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Investor Presentation
     August 2012
Forward Looking Statements


Statements contained in this presentation that are not historical facts are
forward looking statements which involve certain risks and uncertainties
including, but not limited to, risks associated with the uncertainty of managing
rapidly changing technologies, limited access to capital, competition, the ability
to attract and retain qualified employees, our ability to execute our strategy, the
uncertainty of the future performance of our partner companies, acquisitions
and dispositions of additional partner companies, the inability to manage
growth, government regulation and legal liabilities and the effect of economic
conditions in the business sectors in which our partner companies operate,
negative media coverage and other uncertainties as described in our filings
with the Securities and Exchange Commission, including our Annual Report on
Form 10-K.

Safeguard does not assume any obligation to update any forward looking
statements or other information contained in this presentation.



                                                                                      2
The Safeguard Difference (NYSE: SFE)




     SIGNIFICANTLY              UNDERVALUED




                                              3
Why Own Safeguard?


 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




                                                   4
Experienced Team

    Peter J. Boni             Online
                             Software
                                             Prime
                                           Response
                           International
    President and CEO


    Jim Datin

    EVP and
    Managing Director


    Steve Zarrilli

    SVP and CFO


    Brian Sisko

    SVP and
    General Counsel

    John E. Shave III
    VP, Corporate
    Communications and
    Business Development

                                                      5
The Company We Keep



Alliances &
Syndication
Partnerships




Technology &
Life Sciences
Advisory        J P
                 A3 artners
Boards




SFE Board of
Directors




                              6
Safeguard Today




                  7
Safeguard Positioning




                        8
Go To Market Strategy



 Growth Financing
 Typically Deploy Up to $25M

 Generally Primary Shareholder

 Realize Value




GROWTH DRIVERS       CRITERIA
• Maturity           • Management
• Migration          • Market
• Convergence        • Model
• Compliance         • Momentum
• Cost Containment   • Moat



                                    9
Attractive Sectors




* Represents % of Capital Deployed in Current Partner Companies.   10
Recent Success Stories

                                                                           Cash-on-Cash
             Acquired By                  Proceeds*
                                                                              Return


                                               $38M                                    4x



                                             $138M                                    13x



                                               $41M                                    3x
                                                                          Return Potential Could
                                                                             Approach 8x***



                                            $208M**                                    3x
                                                                         Market Cap Increased 5x
                    * Includes amounts held in escrow as of June 30, 2012 which are deemed likely to be
                   realized during 2012, if any, but not unearned milestones / earnouts, where applicable.
                                       ** Proceeds include $61M from sale of CLRT shares during Q3’09.
                                                  *** Based on achievement of difficult earnout provisions.
                                                                                                              11
Revenue Stages




                 12
Case Study:                       SFE Stake 25%


•   Medical Technology Company
•   Developed and is Commercializing emPower!
•   emPower! Most Significant Change in Eyeglasses Since Bifocal in 1784
•   100M Bifocals and Progressive Lenses Sold Per Year
•   Every 1% Penetration = $400M in Revenue
•   1000+ Eye Care Professionals Signed On
•   SFE Deployed $29.1M since April 2011




                                                                           13
Case Study:                                                               SFE Stake 40%

             •      Top 10 Provider of Medical Billing and Practice Management Services
             •      U.S. Market Opportunity Exceeds $4B Annually
             •      <20% Physician Practices Outsource Billing and Practice Management
             •      Gaining Meaningful Scale via Organic Growth and Strategic Acquisitions
             •      Completed Five Acquisitions since mid-2009
             •      2011 Revenue Increased 40% YoY to ~$40M
             •      Inc.5000 Three Consecutive Years; Ranked #10 Fastest Growing Co. in NJ
             •      SFE Deployed $15.3M since November 2006

                                                                                                                    Market for AHS' Services Approx. $4B - $8B1




1
    Billing and Practice Management Service Market (Falcon Capital): $8.0B; Total RCM Market (Wallingford Capital/HBMA, 2007): $4.75 B; Top 10 Billing cos.: $1.0B   14
Case Study:                    SFE Stake 22%


•   Provides Enterprise-Class Technology and Services to Advertisers/Agencies
•   ‘Bloomberg’ Terminal: Media Buying Platform
•   Named #1 Demand-Side Platform Vendor by Forrester Research
•   Strong Growth Continues
•   Expanding Domestic, International Operations
•   Strong Client Roster – All Agency Groups, Dozens of Fortune 500
•   SFE Deployed $16.9M since July 2009




                                                                                15
Safeguard Partner Companies



Aggregate Revenue*
                        




                            * Aggregate revenue guidance for 2012 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 method and cost method partner companies on
                              a one-quarter lag basis.

                        
                                                                                                 16
Financial Highlights


• Net Cash, Cash Equivalents and Marketable Securities
   – $195.3M at 6/30/12 vs. $211.9M at 12/31/11

• Q1’12 Primary Uses of Cash = $5.0M

• 2012 Projected Uses of Cash Near Low End of $100M-$150M
   – Capital Deployment into New Partner Companies

   – Follow-on Funding for Current Partner Companies and Penn Mezzanine
     Participations

   – Corporate Expenses

   – Platform Expansion



                                                                          17
Strategy for Growth


 Build Value in Current Holdings

 Realize Some Valuable Exits

 Replenish The Holdings with Winners

 Expand the Platform




                                        18
Why Own Safeguard?


 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




                                                   19
The Safeguard Difference (NYSE: SFE)




     SIGNIFICANTLY              UNDERVALUED




                                              20
Investor Presentation
     August 2012

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Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - August 2012

  • 1. Investor Presentation August 2012
  • 2. Forward Looking Statements Statements contained in this presentation that are not historical facts are forward looking statements which involve certain risks and uncertainties including, but not limited to, risks associated with the uncertainty of managing rapidly changing technologies, limited access to capital, competition, the ability to attract and retain qualified employees, our ability to execute our strategy, the uncertainty of the future performance of our partner companies, acquisitions and dispositions of additional partner companies, the inability to manage growth, government regulation and legal liabilities and the effect of economic conditions in the business sectors in which our partner companies operate, negative media coverage and other uncertainties as described in our filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K. Safeguard does not assume any obligation to update any forward looking statements or other information contained in this presentation. 2
  • 3. The Safeguard Difference (NYSE: SFE) SIGNIFICANTLY UNDERVALUED 3
  • 4. Why Own Safeguard?  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 4
  • 5. Experienced Team Peter J. Boni Online Software Prime Response International President and CEO Jim Datin EVP and Managing Director Steve Zarrilli SVP and CFO Brian Sisko SVP and General Counsel John E. Shave III VP, Corporate Communications and Business Development 5
  • 6. The Company We Keep Alliances & Syndication Partnerships Technology & Life Sciences Advisory J P A3 artners Boards SFE Board of Directors 6
  • 9. Go To Market Strategy  Growth Financing  Typically Deploy Up to $25M  Generally Primary Shareholder  Realize Value GROWTH DRIVERS CRITERIA • Maturity • Management • Migration • Market • Convergence • Model • Compliance • Momentum • Cost Containment • Moat 9
  • 10. Attractive Sectors * Represents % of Capital Deployed in Current Partner Companies. 10
  • 11. Recent Success Stories Cash-on-Cash Acquired By Proceeds* Return $38M 4x $138M 13x $41M 3x Return Potential Could Approach 8x*** $208M** 3x Market Cap Increased 5x * Includes amounts held in escrow as of June 30, 2012 which are deemed likely to be realized during 2012, if any, but not unearned milestones / earnouts, where applicable. ** Proceeds include $61M from sale of CLRT shares during Q3’09. *** Based on achievement of difficult earnout provisions. 11
  • 13. Case Study: SFE Stake 25% • Medical Technology Company • Developed and is Commercializing emPower! • emPower! Most Significant Change in Eyeglasses Since Bifocal in 1784 • 100M Bifocals and Progressive Lenses Sold Per Year • Every 1% Penetration = $400M in Revenue • 1000+ Eye Care Professionals Signed On • SFE Deployed $29.1M since April 2011 13
  • 14. Case Study: SFE Stake 40% • Top 10 Provider of Medical Billing and Practice Management Services • U.S. Market Opportunity Exceeds $4B Annually • <20% Physician Practices Outsource Billing and Practice Management • Gaining Meaningful Scale via Organic Growth and Strategic Acquisitions • Completed Five Acquisitions since mid-2009 • 2011 Revenue Increased 40% YoY to ~$40M • Inc.5000 Three Consecutive Years; Ranked #10 Fastest Growing Co. in NJ • SFE Deployed $15.3M since November 2006 Market for AHS' Services Approx. $4B - $8B1 1 Billing and Practice Management Service Market (Falcon Capital): $8.0B; Total RCM Market (Wallingford Capital/HBMA, 2007): $4.75 B; Top 10 Billing cos.: $1.0B 14
  • 15. Case Study: SFE Stake 22% • Provides Enterprise-Class Technology and Services to Advertisers/Agencies • ‘Bloomberg’ Terminal: Media Buying Platform • Named #1 Demand-Side Platform Vendor by Forrester Research • Strong Growth Continues • Expanding Domestic, International Operations • Strong Client Roster – All Agency Groups, Dozens of Fortune 500 • SFE Deployed $16.9M since July 2009 15
  • 16. Safeguard Partner Companies Aggregate Revenue*  * Aggregate revenue guidance for 2012 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 method and cost method partner companies on a one-quarter lag basis.  16
  • 17. Financial Highlights • Net Cash, Cash Equivalents and Marketable Securities – $195.3M at 6/30/12 vs. $211.9M at 12/31/11 • Q1’12 Primary Uses of Cash = $5.0M • 2012 Projected Uses of Cash Near Low End of $100M-$150M – Capital Deployment into New Partner Companies – Follow-on Funding for Current Partner Companies and Penn Mezzanine Participations – Corporate Expenses – Platform Expansion 17
  • 18. Strategy for Growth  Build Value in Current Holdings  Realize Some Valuable Exits  Replenish The Holdings with Winners  Expand the Platform 18
  • 19. Why Own Safeguard?  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 19
  • 20. The Safeguard Difference (NYSE: SFE) SIGNIFICANTLY UNDERVALUED 20
  • 21. Investor Presentation August 2012