strictly private and confidential€¦ · london new york singapore ... revenue growth (2016-17e)...
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STRICTLY PRIVATE AND CONFIDENTIAL
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 2
…DEEP DOMAIN EXPERTISE IN THREE INTER -RELATED SECTORS… …AND AN EXCEPTIONAL CROSS-BORDER TRACK RECORD
WE HAVE MARKET LEADING DIFFERENTIATED CAPABILITY… …WITH GLOBAL INTERCONNECTED REACH…
EXPERTS
3,000+
LONDON NEW YORK SINGAPORE
SENIOR LEVEL
40 250+
25 YEARS
ENTREPRENEURIAL OWNER-MANAGED
MARKETING
HEALTHCARETECHNOLOGY
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 3
DIGITAL
SERVICES
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 4
LAST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FO
RM
AN
CE
Q2 2016 PERFORMANCE
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 5
6.9%7.2%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
16.5%
14.9%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
16.0%
18.0%
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
1.7 x
1.3 x
0.0 x
0.2 x
0.4 x
0.6 x
0.8 x
1.0 x
1.2 x
1.4 x
1.6 x
1.8 x
2.0 x
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
9.7 x
8.6 x
0.0 x
2.0 x
4.0 x
6.0 x
8.0 x
10.0 x
12.0 x
IT / CONSULTING SERVICES MARKETING COMMUNICATIONS
REVENUE GROWTH (2016-17E) EV / REVENUE 2016E
EBITDA MARGIN 2016E EV / EBITDA 2016E
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 6
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 7
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
RSA MARKETING
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 8
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 9
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 10
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTIONTARGET
LOCATION
appenture
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 11
OPERATING METRICS VALUATION METRICS
PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA
COMPANY (30-JUN-16) WEEK HIGH CAP CASH DEBT VALUE CY2016 CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
IT / CONSULTING SERVICES
EBITDA MARGIN
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 12
OPERATING METRICS VALUATION METRICS
PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA
COMPANY (30-JUN-16) WEEK HIGH CAP CASH DEBT VALUE CY2016 CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
MARKETING COMMUNICATIONS
EBITDA MARGIN
QUARTERLY TECH REPORT – Q2: DIGITAL SERVICES 13
PARTNER – LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC