Tech M&A Breakfast September 16, 2015

Transcription

1 Tech M&A Breakfast September 16, 2015

2 Our research & data products provide the right mix of quantitative and qualitative insight to impact your critical business decisions. C O M P E T I T I V E I N T E L L I G E N C E M A R K E T I N T E L L I G E N C E Market Insight Technology & Business Insight Customer Insight KnowledgeBase Market Monitor & Forecast Concise reports on the technologies and services that drive IT innovation Qualitative & quantitative reports providing comprehensive analysis of specific technologies, markets and economic drivers Insight into IT purchase-decision behavior, implementation best practices and technology adoption trends Interactive databases offering in-depth data on IT and telecom M&A and, separately, on multi-tenant datacenter facilities Quantitative deliverables that offer market size, share and growth forecasts for rapidly evolving marketplaces Q U A L I T A T I V E Q U A N T I T A T I V E 2

3 451 KnowledgeBases now cover full lifecycle of tech companies Database family providing deep insight on emerging companies from founding through liquidity Launch Funding Growth Exit Technology Company KnowledgeBase M&A KnowledgeBase 3

4 Our proprietary estimates make a difference! KnowledgeBase Valuation Comparables for SaaS and Cloud Deals, 2012 to present Source: 451 Research M&A KnowledgeBase Twice as many comps as other databases thanks to our proprietary data Officially Announced Comps Proprietary Comps 69 4

5 Thanks to our Sponsor

6 MVP is a Technology, Media and Telecom Focused Investment Bank Firm Overview Founded in 1987 as an industry-focused investment bank, MVP offers merger and acquisition and capital raising advisory services MVP has advised on over $17 billion in transaction value with excellent transaction momentum, completing 39 transactions YTD and 48 transactions in 2014 Locations San Francisco Boulder Kansas City New York Boston Industry Expertise Technology and Cloud Services Telecom / Towers Traditional Media Renewable Energy Data Center & Hosting IT & Managed Services Cloud Software & Services M2M Communications Wireless & Wireline Service Providers Spectrum Owners Wireless Infrastructure & Leasehold Owners Radio Broadcasters TV Broadcasters TV Spectrum Speculators Solar Operating Asset Owners Renewable Energy Service Providers Wind Operating Asset Owners Expertise in positioning recurring revenue IT services businesses Excellent deal flow and mindshare: seven active engagements in IT, Cloud Services and M2M sectors Over $2.3 billion in closed transactions 80+ closed Spectrum transactions 28-year history in the sector One of the top ranked radio & TV brokers in each of the last three years Leveraging execution expertise and investor relationships Closed 2 headline solar deals with telecom investors 6

7 MVP is a Leading IT Services, Data Center and Hosting Advisor 7

8 Tech M&A activity , annual activity Source: 451 Research M&A KnowledgeBase. Includes disclosed and estimated values. Total deal value ($bn) Total volume $500 $450 $400 $350 $300 $250 $200 $150 $100 $50 $ $219 $360 $418 $420 $326 $143 $190 $225 $186 $255 $

9 Tech M&A outlook Source: M&A Leaders Survey from 451 Research and Morrison & Foerster 72% 59% 54% 49% 50% 48% 61% 43% 34% 33% 27% 24% 36% 30% 19% 17% 16% 8% 7% 4% 9% Increase Stay the same Decrease Apr forecast Oct forecast Apr forecast Oct forecast Apr forecast Oct forecast Apr forecast 9

10 Tech M&A activity , annual activity Source: 451 Research s M&A KnowledgeBase. Includes disclosed and estimated values. Total deal value ($bn) Total volume $600 $500 $ $ $ $100 $0 $219 $360 $418 $420 $326 $143 $190 $232 $186 $246 $391 $375 $ YTD* 2015 pace

11 Hosted services M&A activity , annual activity Source: 451 Research s M&A KnowledgeBase. Includes disclosed and estimated values. Total deal value ($bn) Total volume $10.0 $ $9.0 $8.0 $7.0 $6.0 $5.0 $4.0 $3.0 $2.0 $ $0.8 $ $1.6 $ $1.7 $ $ $ $ $4.1 $ $ YTD* 0 11

12 Hosted services M&A activity , annual activity Source: 451 Research s M&A KnowledgeBase, Datacenter KnowledgeBase and research reports Total known square footage (millions) YTD* 12

13 Hosted services M&A activity Geographic breakdown, square footage Source: 451 Research s M&A KnowledgeBase, Datacenter KnowledgeBase and research reports 13

14 Thank You! Tim Miller Kelly Morgan Mark Fontecchio