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Corporate Presentation December 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




                     Stephen T. Zarrilli                       James A. Datin                        Brian J. Sisko
                       President and CEO                EVP and Managing Director,               EVP and Managing Director,
                                                                Deal Team                  Strategy, Development and Operations




Steven J. Grenfell   Gary J. Kurtzman, MD    Jeffrey B. McGroarty         Philip D. Moyer            Erik B. Rasmussen           John E. Shave III
  VP of Operations      Managing Director,      SVP, Finance and          Managing Director,           Managing Director,     VP, Business Development
                          Life Sciences      Chief Accounting Officer       Technology                   Technology         and Corporate Communications




                                                                                                                                                     5
The Company We Keep




                      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




                     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

                           * Does not include unearned milestones / earnouts, or amounts remaining in escrow, 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 $31.7M 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 Seven Acquisitions since 2007
         • 2011 Revenue Increased 40% YoY to ~$40M
         • Inc. 5000 Four Consecutive Years; Ranked #4 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; Ranked on Inc. 500 in 2012
• Expanding Domestic, International Operations
• Strong Client Roster – All Agency Groups, Dozens of Fortune 500
• SFE Deployed $18.5M since July 2009




                                                                              15
Safeguard Partner Companies




                              • 17 Partner Companies Today
                              • 28 Board Seats Across 17 Companies
                              • 16 Companies Generating Revenue
                              • Deployed $203.0M in Current Partner
                                Companies as of December 3, 2012
                              • Realized $646M Since January 2006


                              * 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. Revenue figures do
                                not include revenue for AppFirst. Safeguard reports the revenue
                                of its equity method and cost method partner companies on a
                                one-quarter lag basis.




                                                                                      NYSE:SFE
Financial Highlights


• Net Cash, Cash Equivalents and Marketable Securities
  • $183.1M at 9/30/12 vs. $211.9M at 12/31/11
• Q3 Primary Use of Cash = $16.4M
• 2012 Projected Use of Cash between $65M to $85M
  • Capital Deployment into New Partner Companies
  • Follow-on Funding for Current Partner Companies
  • Follow-on Funding for 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
John E. Shave III
VICE PRESIDENT,
BUSINESS DEVELOPMENT &
CORPORATE COMMUNICATIONS
jshave@safeguard.com
P 610.975.4952
E IR@safeguard.com




                           21

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Safeguard Scientifics (NYSE: SFE) Investor Relations Presentation - December 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 Stephen T. Zarrilli James A. Datin Brian J. Sisko President and CEO EVP and Managing Director, EVP and Managing Director, Deal Team Strategy, Development and Operations Steven J. Grenfell Gary J. Kurtzman, MD Jeffrey B. McGroarty Philip D. Moyer Erik B. Rasmussen John E. Shave III VP of Operations Managing Director, SVP, Finance and Managing Director, Managing Director, VP, Business Development Life Sciences Chief Accounting Officer Technology Technology and Corporate Communications 5
  • 6. The Company We Keep 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
  • 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 * Does not include unearned milestones / earnouts, or amounts remaining in escrow, 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 $31.7M 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 Seven Acquisitions since 2007 • 2011 Revenue Increased 40% YoY to ~$40M • Inc. 5000 Four Consecutive Years; Ranked #4 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; Ranked on Inc. 500 in 2012 • Expanding Domestic, International Operations • Strong Client Roster – All Agency Groups, Dozens of Fortune 500 • SFE Deployed $18.5M since July 2009 15
  • 16. Safeguard Partner Companies • 17 Partner Companies Today • 28 Board Seats Across 17 Companies • 16 Companies Generating Revenue • Deployed $203.0M in Current Partner Companies as of December 3, 2012 • Realized $646M Since January 2006 * 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. Revenue figures do not include revenue for AppFirst. Safeguard reports the revenue of its equity method and cost method partner companies on a one-quarter lag basis. NYSE:SFE
  • 17. Financial Highlights • Net Cash, Cash Equivalents and Marketable Securities • $183.1M at 9/30/12 vs. $211.9M at 12/31/11 • Q3 Primary Use of Cash = $16.4M • 2012 Projected Use of Cash between $65M to $85M • Capital Deployment into New Partner Companies • Follow-on Funding for Current Partner Companies • Follow-on Funding for 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. John E. Shave III VICE PRESIDENT, BUSINESS DEVELOPMENT & CORPORATE COMMUNICATIONS jshave@safeguard.com P 610.975.4952 E IR@safeguard.com 21