - - 2/1/2017 Panacea Healthcare Solutions, Inc. Revelstoke Capital Partners LLC; Career Step Healthcare IT - - - LLC 2/1/2017 Distinct Software Solutions LLC EZLinks Golf LLC Marketing Software - - - 1/31/2017 VisibilityRx DrFirst.com, Inc. Healthcare IT - - - 1/31/2017 IDV Solutions LLC Everbridge, Inc. Data & Analytics 27.50 - - 1/31/2017 Double-Take Software, Inc. Carbonite, Inc. IT Security 65.35 - - 1/31/2017 Huzza Media, Inc. Kickstarter, PBC Marketing Software - - - 1/31/2017 Sagewood Systems, Inc. CV Enterprises, Inc. Healthcare IT - - - 1/31/2017 365 Services LLC DataBank Ltd. IT Services - - - Source: FactSet
Recommended publications
  • HW&Co. Landscape Industry Reader Template
    TECHNOLOGY, MEDIA, & TELECOM QUARTERLY SOFTWARE SECTOR REVIEW │ 3Q 2016 www.harriswilliams.com Investment banking services are provided by Harris Williams LLC, a registered broker-dealer and member of FINRA and SIPC, and Harris Williams & Co. Ltd, which is authorised and regulated by the Financial Conduct Authority. Harris Williams & Co. is a trade name under which Harris Williams LLC and Harris Williams & Co. Ltd conduct business. TECHNOLOGY, MEDIA, & TELECOM QUARTERLY SOFTWARE SECTOR REVIEW │ 3Q 2016 HARRIS WILLIAMS & CO. OVERVIEW HARRIS WILLIAMS & CO. (HW&CO.) GLOBAL ADVISORY PLATFORM CONTENTS . DEAL SPOTLIGHT . M&A TRANSACTIONS – 2Q 2016 KEY FACTS . SOFTWARE M&A ACTIVITY . 25 year history with over 120 . SOFTWARE SECTOR OVERVIEWS closed transactions in the . SOFTWARE PRIVATE PLACEMENTS last 24 months OVERVIEW . SOFTWARE PUBLIC COMPARABLES . Approximately 250 OVERVIEW professionals across seven . TECHNOLOGY IPO OVERVIEW offices in the U.S. and . DEBT MARKET OVERVIEW Europe . APPENDIX: PUBLIC COMPARABLES DETAIL . Strategic relationships in India and China HW&Co. Office TMT CONTACTS Network Office UNITED STATES . 10 industry groups Jeff Bistrong Managing Director HW&CO. TECHNOLOGY, MEDIA & TELECOM (TMT) GROUP FOCUS AREAS [email protected] Sam Hendler SOFTWARE / SAAS INTERNET & DIGITAL MEDIA Managing Director [email protected] . Enterprise Software . IT and Tech-enabled . AdTech and Marketing . Digital Media and Content Services Solutions Mike Wilkins . Data and Analytics . eCommerce Managing Director . Infrastructure and . Data Center and . Consumer Internet . Mobile [email protected] Managed Services Security Software EUROPE Thierry Monjauze TMT VERTICAL FOCUS AREAS Managing Director [email protected] . Education . Fintech . Manufacturing . Public Sector and Non-Profit . Energy, Power, and . Healthcare IT . Professional Services . Supply Chain, Transportation, TO SUBSCRIBE PLEASE EMAIL: Infrastructure and Logistics *[email protected] SELECT RECENT HW&CO.
    [Show full text]
  • Education Technology & Services Market
    Market Update Education Key Highlights The top subsector stock performer in Q4 2019 Technology was digital educational content & services, up 13.7% year-over-year & Services On average, EBITDA multiples for the subsectors decreased 0.5x from the prior quarter and were Q4 2019 down 0.8x on a year-over-year basis 2020 Forecast…Sustained Robust Deal Activity Focused on High Quality Assets and Strong Outcomes-Driven Business Models For several years now, we have been predicting continued consolidation within the education technology and services market. Merger and acquisition activity of all types within the sector has been robust, with overall transaction volumes repeatedly surpassing year-over-year levels by healthy margins. Even with ongoing strategic consolidation in the space, ever-increasing private equity interest in the education sector has been the primary driver of continued strong transaction levels and increasing valuations. A record amount of available capital, or “dry powder,” and elevated interest in software-as-a-service (“SaaS”) business models were the primary underlying factors driving private equity interest levels in ed tech businesses. Interest in high quality education providers has also been robust, underpinned by strong outcome-driven theses behind businesses built to solve the “achievement gap” and/or “skills gap” problem with a keen focus on value proposition to the consumer. In the early childhood segment, activity levels remain high, driven by continued professionalization and consolidation within an otherwise highly fragmented global market. And in the proprietary postsecondary sector, after a “decade of pain,” M&A has made a comeback with several new investments by private equity investors seeking premium operators in markets with strong supply/ demand imbalances.
    [Show full text]
  • Philadelphia Investment Trends Report
    Venture impact Technology investment in the Greater Philadelphia region Trends and highlights, January 2008 to June 2013 Innovation, investment and opportunity On behalf of EY, Ben Franklin Technology Partners of Southeastern Pennsylvania and the Greater Philadelphia Alliance for Capital and Technologies (PACT), we are pleased to present this review 421 companies of technology investment trends and highlights in the Greater Philadelphia region. $4.1 billion The technology investment community in the Greater Philadelphia region includes a wide variety of funding sources supporting a diverse array of companies and industry sectors. In this report, Total investment since we’ve analyzed more than a thousand investment rounds and January 2008 exits that occurred in the Philadelphia region since 2008 – including investments from venture capital fi rms (VCs), angel investors (Angels), corporate/strategic investors, seed funds, accelerators and other sources of funding. As shown in this report, 2012 reversed a post-recession slowdown in venture funding in Greater Philadelphia, and to date, 2013 has brought a welcome increase in the amount of new funds available at regional investment fi rms. These are positive signs for our region’s technology companies, as are the increasing number of exits via IPO and acquisition, which serve as further validation of the investment opportunities created by our region’s growing technology sector. We encourage you to explore this report, and we hope that it will provide useful insights into the current state of
    [Show full text]
  • A Listing of PSERS' Investment Managers, Advisors, and Partnerships
    Pennsylvania Public School Employees’ Retirement System Roster of Investment Managers, Advisors, and Consultants As of March 31, 2015 List of PSERS’ Internally Managed Investment Portfolios • Bloomberg Commodity Index Overlay • Gold Fund • LIBOR-Plus Short-Term Investment Pool • MSCI All Country World Index ex. US • MSCI Emerging Markets Equity Index • Risk Parity • Premium Assistance • Private Debt Internal Program • Private Equity Internal Program • Real Estate Internal Program • S&P 400 Index • S&P 500 Index • S&P 600 Index • Short-Term Investment Pool • Treasury Inflation Protection Securities • U.S. Core Plus Fixed Income • U.S. Long Term Treasuries List of PSERS’ External Investment Managers, Advisors, and Consultants Absolute Return Managers • Aeolus Capital Management Ltd. • AllianceBernstein, LP • Apollo Aviation Holdings Limited • Black River Asset Management, LLC • BlackRock Financial Management, Inc. • Brevan Howard Asset Management, LLP • Bridgewater Associates, LP • Brigade Capital Management • Capula Investment Management, LLP • Caspian Capital, LP • Ellis Lake Capital, LLC • Nephila Capital, Ltd. • Oceanwood Capital Management, Ltd. • Pacific Investment Management Company • Perry Capital, LLC U.S. Equity Managers • AH Lisanti Capital Growth, LLC Pennsylvania Public School Employees’ Retirement System Page 1 Publicly-Traded Real Estate Securities Advisors • Security Capital Research & Management, Inc. Non-U.S. Equity Managers • Acadian Asset Management, LLC • Baillie Gifford Overseas Ltd. • BlackRock Financial Management, Inc. • Marathon Asset Management Limited • Oberweis Asset Management, Inc. • QS Batterymarch Financial Management, Inc. • Pyramis Global Advisors • Wasatch Advisors, Inc. Commodity Managers • Black River Asset Management, LLC • Credit Suisse Asset Management, LLC • Gresham Investment Management, LLC • Pacific Investment Management Company • Wellington Management Company, LLP Global Fixed Income Managers U.S. Core Plus Fixed Income Managers • BlackRock Financial Management, Inc.
    [Show full text]
  • VP for VC and PE.Indd
    EUROPEAN VENTURE PHILANTHROPY ASSOCIATION A guide to Venture PhilAnthroPy for Venture Capital and Private Equity investors Ashley Metz CummingS and Lisa Hehenberger JUNE 2011 2 A guidE to Venture Philanthropy for Venture Capital and Private Equity investors LETTER fROM SERgE RAICHER 4 Part 2: PE firms’ VP engAgement 20 ContentS Executive Summary 6 VC/PE firms and Philanthropy PART 1: Introduction 12 Models of engagement in VP Purpose of the document Model 1: directly support Social Purpose Organisations Essence and Role of Venture Philanthropy Model 2: Invest in or co-invest with a VP Organisation Venture Philanthropy and Venture Capital/Private Equity Model 3: found or co-found a VP Organisation Published by the European Venture Philanthropy Association This edition June 2011 Copyright © 2011 EVPA Email : [email protected] Website : www.evpa.eu.com Creative Commons Attribution-Noncommercial-No derivative Works 3.0 You are free to share – to copy, distribute, display, and perform the work – under the following conditions: Attribution: You must attribute the work as A gUIdE TO VENTURE PHILANTHROPY fOR VENTURE CAPITAL ANd PRIVATE EqUITY INVESTORS Copyright © 2011 EVPA. Non commercial: You may not use this work for commercial purposes. No derivative Works: You may not alter, transform or build upon this work. for any reuse or distribution, you must make clear to others the licence terms of this work. ISbN 0-9553659-8-8 Authors: Ashley Metz Cummings and dr Lisa Hehenberger Typeset in Myriad design and typesetting by: Transform, 115b Warwick Street, Leamington Spa CV32 4qz, UK Printed and bound by: drukkerij Atlanta, diestsebaan 39, 3290 Schaffen-diest, belgium This book is printed on fSC approved paper.
    [Show full text]
  • Private Equity 05.23.12
    This document is being provided for the exclusive use of SABRINA WILLMER at BLOOMBERG/ NEWSROOM: NEW YORK 05.23.12 Private Equity www.bloombergbriefs.com BRIEF NEWS, ANALYSIS AND COMMENTARY CVC Joins Firms Seeking Boom-Era Size Funds QUOTE OF THE WEEK BY SABRINA WILLMER CVC Capital Partners Ltd. hopes its next European buyout fund will nearly match its predecessor, a 10.75 billion euro ($13.6 billion) fund that closed in 2009, according to two “I think it would be helpful people familiar with the situation. That will make it one of the largest private equity funds if Putin stopped wandering currently seeking capital. One person said that CVC European Equity Partners VI LP will likely aim to raise 10 around bare-chested.” billion euros. The firm hasn’t yet sent out marketing materials. Two people said they expect it to do so — Janusz Heath, managing director of in the second half. Mary Zimmerman, an outside spokeswoman for CVC Capital, declined Capital Dynamics, speaking at the EMPEA to comment. conference on how Russia might help its reputation and attract more private equity The London-based firm would join only a few other firms that have closed or are try- investment. See page 4 ing to raise new funds of similar size to the mega funds raised during the buyout boom. Leonard Green & Partners’s sixth fund is expected to close shortly on more than $6 billion, more than the $5.3 billion its last fund closed on in 2007. Advent International MEETING TO WATCH Corp. is targeting 7 billion euros for its seventh fund, larger than its last fund, and War- burg Pincus LLC has a $12 billion target on Warburg Pincus Private Equity XI LP, the NEW JERSEY STATE INVESTMENT same goal as its predecessor.
    [Show full text]
  • Nordic-Capital-Pri-Transparency-Report-2020.Pdf
    RI TRANSPARENCY REPOR T 2020 Nordic Capital An investor initiative in partnership with UNEP Finance Initiative and UN Global Compact About this report The PRI Reporting Framework is a key step in the journey towards building a common language and industry standard for reporting responsible investment (RI) activities. This RI Transparency Report is one of the key outputs of this Framework. Its primary objective is to enable signatory transparency on RI activities and facilitate dialogue between investors and their clients, beneficiaries and other stakeholders. A copy of this report will be publicly disclosed for all reporting signatories on the PRI website, ensuring accountability of the PRI Initiative and its signatories. This report is an export of the individual Signatory organisation’s response to the PRI during the 2020 reporting cycle. It includes their responses to mandatory indicators, as well as responses to voluntary indicators the signatory has agreed to make public. The information is presented exactly as it was reported. Where an indicator offers a response option that is multiple-choice, all options that were available to the signatory to select are presented in this report. Presenting the information exactly as reported is a result of signatory feedback which suggested the PRI not summarise the information. As a result, the reports can be extensive. However, to help easily locate information, there is a Principles index which highlights where the information can be found and summarises the indicators that signatories complete and disclose. Understanding the Principles Index The Principles Index summarises the response status for the individual indicators and modules and shows how these relate to the six Principles for Responsible Investment.
    [Show full text]
  • Advancing the Role of the Finance Executive
    Advancing the role of the finance executive Built on the back of in-depth conversations with private equity CFOs, a 20-year heritage of our CFO community and the annual conference Contents » Connect. Evolve. Advance. » Past attendees list » Testimonials » Product offering » Messaging platform functionality » Unlock your networking opportunities with our virtual platform » Events 2 of 13 Advance your career Get direct access to industry peers and specialists who are tackling the same problems and obstacles you face. Benchmark your strategies and solutions to progress Connect. with confidence. Evolve. Advance your team Successful CFOs have a strong support team. Give Advance. your COO, CIO CCO, Finance Director and Controller The industry defining CFO & COO Forum All Access. Dive into a wide range of operational hot is now just one of the many essential topics from tax and compliance to recruitment, data updates we’ll give you throughout the year security management and cyber risk. with your CFO All Access subscription, designed around you to unlock: » Insider know-how – from CFO leaders at the top firms, to the innovators in the mid and lower market Advance your firm » Sector specific xpertisee – from technology to human capital to ESG The world is changing faster than ever – driven by macro issues such as climate change, a pandemic » Regulatory insight – direct from SEC global recession and political uncertainty. Progressive executives and directors strategies on ESG and diversity are no longer nice to » Authoritative market commentary – haves. LPs are directing capital to firms that take these from our acclaimed editorial team topics seriously and can show it.
    [Show full text]
  • “We Aren't Doing Our Job If We're Not Having the Awkward Conversations.” “I Am Fortunate to Have Often Been the '
    THEMIDDLEMARKET.COM JANUARY 2020 “We aren’t doing our job if we’re not having the awkward conversations.” THE Ivelisse Simon, Avante 2020 MOST INFLUENTIAL“I am fortunate to have often been the ‘first’ of something.” WOMEN IN Kate Faust, Rockwood Equity MID-MARKET“Women who have achieved success have a responsibility to help other promising females.” M&A MEG Montague, The McLean Group CV1_MAJ_0120.indd 1 12/9/19 10:08 AM Gain revolution. We broke the mold by bringing M&A payments online. Now we are turning things up a notch with a fast, easy, and predictable platform that takes care of all the details of your deal. Join the movement. Take us for a spin on your next deal. Learn more at srsacquiom.com Securities products and Payments services offered through Acquiom Financial LLC, an affiliate broker-dealer of SRS Acquiom Inc. and member FINRA/SIPC. Visit www.finra.org for information about FINRA membership. Acquiom Financial does not make recommendations, provide investment advice, or determine the suitability of any security for any particular person or entity. 0C2_MAJ0120 2 12/9/2019 10:08:25 AM Contents January 2020 | VOL. 55 | NO. 1 Cover Story 20 The Influencers Mergers & Acquisitions has been featuring the Most Influential Women THE in Mid-Market M&A for five years. During that time, the profile of women in the dealmaking world has been raised significantly, and yet women still represent only a small minority of 2020 MOST senior positions at private equity firms throughout the world. The low representation underscores the importance of projects, like this one, that feature successful female INFLUENTIAL dealmakers.
    [Show full text]
  • The Definitive Review of the US Venture Capital Ecosystem Credits & Contact
    Q4 2019 In partnership with Angel & seed deal value remains Value of VC deals with 2019 marks record year for elevated in 2019 at $9.1B nontraditional investor VC exit value despite tepid exit Page 7 participation approaches $100B for activity in Q4 second consecutive year Page 32 Page 27 The definitive review of the US venture capital ecosystem Credits & contact PitchBook Data, Inc. JOHN GABBERT Founder, CEO ADLEY BOWDEN Vice President, Research & Analysis Content NIZAR TARHUNI Director, Research JAMES GELFER Senior Strategist & Lead Analyst, VC ALEX FREDERICK Senior Analyst, VC CAMERON STANFILL, CFA Analyst II, VC KYLE STANFORD Analyst, VC VAN LE Senior Data Analyst RESEARCH Contents [email protected] Report & cover design by CONOR HAMILL Executive summary 3 National Venture Capital Association (NVCA) BOBBY FRANKLIN President & CEO NVCA policy highlights 4 MARYAM HAQUE Senior Vice President of Industry Advancement Overview 5-6 CASSIE HODGES Director of Communications DEVIN MILLER Manager of Communications & Digital Angel, seed & first financings 7-8 Strategy Early-stage VC 9-10 Contact NVCA nvca.org Late-stage VC 11-12 [email protected] SVB: Resilience is the theme for 2020 14-15 Silicon Valley Bank Deals by region 17 GREG BECKER Chief Executive Officer MICHAEL DESCHENEAUX President Deals by sector 18-21 BEN STASIUK Vice President SVB: Global trade tensions create stress—and opportunity 22-23 Contact Silicon Valley Bank svb.com Female founders 24-25 [email protected] Nontraditional investors 27-28 Carta: How dual-class and single-class companies Carta 29-30 MISCHA VAUGHN Head of Editorial compare JEFF PERRY Vice President of Revenue D’ARCY DOYLE Senior Vice President of Investor Exits 32-33 Services Sales VINCENT TIMONEY Director of Channel Strategy Fundraising 34-35 Contact Carta Methodology 37 carta.com 2 Q4 2019 PITCHBOOK-NVCA VENTURE MONITOR Executive summary The big question mark at the start of 2019 was how VC deal value would fare after a historic showing in the year prior.
    [Show full text]
  • Charles Hayes
    Charles Hayes Co-head of Financial Sponsors Group and Partner Corporate and M&A He is universally viewed as a rising talent in the context of high-end private equity deals. Some of the firm's most significant financial sponsor clients benefit from his 'fantastic' expertise. Chambers 2020 Primary practice Corporate and M&A 01/10/2021 Charles Hayes | Freshfields Bruckhaus Deringer About Charles Hayes <p><strong>Charles is global co-head of our financial sponsors group.</strong> <strong>He specialises in high-profile and complex acquisitions, carve-outs, take-privates and exits for some of the world&rsquo;s largest financial sponsors.</strong></p> <p>Charles is sought after by clients who value his technical and commercial excellence on a full range of financial sponsor deal types. He works across sectors, specialising in financial services, media and healthcare. He has also advised on a number of high-profile sports investments.</p> <p>His client base covers global private equity houses, pension funds, sovereign wealth funds and corporates. Having spent time on secondment with Goldman Sachs and in Freshfields&rsquo; MENA offices, Charles has a thorough understanding of the needs of our global financial sponsor clients.</p> <p>Charles speaks English, French and German.</p> Recent work <ul> <li>Advising&nbsp;<strong>CVC Capital Partners </strong>on its participation with F&eacute;d&eacute;ration de Internationale Volleyball (&ldquo;FIVB&rdquo;) and partnership in Volleyball World.</li> <li>Advising <strong>GIC </strong>on an investment made
    [Show full text]
  • Powerpoint Print Presentation
    September 2014 AP Alternative Portfolio AG Investment objective Fund performance (%) - last five calendar years (adjusted for dividends paid) • Aims to achieve attractive risk-adjusted returns over Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec YTD the long term 2014 0.68 2.66 1.60 1.45 1.63 0.81 0.18 0.90 -0.83 9.40 Aims to maintain low to moderate volatility of returns • 2013 1.63 -0.20 0.62 1.50 0.76 -0.18 0.65 1.11 0.98 1.68 2.69 1.08 13.01 • Aims to maintain low correlation to traditional asset classes 2012 0.89 1.88 0.45 2.13 -0.05 0.73 -0.48 0.41 0.49 1.15 0.70 1.05 9.73 2011 1.00 1.83 3.49 1.44 0.30 0.14 1.12 1.62 -1.12 -0.56 -1.72 -1.01 6.60 Product description 2010 -0.33 0.81 1.86 0.76 -0.73 -0.24 1.08 0.34 1.94 1.20 -0.03 2.38 9.37 AP Alternative Portfolio AG is an investment company based in Zurich, Switzerland. With their investment, Annualized return (%) shareholders have access to a diversified portfolio of 1 Year 3 Years 5 Years Since inception alternative investments, whereas no new private equity 15.48 9.49 10.17 5.82 commitments are being made since mid 2013 and AP Alternative Portfolio AG returns represent the profits or losses of the Fund net: (i) 1.00% annualised management liquidity is being returned to shareholders.
    [Show full text]