drake star short corporate presentation final 290916 compressed
TRANSCRIPT
NEW YORK
LONDON
PARIS
MUNICH
LOS ANGELES
BERLIN
AMSTERDAM
GENEVA
TOKYO
2In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
B E L I E V E I N I N N O V A T I O N
C H A N G E T H E W O R L D
Focus and in-depth sector expertise in TMC
Strong International reach
‘Entrepreneurs for entrepreneurs’
Experienced, agile and creative team
Range of tailor-made M&A and Corporate Finance services
A GLOBAL LEADERIN TMC M&A AND CORPORATE FINANCE
3
INTR
ODUC
TION
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
LARGE POOL OF BANKERS
TRANSACTIONS CLOSED SINCE 2004
GROSS TRANSACTION VALUE IN 2016 YTD
OF THE TRANSACTIONS WERE CROSS-BORDER DEALS IN MORE THAN 40 DIFFERENT COUNTRIES
274 + $1bn +2016 70%
7Countries 60+
Bankers
TRULY GLOBAL, 9 OFFICES IN 7 COUNTRIES
A GLOBAL LEADERIN TMC M&A AND CORPORATE FINANCE
EXPERIENCE MATTERS
1
4
GLOBAL REACH MATTERS
DEEP SECTOR EXPERTISE MATTERS
INTR
ODUC
TION
LEADERSHIPMATTERS
2 3 4
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
• 60+ team headed by
15 senior partners with strong experience in international transactions.
• Since 2004, partners have led over 274 transactions ranging from $10m to $500m of which 70% were cross-border deals.
• 9 offices: New York, London, Paris, Munich, Los Angeles, Berlin, Amsterdam, Geneva & Tokyo.
• Network of more than 750 institutional investors in the US, Europe and Asia.
• Established relationships with technology leaders in each industry.
• In-depth knowledge in the TMC industries including Technology, Digital Media, Communications, Internet, Adtech/Martech, Fintech.
• Sector specialized senior bankers complemented by a network of Senior Advisors with seasoned corporate experience in each sector.
• We are independent entrepreneurs fully committed to the success of our clients.
• Our bankers and transactions have won multiple industry awards.
THOROUGH INDUSTRY KNOWLEDGE. DEEP SECTOR FOCUS.
SOFTWARE
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INFORMATION SERVICES
SECT
OR E
XPER
TISE
INDUSTRIAL TECHNOLOGY
• Application • BPM• Collaboration• Contact Centres• Design/Engineering Software • ECM/Content Management• eCommerce Software• Enterprise• Enterprise Social Software• ERP• HCM/Talent Management
Software• Marketing Software• PLM • PPM/Collaboration Software• SaaS & Cloud• SCM
• Business Intelligence & Analytics• Big Data• Data Management/Integration • Database Information• Information Services Analytics
INTERNET OF THINGS / M2M• Autonomous Driving• Communications Platforms• Data Integration and Analytics• Industry 4.0• Sensor and Networking Technology• Vehicle Tracking
IT AUTOMATION• Datacentre Automation• DevOps• ITSM / Service Desk Automation
• Advanced Machine Learning• Augmented Reality• Drones• Health Technology• Logistics Software & Equipment• Robotics• Transportation Technology
IT SERVICES
SECURITY• Adaptive & Predictive Security• Biometric identity • Data Science• Endpoint Security• Identity and Access Management• Network Security• Security and Vulnerability
Management• Security Information and Event
Management• Testing, certification & Compliance • Web Content and Messaging Security
• BPO & Managed Services• Managed Services & Hosting• Multi-Channel Retail• Storage• Tech-Enabled Services
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
FINTECH• Banking• Billing• Blockchain• Compliance & Fraud• Exchanges• Insurance• Market Data• Payments & Transactions• Personal Finance Management• Securities & Trading
• 3D Printing• Communication Equipment• NFC• POS Hardware• Quantum Computing• RFID• Semiconductor Equipment • Semiconductors• Sensors• Wearables
ELECTRONICS & EQUIPMENT
THOROUGH INDUSTRY KNOWLEDGE. DEEP SECTOR FOCUS.
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SECT
OR E
XPER
TISE
B2B MEDIA• Conferences• Digital Media• Events• Events Services• Publishing• Tradeshows
B2C MEDIA• Apps• Cinema Operators• Classifieds• Consumer Fairs• Consumer Internet• eCommerce• eLearning• Entertainment• Festivals• Gaming • Market Places• Marketing Technology• MCNs• Online Travel• Publishing• Social Media
MARKETING• AdTech• Affiliate Networks• Agencies and Marketing
Services• Buy-side/Sell-side Platforms• CRM• Digital Advertising• Digital Signage• Display• Local Search• Marketing Automation• Marketing Technology• Mobile• Mobile Marketing• Native Advertising• Programmatic Advertising• RTB• Search• Social • Video
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
COMMUNICATION TECHNOLOGY• Cloud Enablement• Communication Equipment• Communication Infrastructure• Digital Home• Fibre & Cable• Network Function
Virtualization• Network Management and
Optimization• Operators• OSS / BSS• Software Defined Networking• Testing & Measurement• Video & OTT Services• VoiP• Web & Video Conferencing• WIFI
COMMUNICATION SERVICES• Communication-as-a-Service• Datacenters / Cloud• Enterprise Network Services• Infrastructure-as-a-Service• Virtual Network Operators
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Early stage financingGrowth financing
Venture loansM&A financingIPO advisory
PIPEStrategic advisory for larger
corporates
Buy-side advisorySell-side advisory
Private dealsPublic takeoversPublic auctions
MergersMBO/ MBI
Secondaries
CORPORATE FINANCEMERGERS & ACQUISITIONS
FAST GROWING INNOVATIVE COMPANIES
SHAREHOLDERS / INVESTORSVCs, PES, FAMILY OFFICES, DEBT PROVIDERS
LARGE- & MEDIUM-SIZED CORPORATES
OUR
SERV
ICES
GLOBAL ADVISORY SERVICESM&A AND CORPORATE FINANCE
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE
Gregory BedrosianManaging Partner & Co-CEO
Over 25 years of TMC investment banking and private equity investing
• Award-winning experience spanning companies and transactions across the US, Europe and emerging markets
• Co-founder of Renaissance Capital and the $1 billion Sputnik Funds• Began investment banking career at Credit Suisse and Salomon/Citigroup
(New York, London and Moscow offices)• Harvard MBA
Marc DeschampsManaging Partner & Co-CEOOver 25 years as executive, entrepreneur and managing M&A in the TMC sectors.
• Has advised growth companies on public and private corporate finance and M&A transactions
• COO Internet/Broadband at BT Group (UK)• Co-founder and COO of Chello, European leader of broadband (listed on
Nasdaq and Euronext, market capitalisation reached over £1bn in 2 years)• INSEAD MBA / Polytechnic Montreal / EPFL Lausanne Eng.
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Ralf Philipp HoffmanManaging Partner
SENI
OR T
EAM
• Managing Director and Head of Technology Investment Banking at Viscardi (former SG Cowen operations in Germany)
• Co-founder and CFO for a technology start-up arranging several institutional financing rounds
• Previously worked for the investment banks Morgan Grenfell, Merrill Lynch and Deutsche Bank in Frankfurt and London focusing on Equity Capital Markets and cross-border M&A transactions
• Tübingen, Gothenburg (ERASMUS scholarship), Stony Brook, New York
Over 20 years in bulge bracket and technology investment banking and as executive in the internet sector.
Martial ChailletChairman
• Head of Europe – Capital Group - $1.3 trillion investment firm• Awarded the title of Morningstar Fund Manager of the Year in 1999• University of Geneva
40 years experience of investing in public and private TMC companies
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
James HolzerManaging Partner
Over 20 years of experience in M&A and financing in the software/services, digital media & mobile sectors
• Completed 80+ transactions aggregating over $5bn in value• MD Landmark Ventures, software and digital media• Head of Technology M&A Brown Brothers Harriman • Executive Director of Technology M&A at CIBC World Mkts, Director of
Technology M&A at Prudential Securities, MD at Berkery Noyes • NYU’s Stern School of Business MBA
Matthew Johnson Managing Partner20+ years in investment banking and executive operational roles in the technology and communication sectors
• 50+ M&A transactions with a total value of $10+bn• Previously MD and co-founder at Gemini Partners • Co-founder and chairman of a software based healthcare company,
successfully exited • Kellogg (Northwestern University) MBA
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Arnaud Limal Managing Partner
SENI
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EAM
• Partner Grant Thornton and Director of Corporate Finance• Managing Director, Member of the Management Committee of Credit Agricole-CIB• Board member of J. Henry Schroder Wagg & Co. Ltd and Managing Director of
Schroder France• Harvard MBA
Over 25 years of experience in investment banking and TMC.
Nathan Johnson Managing Partner
• Previously MD and co-founder at Gemini Partners • Vice President at Deutsche Bank investment banking group• Director of overseas corporate finance at General Motors Corporation• Wharton School of Business MBA
20+ years in investment banking and executive operational roles in the technology and communication sectors
INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
Christophe MorvanManaging Partner
Over 20 years managing international transactions. Sector focus in Telecommunications, Software and IT Services.
• MD corporate finance of the Hinduja Group in India and Switzerland• COO of the European real estate business of GE Capital• Partner of the Arjil Bank in Spain and France, and worked at Credit Lyonnais• HEC and Wharton MBA
Julian Ostertag Managing PartnerOver 15 years in bulge bracket and technology investment banking.
• Vice President Technology Team Viscardi • Deutsche Bank in Frankfurt and London focusing on IPOs, secondary
offerings, equity-linked, structuring and executing M&A transactions • Erasmus scholarship, Heinrich-Heine University, Universidad de Salamanca,
Universidad de Alicante
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SENI
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EAM
INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
Matthieu Rosset Managing Partner15 years of experience in investment banking and TMC.
• Matthieu has successfully closed more than 20 transactions in internet, media, SaaS, mobile and social sectors
• Prior to LD&A Jupiter, Mathieu worked on the Equity Capital Markets at Credit Agricole CIB
• London Business School MBA
Michael Rosenberg Managing Partner
• Closed numerous transactions with a volume exceeding $40bn• Co-Founder Northside Advisors and head of CA Technologies, corporate development
organisation• Active member of the Austin Technology Council representing 1600+ technology
executives and 250+ companies• NYU’s Stern School of Business MBA
Over 20 years of investment banking, corporate development and advisory experience in the enterprise and communication technologies
Over 20 years in Media/Tradeshow/Information Services M&A
Kathleen ThomasManaging Partner
• Prior to Redwood, led the B2B Media/Events/Marketing Services practice at Berkery Noyes
• Completed over 100 transactions• Specializes in M&A advisory in B2B and B2C media, communications and
marketing services, with expertise in content and information, trade shows, conferences, digital media and marketing services and the outsourced services that support these businesses.
• Previously Managing Director at Veronis Suhler Stevenson
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Jeff Baker Partner
SENI
OR T
EAM
• Prior to Redwood, was responsible for advisory transactions in the technology sector as Vice President at Avendus Capital Advisory
• Vice President at Berkery, Noyes • Started his career at Rationale Software, acquired by IBM• NYU’s Stern School of Business MBA
10 years experience in investment focused on IT & Tech-enabled services
James Turino Managing Partner
• Advised numerous companies in the technology and communications industries on over $5 billion in mergers and acquisitions and corporate finance transactions
• CFO Echo Flight, Inc. and Director of the Technology Investment Banking team in New York SG Cowen
• Director of the Media and Telecommunications Group for Prudential Securities• Vice President, Corporate Finance ING Barings, Head of Telecom• Columbia Business School MBA
Over 20 years experience in corporate finance and M&A in the telecommunication and technology sectors
INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
Frank VerbeekPartner
Over 30 years of experience in international Corporate Finance. Sector focus in Media, eCommerce and Digital Marketing.
• Has advised over 45 companies in various industries in strategic management, business development, M&A and corporate finance
• Founder of IMPROVED Corporate Finance• Over 10 years as a business- and managing partner at Corporate Finance
boutique First Dutch Capital• London Business School MBA
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SENI
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EAM
INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
Arjen van Blockland Associated Partner
• Leadership position in several Japanese IT securities, TelCo and Media companies
• 6 years Science & Technology Attaché at the Royal Netherlands Embassy in Japan
• Asian cross border M&A expert• Utrecht University Physics PHD
Patrick Martin Associated Partner
• Multiple sell-side and buy-side mandates for private and listed clients including: Discovery communications, Hubert Burda Medien, ProSiebenSat1, Constantin Medien, Senator Entertainment, Splendid Medien, TV7, Exclusive Media
• Former Head of Media & Internet at Alegro Capital and Strata Partners, Former Managing Partner at Helkon Media AG
• Board Member at Fintech Company PPRO Financial, London• Qualified lawyer in Germany and FCA approved corporate finance professional• German national, languages: German, English, Spanish, French
Over 20 years experience as a Media entrepreneur. Sector focus in Internet, Mobile and Digital Media.
Francis LorentzChairman France
• Chairman of Digiworld Institute, a European think tank specialised in digital industries
• CEO of LaSer, a subsidiary of the Galeries Lafayette Group and Chairman of E-laser (CRM and e-business)
• Chairman and CEO of RATP (the Paris public transport network) • Chairman and CEO of the Bull Group (information systems and services)• HEC, ENA
John Morrison Associated Partner
• Completed transactions aggregating over $10bn in value advising Fortune 500 companies and owners of private equity / venture backed middle-market businesses
• Managing Director at CEA Group, focusing on TMC advisory transactions • Founder and Managing Partner at Bird Key Partners, LLC. • Fordham University MBA
Over 20 years of experience in Investment and Merchant Banking in the media, entertainment and telecommunication sectors
20 years experience in the Japanese high-tech industry. Sector focus in Security, Electronics and Hardware.
Extensive experience in executive management. Sector focus in Mobile, eCommerce & Digital Media.
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SENI
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EAM
INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
Robert Wilhelm Associated PartnerOver 25 years as Investor and Strategic Advisor. Sector focus in Telecom, Internet and Digital Media
• Completed over 40 investment transactions with a ticket size of up to $300m
• Extensive experience as Board member of several companies such as XEROX
• Former Managing Partner at Solid Capital and Ende&Deitmers• University of RotterdamErasmus MBA
Arjan BrienenPrincipal
Executed over 20 deals in Telecom, Security and Services
• Partner IMPROVED Corporate Finance • Senior M&A Manager at KPN Telecom and over 5 years Director First Dutch
Capital• Rotterdam School of Management RV Valuation and BSc iEconomics
Vikram Chandrasekaran Principal
• Deutsche Bank - investment banking• Corporate Finance at Thompson Reuters• Georgetown MBA, University of Michigan BS in Computer Engineering
11 years of investment banking experience in technology and media sectors
Kasper Kruse Petersen Principal
12 years of experience in investment banking
• Royal Bank of Scotland in their general M&A team• Most noticeably Kasper advised BAA on its £1.5bn sale of Gatwick Airport to
Global Infrastructure Partners and Centrica on its £1.3bn hostile takeover of Venture Production
• Fordham University NY MBA and Copenhagen Business School BA
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SENI
OR T
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INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
Carsten Smolka Principal
• Goetzpartners Corporate Finance, former Communications Equity Associates, and DC Advisory
• Westfälische Wilhelms-Universtät Muenster M&A BA and Master of Law
Closed more than 20 deals with a total deal value of €2.6 billion
Sandrine Vergnory-Mion Principal
• Consultant IBM EMEA Corporate Development Department: closed several acquisitions, divestitures, joint-ventures and investments throughout Europe
• Management consultant at Oracle: implemented financial modules of ERP solutions • EDHEC Business School, INSEAD MBA
Strong background in ERP and software solutions
OUTSTANDING DEAL-MAKING TRACK RECORD24 DEALS CLOSED IN 2016*
15In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
*These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood Capital
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OUTSTANDING DEAL-MAKING TRACK RECORD2014-2016 SELECTION
16In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
*These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood Capital
SELE
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SELE
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In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
OUTSTANDING DEAL-MAKING TRACK RECORD2011-2014 SELECTION *These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood
Capital
2014
18In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
OUTSTANDING DEAL-MAKING TRACK RECORD2004-2011 SELECTION *These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood
Capital
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Over 20 Awards in recognition of superior results in complex transactions worldwide
DEAL OF YEAR AWARDS
INTERNATIONAL M&A AWARD WINNER
TMT Deal of the Year($100mm to $1bn)
2015 WINNER 7TH ANNUAL INTERNATIONAL M&A AWARDS
INTERNATIONAL M&A AWARD WINNER
Restructuring Deal of the Year($50mm to $100mm)
2014 WINNER 6TH ANNUAL INTERNATIONAL M&A AWARDS
INTERNATIONAL M&A AWARD WINNER
M&A Deal of the Year($100mm to $250mm)
2013 WINNER
THE 5TH ANNUALINTERNATIONAL M&A AWARDS
Technology, Media, Telecom Deal of the Year(up to $100mm)
2014 WINNER 13TH ANNUAL M&A ADVISOR AWARDS
Technology, Media, Telecom
Deal of the Year(Up to $100mm)
WINNERCross Border
Deal of the YearSmall Mid Markets
2014
Technology, Media, Telecom
Deal of the Year($100M to $500M)
Technology, Media, Telecom
Deal of the Year
INTERNATIONAL M&A AWARD WINNER
Technology, Media, Telecom Deal of the Year
(Under $1 Billion)
2013 WINNER
THE 5TH ANNUALINTERNATIONAL M&A AWARDS
AWARD-WINNING INVESTMENT BANKINGSELECTED AWARDS
19
US (NY) – Boutique InvestmentBank of the Year
(Growth Industries)
US (NY) – Leading M&ADealmaker of the Year,
Gregory Bedrosian
Top 10 Boutique Investment
Bankof the Year
20142014 Leading Advisory
Firm of the Year
INTERNATIONAL M&A AWARD WINNER
Leadership AwardGregory Bedrosian
2016 WINNER 8TH ANNUAL INTERNATIONAL M&A AWARDS
FIRM OF YEAR AWARDS
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
AWAR
DS
WINNERTechnology &
TelecomDeal of the Year
2014
LONDON42 Brook StreetLondon W1K 5DBUnited Kingdom
T. +44 20 7112 7777F. +44 20 7900 2329
MUNICHTheatinerstr. 4290333 MünchenGermany
T. +49 89 1490 265 25F. +49 89 1490 265 13
BERLINFriedrichstrasse 17110117 BerlinGermany
T. +49 30 30366 - 2856
AMSTERDAMMuseumplein 5C1071 DJ AmsterdamNetherlands
T. +31 (0) 20 792 0006
TOKYOYanaka 3-13-18, Taito-ku, Tokyo, 110-0001 Japan
T. +81 (80) 3450-1217
PARIS25 Boulevard Malesherbes75008 ParisFrance
T. +33 1 58 18 39 00F. +33 1 53 43 09 76
LOS ANGELES1100 Glendon AvenueSuite 905Los Angeles, CA 90024
T. +1 310 696 4001F. +1 310 696 4007
NEW YORK950 Third Avenue20th Floor New York, NY 10022
T. +1 212 508 7100F. +1 212 508 7102
20
CONT
ACT
GENEVARue du Cendrier 171202 GenevaSwitzerland
T.: +41 (22) 518 07 79F.: +41 (22) 839 72 49
In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
GLOBAL PRESENCE9 OFFICES
21In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)
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