Post on 20-Jun-2020
ADTECH & MARTECH BAROMETER
Q3 2016 MARKET REVIEW
STRICTLY PRIVATE AND CONFIDENTIAL
1
1,000+ BUYERS
AND
INVESTORS
SECTOR-LED SPECIALISTS IN M&A AND FUNDRAISING
250+ YEARS
EXPERIENCE
YEARS OF
RI DEALS
3 SECTORS TOTAL DEALS DEALS IN
PAST 2 YEARS
20+250+
100%
25
10
NATIONALITIES
40 PEOPLE 3 OFFICES REFERENCEABLE
2
WELCOME TO THE Q3 2016 EDITION OF THE ADTECH &
MARTECH BAROMETER
3
RESULTS INTERNATIONAL GLOBAL ADTECH & MARTECH
INDICESLA
ST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FOR
MA
NC
E (
%)
Q3 2016 PERFORMANCE
4
ADTECH & MARTECH: SHARE PRICE PERFORMANCE
LAST
12 M
ON
THS
Q3 2
016
ADTECH DATA DIVERSIFIED INTERNETMARTECH
5
ADTECH & MARTECH: SELECTED STOCKS – PERFORMANCE
SINCE IPO
COMPANYIPO
DATEDESCRIPTION
RAISED ($M)
INDICATIVE PRICE RANGE ($)
IPO LISTING PRICE ($)
INCREASE VS. RANGE
DAY 1 INCREASE
CURRENT INCREASE(1)
CURRENT EV ($M)
EV / NET REVENUE 2016E
EV / EBITDA 2016E
6
ADTECH & MARTECH: PUBLIC COMPANY VALUATION
BENCHMARKS
NET REVENUE GROWTH (2016-17E) EV / NET REVENUE 2016E
7
ADTECH & MARTECH: PUBLIC COMPANY VALUATION
PERFORMANCE OVER TIME
LTM Q3 2016
% CHANGE
LTM Q3 2016
% CHANGE
8
ADTECH & MARTECH: GLOBAL M&A ACTIVITY
Q1 2013 – Q3 2016
NU
MB
ER
OF
DEA
LSTO
TAL D
ISC
LSO
ED
DEA
L VA
LUE
(1) (2) (3) (4)
9
ADTECH & MARTECH: SELECTED DEALS IN Q3 2016
DATE BUYER TARGET EV ($M) EV/REVENUE(1) COMPANY DESCRIPTIONTARGET
LOCATION
10
ADTECH & MARTECH: SELECTED FUNDRAISINGS IN Q3 2016
DATE COMPANYTYPE OF ROUND
FUNDSRAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTIONCOMPANYLOCATION
11
ADTECH & MARTECH: SELECTED PUBLICLY TRADED
COMPANIESCOMPANY OPERATING METRICS VALUATION METRICS
PRICE ($) % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REVENUE GROWTH EBITDA MARGIN NET REVENUE EBITDA
(30-SEP-16) WEEK HIGH CAP CASH DEBT VALUE ($M) CY2016 ($M) CY15-16 CY16-17 CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
ADTECH
MARTECH
DATA
DIVERSIFIED INTERNET
12
GET IN TOUCH
DIRECTOR – LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC & MENA