As we continue to be thematic in our approach at Falvey Partners, we've put together thought pieces on a few of the software sectors in our core focus areas, including Digital Marketing/Personalization, Human Capital Management, Cloud Middleware and Business Intelligence, among others. In the following market overviews, we outline relevant trends we identified, the most active consolidators and market maps of specific companies. More in depth reports and additional sector overviews can be found on our firm website at http://www.falveypartners.com/sector-overviews.
Falvey Partners' latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the digital marketing software space.
An overview of the Human Capital Management Market by Solution report. Human Capital Management Market by Solution (Core HR, Workforce Management, Compensation Management, Performance Management, Recruiting, Learning Management, Employee Collaboration and Engagement), by Industry Verticals , & by Region - Global Forecast to 2019
Human Capital Management Software Market Overview - 2015Jeff Monk
Shea & Company's latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the human capital management software space.
Human Capital Management Software Market OverviewJeff Monk
Falvey Partners' latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the human capital management software space.
Falvey Partners' latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the digital marketing software space.
An overview of the Human Capital Management Market by Solution report. Human Capital Management Market by Solution (Core HR, Workforce Management, Compensation Management, Performance Management, Recruiting, Learning Management, Employee Collaboration and Engagement), by Industry Verticals , & by Region - Global Forecast to 2019
Human Capital Management Software Market Overview - 2015Jeff Monk
Shea & Company's latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the human capital management software space.
Human Capital Management Software Market OverviewJeff Monk
Falvey Partners' latest sector overview covers market trends, recent transactions, active consolidators and market maps of specific companies operating in the human capital management software space.
The human capital management market is in a constant state of flux. Not only are there new entrants all the time, but changes in the HR function and shifting expectations make it harder to simply be reactive. HR buyers now demand that HCM providers become proactive, and solutions have to reflect that new normal.
Brandon Hall Group and The Starr Conspiracy have teamed up to deliver key insights into this evolving market.
Download the paper today to get insight into all of the trends you need to know about to stay competitive in this ever-changing market.
http://campaigns.thestarrconspiracy.com/state-of-hcm/
HRO Today Europe Forum, Nov 2013. Key lessons from nearly 25 HR buyer engagements seeking a solution to HR Technology, HR Services, or both (HRO) in the most recent 18 months (2012-2013).
An analysis on the talent acquisition technology market detailing growth areas, funding trends, and exits. Detail on where VCs are seeing most traction
It Takes an Ecosystem: How Technology Companies Deliver Exceptional ExperiencesCognizant
Experience is evolving into a strategy that reaches across technology companies. We offer guidance on the rise of experience and its role in business modernization, with details on how orgnizations can build the ecosystem to support it.
How Deloitte Uses AI to Simplify Reporting and Increase ValueAmazon Web Services
In this webinar, you’ll learn how Deloitte, a multinational consultancy, solves client pain points around employee efficiency, scale, regulatory compliance, and customer engagement using Quill, a NLG solution created by Narrative Science and deployed on AWS. You’ll learn how you can easily get started with artificial intelligence on AWS to derive deeper insights, improve operational efficiency, enhance customer experiences, and meet compliance requirements.
Join our webinar to learn:
- How NLG can solve problems around internal reporting, operational efficiency, and regulatory compliance
- How Deloitte delivered transformative solutions both internally and to clients on AWS while saving over $600K
- How to get started with NLG in your organization
In assessing the market opportunities of a particular technology, it is important to consider whether the technology should be patented or not, and whether the technology should be licensed or put in a spin-off. Commercial Services is a group of three people at Imperial Innovations that investigates the market potential of new incoming projects and idea proposals. They give advice with respect to commercialization based upon thorough market research which they perform in close collaboration with industry.
www.FITT-for-Innovation.eu
Cloud Watch on HCM Cloud Solutions Summary version September 2015Digital HR
The new summary of the HCM Cloud Solutions world. Want to know more? Contact us via the contact details in the last slide or meet us at HR Tech World Congress in Paris on 27-28 October 2015.
Get a Competitive Edge with IBM and Oracle Supply Chain ManagementIBM
According to IBM’s C-suite study, COOs of the most successful organizations are making fundamental business strategy and operating model changes. They are redesigning their operating model to be closer to the point of demand, innovating their ecosystems for speed to market and introducing cloud and digital technologies to enable business agility, real-time insights and process automation. IBM has been working with Oracle to develop unique industry solutions based on Oracle Cloud (SaaS/PaaS) to leapfrog your digital transformation. One of our innovative solutions is the Supply Chain Control Tower for Oracle applications which provides end to end supply chain visibility, enriched data for supply chain insights and informed decision making using artificial intelligence (AI). In the sourcing and procurement area, IBM can help you transform a traditional and linear source-to-pay solution by applying industry best practices, digitizing operations, reducing procurement costs and increasing supplier performance. IBM’s RPA (Robotic Process Automation) solutions for Oracle SCM Cloud can monitor and manage processes to increase supply chain effectiveness and speed while reducing manual intervention.
Investments, mergers and acquisition trends in the salesforce ecosystem by Tr...Sunil Grover
Salesforce.com continues to be the largest and most vibrant CRM and Cloud / Platform as a Service (PaaS) offering. The attached Report prepared for Dreamforce '17 reviews the investment and merger and acquisitions trends within the SalesForce.com ecosystem. It includes:
- The 5 key investment trends in the Salesforce ecosystem
- Detailed review of 4 blockbuster exits for Force.com based companies.
- Review of the company positioned to be the next Veeva (...its private today)
- How the investor community is getting comfortable with the reliance on Force.com
- What the emerging concept of "Cloud Pools" is?
- Analysis of the investments Salesforce.com Venture Investment arm has made
- Who are the leading VCs co-investing with Saleforce.com?
- What are the key trends for Professional Services/System Integrators around Salesforce.com?
- Rigorous analysis the 20+ acquisitions that Salesforce.com has made in the last three years
Plus, it also includes an analysis of the 4 key valuation drivers for SaaS based businesses and much more!
About True Blue Partners
True Blue Partners is a boutique M&A advisory firm that serves lower mid-market enterprise software, service and solutions companies. For more information please visit www.truebluepartners.com or email us at info@truebluepartners.com
Companies that have set up ‘Global Business Services’
have significantly boosted their support functions
performance, optimizing the cost-quality trade off through
efficiency improvements and a clear shift towards a
strong and compelling value proposition to the business.
With this major transformation, Next Generation Shared
Services are well positioned to be considered full-fledged
partners of business operations, and not just providers of
services.
Realising Digital’s Full Potential in the Value ChainCognizant
When we spoke with executives across Europe who lead digitising efforts, they described a diverse range of deployments, but digital can, and must, deliver far more than it has so far. In this ebook, we explore how businesses can explore digital's full potential across their value chain.
Technology Private Capital Market Update Q3 2013Jeff Monk
Falvey Partners latest technology private capital market update covers the environment for both tech private equity and venture capital investing and fundraising. The update also covers trends in tech portfolio exits via the IPO and strategic M&A markets.
The human capital management market is in a constant state of flux. Not only are there new entrants all the time, but changes in the HR function and shifting expectations make it harder to simply be reactive. HR buyers now demand that HCM providers become proactive, and solutions have to reflect that new normal.
Brandon Hall Group and The Starr Conspiracy have teamed up to deliver key insights into this evolving market.
Download the paper today to get insight into all of the trends you need to know about to stay competitive in this ever-changing market.
http://campaigns.thestarrconspiracy.com/state-of-hcm/
HRO Today Europe Forum, Nov 2013. Key lessons from nearly 25 HR buyer engagements seeking a solution to HR Technology, HR Services, or both (HRO) in the most recent 18 months (2012-2013).
An analysis on the talent acquisition technology market detailing growth areas, funding trends, and exits. Detail on where VCs are seeing most traction
It Takes an Ecosystem: How Technology Companies Deliver Exceptional ExperiencesCognizant
Experience is evolving into a strategy that reaches across technology companies. We offer guidance on the rise of experience and its role in business modernization, with details on how orgnizations can build the ecosystem to support it.
How Deloitte Uses AI to Simplify Reporting and Increase ValueAmazon Web Services
In this webinar, you’ll learn how Deloitte, a multinational consultancy, solves client pain points around employee efficiency, scale, regulatory compliance, and customer engagement using Quill, a NLG solution created by Narrative Science and deployed on AWS. You’ll learn how you can easily get started with artificial intelligence on AWS to derive deeper insights, improve operational efficiency, enhance customer experiences, and meet compliance requirements.
Join our webinar to learn:
- How NLG can solve problems around internal reporting, operational efficiency, and regulatory compliance
- How Deloitte delivered transformative solutions both internally and to clients on AWS while saving over $600K
- How to get started with NLG in your organization
In assessing the market opportunities of a particular technology, it is important to consider whether the technology should be patented or not, and whether the technology should be licensed or put in a spin-off. Commercial Services is a group of three people at Imperial Innovations that investigates the market potential of new incoming projects and idea proposals. They give advice with respect to commercialization based upon thorough market research which they perform in close collaboration with industry.
www.FITT-for-Innovation.eu
Cloud Watch on HCM Cloud Solutions Summary version September 2015Digital HR
The new summary of the HCM Cloud Solutions world. Want to know more? Contact us via the contact details in the last slide or meet us at HR Tech World Congress in Paris on 27-28 October 2015.
Get a Competitive Edge with IBM and Oracle Supply Chain ManagementIBM
According to IBM’s C-suite study, COOs of the most successful organizations are making fundamental business strategy and operating model changes. They are redesigning their operating model to be closer to the point of demand, innovating their ecosystems for speed to market and introducing cloud and digital technologies to enable business agility, real-time insights and process automation. IBM has been working with Oracle to develop unique industry solutions based on Oracle Cloud (SaaS/PaaS) to leapfrog your digital transformation. One of our innovative solutions is the Supply Chain Control Tower for Oracle applications which provides end to end supply chain visibility, enriched data for supply chain insights and informed decision making using artificial intelligence (AI). In the sourcing and procurement area, IBM can help you transform a traditional and linear source-to-pay solution by applying industry best practices, digitizing operations, reducing procurement costs and increasing supplier performance. IBM’s RPA (Robotic Process Automation) solutions for Oracle SCM Cloud can monitor and manage processes to increase supply chain effectiveness and speed while reducing manual intervention.
Investments, mergers and acquisition trends in the salesforce ecosystem by Tr...Sunil Grover
Salesforce.com continues to be the largest and most vibrant CRM and Cloud / Platform as a Service (PaaS) offering. The attached Report prepared for Dreamforce '17 reviews the investment and merger and acquisitions trends within the SalesForce.com ecosystem. It includes:
- The 5 key investment trends in the Salesforce ecosystem
- Detailed review of 4 blockbuster exits for Force.com based companies.
- Review of the company positioned to be the next Veeva (...its private today)
- How the investor community is getting comfortable with the reliance on Force.com
- What the emerging concept of "Cloud Pools" is?
- Analysis of the investments Salesforce.com Venture Investment arm has made
- Who are the leading VCs co-investing with Saleforce.com?
- What are the key trends for Professional Services/System Integrators around Salesforce.com?
- Rigorous analysis the 20+ acquisitions that Salesforce.com has made in the last three years
Plus, it also includes an analysis of the 4 key valuation drivers for SaaS based businesses and much more!
About True Blue Partners
True Blue Partners is a boutique M&A advisory firm that serves lower mid-market enterprise software, service and solutions companies. For more information please visit www.truebluepartners.com or email us at info@truebluepartners.com
Companies that have set up ‘Global Business Services’
have significantly boosted their support functions
performance, optimizing the cost-quality trade off through
efficiency improvements and a clear shift towards a
strong and compelling value proposition to the business.
With this major transformation, Next Generation Shared
Services are well positioned to be considered full-fledged
partners of business operations, and not just providers of
services.
Realising Digital’s Full Potential in the Value ChainCognizant
When we spoke with executives across Europe who lead digitising efforts, they described a diverse range of deployments, but digital can, and must, deliver far more than it has so far. In this ebook, we explore how businesses can explore digital's full potential across their value chain.
Technology Private Capital Market Update Q3 2013Jeff Monk
Falvey Partners latest technology private capital market update covers the environment for both tech private equity and venture capital investing and fundraising. The update also covers trends in tech portfolio exits via the IPO and strategic M&A markets.
How to Buy a Car for $1,000 - Gnomedex 2008Kevin Fox
Kevin Fox is a community developer at Vidoop. His passions are cars and computers and anything that combines the two. Interested in one day getting paid to drive cars ala Jeremy Clarkson he is starting his career out by helping you buy a car for under $1,000.
"Epistemic Game Design for Collaborative Inquiry and Civic Engagement" by She...Sherry Jones
Aug. 5, 2015 - This is my presentation on epistemic game design for the 2015 Colorado Learning and Teaching with Technology Conference (COLTT).
Through this slideshow, we introduce the epistemic game, "The Perspective Game" by GetTheIssues(GTI) to educators and administrators of higher education.
Anil Kaul, CEO and Co-Founder, AbsolutData delivered a session on institutionalizing Big Data analytics for organizations, at the Big Data Innovation Summit, London on 1st May, 2013.
AbsolutData is a global leader in applying analytics to drive sales and increase profits for its customers. AbsolutData has built strong expertise and traction with Fortune 1000 companies across 40 countries. We specialize in big data, high end business analytics, predictive modeling, research, reporting, social media analytics and data management services. AbsolutData delivers world class analytics solutions by combining their expertise in industry domains, analytical techniques and sophisticated tools.
Visit us here : www.absolutdata.com
Corporate Insight is proud to unveil our fifteenth annual Mutual Fund Monitor – Advisor Awards, offering a broad benchmarking of the advisor websites across six key categories: Advisor Homepages, Literature Order Systems, Practice Management Resources, Multimedia, Commentaries & Thought Leadership and New or Improved Tools.
As in past years, we assign the Gold Medal to firms that present exceptional offerings within given categories. We award a Silver Medal for firms that offer similar value but lack some of the outstanding attributes and functions of the best offerings. We give the Bronze Medal to firms that offer a unique or noteworthy iteration but do not meet our highest standards for a given category
Replace Your Stale Intranet with a Mobile, Social Employee CommunityDreamforce
Today's organization are hindered by complex organizational structures that make it hard to innovate. CEOs are detached from important issues and ideas that exist on the front lines of the organization. Knowledge and expertise often gets trapped in silos and is underutilized. So how do you harness the power of social and mobile to enable employees to be most engaged and productive? Come hear from AstraZeneca and AECOM who have turned around their organizations with a social, mobile intranet. Watch the video now: https://www.youtube.com/watch?v=PuP2g3N1kAA
Executive Databases – Can they Empower your Company to Meet the Leading People? - Workshop by Thomas Lot, CEO of The Official Board at the NOAH Conference Berlin 2017, Tempodrom on the 23rd of June 2017.
Do you want Software for your Business? Visit Deuglo
Deuglo has top Software Developers in India. They are experts in software development and help design and create custom Software solutions.
Deuglo follows seven steps methods for delivering their services to their customers. They called it the Software development life cycle process (SDLC).
Requirement — Collecting the Requirements is the first Phase in the SSLC process.
Feasibility Study — after completing the requirement process they move to the design phase.
Design — in this phase, they start designing the software.
Coding — when designing is completed, the developers start coding for the software.
Testing — in this phase when the coding of the software is done the testing team will start testing.
Installation — after completion of testing, the application opens to the live server and launches!
Maintenance — after completing the software development, customers start using the software.
GraphSummit Paris - The art of the possible with Graph TechnologyNeo4j
Sudhir Hasbe, Chief Product Officer, Neo4j
Join us as we explore breakthrough innovations enabled by interconnected data and AI. Discover firsthand how organizations use relationships in data to uncover contextual insights and solve our most pressing challenges – from optimizing supply chains, detecting fraud, and improving customer experiences to accelerating drug discoveries.
Navigating the Metaverse: A Journey into Virtual Evolution"Donna Lenk
Join us for an exploration of the Metaverse's evolution, where innovation meets imagination. Discover new dimensions of virtual events, engage with thought-provoking discussions, and witness the transformative power of digital realms."
Enterprise Resource Planning System includes various modules that reduce any business's workload. Additionally, it organizes the workflows, which drives towards enhancing productivity. Here are a detailed explanation of the ERP modules. Going through the points will help you understand how the software is changing the work dynamics.
To know more details here: https://blogs.nyggs.com/nyggs/enterprise-resource-planning-erp-system-modules/
AI Fusion Buddy Review: Brand New, Groundbreaking Gemini-Powered AI AppGoogle
AI Fusion Buddy Review: Brand New, Groundbreaking Gemini-Powered AI App
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-fusion-buddy-review
AI Fusion Buddy Review: Key Features
✅Create Stunning AI App Suite Fully Powered By Google's Latest AI technology, Gemini
✅Use Gemini to Build high-converting Converting Sales Video Scripts, ad copies, Trending Articles, blogs, etc.100% unique!
✅Create Ultra-HD graphics with a single keyword or phrase that commands 10x eyeballs!
✅Fully automated AI articles bulk generation!
✅Auto-post or schedule stunning AI content across all your accounts at once—WordPress, Facebook, LinkedIn, Blogger, and more.
✅With one keyword or URL, generate complete websites, landing pages, and more…
✅Automatically create & sell AI content, graphics, websites, landing pages, & all that gets you paid non-stop 24*7.
✅Pre-built High-Converting 100+ website Templates and 2000+ graphic templates logos, banners, and thumbnail images in Trending Niches.
✅Say goodbye to wasting time logging into multiple Chat GPT & AI Apps once & for all!
✅Save over $5000 per year and kick out dependency on third parties completely!
✅Brand New App: Not available anywhere else!
✅ Beginner-friendly!
✅ZERO upfront cost or any extra expenses
✅Risk-Free: 30-Day Money-Back Guarantee!
✅Commercial License included!
See My Other Reviews Article:
(1) AI Genie Review: https://sumonreview.com/ai-genie-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
#AIFusionBuddyReview,
#AIFusionBuddyFeatures,
#AIFusionBuddyPricing,
#AIFusionBuddyProsandCons,
#AIFusionBuddyTutorial,
#AIFusionBuddyUserExperience
#AIFusionBuddyforBeginners,
#AIFusionBuddyBenefits,
#AIFusionBuddyComparison,
#AIFusionBuddyInstallation,
#AIFusionBuddyRefundPolicy,
#AIFusionBuddyDemo,
#AIFusionBuddyMaintenanceFees,
#AIFusionBuddyNewbieFriendly,
#WhatIsAIFusionBuddy?,
#HowDoesAIFusionBuddyWorks
Zoom is a comprehensive platform designed to connect individuals and teams efficiently. With its user-friendly interface and powerful features, Zoom has become a go-to solution for virtual communication and collaboration. It offers a range of tools, including virtual meetings, team chat, VoIP phone systems, online whiteboards, and AI companions, to streamline workflows and enhance productivity.
Artificia Intellicence and XPath Extension FunctionsOctavian Nadolu
The purpose of this presentation is to provide an overview of how you can use AI from XSLT, XQuery, Schematron, or XML Refactoring operations, the potential benefits of using AI, and some of the challenges we face.
Quarkus Hidden and Forbidden ExtensionsMax Andersen
Quarkus has a vast extension ecosystem and is known for its subsonic and subatomic feature set. Some of these features are not as well known, and some extensions are less talked about, but that does not make them less interesting - quite the opposite.
Come join this talk to see some tips and tricks for using Quarkus and some of the lesser known features, extensions and development techniques.
Need for Speed: Removing speed bumps from your Symfony projects ⚡️Łukasz Chruściel
No one wants their application to drag like a car stuck in the slow lane! Yet it’s all too common to encounter bumpy, pothole-filled solutions that slow the speed of any application. Symfony apps are not an exception.
In this talk, I will take you for a spin around the performance racetrack. We’ll explore common pitfalls - those hidden potholes on your application that can cause unexpected slowdowns. Learn how to spot these performance bumps early, and more importantly, how to navigate around them to keep your application running at top speed.
We will focus in particular on tuning your engine at the application level, making the right adjustments to ensure that your system responds like a well-oiled, high-performance race car.
Graspan: A Big Data System for Big Code AnalysisAftab Hussain
We built a disk-based parallel graph system, Graspan, that uses a novel edge-pair centric computation model to compute dynamic transitive closures on very large program graphs.
We implement context-sensitive pointer/alias and dataflow analyses on Graspan. An evaluation of these analyses on large codebases such as Linux shows that their Graspan implementations scale to millions of lines of code and are much simpler than their original implementations.
These analyses were used to augment the existing checkers; these augmented checkers found 132 new NULL pointer bugs and 1308 unnecessary NULL tests in Linux 4.4.0-rc5, PostgreSQL 8.3.9, and Apache httpd 2.2.18.
- Accepted in ASPLOS ‘17, Xi’an, China.
- Featured in the tutorial, Systemized Program Analyses: A Big Data Perspective on Static Analysis Scalability, ASPLOS ‘17.
- Invited for presentation at SoCal PLS ‘16.
- Invited for poster presentation at PLDI SRC ‘16.
OpenMetadata Community Meeting - 5th June 2024OpenMetadata
The OpenMetadata Community Meeting was held on June 5th, 2024. In this meeting, we discussed about the data quality capabilities that are integrated with the Incident Manager, providing a complete solution to handle your data observability needs. Watch the end-to-end demo of the data quality features.
* How to run your own data quality framework
* What is the performance impact of running data quality frameworks
* How to run the test cases in your own ETL pipelines
* How the Incident Manager is integrated
* Get notified with alerts when test cases fail
Watch the meeting recording here - https://www.youtube.com/watch?v=UbNOje0kf6E
Launch Your Streaming Platforms in MinutesRoshan Dwivedi
The claim of launching a streaming platform in minutes might be a bit of an exaggeration, but there are services that can significantly streamline the process. Here's a breakdown:
Pros of Speedy Streaming Platform Launch Services:
No coding required: These services often use drag-and-drop interfaces or pre-built templates, eliminating the need for programming knowledge.
Faster setup: Compared to building from scratch, these platforms can get you up and running much quicker.
All-in-one solutions: Many services offer features like content management systems (CMS), video players, and monetization tools, reducing the need for multiple integrations.
Things to Consider:
Limited customization: These platforms may offer less flexibility in design and functionality compared to custom-built solutions.
Scalability: As your audience grows, you might need to upgrade to a more robust platform or encounter limitations with the "quick launch" option.
Features: Carefully evaluate which features are included and if they meet your specific needs (e.g., live streaming, subscription options).
Examples of Services for Launching Streaming Platforms:
Muvi [muvi com]
Uscreen [usencreen tv]
Alternatives to Consider:
Existing Streaming platforms: Platforms like YouTube or Twitch might be suitable for basic streaming needs, though monetization options might be limited.
Custom Development: While more time-consuming, custom development offers the most control and flexibility for your platform.
Overall, launching a streaming platform in minutes might not be entirely realistic, but these services can significantly speed up the process compared to building from scratch. Carefully consider your needs and budget when choosing the best option for you.
Mobile App Development Company In Noida | Drona InfotechDrona Infotech
Looking for a reliable mobile app development company in Noida? Look no further than Drona Infotech. We specialize in creating customized apps for your business needs.
Visit Us For : https://www.dronainfotech.com/mobile-application-development/
Transform Your Communication with Cloud-Based IVR SolutionsTheSMSPoint
Discover the power of Cloud-Based IVR Solutions to streamline communication processes. Embrace scalability and cost-efficiency while enhancing customer experiences with features like automated call routing and voice recognition. Accessible from anywhere, these solutions integrate seamlessly with existing systems, providing real-time analytics for continuous improvement. Revolutionize your communication strategy today with Cloud-Based IVR Solutions. Learn more at: https://thesmspoint.com/channel/cloud-telephony
AI Genie Review: World’s First Open AI WordPress Website CreatorGoogle
AI Genie Review: World’s First Open AI WordPress Website Creator
👉👉 Click Here To Get More Info 👇👇
https://sumonreview.com/ai-genie-review
AI Genie Review: Key Features
✅Creates Limitless Real-Time Unique Content, auto-publishing Posts, Pages & Images directly from Chat GPT & Open AI on WordPress in any Niche
✅First & Only Google Bard Approved Software That Publishes 100% Original, SEO Friendly Content using Open AI
✅Publish Automated Posts and Pages using AI Genie directly on Your website
✅50 DFY Websites Included Without Adding Any Images, Content Or Doing Anything Yourself
✅Integrated Chat GPT Bot gives Instant Answers on Your Website to Visitors
✅Just Enter the title, and your Content for Pages and Posts will be ready on your website
✅Automatically insert visually appealing images into posts based on keywords and titles.
✅Choose the temperature of the content and control its randomness.
✅Control the length of the content to be generated.
✅Never Worry About Paying Huge Money Monthly To Top Content Creation Platforms
✅100% Easy-to-Use, Newbie-Friendly Technology
✅30-Days Money-Back Guarantee
See My Other Reviews Article:
(1) TubeTrivia AI Review: https://sumonreview.com/tubetrivia-ai-review
(2) SocioWave Review: https://sumonreview.com/sociowave-review
(3) AI Partner & Profit Review: https://sumonreview.com/ai-partner-profit-review
(4) AI Ebook Suite Review: https://sumonreview.com/ai-ebook-suite-review
#AIGenieApp #AIGenieBonus #AIGenieBonuses #AIGenieDemo #AIGenieDownload #AIGenieLegit #AIGenieLiveDemo #AIGenieOTO #AIGeniePreview #AIGenieReview #AIGenieReviewandBonus #AIGenieScamorLegit #AIGenieSoftware #AIGenieUpgrades #AIGenieUpsells #HowDoesAlGenie #HowtoBuyAIGenie #HowtoMakeMoneywithAIGenie #MakeMoneyOnline #MakeMoneywithAIGenie
AI Genie Review: World’s First Open AI WordPress Website Creator
Falvey Partners Focus & Sector Overviews
1. PRIVATE AND CONFIDENTIALTECHNOLOGY FOCUS. BROAD REACH. OPTIMAL RESULTS.
Firm Focus & Industry Overviews
Peter Falvey
Managing Director
peter.falvey@falveypartners.com
P. 1.617.598.0437
Jeffrey Monk
Analyst
jeffrey.monk@falveypartners.com
P. 1.617.598.0445
Jeffrey Cook
Vice President
jeffrey.cook@falveypartners.com
P. 1.617.598.0439
4. 4
Falvey Partners Snapshot
FOCUS SELECT, RELEVANT TRANSACTION EXPERIENCE
December 2011
Has acquired
July 2012
Has been
acquired by
September 2011
Series D
Convertible
Preferred Stock
led by
September 2012
Has been
acquired by
A portfolio company of
July 2011
Has been acquired
by a portfolio
company of
April 2011
Has been
acquired by
July 2011
Has been
acquired by
February 2011
Growth equity
investment from
November 2010
Has received an
investment from
A portfolio company of
October 2010
PGI Notify and Send
platforms acquired by
August 2010
Series C
Convertible
Preferred Stock
Led by
SERVICES
Sell-side or buy-side M&A
Growth capital raising
Board and corporate advisory
SECTOR
Software / SaaS
Tech-enabled business services
IT services
Internet / digital media
COMPANY TYPE
$50M - $250M in enterprise value
Growing, with established scale
Profitable or near-term path to profitability
We are an entrepreneurial investment banking firm focused exclusively on capital
raising and M&A for leading software companies
Founded in 2012 by Peter Falvey and key members of the Morgan Keegan / Revolution Partners team
Falvey Partners professionals have closed dozens of software transactions representing billions of
dollars in transaction value
August 2004
Has been
recapitalized by
Sell-Side Advisor
Enterprise
Mobility Software
Provider
Project
Swift
Placement Agent
Web Infrastructure
Software Provider
Project
Anthem
Sell-Side Advisor
Project
Port
Content
Management
Software Provider
Placement Agent
Project
Leaf
Cloud Accounting
Software Provider
December 2012
Strategic Minority
Investment from
July 2011
Strategic minority
investment from
5. 5
We are Experts in Our Focus Sectors
We are thematic in our sector coverage, “placing our bet” on only a few sectors where
we are seen as thought leaders and maintain deep, extensive relationships
SOURCE OF OUR INDUSTRY EXPERTISE
Approach
Relevant Transactions: We have completed numerous, highly relevant deals in our
sectors and take-on impactful transactions that reinforce our reputation and leadership
with industry constituents
Intellectual Property: We create detailed, informed thought pieces on each sector that
we use as the basis of our interaction with companies, buyers, investors and analysts
Extensive Relationships: We invest significant time identifying leading companies,
forming relationships early on and acting as a resource throughout the companies’
lifecycle
Meaningful Conversations with Buyers: We frequently have meetings with strategics
to do deep dives on our focus sectors, alerting them to trends and companies to watch,
allowing us to be up-to-speed on acquirers’ thoughts and action plans in each sector
6. 6
Software covering all
aspects of managing
customer experience,
customer intelligence
and internal marketing
processes
Applications for
developing, deploying
and managing all
aspects of cloud
software
Software for K-12
learning and corporate
training including
learning management
systems, learning
content creation and
distribution
Applications covering
the internal and external
social layer for
enterprise collaboration,
project management
and social networks
Our Focus Sectors
FALVEY PARTNERS’ FOCUS
DIGITAL MARKETING CLOUD INFRASTRUCTURE BI / ANALYTICS HUMAN CAPITAL MGMT.
E-DISCOVERY MOBILE E-LEARNING ENTERPRISE SOCIAL
Software and services
covering all aspects of
the electronic discovery
reference model
including information
management, data
collection / preservation
and review and
analysis
Consulting services to
help enterprises
integrate their
disparate legacy
systems with cloud
applications
Applications for
managing, extracting
and analyzing
business data
Software covering all
aspects of enterprise
mobility enablement
including MDM, MAM,
mobile security and
mobile application
development
7. 7
Our Past Deal Experience
SELECT TRANSACTION EXPERIENCE BY FALVEY PARTNERS PROFESSIONALS
April 2011
Has been
acquired by
July 2011
Has been
acquired by
July 2011
Has been acquired
by a portfolio
company of
February 2011
Growth equity
investment from
November 2010
Has received an
investment from
A portfolio company of
October 2010
PGI Notify and Send
platforms acquired by
July 2011
Has been
acquired by
March 2011
Has divested
its diagnostic
solutions unit
August 2010
Two divisions have been
acquired by a portfolio
company of
April 2010
Has been
acquired by
October 2009
Has been
acquired by
February 2010
Strategic minority
investment by
July 2009
Has been
acquired by a
portfolio
company of
June 2009
Has been
acquired by
August 2010
Series C
Convertible
Preferred Stock
Led by
February 2009
Series D
convertible
preferred stock
July 2006
Has been
acquired by
June 2006
Has been
acquired by
August 2006
Has been
acquired by
August 2006
Has been
acquired by
October 2007
Has been
acquired by
December 2007
Has been
acquired by
December 2007
Has been
acquired by
May 2008
Series D
convertible
preferred stock
December 2011
Has acquired
July 2012
Has been
acquired by
September 2011
Series D
Convertible
Preferred Stock
Led by
September 2012
Has been
acquired by
A portfolio company of
8. 8
Our Approach to Creating Intellectual Property in Sectors
We have invested significant time and resources to establish thought leadership and
mindshare with companies, buyers and investors in our chosen sectors
Thought
Leadership
• Extensive research
• Creation of thought pieces and
market maps
• Reference existing knowledge
and experience from prior
deals
• Distribute thought pieces to
relevant companies
• Form relationships early,
investing significant time as a
resource and trusted advisor
• Place our “bet” on a select few
• Distribute thought pieces to the
relevant consolidators
• Deep dives on the sector with
corporate development teams
• Facilitate introductions to
companies as appropriate
• Be seen as experts and be the
de facto choice when the time
is right
• Refine analysis and extend
leadership from conversations
and completed deals
Meet with
Leading
Companies
Conversations
with Buyers &
Investors
Relevant
Transactions
9. 9
Regular Interaction with Leading Strategic Buyers
We are constantly interacting with leading strategic buyers through deals we have in
market and in-depth discussions on sectors
SELECT CONVERSATIONS WITH STRATEGICS IN RECENT QUARTERS
10. 10
Examples of Thought Leadership
Several leading prospects – continued
dialogue / meetings with management
Introductions made for prospects to
relevant companies
Several leading prospects – continued
dialogue / meetings with management
Industry analysis sent to Gartner
Introduction made to companies
Thought
Leadership
Establish
Relationships
with Leading
Companies
Conversations
with Buyers
Personalization Backend-as-a-Service
Relevant
Transactions
12. 12
II. Focus Areas and Relevant Industry Overviews
Digital Marketing / Personalization
13. 13
Our Thoughts on the Market
CMO influence is increasing: CMOs are wielding increasing purchasing power and
influence over marketing software solutions
Marketing is increasing in complexity: The number of technologies in the marketing
stack has increased as CMOs are employing a growing number of best-of-breed solutions
− Growing number of digital touch points need to be managed – areas like mobile,
social, integrated analytics, and personalization make the creation of a marketing
solution much more challenging
Emergence of platforms: Platform vendors pursuing full solution suites through organic
development and inorganic acquisitions
M&A Activity Remains Strong: There has been a recent flurry of acquisitions, with the
consolidators paying healthy multiples to continue assembling their portfolios
− Recent high profile acquisitions include Oracle acquiring Responsys, Adobe acquiring
Neolane, SAP acquiring Hybris and Salesforce acquiring ExactTarget
We believe that M&A and investment activity seen in 2013 will accelerate as the
confluence of several trends will shape the digital marketing landscape
14. 14
Problems with Today’s Approach
Today, most personalization is done through extensive integration between
engagement applications and sources of marketing data
CRM
Content
Management
E-Commerce
Automation
E-mail
Marketing
Display
Ads
Analytics
Web /
Mobile
Social
Current
Multiple Integration Points
No System of Record
Current Approach• Extensive integration is not a sustainable way
forward as the complexity of the marketing stack
grows:
- More Data: The amount of data being tracked
(clicks, time spent on site, etc.) and the amount
generated is anticipated to increase 20x in the
next 5 years
- More Systems: Today, an enterprise runs, on
average, 30 marketing systems. This number has
doubled in the last 10 years
- More Silos: Valuable data is often siloed in each
application and unifying, cleansing and enriching
the data is necessary to take action
- More Cost: With stagnant budgets, more systems
and more data, extensive integration for each
incremental system is not sustainable
15. 15
Many Point Solutions and Few Suite Providers
SizeLargerSmaller
Point Solution Providers
Suites
Customer Experience / Touch Customer Intelligence Resource Mgmt / Workflow
External Internal
16. 16
Personalization Market Landscape
Testing
DataActionDataManagement
Personalization
Data Management & Enrichment Tag Management
eCommerce Optimization
Customer
Engagement
Data
Management
and Action
Marketing
Infrastructure
Testing Personalization eCommerce Optimization
Tag ManagementData Management & Enrichment
We view the following categories as the major components in an enterprise’s
marketing data stack
17. 17
Acquisition Portfolios of the Major Acquirers
Examining acquisition activity of the major acquirers highlights the trend towards
acquiring infrastructure and engagement assets
Infrastructure Applications Customer Engagement Data Management & Action
CRM Automation WCM eCommerce E-mail Social Web Testing Personalization
eCommerce
Optimization
Data
Management
Tag
Management
in 2013 for
$600M
in 2010 for
$240M
in 2013 for
$600M
in 2011 for
$400M
in 2010 for
$240M
in 2009 for
$1.8B
in 2011 for
$58M
in 2010 for
$480M
in 2010 for
$1.4B
in 2010 for
~$600M
in 2011 for
$1.5B
in 2012 for
$870M in 2011 in 2010 for $1B
in 2013 for
$1.5B
in 2012 for
$300M in 2011
in 2014 for
$400M
via ExactTarget
in 2013 for
$2.2B
in 2012 for
$689M via ExactTarget
in 2013 for
$1.3B
Acquirer
18. 18
Recent M&A Activity
The consolidators are paying attractive prices for the emergent leaders in digital
marketing to fill in product offering holes
Source: Company Press Releases, SEC Filings, Wall Street Research, CapitalIQ, Pitchbook
Target Acquirer Date EV Revenue / EV
Dec 2013 $1,500M 7.7x
Aug 2013 $21M N/A
Aug 2013 $1,500M 13.6x
Jul 2013 $600M 10.5x
Jul 2013 $316 2.x
Jun 2013 N/A N/A
Jun 2013 2,250M 7.1x
Jan 2013 N/A N/A
Dec 2012 N/A N/A
Dec 2012 $870M 9.7x
Oct 2012 $95.5M 8.7x
Oct 2012 $21M N/A
Jul 2012 $350M ~7.8x – 10x
19. 19
Target Date Amount / Total Raised Investors
November 2013 $27M / $49M Yahoo Japan, Baird Capital, Epic Ventures, Tomorrow Ventures, Others
November 2013 $2.2M / $84M Undisclosed
October 2013 $30M / $97M Peepul Capital, Norwest Venture Partners, Nexus Venture Partners
September 2013 $50M / $140M New Enterprise Associates
August 2013 $38M / $89.3M Sequoia Capital, Northgate Capital, Hummer Winblad, DAG Ventures
August 2013 $33M / $80M Goldman Sachs
July 2013 $40M / $75M Revolution Growth
May 2013 $3M / $73M Atlas Venture, Flybridge Capital Partners, Infocomm Investments
May 2013 $30M / $46M Northgate Capital, Singtel Innov8, Cross Creek, Trinity Partners
April 2013 $35M / $39M Benchmark Capital, Bain Ventures, Battery Ventures, Google Ventures
April 2013 $25M / $87M (Debt Financing) Escalate Capital Partners, Silicon Valley Bank
March 2013 $20M / $107M Temasek, SAP Ventures, Benchmark Capital
February 2013 $15M / $34M Bain Capital, TL Capital
February 2013 $2.2M / $48M Openview Venture Partners, Rose Tech Ventures
February 2013 $18M / $34M OpenView Venture Partners, Austin Ventures, InterWest Partners
January 2013 $60M / $79M Goldman Sachs, Arthur Ventures
November 2012 $25M / $69M Norwest Venture Partners, Nexus Venture Partners
November 2012 $20M / $38M New Enterprise Ventures, Sequoia Capital
November 2012 $30M / $69M Investor Growth Capital, Tenaya Capital, Northbridge Ventures
November 2012 $35M / $101M Altimeter Capital, Cross Creek Capital
Recent Investment Activity
High profile capital providers are showing interest in the broader marketing software
sector through significant investment
Source: Company Press Releases, SEC Filings, Wall Street Research, CapitalIQ, Pitchbook
20. 20
II. Focus Areas and Relevant Industry Overviews
Cloud Infrastructure / Middleware
21. 21
Our Thoughts on the Market
Adoption growing: Enterprises have widely embraced the economic benefits of SaaS and IaaS
solutions and are quickly moving to middleware solutions as the technology matures and
provides an increasingly compelling value proposition
The market is separating: We are beginning to see leaders emerge and break away in an
increasingly crowded market place
Platforms are assembling: The universe is extremely fragmented from both a programming
language and solution perspective. Larger PaaS players (e.g. EngineYard) and major enterprise
vendors are beginning to build platforms through development and acquisition
− IaaS vendors moving up the stack, SaaS vendors moving down the stack to PaaS
Investment and consolidation will continue: Recent acquisitions of Mashery and Layer7
provide a precedent for consolidation which we think will accelerate over the next 18 months
- Investment activity will focus on enabling leading platforms to consolidate and betting on
disruptive point solutions
- Acquisition activity will come from diverse industry sectors as larger vendors continue to
build out their cloud strategies
We expect the level of transaction activity in the broad cloud middleware sector to
accelerate in the coming year as vendors race to complete their technology stack
22. 22
Market Map for Application & Integration Platforms
Application / SuiteAPI Data
ScaleSmallLargeScaleSmallLarge
APPLICATION PAAS
INTEGRATION PAAS
PURE PLATFORM PLATFORM + DEV TOOLS
- Used for deployment and scaling of existing or new custom applications developed in-house
- Mainly in use in business environments where application development takes places in-house and
developers are looking to abstract the back-end
- Developers will typically need to adhere to an architecture specified by the PaaS vendor
- Front and back-end of application developed and
deployed in studio provided by vendor
- App development adheres to design templates
provided by vendor in visual studio
PaaS
Scale based on company funding and revenue, where available
Acquired
23. 23
Market Map for Point Solutions & Specialists
APP DEVELOPMENT & TESTING
- Tools for rapid application design, development and
testing prior to deployment through a platform
SECURITY & IDENTITY TOOLS
- Point solutions to manage private or public PaaS
security and user identity
DATABASE & ANALYTICS
- Outsourced database platforms and BigData
analytics platforms
BUSINESS PROCESS MANAGEMENT
- Supports software development and SOA by
providing defined, reusable business processes
MBAAS
- Mobile back-end-as-a-service
- Focused exclusively on the stacks used for mobile
applications
Security IdentityDevelopment Testing Data Analytics
Developer Enterprise
Scale based on company funding and revenue, where available
Acquired
24. 24
Application
PaaS
Integration
PaaS
Leading Cloud Infrastructure / Middleware Consolidators
Point Solution
PaaS
Diversified Technology Consolidators
Upgrading product offerings as software development shifts away
from legacy products to the new paradigm
While there will be interest in cloud middleware from diverse industry sectors, we
believe three main industry sectors will drive the consolidation
EXAMPLES OF PAAS CONSOLIDATORS
25. 25
Recent Acquisition Activity
Target Acquirer Date Solution
December 2013 Application PaaS
December 2013 MBaaS
November 2013 Integration PaaS
November 2013 IaaS and PaaS
October 2013 PaaS
September 2013 Application PaaS
August 2013 Application PaaS
July 2013 Integration PaaS
July 2013 Integration PaaS
June 2013 Application PaaS
June 2013 Application PaaS
June 2013 Application PaaS
April 2013 MBaaS
April 2013 Visual PaaS
April 2013 Integration PaaS
April 2013 Integration PaaS
27. 27
II. Focus Areas and Relevant Industry Overviews
Human Capital Management
28. 28
Human Capital Management Market Remains Active
High-growth sector: Talent management continues to be a priority for executives and is
being driven by changes in how enterprises interact with human capital
HR is increasing in complexity: The emergence of social media, collaboration and
mobility as enterprises continue to align with the ‘Web 2.0’ world creates more opportunity,
but also more challenges, for HR professionals
Highly fragmented market: There is no clear leader in the market, with many point
solutions fighting for share, encouraging players to grow through acquisition
Consolidation is starting: Much of the acquisition and investment activity has been
directed towards enabling and creating talent suites, as SaaS platforms are emerging as
early leaders, a trend we believe will continue in 2013
The human capital management sector has been one of the most active
investment and M&A markets in recent years and we expect the trend to continue
29. 29
SaaS Suite Vendors Dominate the Market
Source: Gartner, Forrester Research
FORRESTER WAVEGARTNER MAGIC QUADRANT
Although the market is saturated with many high profile point solutions, vendors
offering suites with depth, flexibility and ease-of-use are viewed as market leaders
Leaders are consolidating to succeed
in this extremely competitive market
Focused on SaaS suites with an offering
for both performance and learning
30. 30
Many Point Solutions and Few Suite Providers
ScaleLargerSmaller
POINT SOLUTION PROVIDERS
MARKET CONSOLIDATORS
Talent Acquisition HR Core Admin
Candidate-facing Internal
Talent Management
Employee-facing
32. 32
Recent Strategic M&A Activity
Source: Company Press Releases, SEC Filings, Wall Street Research, CapitalIQ, PitchBook
Target Acquirer Date Solution
February 2014 Talent search engine
February 2014 Online job search portal
October 2013 Talent acquisition and management software
August 2013 Online training for IT professionals
May 2013 Behavioral assessment solutions
December 2012 Time and attendance software for SMBs
September 2012 Online job search portal
September 2012 SaaS social recruiting and networking
September 2012 E-learning and talent management content provider
August 2012 SaaS solutions for recruiting and developing employees
June 2012 Video interviewing platform
April 2012 Performance and succession management software
March 2012 Workforce management software
March 2012 SaaS solutions for organizational change and growth
February 2012 On-demand talent management software
February 2012 Workforce management
February 2012 Workforce training software
= Falvey Partners acted as advisor: case study and process overview in rear of book
33. 33
Recent Investment Activity
Target Date
Amount / Total
Raised
Investors
Feb 2014 $750M (Recap) Blackstone, GIC
Feb 2014 $20M / $26M General Catalyst, KPCB
Feb 2014 $11M / $25M Accel-KKR, Norwest Venture Partners
Jan 2014 $4.5M / $9M Undisclosed
Oct 2013 $16M / $63.8M Starvest, Morgenthaler, Scale, C&B Capital, Intersouth, others
Oct 2013 $25M / $53.5M Sequoia Capital, ICG, Granite Ventures, Peterson Ventures
Sep 2013 $20M / $27.7M Highland Capital Partners
Aug 2013 $10M / $15.5M Rembrandt Venture Partners, The Mayfield Fund
Aug 2013 $16M / $203.5M Foundation Capital, Azure Capital Partners, Intel Capital, Others
Aug 2013 $2M / $3M IrishAngels
Jul 2013 $2.1M / $2.1M Venrock, Maverick Capital, Andreessen, General Catalyst
Jul 2013 $1M / $1M Andreessen, Kapor Capital, Founder Collective, Greylock
Jul 2013 $7M / $11.7M Edison Ventures, Carmel Ventures
Jul 2013 $5.3M / $8.2M Atlas Venture, Google Ventures, NextView Ventures
Jul 2013 $1.5M / $2.3M MMC Ventures
Source: Company Press Releases, SEC Filings, Wall Street Research, CapitalIQ, PitchBook
34. 34
II. Focus Areas and Relevant Industry Overviews
Business Intelligence / Analytics
35. 35
Overview
Market evolving: Enterprises are moving away from legacy solutions and towards a growing
crop of disruptive vendors (e.g. Tableau, GoodData) addressing a new set of BI needs such as
mobile, BigData, cloud and social
BI remains a top priority for IT: Having neglected BI spending over the past few years,
enterprises are refocusing on growth initiatives and upgrading to more robust BI solutions
- New cloud-based solutions touting ease-of-use will also extend the appeal of BI solutions to
the mid-market, who will play a major role in overall market growth
• Next-gen solutions are being funded: Disruptive vendors that are gaining traction are receiving
significant funding from VCs to take advantage of the market window
Legacy players need to catch up: Larger legacy players (SAP, Oracle, IBM, etc.) will look to
acquire more nimble independent vendors in an effort to keep pace with the rapid evolution of the
BI analytics market
The BI analytics market is quickly moving to the “2.0” phase of its lifecycle which we
believe will usher in a wave of investment and consolidation activity
36. 36
Market Map
Scale based on company funding and revenue, where available
ScaleLargerSmaller
FunctionalityBI 1.0 BI 2.0
<$25M
$25M - $100M
$100M - $500M
$500M+
37. 37
M&A Interest Comes from Several Angles
DATA & INFRASTRUCTURE APPLICATION VENDORS
• Vendors controlling the data and infrastructure layer
• Focused on platform acquisitions to move up the technology
stack towards the application layer
• Enterprise application vendors
• Will look to acquire front-end solutions to broaden product
offering; pursue select vertical acquisitions
DIVERSIFIED TECHNOLOGY / FULL-STACK BI PURE-PLAY BI VENDORS
• Diversified technology vendors offering solutions across the BI
stack, from hardware to applications
• Will look to do technology tuck-ins as well as acquire platforms
• Independent BI vendors of scale looking to build BI product
offering across the technology stack
• More focused on tuck-in technology / functionality acquisitions
38. 38
Recent Acquisition Activity
Target Acquirer Date Solution
January 2014 Maker of scientific BI software
October 2013 Active subscriber intelligence platform
October 2013 Technology and personalized BI
September 2013 Predictive analytics and modeling
August 2013 Real-time operational intelligence
June 2013 Visual analytics and BI
June 2013 Custom analytics
June 2013 Streaming analytics software
May 2013 Advanced visualization for data
March 2013 Web and Social Media Analytics Technology
March 2013 BI and analytics software
February 2013 Process automation for BI software
October 2012 Big data search and analytics
September 2012 Personalized SaaS BI
August 2012 Big data analytics
June 2012 Metadata management
May 2012 Real-time network data analytics
39. 39
Recent Investment Activity
Target Date Amt. / Total Raised Investors
Feb 2014 $125M / $248M TPG Growth, Salesforce, Greylock, IVP, Mercato, others
Nov 2013 $4M / $4M Alven Capital Partners
Oct 2013 $7M / $27M Undisclosed
Sept 2013 $27.5M / $49M LLR Partners, Updata Partners
Aug 2013 $38M / $91.3M Sequoia, Northgate, Hummer Winblad, DAG Ventures
Jul 2013 $4.1M / $5.2M Columbus Nova Technology Ventures, Razor’s Edge, CIT
Jun 2013 $22M / $74M TOTSV Ventures, Adreessen Horowitz, General Catalyst
Jun 2013 $8M / $13.5M Draper Fisher Jurvetson, Atlas Venture
May 2013 $46M / $97M Bessemer, Norwest Ventures Partners, ONSET Ventures
May 2013 $12M / $18M Toba Capital, SAP Ventures
May 2013 $6.5M / $7.7M Trinity Ventures, SoftTech VC
May 2013 $254M (IPO) New Enterprise Associates was the seller
Apr 2013 $39M / $86.5M Investor Growth Capital, QuestMark Partners, Intel Capital
Apr 2013 $10M / $23.5M Battery Ventures, Opus Capital, Genesis Partners
Mar 2013 $2.5M / $10.6M Undisclosed
Feb 2013 $1M / $1M (Debt) Intel Capital, JMI Equity, Others
41. 41
Enterprise Mobility Will Continue to be an Active Sector in 2014
Strong growth outlook: Enterprise mobility continues to be a major area of focus for enterprises
and the underlying macro drivers are undeniable
Enterprises are demanding unified solution sets: The requirements of enterprise mobility
continue to evolve in lockstep with the industry: what started with a need for basic MDM / end-
point security has quickly spread to MAM, data security and deeper mobile security
Large players will need to acquire to build solution sets: The exploding demand from
enterprises for a unified mobility solution will translate to consolidation and investment activity in
the industry
- We believe that the consolidation seen in the second half of 2012 and 2013 will continue to
play-out as the larger players in the space and tech consolidators round out their portfolios
- Many of the tech consolidators have fallen behind more acquisitive competitors and will
need to acquire to keep pace
We expect the level of investment and transaction activity in enterprise mobility to
continue into the coming year
42. 42
Market Divided Between Large Players and Point Solutions
Device FocusApplication / Data Focus
= Acquired / Operating Subsidiary
ScaleSmallerLarger
Market Solution
Scale based on available revenue figures and amount of funding raised
43. 43
Solution Landscape Among Large Strategics
Current EMM product portfolios are being assembled through partnerships and
acquisition. Consolidation activity will remain as companies bring capabilities in-house
Potential Buyer Deployment Products Customer Strength Major Partners
Cloud On-Premise MDM MAM Security App Dev. Analytics Content Enterprise SMB
Large, Diversified Enterprise Software Vendors
CA Technologies X X
Dell X Microsoft
EMC X X X
HP P A R T N ER X F5 Networks
IBM X X
Microsoft
Oracle X X
SAP X P A R T N ER X Appcelerator, Phonegap (Adobe), Sencha
Salesforce X
Infrastructure / Network Management
Aruba Networks P A R T N ER SOTI, MobileIron, JAMF Software
BMC Software P A R T N ER P A R T N ER P A R T N ER P A R T N ER X AirWatch
Cisco P A R T N ER P A R T N ER P A R T N ER X AirWatch, Good Technology, MobileIron, Zenprise
Citrix
F5 Networks P A R T N ER AirWatch, MobileIron, Silverback MDM, Zenprise
Juniper Networks X
LANDesk X P A R T N ER Kaspersky Labs
Palo Alto Networks P A R T N ER P A R T N ER P A R T N ER MobileIron, Zenprise
Research in Motion X
VMware X P A R T N ER P A R T N ER X Cisco, Dell, F5 Networks, Symantec, McAfee
Security / Support Software
Absolute Software X P A R T N ER P A R T N ER P A R T N ER P A R T N ER Intel, McAfee, Microsoft, Qualcomm, Verizon
BeyondTrust X P A R T N ER IBM, Microsoft, Oracle, HP, McAfee, VMware
Kaseya
LogMeIn X X X
McAfee
Symantec X
Stronger Offering Acceptable Offering No Offering
44. 44
Enterprise Mobility Precedent Transaction
Strategics have been aggressively rounding out product offerings through acquisition,
acquiring targets at premium valuations
Target Acquirer Date Valuation* EV/Revenue*
January 2014 $1,540 N/A
November 2013 $300M - $325M 6.0x – 6.5x
November 2013 Undisclosed N/A
February 2013 $1,000M 14.3x
December 2012 $355M 15.4x
October 2012 $25M 31.3x
June 2012 $82M 4.1x
April 2012 $28M 28.0x
March 2012 $60M 12.0x
February 2012 $70M 23.3x
July 2010 $5.4B 4.5x
April 2010 $200M 6.7x
Median: 13.2x
Mean: 14.6x
* Data based on Falvey Partners’ and market estimates when not publicly disclosed
Source: SEC Filings, Company Press Releases, Wall Street Research, 451 Research, CapitalIQ
46. 46
Additional Focus Areas
Outside of the sectors covered above, we focus on a few additional high profile
sectors and are continually expanding our reach
E-DISCOVERY E-LEARNING
With legal / compliance areas becoming
more important areas for IT spending and
the amount of electronically stored
information growing exponentially, the e-
discovery market has attractive growth
drivers
While not a hot market in recent years, the
space will consolidate, a function of client
needs and a fragmented, localized market
− Large enterprise software vendors
looking to acquire small e-discovery
point solutions to build solutions that
span the entire EDRM lifecycle
− The handful of strong, independent e-
discovery companies will have the
opportunity to consolidate subscale
local competitors
The emergence of e-learning solutions has
rapidly taken market share from traditional
instructor-led training at both the K-12 and
corporate training levels
The popularity of MOOCs has led to a sizable
amount of new companies emerging and
investment activity in the space (i.e. Coursera,
Udacity, Udemy)
At the corporate level there has been a
convergence of e-learning with talent
management solutions to provide a platform
for full human capital management
− Oracle acquired Taleo which acquired
Vurv, Learn.com, Cytiva Software and
Jobpartners
− SAP acquired SuccessFactors which
had acquired Plateau Systems
47. 47
Additional Focus Areas (cont.)
MOBILE-BACKEND-AS-A-SERVICE ENTERPRISE SOCIAL SOFTWARE
Relatively new technology, though new
companies have been popping up in the
space on a weekly basis
A simpler, more cost effective way for
developers and enterprises to develop
mobile apps, MBaaS vendors are taking
market share from traditional MADP
vendors
Much like PaaS of years ago, MBaaS
vendors must prove the technology is
enterprise-grade and scalable before
gaining mind share from potential
acquirers
Facebook’s recent acquisition of Parse
($80M) and Paypal’s acquisition of
StackMob may provide a light tailwind for
activity
The maturation of social media has
created a diverse landscape segmented
with numerous use cases of social media,
both internally (communication and
collaboration) and externally (marketing,
customer care)
The vastness of segments in social
enterprise software has led to a dynamic
where only the large players with
platforms will be able to keep up with
everything to be competitive and must
build solution sets by acquiring point
solutions
IBM, Jive and Communispace have
emerged as the early leaders of enterprise
social software market share