q2 2016 strictly private and...
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Q2 2016 STRICTLY PRIVATE AND CONFIDENTIAL
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 1
DEEP DOMAIN EXPERTISE IN THREE INTER-RELATED SECTORS… …AND AN INTERNATIONAL TRACK RECORD
A MARKET-LEADING CORPORATE FINANCE ADVISORY FIRM… …WITH GLOBAL REACH
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QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 2
LAST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FOR
MA
NC
E
Q2 2016 PERFORMANCE
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 3
ADTECH DIVERSIFIED INTERNETMARTECH DATA
LAST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FO
RM
AN
CE
Q2 2
016
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 4
COMPANY IPO DATE DESCRIPTIONRAISED
($M)INDICATIVE PRICE
RANGE ($)IPO LISTING PRICE ($)
DAY 1 INCREASE
CURRENT INCREASE
CURRENT EV ($M)
EV / NET REVENUE 2016E
EV / EBITDA 2016E
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 5
REVENUE GROWTH (2016-17E) EV / NET REVENUE 2016E
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 6
% CHANGE LTM Q2 2016
% CHANGE LTM Q2 2016
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 7
TOTA
L D
ISC
LOSED
DEA
L V
ALU
E (
$B
N)
NU
MB
ER
OF D
EA
LS
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 8
DATE BUYER TARGET EV ($M) EV/REVENUE COMPANY DESCRIPTIONTARGET
LOCATION
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 9
DATE COMPANYTYPE OF ROUND
FUNDSRAISED ($M)
INVESTOR PARTICIPATON COMPANY DESCRIPTIONCOMPANYLOCATION
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 10
COMPANY OPERATING METRICS VALUATION METRICS
PRICE ($) % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REVENUE GROWTH EBITDA MARGIN NET REVENUE EBITDA
(30-JUN-16) WEEK HIGH CAP CASH DEBT VALUE ($M) CY2016 ($M) CY15-16 CY16-17 CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
ADTECH
MARTECH
DATA
DIVERSIFIED INTERNET
QUARTERLY TECH REPORT – Q2 2016 MARKET REVIEW: ADTECH & MARTECH 11
DIRECTOR – LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC