a catalyst for stock highlights value creation. 76,325...
TRANSCRIPT
INVESTOR FACT SHEET
$18.00/ $13.1552 Week HigH/LOW
$314M MARkeT CAP
21MOUTSTANDiNg
SHAReS
76,325 3-MONTHD
AVg. VOLUMeD
STOCk HIgHlIgHTS
As of 7/31/13
HOldER BMO Asset Management Corp. 8.82%T. Rowe Price Associates, Inc. 8.77%BlackRock Fund Advisors 5.79%First Manhattan Co. 5.77%The Vanguard Group, Inc. 5.68%Dimensional Fund Advisors, Inc. 5.38%Red Rocks Capital LLC 4.38%F&C Asset Managers Ltd. 3.16%William Blair & Co. LLC (Investment Management) 3.09%Putnam Investment Management LLC 3.08%Waddell & Reed Investment Management Co. 2.41%Granahan Investment Management, Inc. 1.86%SSgA Funds Management, Inc. 1.69%Northern Trust Investments 1.49%Cubic Asset Management LLC 1.34%
TOp INSTITuTIONAl HOldERS
% OuTSTANdINg SHARES
WHy OWN SAFEguARd SCIENTIFICS (NySE:SFE)?
Full Value Yet to be Realized
Ownership Stakes in Exciting Partner Companies
Top Performance of Proven Team
Financial Strength, Flexibility and Liquidity
Strong Alignment of Interests
TECHNOlOgy
HEAlTHCARE
$197.3M
$250M - $270MRANGE
$142.7M
$50.1M$66.9M
$109.4M
2009ACTUAL
2010ACTUAL
2008ACTUAL
2011ACTUAL
2012ACTUAL
2013GUIDANCE
* Aggregate revenue guidance for 2013 and prior years, presented above, reflects revenue on a net basis. Revenue figures utilized for certain companies pertain to periods prior to Safeguard’s involvement with said companies and based solely on information provided to Safeguard by such companies. Safeguard reports the revenue of its equity and cost method partner companies on a one-quarter lag basis.
Safeguard Scientifics (NySE:SFE) provides growth capital and operational support to innovative healthcare and technology companies. Leveraging our team’s depth of strategic and operational expertise, we help entrepreneurs accelerate growth and build
long-term value in their businesses.
Our strong reputation and proven track record enable us to generate better deal
flow, attract accomplished entrepreneurs and top syndication partners, and gain access to the management and boards of Fortune 500 companies for various strategic
and M&A opportunities.
A Catalyst for Value Creation.
PARTNERCOMPANYAggREgATE REVENuE*
1953: Year Founded
1967: Safeguard IPO
100+ M&A Transactions
FAST FACTS
20+ IPOs
$372 MIllION Deployed Since 2006
$647 MIllION Realized Since 2006
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©2013 Safeguard Scientifics, Inc. All rights reserved. All data current as of June 30, 2013 unless otherwise noted. The statements contained in this fact sheet that are not historical facts are forward looking statements which involve risk and uncertainties described in Safeguard’s filings with the Securities Exchange Commission.
Safeguard Scientifics, Inc. 435 Devon Park Drive, Building 800 Wayne, PA 19087P 610-293-0600 F 610-293-0601
www.safeguard.com linkedin.safeguard.com
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FOllOW uS
stocktwits.safeguard.com
Stephen T. Zarrilli President and CEO
Brian J. Sisko EVP and Managing Director – Strategy, Development and Operations
Jeffrey B. Mcgroarty SVP and CFO
gary J. kurtzman, Md Managing Director, Healthcare
philip d. Moyer Managing Director, Technology
Erik B. Rasmussen Managing Director, Technology
John E. Shave III VP, Business Development and Corporate Communications
lEAdERSHIp TEAM
Innovationx(Capital+Expertise) = Results
SAFEguARd’S FORMulA FOR REAlIZINg VAluE
Healthcare Companies
Technology Companies
% Represents SafeguardOwnership on a Primary Basis
The continued success of our partner companies proves the effectiveness of Safeguard’s clear operational focus and patient capital approach. Safeguard has deployed $233 million in our current partner companies.
pARTNER COMpANIES
John E. Shave III
p 610.975.4952
A 435 Devon Park Drive Building 800 Wayne PA 19807
upCOMINg EVENTS IR CONTACT
September 2013
Rodman & Renshaw 15th Annual global Investment Conference New York, NY
October 2013
Safeguard Investor day New York, NY
Ascendiant Capital Markets, llC Edward Woo, CFA949.259.4932 Rating: Buy. Target Price: $20/share
CJS Securities Arnold Ursaner914.287.7600 Rating: Market Outperform. Target Price: $22/share
First Analysis Securities Corporation James Macdonald312.258.7124 Rating: Overweight.
kBW Troy Ward314.342.2714 Greg Mason314.342.2194 Rating: Outperform. Target Price: $21.50/share
puBlISHINg ANAlySTS
DEVELOPMENTSTAGE COMPANIES
INITIAL REVENUESTAGE COMPANIES
EXPANSIONSTAGE COMPANIES
HIGH TRACTIONSTAGE COMPANIES
17%
35%
28%
30%
40%
13%
38%
23%35%
30%
25%
49% 35%25%
44%
7%
28%
40% 23% 22%
pre-Revenue up to $5M in Revenue
$5M - $20M in Revenue
$20M+ in Revenue