Choosing an M&A Advisor: A Guide for Investors, Boards, and ManagementSecureDocs
This document summarizes a webinar about choosing an M&A advisor. The webinar featured Nat Burgess of TechStrat, an M&A advisory firm, and was hosted by SecureDocs, a virtual data room provider. Burgess discussed important criteria for selecting an advisor such as experience in a company's market and deal size range. He also covered evaluating an advisor's process, network, and ability to see a transaction through. The webinar provided questions for companies to ask advisor candidates to assess their approach, deal experience, and ability to achieve a successful outcome.
This slide deck is from the webinar: Start with the Exit in Mind, presented by SecureDocs Virtual Data Room & TechStrat.
TechStrat Founder, Nat Burgess shares helpful, real-world advice on how tech companies can maximize M&A opportunities.
Tech M&A Webinar: Unlocking Key Factors that Influence ValuationSecureDocs
In this Webinar, Tech M&A Expert Ed Bryant, President, and CEO of Sampford Advisors Shares:
-What factors contribute to high valuations for technology companies
-How technology companies can build value to prepare for a successful acquisition
-Insight into today’s tech M&A activity and predictions to how long this robust market will last
This document outlines the key steps in developing an M&A strategy, including determining business drivers, financing constraints, developing an acquisition candidate list, preliminary valuation models, rating candidates, and approving the strategy. The process involves translating the business plan into acquisition criteria, understanding available funding, identifying potential targets, estimating costs and returns, prioritizing opportunities, and getting stakeholder approval for the strategy.
Keys to Successful M&A: Transparency, Security, and ProcessSecureDocs
http://www.securedocs.com - Webinar presented by Nat Burgess and co-hosted by The Corum Group and AppFolio SecureDocs. Learn why the current M&A environment is so favorable to tech company owners and CEOs, the “Eight Stages to Optimal Outcome” from Preparation through Integration, and how to leverage new technology to ensure both transparency and security during a transaction.
This document announces an event called "Start with the Exit in Mind!" which is a bootcamp for CEOs and investors about preparing startups for exit and successfully closing transactions. The event will be held on October 1st in Maria01, Grand Event Space, building 3. It will feature presentations by Gorilla Capital and Nat Burgess of TechStrat on best practices for facilitating a successful exit. Burgess has over 20 years of experience in tech M&A and has been involved in over 100 deals. The event aims to teach attendees how to prepare for an exit years in advance and ensure proper structure, finance, communications with buyers, and other factors that can impact deal value and a successful close.
When your Business can Benefit from a Corporate Lawyer- and Tips to Save Mone...SecureDocs
This document provides information about selecting and working with corporate attorneys. It discusses when a company may need an attorney, such as forming a business, drafting agreements, or mergers and acquisitions. It also explains why an attorney can help by navigating regulations, limiting liability, and benefiting from their experience. The document gives an overview of attorney costs, such as billable hours ranging from $100-1150. It provides tips for choosing an attorney, such as asking other professionals, meeting attorneys in person, and researching experience.
Keys to Successful M&A: Transparency, Security, and ProcessSecureDocs
http://www.securedocs.com - Webinar presented by Nat Burgess and co-hosted by The Corum Group and AppFolio SecureDocs. Learn why the current M&A environment is so favorable to tech company owners and CEOs, the “Eight Stages to Optimal Outcome” from Preparation through Integration, and how to leverage new technology to ensure both transparency and security during a transaction.
Choosing an M&A Advisor: A Guide for Investors, Boards, and ManagementSecureDocs
This document summarizes a webinar about choosing an M&A advisor. The webinar featured Nat Burgess of TechStrat, an M&A advisory firm, and was hosted by SecureDocs, a virtual data room provider. Burgess discussed important criteria for selecting an advisor such as experience in a company's market and deal size range. He also covered evaluating an advisor's process, network, and ability to see a transaction through. The webinar provided questions for companies to ask advisor candidates to assess their approach, deal experience, and ability to achieve a successful outcome.
This slide deck is from the webinar: Start with the Exit in Mind, presented by SecureDocs Virtual Data Room & TechStrat.
TechStrat Founder, Nat Burgess shares helpful, real-world advice on how tech companies can maximize M&A opportunities.
Tech M&A Webinar: Unlocking Key Factors that Influence ValuationSecureDocs
In this Webinar, Tech M&A Expert Ed Bryant, President, and CEO of Sampford Advisors Shares:
-What factors contribute to high valuations for technology companies
-How technology companies can build value to prepare for a successful acquisition
-Insight into today’s tech M&A activity and predictions to how long this robust market will last
This document outlines the key steps in developing an M&A strategy, including determining business drivers, financing constraints, developing an acquisition candidate list, preliminary valuation models, rating candidates, and approving the strategy. The process involves translating the business plan into acquisition criteria, understanding available funding, identifying potential targets, estimating costs and returns, prioritizing opportunities, and getting stakeholder approval for the strategy.
Keys to Successful M&A: Transparency, Security, and ProcessSecureDocs
http://www.securedocs.com - Webinar presented by Nat Burgess and co-hosted by The Corum Group and AppFolio SecureDocs. Learn why the current M&A environment is so favorable to tech company owners and CEOs, the “Eight Stages to Optimal Outcome” from Preparation through Integration, and how to leverage new technology to ensure both transparency and security during a transaction.
This document announces an event called "Start with the Exit in Mind!" which is a bootcamp for CEOs and investors about preparing startups for exit and successfully closing transactions. The event will be held on October 1st in Maria01, Grand Event Space, building 3. It will feature presentations by Gorilla Capital and Nat Burgess of TechStrat on best practices for facilitating a successful exit. Burgess has over 20 years of experience in tech M&A and has been involved in over 100 deals. The event aims to teach attendees how to prepare for an exit years in advance and ensure proper structure, finance, communications with buyers, and other factors that can impact deal value and a successful close.
When your Business can Benefit from a Corporate Lawyer- and Tips to Save Mone...SecureDocs
This document provides information about selecting and working with corporate attorneys. It discusses when a company may need an attorney, such as forming a business, drafting agreements, or mergers and acquisitions. It also explains why an attorney can help by navigating regulations, limiting liability, and benefiting from their experience. The document gives an overview of attorney costs, such as billable hours ranging from $100-1150. It provides tips for choosing an attorney, such as asking other professionals, meeting attorneys in person, and researching experience.
Keys to Successful M&A: Transparency, Security, and ProcessSecureDocs
http://www.securedocs.com - Webinar presented by Nat Burgess and co-hosted by The Corum Group and AppFolio SecureDocs. Learn why the current M&A environment is so favorable to tech company owners and CEOs, the “Eight Stages to Optimal Outcome” from Preparation through Integration, and how to leverage new technology to ensure both transparency and security during a transaction.
Alternative Funding for Life Science Companies- Webinar SlidesSecureDocs
Reviews alternative funding for life science companies beyond venture capital. Covers angel networks, government grants, fundraising in the middle east, and more. Lists several resources for fundraising as well as actionable steps to take.
Raising Capital from Life Science Investors SecureDocs
This document provides information and guidance for life science companies raising capital from life science investors. It discusses identifying potential investors through various sources like investment conferences, financing rounds, and similar companies' websites. It also covers understanding investor fit by analyzing sectors of interest, investment size and stage, and geographic exposure. Different types of life science investors are described, including venture capital, private equity, family offices, corporate venture capital, angels, and venture philanthropy. The document concludes with tips for identifying the appropriate investor contact, crafting the initial email, and following up with a call. The overall aim is to help life science companies effectively target and approach suitable investors for their capital needs.
Apohan is a start-up into consulting services for success-based strategic transactions to SMEs through disruptive, cost-effective, scalable, first-in-the-world, emerging-technology-enabled EquityTech platform.
The document discusses Microsoft's research and analytics services, highlighting its technology-led solutions that have helped clients gain competitive advantages. It provides an overview of Microsoft's knowledge management services, global presence and delivery model, as well as client testimonials. Examples of various research practices and case studies demonstrating results for clients are also presented.
Value management is a process that helps align activities to common goals. It uses a model to measure an organization's human capital, information capital, organizational capital, operations, customer management, innovation, regulatory and social impacts, price, quality, timeliness, IT delivery, partnerships, brand, growth, and productivity. The model compares the current state to desired changes in capability, preparedness, competency, and execution to identify gaps for improvement. Value management creates a shared vision and thought process while considering processes, constraints, and key performance indicators to guide an organization toward its value destination.
Partnership design and development for technology startups is based on a Business Model design. Partnership decisions impact the entire business model and require a disciplined approach.
Pitching to Primes by Lockheed Martin Canada April 7, 2016Randall McGregor
This document provides guidance for suppliers pitching partnership opportunities to Lockheed Martin Canada. It emphasizes that suppliers should demonstrate how their product, service, or technology fits Lockheed Martin's current or future contract needs and value proposition criteria. Suppliers are advised to be prepared by introducing their company, understanding the priorities of the Lockheed Martin division they are engaging with, and clearly articulating what value they bring and how they fit Lockheed Martin's industrial and technological benefit obligations. The document also stresses that Lockheed Martin Canada operates as a business seeking mutually beneficial relationships, not a charitable organization.
This document provides an overview of Wesfarmers and its business strategy. It discusses Wesfarmers' portfolio of businesses, total revenue, and background. It also describes Wesfarmers' corporate strategy, which leverages portfolio management to grow its conglomerate. The corporate strategy focuses predominantly on the retail industry and utilizes general rather than specialized resources to manage uncertainties as a mature business.
This document discusses wealth management and what clients want. It notes that traditional wealth management is no longer profitable and does not meet evolving client needs. Clients now want a unified view of their finances, sophisticated advisors, and transparency. They prefer a needs-based approach rather than focusing on products. Technology can help bridge gaps by providing a holistic view of clients and their needs over time.
Hear, ask your questions and learn from Tenego on: how to identify what it takes to partner with giant software companies; how to manage a giant partner; alternatives to partnering with large companies and more.
What You Will Learn?
• What does it take to partner with the global giant software solution companies and System Integrator?
• What do the Giants look for in the product partner companies? How do they evaluate partners?
• How are these companies structured? Can they be truly global partners for your business?
• How do you manage a giant partner?
• How do you evaluate if the giants are the right path for your business?
• What are the alternatives and often better/ faster routes for your business?
• Can the attributes you seek in the giants be found in smaller more agile, more manageable partners?
Who it is suitable for?
CEOs, Alliances Development, Channel Development and Senior Business Development staff of Software Companies or Cloud Based Solutions with existing partners or that want to have partners in the future.
Fintech, Online Brokerage & Online Betting - Presentation by Valentin Stalf, Co-Founder & CEO of N26 at the NOAH Conference London 2016, Old Billingsgate on the 11th of November 2016.
Partnership design and development for technology startups is based on a Business Model design. Partnership decisions impact the entire business model and require a disciplined approach.
Michael Franz Harris - Potential Candidate for Software Solution SalesMichael Harris
Proven track record of successfully selling software solutions to clients of all sizes. Regardless of the software, it's about addressing a company's goals & objectives by thoroughly understanding their needs and aligning to them to transform data into a strategic asset for the company
A summary of a key business valuation method, current EBITDA multiples, the drivers that influence the value of a business and how to increase the value of a business
ITG provides investment research, trading platforms, and analytics to institutional investors. It has unique assets like its POSIT block crossing network and Triton execution management system. ITG has experienced international growth, with international operations accounting for 40% of revenues and 65% of profits in 2013. ITG has a strong balance sheet with $262 million in cash and only $30.3 million in long-term debt. It utilizes share buybacks to return capital to shareholders.
Post COVID B2B Sales Planning and Execution Vishal Sharma
The document provides strategic tools and frameworks for B2B sales teams to plan and execute sales in a post-COVID digital world with less in-person interactions. It outlines corporate strategy spectrums, dynamic competitive views using VRIO analysis, game theory to understand industry dynamics, persona mapping to understand buyers, and emphasizes adapting sales approaches to the new virtual engagement models. The key message is that these strategic tools can help overcome challenges from less human intelligence gathering by providing insights into customers and competitors in the new digital sales environment.
Retooling the Nigerian National Workforce with ICT'Tomi Davies
Summary of a whitepaper on retooling the Nigerian workforce with information and communications technologies submitted to Nigeria's Minister for Communications Technologies in 2011. It is based on research carried out on the global software industry with a focus on three I's (India, Israel and Ireland)
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...Zuora, Inc.
When tracking metrics for subscription businesses, traditional accounting systems do not provide the full picture. The document discusses new metrics that are more relevant for subscription and SaaS businesses, including annual recurring revenue (ARR) and growth, unit economics like average revenue per account, retention rates, and frameworks for measuring customer acquisition, retention, and expansion. It also provides examples of key metrics used by a SaaS company to measure pipeline, sales, customer success, and growth.
Transforming wealth management customer onboarding with the power of process automation, rules based straight thru processing and data driven real time intelligence.
Alternative Funding for Life Science Companies- Webinar SlidesSecureDocs
Reviews alternative funding for life science companies beyond venture capital. Covers angel networks, government grants, fundraising in the middle east, and more. Lists several resources for fundraising as well as actionable steps to take.
Raising Capital from Life Science Investors SecureDocs
This document provides information and guidance for life science companies raising capital from life science investors. It discusses identifying potential investors through various sources like investment conferences, financing rounds, and similar companies' websites. It also covers understanding investor fit by analyzing sectors of interest, investment size and stage, and geographic exposure. Different types of life science investors are described, including venture capital, private equity, family offices, corporate venture capital, angels, and venture philanthropy. The document concludes with tips for identifying the appropriate investor contact, crafting the initial email, and following up with a call. The overall aim is to help life science companies effectively target and approach suitable investors for their capital needs.
Apohan is a start-up into consulting services for success-based strategic transactions to SMEs through disruptive, cost-effective, scalable, first-in-the-world, emerging-technology-enabled EquityTech platform.
The document discusses Microsoft's research and analytics services, highlighting its technology-led solutions that have helped clients gain competitive advantages. It provides an overview of Microsoft's knowledge management services, global presence and delivery model, as well as client testimonials. Examples of various research practices and case studies demonstrating results for clients are also presented.
Value management is a process that helps align activities to common goals. It uses a model to measure an organization's human capital, information capital, organizational capital, operations, customer management, innovation, regulatory and social impacts, price, quality, timeliness, IT delivery, partnerships, brand, growth, and productivity. The model compares the current state to desired changes in capability, preparedness, competency, and execution to identify gaps for improvement. Value management creates a shared vision and thought process while considering processes, constraints, and key performance indicators to guide an organization toward its value destination.
Partnership design and development for technology startups is based on a Business Model design. Partnership decisions impact the entire business model and require a disciplined approach.
Pitching to Primes by Lockheed Martin Canada April 7, 2016Randall McGregor
This document provides guidance for suppliers pitching partnership opportunities to Lockheed Martin Canada. It emphasizes that suppliers should demonstrate how their product, service, or technology fits Lockheed Martin's current or future contract needs and value proposition criteria. Suppliers are advised to be prepared by introducing their company, understanding the priorities of the Lockheed Martin division they are engaging with, and clearly articulating what value they bring and how they fit Lockheed Martin's industrial and technological benefit obligations. The document also stresses that Lockheed Martin Canada operates as a business seeking mutually beneficial relationships, not a charitable organization.
This document provides an overview of Wesfarmers and its business strategy. It discusses Wesfarmers' portfolio of businesses, total revenue, and background. It also describes Wesfarmers' corporate strategy, which leverages portfolio management to grow its conglomerate. The corporate strategy focuses predominantly on the retail industry and utilizes general rather than specialized resources to manage uncertainties as a mature business.
This document discusses wealth management and what clients want. It notes that traditional wealth management is no longer profitable and does not meet evolving client needs. Clients now want a unified view of their finances, sophisticated advisors, and transparency. They prefer a needs-based approach rather than focusing on products. Technology can help bridge gaps by providing a holistic view of clients and their needs over time.
Hear, ask your questions and learn from Tenego on: how to identify what it takes to partner with giant software companies; how to manage a giant partner; alternatives to partnering with large companies and more.
What You Will Learn?
• What does it take to partner with the global giant software solution companies and System Integrator?
• What do the Giants look for in the product partner companies? How do they evaluate partners?
• How are these companies structured? Can they be truly global partners for your business?
• How do you manage a giant partner?
• How do you evaluate if the giants are the right path for your business?
• What are the alternatives and often better/ faster routes for your business?
• Can the attributes you seek in the giants be found in smaller more agile, more manageable partners?
Who it is suitable for?
CEOs, Alliances Development, Channel Development and Senior Business Development staff of Software Companies or Cloud Based Solutions with existing partners or that want to have partners in the future.
Fintech, Online Brokerage & Online Betting - Presentation by Valentin Stalf, Co-Founder & CEO of N26 at the NOAH Conference London 2016, Old Billingsgate on the 11th of November 2016.
Partnership design and development for technology startups is based on a Business Model design. Partnership decisions impact the entire business model and require a disciplined approach.
Michael Franz Harris - Potential Candidate for Software Solution SalesMichael Harris
Proven track record of successfully selling software solutions to clients of all sizes. Regardless of the software, it's about addressing a company's goals & objectives by thoroughly understanding their needs and aligning to them to transform data into a strategic asset for the company
A summary of a key business valuation method, current EBITDA multiples, the drivers that influence the value of a business and how to increase the value of a business
ITG provides investment research, trading platforms, and analytics to institutional investors. It has unique assets like its POSIT block crossing network and Triton execution management system. ITG has experienced international growth, with international operations accounting for 40% of revenues and 65% of profits in 2013. ITG has a strong balance sheet with $262 million in cash and only $30.3 million in long-term debt. It utilizes share buybacks to return capital to shareholders.
Post COVID B2B Sales Planning and Execution Vishal Sharma
The document provides strategic tools and frameworks for B2B sales teams to plan and execute sales in a post-COVID digital world with less in-person interactions. It outlines corporate strategy spectrums, dynamic competitive views using VRIO analysis, game theory to understand industry dynamics, persona mapping to understand buyers, and emphasizes adapting sales approaches to the new virtual engagement models. The key message is that these strategic tools can help overcome challenges from less human intelligence gathering by providing insights into customers and competitors in the new digital sales environment.
Retooling the Nigerian National Workforce with ICT'Tomi Davies
Summary of a whitepaper on retooling the Nigerian workforce with information and communications technologies submitted to Nigeria's Minister for Communications Technologies in 2011. It is based on research carried out on the global software industry with a focus on three I's (India, Israel and Ireland)
Subscribed NYC 2017: Driving Cross-Functional Accountability - Growth Metrics...Zuora, Inc.
When tracking metrics for subscription businesses, traditional accounting systems do not provide the full picture. The document discusses new metrics that are more relevant for subscription and SaaS businesses, including annual recurring revenue (ARR) and growth, unit economics like average revenue per account, retention rates, and frameworks for measuring customer acquisition, retention, and expansion. It also provides examples of key metrics used by a SaaS company to measure pipeline, sales, customer success, and growth.
Transforming wealth management customer onboarding with the power of process automation, rules based straight thru processing and data driven real time intelligence.
Litle & Co is a leading financial technology company that provides payment processing services. They have over 30 years of experience working with direct-to-consumer brands. Litle & Co owns and maintains its own proprietary processing platform and has data centers with full redundancy. They offer customized reporting and analytics dashboards. Their clients include many big brands and they provide dedicated client support teams and business reviews to serve their clients' needs.
We are pleased to share our thoughts for Fintech in 2018 trying to cover AI to Insurance to ICOs. We hope you find them useful and feel free to share you're thoughts with us as well.
Shoptalk 2018: Selected Company Profiles 319-2018Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C, ecommerce SaaS, fintech, logistics, marketing, mobile and personalization technologies. The document then lists selected companies in each of these areas and provides brief profiles of top digital retail investors including Accel-KKR, Activant Capital Group, and Commerce Ventures.
Shoptalk 2018: Selected Company Profiles 3 21-2018Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It discusses ComCap's areas of focus, which include B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization technologies. The document then lists various profiles of interest, including AI/analytics, B2C brands, ecommerce platforms, fintech firms, logistics providers, marketing suites and more. It also lists top digital retail investors that ComCap tracks, such as Accel-KKR, Activant Capital, Commerce Ventures, e.ventures, Fung Capital and General Catalyst.
This document provides an agenda and overview for the Shoptalk 2018 conference. It includes an introduction to ComCap, an investment banking firm focused on commerce and capital. The document then outlines various theme areas that ComCap focuses on, including AI/analytics, B2C brands, ecommerce SaaS, fintech, logistics, marketing, mobile, personalization, retail in-store technology. Profiles are provided for several investor firms, including Accel-KKR, Activant Capital Group, and Commerce Ventures. Key details are given about each firm's areas of focus and sample investments.
Shoptalk 2018: Selected Company Profiles 0319Charlotte Brook
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization. The document then lists selected companies in various categories and profiles several top digital retail investors, including Accel-KKR, Activant Capital Group, and Commerce Ventures. It provides details on each firm's areas of focus, funds raised, portfolio companies and selected investors.
This document provides an overview of ComCap LLC, an investment bank focused on commerce and capital markets. It outlines ComCap's areas of focus, including B2C ecommerce, SaaS, fintech, logistics, marketing, mobile and personalization. The document then lists selected companies in various categories and profiles several top digital retail investors, including Accel-KKR, Activant Capital Group, and Commerce Ventures. It provides details on each firm's areas of focus, funds raised, portfolio companies and selected investors.
Ace your first meeting with a VC by Ran Levitzky, Carmel VenturesViola Group
Ace your first meeting with a VC by Ran Levitzky, Carmel Ventures. How to be best prepared to discuss your startup when first meeting with a ventures capital firm.
More on Ran Levitzky:
https://www.linkedin.com/in/ranlevitzky/
https://www.viola-notes.com/author/ran-levitzky/
The Power of a Complete 360° View of the Customer - Digital Transformation fo...Denodo
Watch here: https://bit.ly/2N9eNaN
Join the experts from Mastek and Denodo to hear how your company can place a single secure virtual layer between all disparate data sources, including both on-premise and in the cloud, to solve current organizational challenges. Such challenges include connecting, integrating, and governing data to prevent your enterprise architecture footprint from becoming untenable and laborious. It is not uncommon for an organization to have 50 to 100+ data sources, applications, and solutions, and the ability to tie them together for actionable insights, is undoubtedly a competitive advantage.
Learn how data virtualization can benefit organizations with the following:
- Accelerated data projects - timelines of 6-12 months reduced to 3-6 months with data virtualization
- Real-time integration and data access, with 80% reduction in development resources
- Self-Service, security & governance in one single integrated platform - savings of 30% in IT operational costs
- Faster business decisions - BI and reporting information delivered 10 times faster using data services
- With data virtualization, businesses can create a complete view of the customer, product, or supplier in only a matter of weeks!
Join Mike (Graz) Graziano, Senior Vice President of Global Alliances and Mike Cristancho, Director, Solutions Consulting from Mastek along with Paul Moxon, SVP of Data Architectures and Chief Evangelist at Denodo.
TCF...CIF..WTF(unding)? How to prepare a winning applicationTEDCO
TEDCO's TCF..CIF..WTF(unding) workshop covers the key points that Maryland entrepreneurs need to know when they are applying to TEDCO's funding programs.
This pitch deck outlines M&A Nexus, a digital marketplace and network for M&A deals. It summarizes the company's vision to digitalize capital markets, recent traction building a platform and signing up over 1,900 businesses, a $1.4 trillion total addressable market, and the problem of lack of accessible deal networks. The presentation describes the company's free platform enabling businesses to list capital needs and receive offers, revenue from transaction fees, growth strategy focusing on free listings, and experienced founding team. It also addresses competition, a $500k investment ask, 15 month break-even plan, and potential exit options like acquisition or IPO.
MD Bankers_ Fintech Disruption of the Core IT ObstructionMona Ashour
Paladin fs CEO Aaron Silva, and Managing Director of Paladin’s Fintech Advantage Alex Lopatine, deliver a formidable one-two punch for community bankers who must face off against the Core IT supplier oligopoly when adopting future Fintech alternatives. During this bankers-only session, Aaron and Alex will provide deep insights on how to profitably explore ways to build the bank of the future without being beholden to the onerous contractual, financial and technology barriers of legacy suppliers.
Due to economic conditions, CIO budgets are under pressure to justify spending. IT spending in the US has dropped 26% in the last 24 months. Best practices now include developing rigorous ROI and cost analysis for IT projects and focusing on infrastructure, integration and business intelligence to realize ROI, rather than speculative claims from vendors. CIO priorities have shifted to cost cutting with an emphasis on continuity planning, security and critical systems over speculative new projects.
SVPMA: Elevating from Consumer to Mission Critical ValueSVPMA
SVPMA March 2014 Monthly event:
“Elevating from Consumer to Mission Critical Value” with Brian Cox, Senior Director of Marketing for Enterprise Solutions, SanDisk
Read more: http://svpma.org/2014/03/march-2014-event-2/
In this presentation Mark T. Warren (Director of Decision Science) talks about Big Data with Barclaycard, the foundations they built for it and their goals in the long term for it. Warren also discusses Barclaycard's learnings from building the foundation and how they're using these learnings and coping with market change and other challenges that can affect their long term goals.
Edgewater Ranzal Oracle Ace and Director of Technology Mike Killeen was invited to present on the need for profitability and cost management, at Oracle EPM Day in New York.
The document discusses the challenges facing IT leaders in aligning technology with business strategy. It argues that IT must adopt the language of business, demonstrate value through credible data, and engage early in strategic discussions to be seen as a trusted advisor rather than just an order taker. The document recommends that IT leaders develop leadership skills, move technology investment decisions out of IT, and focus on developing people to successfully partner with the business.
An NDA/CDA is an essential part of doing business, particularly in industries where Intellectual Property is being exchanged. This webinar covers the challenges of managing NDAs: including risks, clauses to be aware of, & processes, & procedures that can help. Contract management software like ContractWorks can support in the overall management of non-disclosure agreements minimizing risk and saving businesses time and money.
Is Your Company's Buyer in Asia? Webinar Slides April 2016SecureDocs
The webinar discusses the growing trend of technology mergers and acquisitions (M&A) activity in Asia, with Asian buyers showing increased interest in foreign targets. It notes several "megadeals" where major Asian technology firms acquired foreign companies. The webinar advises technology firms on how to reach and leverage potential Asian buyers, and stresses the importance of proper integration practices when bringing acquired companies into Asian markets.
Financial Basics for Startups: How to Think Like a CFOSecureDocs
Complete slides from the December 9, 2014 webinar: Financial Basics for Startups: How to Think Like a CFO. Reviews top accounting apps for startups and small businesses as well as the benefits of outsourced controllers.
This document summarizes a presentation on cybersecurity risks, legal frameworks, and insurance. It discusses the spectrum of cyber risks including data breaches, malware attacks, and inadequate security. It outlines relevant state, federal and international privacy laws. It also summarizes strategies to mitigate risk including the NIST cybersecurity framework and outlines potential coverage under existing policies as well as new "cyber" insurance products.
When Should an Early-Stage Company Hire a CFO?SecureDocs
Slides from the webinar, "When Should an Early-Stage Company Hire a CFO?" presented by Walter Tendler and hosted by SecureDocs data room. The slides review the topics covered, focusing on then an early-stage company should hire a CFO and the value a CFO can bring to an early-stage company.
Optimal File Sharing and Storage: Dropbox V. Virtual Data RoomsSecureDocs
www.securedocs.com- Slides from the December 17, 2013 webinar. Outlines some of the differences between popular collaboration solutions like Dropbox and virtual data rooms. Focuses on choosing the best solution for business use cases and evaluating how security concerns influence choosing a solution.
Funding for Life Sciences: SBIR and STTR Grant BasicsSecureDocs
www.securedocs.com- Complete set of slides from a November 21st, 2013 webinar covering the SBIR and STTR Grant application process for Life Science companies. This webinar was presented by Jerry Knotts of the California Coast Venture Forum.
Technology M&A: Deal Preparation and ManagementSecureDocs
www.securedocs.com- Slides from the webinar, "Technology M&A: Deal Preparation and Management." Contains best practices for a successful M&A outcome from three different industry experts- an M&A lawyer, and investment banker, and a private equity firm.
www.securedocs.com- Slides for the webinar, "The Art of the Deal," presented by SecureDocs and Peter Weinstein of One3IP Management. Covers first steps and strategies for negotiating licensing deals, research and collaboration agreements, and other types of partnerships.
http://www.securedocs.com -Reviews the business drivers furthering the adoption of the paperless office. Reviews compliance, cost savings, environmental impact, and continuity as the primary factors businesses consider when deciding to go paperless. Presents case studies of real-world businesses that have had success going paperless and achieved a significant ROI.
Cybersecurity: Malware & Protecting Your Business From CyberthreatsSecureDocs
http://www.securedocs.com -The recent increase in high-profile cyberattacks has made online security a hot topic, and rightfully so. Companies from The New York Times to Facebook have fallen victim to attacks by cybercriminals, highlighting just how vulnerable any business is. In the past few years, malware has evolved dramatically and is a serious threat to all organizations, both big and small.
This presentation covers what advanced malware is and the impact it can have on an organization. Learn how to protect your business from this type of threat.
How To Protect Your Company's Intellectual PropertySecureDocs
This presentation covers cost-effective patent protection for inventions worldwide and protection tactics for unpatented trade secrets. It also gives a compelling argument for why companies should go against the status quo when filing for patents which can help save money and speed up the total patenting process.
The CFO's Definitive Guide To Document RetentionSecureDocs
The document provides guidance to CFOs on retaining important business documents. It recommends saving documents related to taxes, business operations, employees, and finances. State and federal laws dictate retention periods that range from 1 year to indefinitely, depending on the document type. The document stresses the importance of an organized storage system to facilitate document retrieval and compliance with legal requirements.
Retirement Plans: Managing Your Fiduciary ResponsibilitySecureDocs
The document provides information about retirement plan governance and fiduciary responsibilities. It discusses the importance of establishing clear roles, processes, and oversight for retirement plans to help ensure compliance and protect fiduciaries from liability. It emphasizes having the right people involved, clearly identifying duties, documenting formal procedures, and routinely monitoring activities. Well-documented governance helps fiduciaries fulfill their responsibilities and prepares plans for potential IRS or DOL audits.
Is Overvaluation Of Stock A Problem For Private Companies?SecureDocs
With stock option pricing getting a lot of attention in the headlines lately we thought it would be beneficial to our fellow financial professionals to find out more about how overvaluation happens, the many ways in which overvaluation creates problems, and tip-offs in an appraisal that suggest a potential overvaluation.
This webinar was presented by valuation expert Eric Nath ASA (Eric Nath & Associates, LLC).
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2. This is an educational event is co-hosted by SecureDocs, a virtual data room for storing and sharing sensitive
business documents, and Sampford Advisors, a boutique investment bank focused exclusively on advising clients
in the technology sector on Mergers and Acquisitions (M&A).
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3. SecureDocs is a virtual data room designed to
help businesses securely share critical
documentation during financial transactions.
ContractWorks is a contract management
system that allows businesses to sign, store,
track and report on key milestones in their
corporate agreements.
NDAWorks is a systems designed to help
businesses easily execute and manage non-
disclosure or confidentiality agreements.
About SecureDocs, Inc.
Founded by the team that created and launched GoToMyPC, GoToWebinar, Appfolio,
and RightScale, SecureDocs, Inc. creates simple, smart document management
solutions to help our customers accelerate transactions and mitigate risk.
4. SecureDocs is used for:
Audits
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Fundraising
M&A
Licensing Deals
Strategic Partnerships
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5. Ed Bryant
President & CEO at Sampford Advisors
President and CEO of Sampford Advisors, an M&A
advisory firm for Canadian technology companies
with offices in Ottawa andToronto.
20+ years of experience, including over 18 years in
investment banking with Deutsche Bank, Morgan
Stanley, and Sampford in Hong Kong, Singapore,
NewYork, and now Canada.
Raised in excess of $20 billion in equity and debt
capital and completed over $10 billion in M&A
transactions.
Meet the Presenter
6. 6
• Tech-focused mergers and acquisitions advisory
• Proudly Canadian
• Focused on medium-sized technology clients
• 40+ years of investment banking experience
‐ In major financial hubs of NewYork, London,Toronto, Hong Kong and Singapore
Sampford Advisors Overview
7. 7
Leading Mid-Market M&A Advisor to Canadian Tech Companies
Source: Capital IQ for all transactions below C$75m or with
undisclosed values, Finance Monthly Magazine, OBJ / Ottawa
Chamber of Commerce.
#1
M&A Advisor
2017
#1
M&A Advisor
2018 YTD
Deal Maker
of the Year
Finance Monthly
Best New
Business
OBJ
#1
M&A Advisor
2017
By number of transactions By $ volume By number of transactions
Canadian
Mid-Market
M&A Advisor of
the Year
Finance Monthly
2017 2018 2017
8. 8
Past & Current Clients
Completed Pending
8
Sales of
software
companies
7
2 Sales of telecom
services firms
Martello acquisition
of Savision B.V. for
C$11.9mm
QuickTapSurvey
sale to US Private
Equity
Sole Advisor –
Sell-Side
Martello merger
with Elfiq Networks
Sole Advisor –
Buy-Side
ConceptShare sale
to Deltek
Sole Advisor –
Sell-Side
Magor sale to
Harris Computer
Sole Advisor –
Sell-Side
WiLAN C$67.9mm
acquisition of IRD
Sole Advisor –
Buy-Side
Longitude
Licensing sale to
Vector Capital
Joint Advisor –
Sell-Side
US$200mm Debt
Restructuring
Sole Advisor to
Investment
Fund
$250bn+
Investment
Fund
Undisclosed
Technology Company
DataSplice sale to
Prometheus
Group
Sole Advisor –
Sell-Side
Sole Advisor –
Sell-Side
Solufy sale to
Prometheus
Group
Sole Advisor –
Buy-Side
10. 10
1.2x
1.6x
1.2x
1.8x
1.5x 1.4x
2.9x 3.0x 2.9x
2.7x
2.4x
2.9x
6.7x
6.0x
4.9x
4.1x
4.9x
6.0x
2013 2014 2015 2016 2017 2018 YTD
25th Percentile Median 75th Percentile
• Software / SaaS revenue multiples have been normalizing up until the most recentYTD period
• However, strategic transactions remain commonplace at significantly elevated multiples
Valuations Normalizing but StrategicTransactions Commonplace
Strategic to
Financial
“Gap”
10
Source: Capital IQ, all Canada and US software / SaaS M&A
transactions, 01/01/13 – 08/31/18
11. 11
• There’s a common notion that
smaller companies tend to trade at a
discount to their larger peers
• This is particularly evident in the
software / SaaS vertical, where we
see a sizable discount for smaller
companies with revenues at the lower
end of the spectrum
Size Is Increasingly Important…
2.2x
2.4x
2.5x
2.6x
3.1x
$1 - $10 $10 - $25 $25 - $50 $50 - $100 +$100
Source: Capital IQ, all Canada and US software / SaaS M&A
transactions, 01/01/10 – Present
Revenue (US$mm)
12. 12
1.8x
2.7x
2.8x
3.2x
4.3x
10% - 15% 15% - 20% 20% - 25% 25% - 30% 30% - 35%
• EBITDA margins are an important
financial metric for many buyers
when determining a target
company’s valuation, particularly
financial buyers
• This is particularly evident in the
software / SaaS vertical, where we
see a sizableTEV / revenue premium
placed on companies with EBITDA
margins above 15%
And So Are EBITDA Margins…
EBITDA Margin (%)
Source: Capital IQ, all Canada and US software / SaaS M&A
transactions, 01/01/10 – Present
13. 13
11.7x
15.1x
19.8x
15.1x
1.3x
1.6x
2.2x
2.7x
IT Services Technology Hardware & Equipment Semiconductors & Equipment Software & Internet
TEV / EBITDA TEV / Revenue
11.7x
15.1x
19.8x
15.1x
1.3x
1.6x
2.2x
2.7x
IT Services Technology Hardware & Equipment Semiconductors & Equipment Software & Internet
TEV / EBITDA TEV / Revenue
…And Sector You’re Operating In
Revenue and EBITDA M&A Multiples by Sub-Sector
Source: Capital IQ, all Canada and US software / SaaS M&A
transactions, 01/01/10 – Present
14. 14
How are Buyers Valuing by Stage
• Early Stage
‐ Revenue multiples
‐ Build vs Buy
• Mid Stage
‐ Revenue and EBITDA multiples
• Late Stage
‐ EBITDA, P/E, FCF multiples
15. 15
How are Buyers Valuing by Industry
• Software
‐ Revenue multiples (but need positive EBITDA)
• Hardware,Telco, Semi
‐ EBITDA multiples
• I.T Services
‐ EBITDA multiples
18. 18
M&A activity is exceptionally strong given several drivers:
M&ATrends – Key Activity Drivers
18
Lots of PE money
More selective VCs
6
High public valuations
7 Technology divergence
8
9
Low cost of debt
10
1 Strong US economy
2 Lower corporate taxes in US
3
Concerns over slowing growth
4
5
Repatriation tax changes
Growing corporate cash balances
19. 19
$81.4
$100.9 $101.1
$122.4
$63.6
1,391
1,619
1,569
1,480
1,487
2013 2014 2015 2016 2017 2018
Dollars Invested ($bn) # of Transactions
1,560
$165.1
Annualized as of 09/30/18
• 2018 is off to a strong start and is
expected to be one of the biggest
years in recent history
Software M&A Activity is Extremely Strong
19
Source: Capital IQ, all Canada and US software / SaaS M&A
transactions, 01/01/13 – 10/31/18
20. 20
When to Sell – What Buyers are looking for
• Early Stage
‐ Revenue Growth,Technology
‐ These deals much less common (with exceptions – AI)
• Mid Stage
‐ Continued Revenue Growth (but not as fast as early stage)
‐ Strong Gross margins, EBITDA positive
‐ Customer acquisition costs vs lifetime revenue
• Late Stage
‐ Strong EBITDA margins
‐ Some growth
‐ Customer relationships and established products (IP)
21. 21
When to Sell – Timing Considerations
• M&A Market
‐ Access to capital (interest rates), cash on balance sheets, relative equity valuations, macro trends
• Industry
‐ Other consolidation (last one at the dance), industry growth trends, competitive environment
• Company
‐ Assessment of stage in life cycle (growth, margins)
‐ Technology development vs competitors/industry
22. 22
How to Prep
• Financial Info
‐ Financials (review is fine), internal management reporting, financial projections, more detailed
financial data (by product/service, customer concentration), KPIs
• Strategy / Story
‐ Where next? Crafting the story
• Due diligence ready to go
• Meeting the right profile
‐ Long enough history showing the right profile (i.e. revenue growth, margins, product
development, etc.)
24. 24
Using Acquisitions to Supplement Growth
• Companies of all sizes increasingly doing this (e.g. Martello andWi-Lan)
• For bigger companies, has to have meaningful impact on financial metrics
• Mid and Small companies consolidating for revenue and expense synergies
• Takes a very long time (6-12+ months)
• Need capital as people rarely taking stock (some exceptions where it’s a true Merger of Equals)
25.
26. Please type your questions into the question pane on the GoToWebinar control panel.
27. SecureDocsVirtual Data Room Ed Bryant, Sampford Advisors
United States: 866 700 7975 ext. 1
International: 001 805 259 1269 ext. 1
info@securedocs.com
www.securedocs.com
Phone: +1 613 591 3441
ed.bryant@sampfordadvisors.com
www.sampfordadvisors.com
Contact Us
Thank you!