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1 Clipperton White Paper Outsourced Data Management: From Data Centers to Cloud Services, Inside the Backbone of a New Economy February, 2014 Thomas Neveux, Partner Antoine Ganancia, Senior Associate Kulchetan Sanga, Associate Disclaimer: This document has been produced by Clipperton Finance ( Clipperton ) and is communicated to you solely for you information and should not be construed as a solicitation or offer to buy or sell any securities or financial instruments. Clipperton Finance Limited is authorized and regulated by the Financial Services Authority. Registered No More Details P51 About Clipperton Finance Clipperton is a leading European corporate finance boutique exclusively dedicated to High Tech and Media industries. Clipperton Finance advises high growth companies on mergers and acquisitions, financial transactions, fundraisings, and capital increases. With a team based in London, Paris and Berlin and an international reach, Clipperton is a European leader in the sector. LONDON: 15 Stratton Street, London, W1J 8LQ PARIS: 10 Rue Du Mont Thabor, Paris BERLIN: Neue Schönhauser Str. 2., Berlin 10178

2 Executive Summary 1 A Fast Maturing Outsourced Data Management Value Chain For most Companies, Data Management needs are growing too fast and become too complex to be handled internally. Naturally, the fast growing Outsourced Data Management Market is organizing itself around highly specialized operators in a rapidly structuring value chain. 2 3 UPSTREAM New Asset Class: Wholesalers? DOWNSTREAM Hosters: Adapt to Survive As investment needs are growing exponentially, a specialized asset class is emerging upstream: Wholesale Vendors. These new players offer real estate and technical infrastructure management services allowing clients to improve capital efficiency by focusing investments on their core business. Wholesalers are deploying large amounts of capital with low risk long-term returns. Hosters are facing key challenges i) Traditional data hosting becomes largely commoditized ii) High value cloud services have emerged down the value chain And need to move fast: i) Mainly going downstream (incorporating high tech cloud services) ii) And Consolidating for scale 2

3 Table of Contents I Outsourced Data Management: A Maturing Value Chain II Upstream: Emergence of a New Asset Class III Downstream: Increasingly High-Tech IV Notable Transactions in the Data Management Space V Focus on Selected European Players VI About Clipperton Finance 3

4 The Data Management Industry has now Entered its Third Expansion Phase Explosion of the client-server computing architecture within major corporations Explosion of Internet usage 1990 s 2000 s Today Explosion of content consumption (video ) 1 Servers are grouped into dedicated Data Centers Internet Users worldwide (billions) Source: World Bank Growing number of servers are housed in the large dotcom era Data Center inventory Driven by increased usage, exploding IP traffic leads to a buoyant market Consumer Internet Traffic (EB/month) Source: Cisco

5 Clear and Sustained Exogenous Trends Driving the Expansion of the Data Management Market Explosion of computing needs Multimedia consumption pushed by access point multiplication Broader Internet usage in Emerging Countries Cloud services Internet Traffic (EB/month) Internet Vidéo Web, & data File sharing Explosion of Data Center construction Projected Annual Data Center Construction (billion USD) : 9% CAGR not offset by innovation Digital Data Storage & Areal Storage Density (*) Comparative Evolutions (base 100 in 2011) This gap drives the need for more servers and more Data Centers to house them in! $15B Video Cloud Mobile $80B Amount of Digital Data Stored Areal Storage Density* *Number of bytes per square inch / Source: PFS Violin White Paper, IDC, Clipperton Finance analysis 5 Source: C. Belady, Microsoft Projecting annual new datacenter construction market

6 Explosion of Data Centers Needs Foster Growth of Outsourced Solutions As cost and complexity of owning and operating a Data Center increases, Companies are less inclined to keep them inhouse Outsourced DC Market Growth is Outpacing Overall DC Market Outsourced DC Players Rev. Growth CAGR 15% Revenue Index Major Outsourced DC Players Global Data Center Infrastructure Market US Data Center Stock Shifting to Outsourced Solutions * Outsourcing Data Centers helps Companies refocus investments on core business e 87% 13% 610k sq.ft. Outsourced DC In-house DC 50% 800k sq.ft. 50% 6 * Outsourced DC Players Index: DLR, DFT, EQIX, TCY, INXN Source: Lifeline Datacenters, IDC, Canalys, Thomson, Clipperton Finance Analysis

7 How is this Fast Growing Outsourced Data Management Market Structuring Itself? 7

8 A Large Market Inevitably Leading to Fragmentation of the Value Chain around Differentiated Business Models TELECOM INFRASTRUCTURE FINAL CUSTOMERS Telcos Corporations Strong Outsourcing Trend OUTSOURCED Data Center SPECIALISTS WHOLESALE VENDORS COLOCATION VENDORS MANAGED HOSTING CLOUD SERVICES What? Shell DC space ( walls as well as facility security, secured power, ) Fitted DC space (cabinets, cages and racks to house their clients servers, ) Dedicated server and management services offered to customers. Cloud Services ranging from IaaS enabling to SaaS Chunk Size? Who? 1,000-10,000 sqm sqm A portion of server to thousands Bytes 8

9 2012 EBIT Margin 4 Segments Displaying Different Equity Stories Weighted average components of the ROCE per segment 50% 45% 1 Wholesalers 40% Digital Realty, Dupont Fabros, Coresite Colocators Equinix, Interxion, Telecity Hosters Akamai, InterNAP, Iomart, Rackspace Cloud Services VMware, Citrix, Salesforce, Netsuite 35% 30% 25% 20% 15% 10% 5% WHOLESALERS 1 2 COLOCATORS HOSTERS 20% ROCE CLOUD SERVICES 15% ROCE 10% ROCE 5% ROCE 0% 0% 50% 100% 150% 200% 2012 Sales / Capital Employed 3 4 Source: Thomson One, Clipperton Finance analysis Low risk/low Return Profile High risk/high Return Profile 9

10 Wrap Up Data Management Market Evolution Early 2000s In-House Hosters Colocation Wholesale KEY TAKE AWAYS The fast growing outsourced Data Management market is maturing, leading to fragmentation of the value chain into identifiable asset classes A new class of players have emerged: the Wholesalers, that need to be specifically analyzed 10

11 Table of Content I Outsourced Data Management: a Maturing Value Chain II Upstream: Emergence of a New Asset Class III Downstream: Increasingly High-Tech IV Notable Transactions in Data Management Space V Focus on Selected European Players VI About Clipperton Finance 11

12 Wholesalers: Widely Used & Praised by IT Bellwethers uses Data Centers facilities of DuPont Fabros has always proven to be a great customerfocused partner with a fantastic mission-critical product sold in 2013 its Parisian Data Center facilities for $80m to Source: DFT s testimonials Digital Realty is the perfect investor able to provide the stable environment we need to pursue our growth in France Richard Viel, deputy CEO of Bouygues Telecom By leasing space in its facility, we are able to move forward immediately with our Data Center plans without the significant capital investment ordinarily associated with large hosting projects Oliver Herrmann,Deputy COO of Capgemini uses Data Centers facilities of signed in 2009 a turn-key Data Center lease agreement with We consider DuPont Fabros one of our most trusted partners. They have yet to miss a committed delivery date and their operational expertise is second to none. Source: DFT s testimonials 12

13 Wholesale Market is Growing at a Fast Pace WORLDWIDE MARKET EUROPEAN MARKET Worldwide wholesale market ($b) Wholesale market in Europe ($b) Source: JP Morgan, Clipperton Finance analysis Source: JP Morgan, Clipperton Finance analysis 13

14 2 Major Wholesalers Have Emerged in the US: Digital Realty & DuPont Fabros listed since 2004 Listed since 2007 $1.3b $12b $332m $2.5b 2012 Revenue Enterprise Value 2012 Revenue Enterprise Value 100+ facilities Worldwide combining 18 million square feet 10+ facilities Located in the US combining 2.5 million square feet Clients include: Clients include: 14

15 Upstream to Colocators, Wholesalers Have Found their Sweet Spot in the Value Chain 1 WHOLESALE 2 COLOCATION 3 MANAGED HOSTING 4 CLOUD SERVICES Real Estate Technical Infrastructure CORE BUSINESS Proximity Services CORE BUSINESS Telecom Services Hardware Computers Simple Cloud Services Advanced Cloud Services CORE BUSINESS CORE BUSINESS 15

16 Offering Low Risk x Long Term Returns to Investors 1 WHOLESALE 2 COLOCATION 3 MANAGED HOSTING 4 CLOUD SERVICES PAYBACK PERIOD 8-10 years 5-7 years 3-5 years 1-3 years UNLEVERAGED IRR 15% 20-30% 30-50% 50% EBITDA MARGIN 60%+ 50% 30-40% 20-30% RISK LEVEL Very low Limited Fair Strong Low High Low High Low High Low High 16

17 Financial Leverage (Net LT debt/equity) Why did Wholesalers Emerge? To Allow Other Players to Focus on Core Business Financial Structure Ratios (2013e) 1,4 1,2 1 Outsourcing Capital Intensive Investments OUTSOURCE INFRASTRUCTURE 0,8 0,6 COLOCATORS WHOLESALERS By outsourcing Data Center facilities companies avoid heavy investment in non-core assets 0,4 0,2 INTERNET GIANTS 0-0,2 HOSTERS -0, Capital Intensity (Fixed Assets/Sales) 17 Source: Thomson One, Yahoo Finance, Clipperton Finance Analysis

18 Table of Content I Outsourced Data Management: a Maturing Value Chain II Upstream: Emergence of a New Asset Class III Downstream: Increasingly High-Tech IV Notable Transactions in Data Management Space V Focus on Selected European Players VI About Clipperton Finance 18

19 Hosting Market is Crowded, with Basic Offerings now Largely Commoditized A $13bn Global Cloud Infrastructure Market in % share 45% share 26% share HOSTING CLOUD HOSTING SERVICES MANAGED HOSTING IAAS & PAAS COLOCATION Client leases an entire server that is not shared. More flexible than shared hosting due to full control over the servers/ choice of OS. Server hardware is owned by the provider IaaS: Virtualized Computing / storage delivered over the internet + CDN/ADN PaaS: Developer services bundling infrastructure and a programming language level environment IAAS ENABLEMENT SAAS Managed Hosting is a $5.6bn market with three leaders occupying a ~15% market share 5% 4.5% 4% TELCOS With a very long tail of diversified players COLOCATORS INTERNET GIANTS Amazon the clear leader in IaaS and ranks second behind Salesforce in PaaS segment REGIONAL PLAYERS SOFTWARE HARDWARE Source: Synergy Research Group, Clipperton Analysis Clipperton Finance Limited. Private and confidential.

20 Jan-09 Apr-09 Jul-09 Oct-09 Jan-10 Apr-10 Jul-10 Oct-10 Jan-11 Apr-11 Jul-11 Oct-11 Jan-12 Apr-12 Jul-12 Oct-12 Jan-13 Some Value Has Shifted Downstream To New Cloud Services Cloud Services are Clearly Gaining Momentum YoY Revenue Growth 35% Cloud Services and Outperform Hosters in Terms of Shareholder Value created Stock Price Evolution (index 100, Jan.09) % Hosting not inc. RAX % % % 10% 5% 0% Increasing innovation further downstream has encouraged the emergence of complex Cloud Services offerings Revenue and Index analysis based on: Hosters: Iomart, Akamai, Internap, Cloud Services: Salesforce, NetSuite, Vmware, Citrix Clipperton Finance Limited. Private and confidential.

21 How can Hosters React? COMMODITIZATION Ubiquitous Service Offerings TWO OPTIONS TO SURVIVE: CONSOLIDATE FOR SCALE Capitalize on market fragmentation to rapidly build customer base/ geographical expansion via acquisition Fragmented market Highly competitive landscape Flattening Revenue Growth MOVING DOWNSTREAM Break free from commoditization by combining recurring revenue from service subscriptions with elastic infrastructure e.g. Internally develop new downstream offerings Via acquisition of cloud software/ service providers Clipperton Finance Limited. Private and confidential.

22 Consolidation to Rapidly Build Large Scale Client Bases - A Land Grab - Examples AQCUIRES AQCUIRES Media & Communications company Founded in Internet hosting services Multinational Technology and Consulting Founded in 2006 Data Center server and managed hosting provider TRANSACTION DETAILS Date: Apr-13 Deal Value: $526m Rev Multiple: 3.3x EBITDA Multiple: 12.4x Rationale: Increases scale and reach of Cogeco Cable's IT hosting business: addition of infrastructure including 19 Data Centers and 21 points-ofpresence throughout NA & EU. TRANSACTION DETAILS Date: Jul-13 Deal Value: $2.0bn Rev Multiple: 6.0x EBITDA Multiple: 14.9x Rationale: Combines SoftLayer with IBM SmartCloud into a global platform; acquires 21,000 customers across 140 countries. Nov-13 Aug-12 European hosting services TRANSACTION DETAILS AQCUIRES Three UK based hosting acquisitions in 12 months with the aim to become the leader in UK hosting services Date: Dec-12 Apr-13 Sep-13 Deal Value: $2.4m $11m $12.4m Rev Multiple: - 2.4x 1.5x EBITDA Multiple: x 3.3x Colocation and hosting providor AQCUIRES Nov-13 May-13 Nov-12 Sep-11 Aug-11 Rationale: Numerous acquisitions to expand into new markets with a particular recent focus on Scandinavia Clipperton Finance Limited. Private and confidential.

23 Going Downstream, What Does it Mean? HOSTING COLOCATION SHARED HOSTING MANAGED HOSTING IAAS & PAAS IAAS ENABLING CLOUD SERVICES SAAS OS SOFTWARE OS Load Balancing / Traffic Optimization: Web app acceleration Basic Business Applications: Cloud Storage Database CRM Traditional equipment space and bandwidth for rental Mass market shared infrastructure hosting Client leases an entire server that is not shared IaaS: Virtualized Computing/ storage delivered over the internet PaaS: Developer services bundling infrastructure and a programming language level environment Monitoring / Diagnostics: Power Cooling Analytics Technology Specific: Unified Communications Cloud Management/ Automation Cloud Security Sector Specific: Compliance software/ services Financial services solutions Historically, Hosting offerings evolved from simple colocation to IaaS & PaaS. 23 So, what s next? Internally developed services such as load balancing and monitoring begin to blur the line but major players will exhibit a shift towards more downstream offerings: IaaS optimizing & enabling services and/or SaaS Clipperton Finance Limited. Private and confidential.

24 Hosters can Progress Downstream via Internal Development and/or Acquisitions Examples Via Internal Development Via Acquisition DEVELOPED Has developed extensive software, advisory and support services largely utilising open source technology AQCUIRES Founded: 1998 Overview: IT Hosting IaaS Enabling SaaS Cloud Monitoring Load Balancing Backup & Replication Rackspace Rackspace Databases Cloud File Storage Founded: 2010 Transaction Date: Mar-13 Overview: Error tracking software Founded: 2012 Transaction Date: Feb-13 Overview: Cloud database-aas (MondoDB) Founded: 2010 Transaction Date: Aug-12 Overview: Mailbox web service APIs IaaS Enabling vsphere / vcloud dedicated cloud offering w/vmware partnership. Private Cloud offering. DEVELOPED Enables users to have servers delivered with a full range of pre-installed SaaS apps (CRM, database management, ) SaaS Customers can opt for a pre-installed software environment. vapps: specific professional apps (CRM, database management, e- commerce, ). Founded: 1995 Overview: Cloud Service Provider TRANSACTION DETAILS Date: Jan-13 Deal Value: $55m Rev Multiple: 1.8x EBITDA multiple: 11.5x AQCUIRES Founded: 2001 Overview: Cloud Communications Rationale: To offer cloud-based voice services and a full suite of enterprise-grade cloud servers and services. IaaS Enabling DEVELOPED SaaS Has developed extensive software particularly useful for personal and small business use Founded: 1996 Overview: Managed Services AQCUIRES Founded: 1995 Overview: Unified Communications Mobile app cloud server management. Mobile app server monitoring. MyWebsite; website creation platform. 1&1 Instant Mail / MailXchange / Microsoft Exchange TRANSACTION DETAILS Date: Nov-12 Deal Value: 55m Rev Multiple: 1.1x EBITDA multiple: n.a. Rationale: Unified communications, remote desktop and advanced security services; creates largest EU mid-market hosting provider Clipperton Finance Limited. Private and confidential.

25 Jan-09 Apr-09 Jul-09 Oct-09 Jan-10 Apr-10 Jul-10 Oct-10 Jan-11 Apr-11 Jul-11 Oct-11 Jan-12 Apr-12 Jul-12 Oct-12 Jan-13 Rackspace Example: Differentiation Seems to be Paying Off Revenue Growth Contrasts with other Hosters and Exceeds Cloud Services growth YoY Revenue Growth Also Outperforming Hosters and Cloud Services in terms of Value Created for Shareholders Stock Price Evolution (index 100, Jan.09) 35% 30% Cloud Services Hosting not inc. RAX Rackspace % % % % 200 5% The success of Rackspace (a serial acquirer and developer of innovative cloud services) suggests that the first strategy for winners will be to move downstream Revenue and Index analysis based on: Hosters: Iomart, Akamai, Internap, Cloud Services: Salesforce, NetSuite, Vmware, Citrix Clipperton Finance Limited. Private and confidential.

26 COMPANY SIZE Differentiation Should be the Priority, Consolidation Will Not be Sufficient LARGE 2 nd PLACE #1 WINNERS SMALL SMALLER/ REGIONAL PLAYERS: Various players acquired for major players consolidation for scale TRADITIONAL HOSTING INNOVATORS: Smaller innovators to be acquired by hosters for their tech expertise HIGHLY TECHNICAL/DIFFERENTIATED Clipperton Finance Limited. Private and confidential.

27 EBIT Margin What About Colocators? They seem to go Upstream with the Wholesalers, a Good Idea? Evolution of ROCE components until 2012 among key players 40% Wholesalers 35% Wholesalers 30% Colocators 25% 20% 15% 10% 5% Wholesalers Hosters Wholesalers Cloud Services Wholesalers 20% ROCE % ROCE 10% ROCE 5% ROCE Source: Thomson One, Clipperton Finance Analysis 0% 0% 50% 100% 150% 200% Sales/ Capital Employed Moving Upstream: Wholesalers & Colocators Moving Downstream: Hosters 27

28 Table of Content I Outsourced Data Management: a Maturing Value Chain II Upstream: Emergence of a New Asset Class III Downstream: Increasingly High-Tech IV Notable Transactions in Data Management Space V Focus on Key European Players VI About Clipperton Finance 28

29 Comparables Analysis Valuation Analysis Company Market Cap Enterprise Value Revenue Revenue EBITDA EV / Revenue EV / EBITDA P/E Jan-14 Jan-14 Growth CAGR Margin USDm USDm e e e e Wholesalers Dupont Fabros 1,632 3, % 10.6% 63.9% 63.9% 8.5x 7.8x 13.2x 12.2x 28.7x 18.4x CoreSite 706 1, % 14.0% 44.9% 45.7% 5.7x 5.0x 12.7x 11.0x 71.8x 70.2x Digital Realty 6,785 12, % 11.7% 58.0% 58.3% 8.3x 7.6x 14.2x 13.1x 26.7x 42.6x Mean 10.3% 12.1% 55.6% 56.0% 7.5x 6.8x 13.4x 12.1x 42.4x 43.7x Colocators Equinix 8,834 12, % 12.8% 46.2% 46.7% 5.6x 5.0x 12.2x 10.8x 108.2x 46.8x Telecity 2,539 3, % 14.7% 47.1% 47.8% 5.6x 4.9x 11.8x 10.3x 12.9x 11.1x Interxion 1,689 2, % 11.4% 43.0% 44.5% 4.9x 4.4x 11.5x 10.0x n/m 32.9x Mean 12.2% 12.9% 45.5% 46.3% 5.4x 4.8x 11.8x 10.4x 60.6x 30.3x Hosters Akamai 8,695 8, % 13.9% 44.0% 43.0% 5.2x 4.6x 11.8x 10.6x 24.4x 22.6x Iomart % 24.7% 41.1% 42.3% 6.4x 5.2x 15.5x 12.4x 19.5x 14.6x Internap % 4.9% 20.7% 26.6% 1.9x 1.8x 9.3x 6.8x n/m n/m Rackspace 5,344 5, % 16.8% 32.9% 32.8% 3.4x 2.9x 10.2x 8.8x 62.7x 52.4x Mean 14.9% 15.1% 34.7% 36.2% 4.2x 3.6x 11.7x 9.6x 35.5x 29.9x Cloud Services Vmware 42,189 36, % 13.6% 40.3% 40.3% 7.1x 6.2x 17.6x 15.4x 29.2x 25.5x Citrix 11,316 10, % 12.2% 32.8% 31.1% 3.6x 3.3x 11.1x 10.5x 20.5x 18.1x Salesforce 36,011 37, % 30.8% 16.6% 17.7% 9.4x 7.3x 56.4x 41.1x n/m 122.7x Netsuite 8,264 8, % 31.3% 10.7% 8.6% 19.6x 15.2x 183.2x 175.2x n/m n/m Mean 21.0% 22.0% 25.1% 24.4% 9.9x 8.0x 67.1x 60.5x 24.8x 55.5x 29 Source: Thomson One

30 Relevant M&A deals in the DC industry Focus on Selected Deals in the Upstream Segment Date Target Acquirer Deal Value Target Rev. EV/Rev. Rationale Oct-13 $440m $85m 5x Enables NTT Com to more than double its Data Center space in the US. NTT will also use Raging Wire s patented technology to deploy sophisticated Data Centers. Jun A 23k sq.ft. Facility located in US Southeast's most active datacenter cluster that will provide Centrilogic with direct access to new large enterprises. Jul-12 $1.1b - - A deal part of DRT strategy to better address the European market. 750k sq.ft. facility in London for $1.1b, showing a valuation of $1.5k/sq.ft. Jul-12 $320m $40-45m 7-8x Asia Tone Asia Tone strengthens Equinix position in the Asia-Pacific region The deal values the 80K sq.ft. of Data Center space at $4k/Sq.ft. Aug-11 $144m $22m 7x The deal allows Telecity to better capture the strong and growing demand for storage capacity in Ireland Telecity acquired 64sq.ft. At $2.4k/sq.ft. 30

31 Selected M&A Activity in the Upstream Segment Date Acquiror Nat. Target Nat. Description Rationale Feb-14 Cologix US BZ US Datacenter provider Acquiring the leading interconnection points in underserved markets sq.ft. acquired EV/ Value EV/Rev EV/sq ft EBITDA 32k n.a ct-13 NTT Com JP RagingWire US Datacenter provider US Expansion n.r. $350 (80%) 5.1x - - Sep-13 Rogers Communications CAN Pivot Data Centers CAN Datacenter provider Data Center portfolio build-out n.r. $155m 5x - - Aug-13 Mellanox US Kotura US Technology provider Improve performances n.r. $82m 5.5x - - Jun-13 Zayo US Core NAP US Datacenter provider Geographic expansion 15k n.a Jun-13 Centrilogic US Dacentec BEL Data Center operator Geographic expansion 23k n.a Apr-13 NTT Facilities JAP Unitrio THA Datacenter builder Improve offering n.r. n.a Dec Main US 16 Equinix datacenter US 16 facilities in the US Upstream move 280k $75m - - $270 Nov-12 Telecity UK Academica FIN Datacenter operator Geographic expansion 5k $36m - - $7,200 Aug-12 Telecity UK Tenue Oy FIN Datacenter operator Geographic expansion 2k $6m - - $3 000 Jul-12 Oracle US Xsigo US Technology provider Deliver a complete set of virtualization capabilities for cloud environments n.r. n.a Jul-12 Equinix US Asia tone CH Data Center colocator Strengthen Equinix position in the Asia-Pacific region 80k $320m 7-8x $4,000 Jul-12 Digital realty US Sentrum UK Ficility in London Geographic expansion 760k $1,1b - - $1,450 May-12 Six Degrees Group UK Datahop UK Technology provider Mar-12 AMD US SeaMicro US Technology provider Improve Network's capacity and allow to deliver broader range n.r. n.a of services to its customers Accelerate AMD s strategy to deliver disruptive server technology n.r. $334m 6.7x 27.8x - Oct-11 Digital Realty Trust US Sun Center Drive US Facility located in California Increase storage capacity 69k $30m - - $435 Aug-11 Telecity Group UK Data Electronics Group IRE Data Center operator Geographic expansion 60k $144m 6.7x 13.9x $2,400 Apr-11 CenturyLink US SAVVIS US Data Center colocator Geographic expansion (48 Data Centers in NA, EU & Asia) 1.9m $3b 3x 13.1x $1,580 Jul-10 Digital Realty US RockWood Capital/365 Main US Facilities in the US Extend leadership 250k $725m - - $2,900 Oct-09 Equinix US Switch and data facilities company US Provider of Datacenter services Acquisition of 32 Datacenters in 22 markets, allowing Equinix to reach 16 new markets k $689m 3.5x 11.5x $3,445 May-07 Reuben Brothers SW Global Switch UK Wholesaler Buy out Morley Fund Management's 25% stake 3m $580m 2-3x - $193 Average 5,0x 16,6x $2 387 Median 5,5x 13,5x $

32 Focus on Selected Deals in the Downstream Segment Date Target Acquirer Deal Value Target Rev. EV/Rev. Rationale Jan-14 n.a. n.a. - Through the acquisition of Corente, Oracle plans to strengthen its networking portfolio. It enables Oracle to move toward a cloud services broker offering. Apr-13 $2bn $333m 6x Feb-13 n.a. n.a. - This acquisition is part of IBM strategy to offer more Hosting services to its clients. It also allows IBM to expand geographically in the NA & EU regions. ObjectRocket is a provider of Cloud Database-aaS Solutions. The acquisition allows Rackspace to improve its open-source & open-cloud offering. Jun-12 $1.3b n.a. - Part of Vmware s plan to deploy one of the biggest SDN (software-defined-network) of the industry. Jun-12 $38.5m $12.5m 3x Peer 1 becomes the #2 provider of SME managed hosting services in the UK. NetBenefit provides Peer1 with a platform allowing to sustain their growth in Europe. Dec-10 $212m <$10m(e) - Combine Heroku s technology and product with Salesforce reputation to make it a leader in cloud application platform for companies. 32

33 Selected M&A Activity in the Downstream Segment Date Acquiror Nat. Target Nat. Target Focus Rationale Value ($m) EV/Rev. Feb-14 IBM US Cloudant US Database-as-a-server Enhance its Big Data and analytics portfolio n.a. - - Jan-14 Oracle US Corente US Software defined Networking Oracle plans to bundle SDN and cloud infrastructure n.a. - - Dec-13 Evolve IP US Paragrid Inc US Cloud Services Geographic expansion n.a. - - Oct-13 VMware US Desktone US Virtual desktop hosting platform Enhance desktop virtualization offering n.a. - - Oct-13 NTT JP Virtela US Cloud based security Expand global network services coverage Dec-13 Akamai US Prolexic Technologies US IT Security Services Expand Akamai security services offering Sept-13 iomart Group UK Redstation UK Managed Hosting Enlarge Client base x - Jul-13 Cinven UK Host Europe Group UK Hosting and Domain Services Capitalize on further consolidation in the hosting market x 13.8x Jul-13 Intergenia DE Internet24 DE Managed Hosting Geographic expansion (DACH) n.a. - - Apr-13 IBM US Softlayer US Hosting Services Enlarge footprint; Geographical expansion (NA & EU) 2, x 14.9x Mar-13 Rackspace US Exceptional US Error tracking Sfotware Improve service offering n.a. - - Feb-13 Rackspace US ObjectRocket US Cloud Database-aaS Improve service offering n.a. - - Jan-13 Intermedia US Telanetix US Cloud communication Offer cloud-based voice services x 11.5x Jan-13 Cogeco Cable CAN Peer 1 Hosting CAN Managed Hosting Enlarge client base x 12.4x Nov-12 Claranet UK Star UK Unified communications Improve service offering x - Aug-12 iomart Group UK Melbourne Server Hosting UK Managed Hosting Geographic expansion (North England) x 11.2x Aug-12 Rackspace US Mailgun US Mailbox webservices APIs Improve service offering n.a. - - Jun-12 Peer 1 Hosting CAN NetBenefit UK Managed Hosting Geographic expansion (UK) x 10.1x Jan-12 Host Europe UK Red Coruna ESP Hosting Services Geographic expansion (ESP) n.a. - - Nov-11 iomart Group UK EQSN UK/US Managed Hosting Oct-11 ISIS Equity Partners UK The Onyx Group UK Managed Hosting, internet connectivity Consolidate position in hosting market; additional recurring revenue EV/ EBITDA x 10.0x Capitalize on further consolidation in the hosting market x - Jun-11 Acens Technologies ESP Telefonica S.A ESP Colocation and Managed Hosting Enlarge SME client base (ESP) x 6.9x Mar-11 Novacap, Bank Street Capital, Caisse CAN iweb Group CAN Dedicated and web hosting Capitalize on further consolidation in the hosting market x 7.8x Feb-11 Time Warner Cable US NaviSite US Managed Hosting Enlarge client base x 9.5x Jan-11 Verizon Communications US Terremark Worldwide US Colocation and Managed Hosting Enlarge client base 1, x 22.4x Average 2.8x 11.9x Median 2.1x 11.2x 33

34 Selected European Fundraisings 2010/13 Invest. Date Company Name Nat. Description Investors Amount Jul-13 enovance FR Managed Hosting Odyssee venture, Entrepreneur Venture, BNP, OSEO $6m Jul-13 Opbeat DN Web hosting Balderton Capital $2.7m Apr-13 abiquo UK Managed Hosting Oxford Capital Partners, Balderton Capital, Nauta Capital $5m Apr-13 Flexiant UK Managed Hosting Leopard Rock Capital $6m Mar-13 OVH FR Managed Hosting Debt $181 Mar-13 Racktivity BEL Power Management services PMV-Vinnof, BigBang Ventures, Partech Ventures $3.2m Jan-13 OnApp UK Managed Hosting LDC $20m Nov-12 Flexiant UK Managed Hosting Leopard Rock Capital $5m Sept-12 amplitada BEL Hosting Services Intel Capital, Swisscom Ventures, Hummingbird Ventures, Endeavour Vision $6m Apr-12 NWIX Group, Ltd. UK Colocation & Hosting Services Alliance Fund Managers Ltd $0.8m Feb-12 amplidata BEL Hosting Services Intel Capital, Swisscom Ventures, BigBang Ventures, Endeavour Vision $8m Jan-12 AIMES Grid Services CIC, Ltd. UK Colocation & Hosting Services Alliance Fund Managers Ltd, RBS Capital $2m Oct-11 Virtus Data Centres, Ltd. UK Wholesale & Colocation services Brockton Capital n.a. Sept-11 Adapt PLC UK Managed Hosting Lyceum Capital Partners $47m Jul-11 Intrinsic Technology, Ltd. IRL Colocation & Hosting Services RJD Partners $48m May-11 Next Generation Data, Ltd. UK Power Management services Finance Wales Investments Ltd, Lombard Investments Inc. n.a. Mar-11 TIXEL GmbH GER Colocation & Hosting Services enjoyventure Management GmbH, High-Tech Gruenderfonds Management GmbH $1m Dec-10 Racktivity BEL Power Management services BigBang Ventures, Partech Ventures $8m Nov-10 VirtenSys, Ltd. UK Colocation & Hosting Services Undisclosed $2.1m Nov-10 abiquo UK Managed Hosting Balderton Capital, Nauta Capital, Eurecan $10m Oct-10 Host Europe Corporation, Ltd. UK Managed Hosting Montagu Private Equity LLP $347m Oct-10 Zimory GmbH GER Managed Hosting Creathor Venture Management GmbH, High-Tech Gruenderfonds Management GmbH, IBB $5.5m Sept-10 amplidata BEL Hosting Services Swisscom Ventures, BigBang Ventures, Endeavour Vision $6m 34

35 Table of Content I Outsourced Data Management: a Maturing Value Chain II Upstream: Emergence of a New Asset Class III Downstream: Increasingly High-Tech IV Notable Transactions in Data Management Space V Focus on Selected European Players VI About Clipperton Finance 35

36 Clipperton List of Selected European Data Management Players Stars & emerging companies with a claim on online Data Management markets 36

37 Table of Content: Selected European Data Management Players UPSTREAM CLOUD-ENABLING SERVICES CLOUD MANAGEMENT RETAIL COLOCATION CARRIER-NEUTRAL WHOLESALE 38 ENERGY MANAGEMENT 43 PRICING OPTIMIZATION 47 IAAS SECURITY DEV OP TOOLS PLATFORMS

38 Oct-07 Feb-08 Jun-08 Oct-08 Feb-09 Jun-09 Oct-09 Feb-10 Jun-10 Oct-10 Feb-11 Jun-11 Oct-11 Feb-12 Jun-12 Oct-12 Feb-13 Jun-13 Oct-13 Selected European Players Focus on Telecity Group Key Figures Founded: Nationality: Rev. 2013: Rev. 2012: Market Cap.: EV/EBITDA: PER 1998 UK 329m 283m 1.4B 10.8x 20x Context & Positioning Presentation Leading colocation provider in Europe with 33 Data Centers spread over key Tier I locations (London, Paris, Amsterdam, ). With 10+ acquisitions since inception, Telecity has proved a key consolidator on the European colocation scene. Thanks to an aggressive consolidation strategy and a well-handled execution, Telecity has managed to display an impressive 20% revenue growth CAGR from 2008 to 2013 making the Company one of the leading colocation provider in Europe. Telecity announced the launch of Cloud-IX, a cloud-neutral ecosystem that will be rolled out to customers and provide direct connectivity with cloud providers such as Amazon Web Services, iland, CSC, Fujitsu, Outsourcery, etc. Telecity has consistently outpaced LSE index (base 100) Retail Colocation Market Leaders EMEA Q Other local players 60% Source: Synergy Research Group Equinix 8% Telecity 8% Interxion 7% Telehouse 4% Deutsche Telekom 4% Orange; 3% Interoute; 2% BT; 2% Colt; 2% 38

39 Selected European Players Focus on Global Switch Key Figures Founded: 1998 Nationality: UK Rev. 2012: 313m Asset Value: 3.8B Est. EV B (based on comps.) Context & Positioning Presentation Founded in 1998 by the Reuben brothers (UK s 2 nd net worth individuals). One of the largest carrierneutral wholesale Data Centers vendors in Europe with 9 Data Centers spread over Tier I locations (London, Paris, Amsterdam, ). Tier I clients include IBM, Cap Gemini or Atos. GLOBAL SWITCH Data CenterS 9 Datacenters 290,000 sqm Carrier-neutral London Amsterdam Frankfurt Paris With a specific Carrier-Neutral x Wholesale positioning, Global Switch has managed to compete with the larger US-based players such as Digital Realty or Dupont Fabros. Global Switch is currently focusing on the Asian market where demand is booming with large projects underway (Sydney, Hong-Kong, Singapore) and a newly appointed Managing Director to lead the Asian expansion. Madrid + Singapore & Sydney 39

40 Selected European Players IaaS [1/3] Key Figures Presentation Key Figures Presentation Founded: Nationality: Rev. 2012: Rev. 2011: Funding: 2006 UK n.a. n.a. $24.2m Investors: Balderton, Nauta, Oxford Capital + Others Developer of advanced cloud software and management solutions. Strong international reach (Europe, US, Asia). Multi-awarded software solution (incl. Gartner s Cool Vendor in Cloud Management 2011, 2013 Red Herring top 100 Europe). Founded: Nationality: Rev. 2011: Rev. 2010: Funding: Investors: 2009 UK n.a. n.a. $10.5m Leopard Rock Capital Provider of cloud orchestration software for on-demand, fully automated provisioning of cloud services. Spun out from hosting company XCalibre Communications. Cloud Orchestrator is now implemented by 100+ EU service providers. Context & Positioning Abiquo positions itself at the point at which enterprises are seeking to migrate from legacy software systems to cloud based services. To address this, Abiquo s cloud computing toolkit enables enterprises to build, integrate and manage public and private clouds via a single homogenous dashboard environment. Context & Positioning Flexiant acts as a facilitator in the trend for traditional hosting providers seeking to offer more downstream, value add services. Of particular focus are telcos that want to use their existing infrastructure to become fully fledged infrastructure-as-a-service players. By integrating Flexiant s software, such service providers broaden their hosting offerings into more advanced cloud services. The recent fundraising will be used by Flexiant for international expansion, particularly in the US. 40

41 Selected European Players IaaS [2/3] Key Figures Founded: Nationality: Rev. 2011: Rev. 2010: Funding: 2008 DE n.a. n.a. 6m Investors: Founder, SAP-Co-Founder Presentation Cloud management platform for complex, virtualized and physical enterprise applications. Product portfolio includes the ecloudmanager based on Information Workbench semantic platform. Numerous awards winner, including Computerwoche Best in Cloud Award 2012 (Category IaaS Private Cloud). Key Figures Founded: 2010 Nationality: UK Rev. 2011: n.a. Rev. 2010: n.a. Funding: $20m Investors: Lloyds Development Capital Presentation Initially a Cloud Management SW offering, Onapp has pioneered the federated cloud model enabling their network of Service Providers to offer at scale CDN services, and storage. 900 clients in 87 countries, Signing new SP s per month. Context & Positioning Fluid Operations offers a semantic cloud and Data Center management solution to overcome the complexities that enterprises experience in managing complex, virtualized application environments. Offers automated handling of daily operations of a private or public ecloud. Serves enterprise customers, such as Daimler, F.IT, SAP, Statoil and T-Systems. Context & Positioning Onapp has emerged in response to the widespread commoditization of traditional hosting services and dominance of Amazon in the IaaS space. Their solution targets the significant longtail of hosters struggling to compete with Amazon s sheer scale. As many of the core building blocks of cloud hosting are now able to be bought off the shelf, Onapp has developed software that enables smaller hosters to operate a network or federated cloud model thus enabling the scale and product diversity of bigger players. Onapp plans to further utilize it s network of service providers to offer a true marketplace for cloud infrastructure. 41

42 Selected European Players IaaS [3/3] Key Figures Founded: Nationality: 2007 DE Presentation Carrier-grade cloud infrastructure management software provider. Rev. 2011: Rev. 2010: Funding: Investors: n.a. n.a. $26m Creathor, HTGF, IBB, KfW, T-Venture, Deutsche Börse Expanding international reach (US, Eurasia). Numerous awards winner, e.g. Cloud Management Leader Award by Experton Group in 2013 and 2012 as well as Gartner Cool Vendor in Context & Positioning Zimory s infrastructure management software automates and simplifies the creation, launch and management of all types of cloud environments. The suite delivers also brokerage capabilities which are enabling cloud and service marketplaces, and reducing service delivery times and effort. 42

43 Selected European Players Energy / Environment Management Key Figures Founded: Nationality: 2009 BEL Presentation Energy & environment management system for Data Centers. Rev. 2012: Rev. 2011: Funding: n.a. n.a. $13m Investors: PMV-Vinnof Partech Ventures Big Bang Ventures In-house developed hardware, firmware and software. Integration with third party components. Mainly active in Europe (25 FTEs). Context & Positioning Racktivity offers hardware and software solutions that enable detailed monitoring of Data Center infrastructure in order to minimize system failures and downtime for end customers. Energy management is absolutely key as energy usually accounts for the bulk of Data Center operating expenses. The software combined with a family of PDUs and sensors measure, monitor and manage power across distributed Data Centers and gives customers full visibility and control of Data Centers energy consumption. 43

44 Selected European Players Security Key Figures Founded: Nationality: Rev. 2012: Funding: Investors: 2011 FR 1-3m. Undiscl. n.a. Presentation Cloud infrastructure security SaaS solutions. One of the Cloud Security Alliance founders. Technology partner of Amazon Web Services, HP Cloud, VMware and Eucalyptus. 7 FTEs Context & Positioning Result of a joint research work with Eurecom, a French research institute in telecom and network security. Set of products and services specifically designed to help cloud infrastructure providers and users to safely migrate to the cloud. Increases the safety of IaaS, identifying vulnerabilities in major IaaS providers and collaborating with them. 44

45 Selected European Players Dev Op Tools Key Figures Presentation Key Figures Presentation Founded: Nationality: Rev. 2012: Rev. 2011: Funding: Investors: 2011 UK n.a. n.a. No funding to date Provider of application provisioning and management services for Ruby on Rails. Build PaaS from scratch on any public or private cloud vendor or your own infrastructure. Offices in the UK and the US. Founded: Nationality: Rev. 2012: Rev. 2011: Funding: Investors: 2010 FR 1-3m n.a. Undiscl. Kima Ventures Cloud computing hosting PaaS. Runs all the major languages (Java, Scala, Ruby, Python, PHP, etc.). Hosted in French Data Centers in Paris. 10 FTEs (as of Jan. 2014). Context & Positioning Innovative solution combining the convenience of Platform-as-a-Service (PaaS) with the control and flexibility of Infrastructure-as-a-Service (IaaS). A very fast way to market, while still allowing clients to maintain their control over their infrastructure growth and expenditure for the lifetime of their projects. Provided as a service and charged per server per month. Context & Positioning Provides Cloud computing hosting, for high-performance and easy-to-manage Java/PHP/Ruby based web applications. Each hosted application is highly secured (https protocol, backups, 24/7 monitoring and support, specific virtual machine, etc.). Designed to make developers life easier and let them focus on their core business (easy testing, deployment and production). 45

46 Selected European Players Cloud Hosting Software Key Figures Founded: Nationality: 2009 DE Presentation PaaS provider for web applications development and operation. Rev. 2011: Rev. 2010: Funding: n.a. n.a. 2 Rounds Investors: IBB Creathor Ventures Integrated add-on marketplace with 3 rd party services. Won ECO Award (category Hosting ) in Mainly active in Europe (22 FTE), currently rolling out US business. Context & Positioning Extends the product portfolio through PaaS-enablement for hosters and telecommunication companies (managed white-label platform). Initially started with PHP language support in Q The company became one of few polyglot player by supporting Java, Python, Ruby and NodeJS programming languages and others through the buildpack standard. Offers a broad service base through it s 3 rd party add-on marketplace. 46

47 Selected European Players Cloud Brokerage Key Figures Founded: Nationality: Rev. 2012: Rev. 2011: Funding: Investors: 2010 UK n.a. n.a. Undiscl. Techstars Presentation Cloud computing broker-dealer. Billing and pricing service between cloud clients and cloud providers. Approved supplier on the UK government G-cloud program. Clients in the EU and the US and usually have 25-50k IaaS spend per month and commit for 6 months minimum with Cloud Options. Context & Positioning Experts in cloud billing and price risk management, transferring expertise from the physical commodities markets to cloud computing. Their offering is effectively a cloud service market maker helping users to buy cloud services on terms that suit them, whilst buying from cloud providers on terms to suit the latter. Through its financial service Cloud Options, Strategic Blue involves both the buyer and the seller in the price-setting process, not just the seller. Going forward the business model will begin to mirror a traditional commodity hedging business model of high volume and low transaction fee margins. 47

48 Selected European Players Platforms [1/2] Key Figures Presentation Key Figures Presentation Founded: Nationality: Rev. 2012: Rev. 2011: Funding: Investors: 2012 SP n.a. n.a. 200k Ackstorm SaaS Cloud Management solution allowing multiple Cloud providers in a unified infrastructure. Complete monitoring system. Awared Best Solution 2013 by EuroCloud, at spannish level. ~20 FTEs Founded: Nationality: Rev. 2011: Rev. 2010: Funding: 2009 DE n.a. n.a. n.a. Investors: Spin-Off from Internet Service Provider Internet4You Complete cloud business provider. Offers public, private and hybrid clouds plus storage in own Data Centers or hosted worldwide on their network of cloud federation partners. Operates multiple Data Centers in Berlin, Hamburg and Frankfurt am Main. Context & Positioning Offers easy management and control of different Cloud providers (Amazon, Rackspace, Linode, etc.) from a single intuitive interface. Powerful control tool capable of performing a complete monitoring of the operation, and performing automatic maintenance actions such as increasing resources available, auto-scaling or restarting applications in case of incidents. Clients include developers, IT managers, systems integrators and IaaS providers. Context & Positioning IaaS providing self-service solution to user management, provisioning, automation services to offer a public, private or hybrid cloud solution. Spin-Off from Germany-based Internet Service Provider Internet4You, which also offers managed hosting services and hybrid engineering solutions to build tailored server solutions. 48

49 Selected European Players Cloud Hosting Software Key Figures Presentation Key Figures Presentation Founded: Nationality: 2008 UK Storage and scalable cloud hosting platform software provider. Founded: Nationality: 2010 FR Collaborative work tool in SaaS mode dedicated file sharing and project management. Rev. 2012: Rev. 2011: Funding: Investors: n.a. n.a. $1m DN Capital Self-healing platform designed to automatically recover when Data Center hardware or software fail. SETsquared member company. 11 FTEs. Rev. 2012: Rev. 2011: Funding: Investors: n.a. n.a. 680k Business Angels Strong security policy (resilient storage infrastructure, confidentiality, accessibility, etc.). Used by 5,000+ SMBs. Offices in Paris and San Francisco (18 FTEs). Context & Positioning Helps user systems automatically recover from hardware & software failures without loss of data and deal with spikes in traffic that traditionally lead to crashes. Offers storage and hosting platform technology that automatically detects and recovers from Data Center outages, delivers better density of customers per server, and offers end users the ability to self-recover lost files and data. Key technology enabler is the use of containers as a lighter alternative to VMs enabling live migration across servers without the need of arduous/ enormous data replication (as is the case with VMs). Context & Positioning All-in-one solution for collaborative processes in business, Wimi streamlines teamwork, allowing businesses to quickly and easily access shared documents, tasks and project calendars. Seamless integration with today s most popular productivity apps including Google Apps, Outlook, Skype, Evernote, etc. Automatic synchronization across all digital devices. 49

50 Selected European Players by Country Altitude Datacenter enovance SecludIT CleverCloud JoliCloud Wimi Ecritel France OVH Opbeat Abiquo ControlCircle Skye Cloud Adapt Flexiant Skyscape Cloud Services Arkivum Future Facilities Strategic Blue Cloud66 Hybrid Logic The Bunker EverCloud Ensafer CloudControl Fluid Operations ScaleUp Technologies Zimory Amplidata AWINGU Racktivity ECManaged Red Coruna 50

51 Clipperton Finance Disclaimer: This document has been produced by Clipperton Finance ( Clipperton ) and is communicated to you solely for your information and should not be construed as a solicitation or offer to buy or sell any securities or related financial instruments. This research paper is based on information available to the public and other sources deemed reliable, while every effort has been made to guarantee exactitude and reliability, Clipperton Finance cannot be held responsible for omissions or errors. The information and analysis accessible in this presentation speaks to industry trends in general, and should not be construed as providing any particular recommendations or analysis for any specific company that is mentioned in this presentation. No representation or warranty (expressed or implied) is made as to, and no reliance should be placed on, the fairness, accuracy or completeness of the information contained herein and, accordingly, none of Clipperton s officers or employees accepts any liability whatsoever arising directly or indirectly from the use of this document. Clipperton Finance Limited is authorised and regulated by the Financial Services Authority. Registered No Clipperton Finance Contacts: Thomas Neveux Partner, Paris Antoine Ganancia Senior Associate, Paris Kulchetan Sanga Associate, London 51

52 Table of Content I Outsourced Data Management: a Maturing Value Chain II Upstream: Emergence of a New Asset Class III Downstream: Increasingly High-Tech IV Notable Transactions in Data Management Space V Focus on Selected European Players VI About Clipperton Finance 52

53 Mission Statement Building the best European platform in tech advisory London (2009) Paris (2003) 3 offices in Europe 5 partners Berlin (2013) Leveraging a proven track record of 100+ transactions & seasoned technology advisory professional's experience to accompany our clients in their growth and through all key steps of their financial life

54 What do we do? Transaction Advisory for European Growth Companies, International Investors and Blue-Chips European Tech and Growth Companies Early Stage Financing Mergers & Acquisitions Private Equity Investors VCs International reach incl. Corporate VCs Growth Financing Growth Equity EU and US Funds Exits (M&A, IPO, Buy-out) Fundraising Strategy Leveraged Funds Buyout, Mid Market Sell-side Advisory, Divesture Technology Blue Chips Buy-side Screening Minority Investment 54

55 Value Proposition Our Solid Track Record Illustrates an Ability to Consistently Exceed Client Expectations Client Expectations Clipperton Finance s Fit Transaction expertise Track record of delivering deals since 2003: 100+ successfully closed transactions as placement agent or M&A advisor Deal negotiation experience and proven process & methodology Industry knowledge and extensive experience Cutting-edge and extensive domain expertise in TMT and Cleantech Strong capabilities in framing and fine-tuning strategic positioning and go-to-market Access to investors Global network of investors and acquirers Strong relationships with industrial and financial sponsors, intimate understanding of expectations Ability to maximize value Major success stories within client base Strategic approach to financial transactions to position companies to maximize shareholder return Independent and trusted advisor Unbiased advice with focus on long term value creation Long term relationship with clients and exceptional level of client satisfaction Team commitment and senior-level involvement Partner commitment from conception to closing, deep pool of experienced professionals Quality, not volume led significant resource dedicated throughout 55

56 Track Record Selected High Profile M&A & Fundraising Transactions Across the Value Chain sold to Sell-Side Advisor [NYSE:SQNS] Semiconductors WiMax/LTE Comm. IC ADS Public Offering Adtech Video advertising Private Placement (A-round) Social Commerce Private Placement (B-round) sold to Joint Sell-Side Advisor Connected Objects Private Placement (B-round) Mobile App App Discovery Private Placement (A-round) ecommerce Organic Products Private Placement (A-round) Jan-14 Undisclosed Dec-13 $26,000,000 Feb-12 4,000,000 Sep-13 $20,000,000 Jul-13 $90,000,000 Jul-13 $30,000,000 Jan-13 $13,500,000 Jan-13 3,000,000 sold to Sole Sell-Side Advisor Social Payment Private Sales Private Placement (B-round) ecommerce Private Sales Private Placement (B-round) New TV sell-side platform Private Placement (B-round) Social Commerce Second hand fashion Private Placement (B-round) Digital Media Social Gaming Private Placement (A-round) July-12 $160,000,000 Mar-12 4,000,000 Feb-12 6,300,000 Feb-12 $12,000,000 Oct-11 7,500,000 Apr-11 5,300,000 Acquires Sole Buy-Side Advisor Telecom Equipment Mobile 3G/4G Network Private Placement (C-round) Jan-11 Undisclosed Dec-10 6,000,000 Acquired by Sole Sell-Side Advisor Acquired by Sole Sell-Side Advisor Clean Tech Energy Storage Private Placement (B-round) Telecom LTE / Testing Private Placement (B-round) E-Commerce Footwear Private Placement (B-round) Clean Tech PV Operator Private Placement (B-round) Digital Media Media Center Private Placement (B/C-rounds) Acquired by Sole Sell-Side Advisor Nov-10 Undisclosed Sept-10 Undisclosed Sep-10 Jul-10 13,700,000 7,500,000 May-09 12,500,000 Dec-09 12,000,000 Nov-08 20,000,000 Since May-08 16,000,000 Sep-08 $27,700,000 Telecom Mobile BSS / OSS Private Placement (C-round) E-Commerce e/m-ticketing Private Placement (A-round) Digital Media Video Sharing Private Placement (A-round) Semiconductors WiMax/LTE Comm. IC Private Placement (B-E-rounds) Private Placement M&A Sep-07 $10,500,000 Aug-07 8,000,000 Aug-06 7,000,000 Since Jul-06 60,000,

57 Experience in Advisory Services Over 50 Years of Experience in Technology Advisory Services M&A sell-side & buy-side (20+ operations); > 700m raised in Equity (70+ operations) Extensive network of investors and acquirers in Europe, North America and Asia Team based in Paris, Berlin and London (pan-european coverage) 4 Partners combining 50+ years of experience with prominent Technology firms 57

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