Post on 28-Mar-2018
TECHNOLOGY MID MARKET TRANSFORMATION
FRANCISCO PARTNERS OVERVIEW
CONFIDENTIAL
2
TRANSFORMATIONAL CAPITAL
• 42 INVESTMENT PROFESSIONALS
• OVER 200 ACQUISITIONS
• OPERATING PARTNERS & ADVISORS
• COMMUNICATIONS & SECURITY
• FINANCIAL TECHNOLOGY
• HEALTHCARE TECHNOLOGY
• SOFTWARE & INTERNET
• SYSTEMS & HARDWARE
• UNDERMANAGED ASSETS
• OVERLOOKED SECTORS
• COMPLEXITY ARBITRAGE
• INVESTING IN DISRUPTION
• SECTOR-FOCUSED
• FOUNDER TRANSITION
• DIVERSITY OF WINNERS
• “LITTLE L” IN LBO
• BARBELL OF GROWTH & VALUE
• FLEXIBLE CAPITAL TO TAKEADVANTAGE OF MARKET CYCLES
MIDDLE MARKET TRANSFORMATION
EXPERIENCE CONSISTENCY
TECHNOLOGY
TRACK RECORD
• COMPLETED OVER 50 SALES OF
PORTFOLIO COMPANIES
• $10B IN REALIZATIONS
3
STRATEGIC ACQUISITIONS ACCELERATE VALUE CREATION
Deal Flow
92 120
PLATFORM INVESTMENTS ADD-ON ACQUISITIONS
4
INVESTMENTS SPAN TECHNOLOGY SECTOR
COMMUNICATIONS &SECURITY
HEALTHCARETECHNOLOGY
FINANCIALTECHNOLOGY
OTHER SERVICES
SOFTWARE
SYSTEMS &HARDWARE
$10B IN REALIZATIONS CURRENT PORTFOLIO
(Kewill)
*
5
FP TEAM – DEAL PARTNERS
EZRA PERLMAN2003
CO-PRESIDENTHEALTHCARE IT
BATTERY VENTURES, ADVANTA, OLIVER WYMAN
STANFORD UNIVERSITY, M.B.A. HARVARD COLLEGE, B.A.
DAVID GOLOB2001CIO
SOFTWARE
TIGER MANAGEMENT,GENERAL ATLANTIC, MCKINSEY
STANFORD UNIVERSITY, M.B.A.HARVARD COLLEGE, A.B.
ANDREW KOWAL2001
COMMUNICATIONS / HARDWARE
PRINCES GATE INVESTORS,MORGAN STANLEY
THE WHARTON SCHOOL UNIVERSITY OF PENNSYLVANIA, B.S.
DIPANJAN “DJ” DEB1999CEO
CROSS SECTOR
TPG, ROBERTSON STEPHENS,MCKINSEY
STANFORD UNIVERSITY, M.B.A.U.C. BERKELEY, B.S.
MATT SPETZLER2004
EUROPE
BAIN
STANFORD UNIVERSITY, M.B.A.GEORGIA TECH, B.S.
PETRI OKSANEN2005
INDUSTRIAL SOFTWARE
MORGAN STANLEY,MICROSOFT
UNIV OF WATERLOO, BASc
CHRIS ADAMS2008
HEALTHCARE IT
AMERICAN SECURITIES,BAIN
STANFORD UNIVERSITY, M.B.AGEORGIA TECH, B.S.
PETER CHRISTODOULO2008
SOFTWARE / FINTECH
THOMAS H. LEE PARTNERS,CREDIT SUISSE
HARVARD COLLEGE, A.B.
DEEP SHAH2003
CO-PRESIDENTEUROPE
PRINCES GATE INVESTORS,MORGAN STANLEY
UNIVERSITY OF CAMBRIDGE, M.A.
6
FP TEAM – PRINCIPALS & VICE PRESIDENTS
MARIO RAZZINIARMA PARTNERS, CITIGROUPBOCCONI UNIVERSITY, B.SC.
LEONID ROZKINJ.P. MORGAN
UNIVERSITY OF CALIFORNIA, BERKELEY, B.S. & B.A.
ADAM SOLOMONHELLMAN & FRIEDMAN,GLEACHER PARTNERS
STANFORD UNIVERSITY, M.B.A.HARVARD COLLEGE, A.B.
BILLY DEITCHTPG, UBS
STANFORD UNIVERSITY, M.B.A.YALE UNIVERSITY, B.A.
JOHNATHAN MURPHYCPPIB, MORGAN STANLEYUNIVERSITY OF DUBLIN, B.C.
CHRISTINE WANGADVENT, J.P. MORGAN
STANFORD UNIVERSITY, M.B.A.COLUMBIA UNIVERSITY, B.A.
EVAN DAARMCKINSEY & CO
STANFORD UNIVERSITY, M.B.A. COLUMBIA UNIVERSITY, B.A.
ZACH FUCHSBAIN CAPITAL, MCKINSEY & COSTANFORD UNIVERSITY, M.B.A. UNIVERSITY OF PENNSYLVANIA,
B.S., B.A.
ALAN NIJ.P. MORGAN
UNIVERSITY OF CALIFORNIA, BERKELEY, B.A. & B.S.
MEGAN KARLENCASTLE HARLAN, GLEACHER PARTNERS, MORGAN STANLEYHARVARD UNIVERSITY, M.B.A. HARVARD UNIVERSITY, B.A.
JASON BREINELEVATION PARTNERS,GOLDMAN SACHS
HARVARD UNIVERSITY, M.B.A. PRINCETON UNIVERSITY, B.A.
BRIAN DECKERMCKINSEY
CORNELL UNIVERSITY, M.ENGUNIVERSITY OF WATERLOO, BASc
ROBERT MACLEANENGLEFIELD CAPITAL,GOLDMAN SACHS
OXFORD UNIVERSITY, M.ENG.
NEIL TOLANEYPERSONALIZATIONMALL
TCV, LEGALZOOM, POLARISHARVARD UNIVERSITY, M.B.A.
YALE UNIVERSITY, B.A.
JUSTIN CHENFTV CAPITAL, BEZAR INC., GTCR, BANK OF AMERICAGEORGETOWN UNIVERSITY,
B.S.B.A.
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FP TEAM – OTHER SENIOR PROFESSIONALS
BEN BALLPARTNER - GENERALIST
TA ASSOCIATESGENSTAR CAPITAL, AEA, BAIN
STANFORD UNIVERSITY, M.B.A. HARVARD COLLEGE, A.B.
ANDREW BROWNHEAD OF IR
GOLDMAN SACHS, KPMG
NORTHWESTERN UNIVERSITY, M.B.A.S.D.S.U., B.A.
KEITH GEESLINPARTNER - GENERALIST
SPROUT GROUP
STANFORD UNIVERSITY, M.S.OXFORD UNIVERSITY, M.S. STANFORD UNIVERSITY, B.S.
NEIL GARFINKELPARTNER – STRATEGIC DEVELOPMENT
FFL;; SUMMIT PARTNERSWILSON SONSINI, CRAVATH,
SWAINE & MOORE
COLUMBIA UNIVERSITY, J.D.HARVARD COLLEGE, A.B.
JOHN HERRCFO
PANTERA CAPITAL MANAGEMENTERNST & YOUNG, ANDERSON, ZURMUEHLEN & CO.
CARROLL COLLEGE, B.A.
SANDY ROBERTSONPARTNER – EMERITUS
ROBERTSON STEPHENSMONTGOMERY SECURITIES
SMITH BARNEY
UNIVERSITY OF MICHIGAN, M.B.A. UNIVERSITY OF MICHIGAN, B.A.
KATHLEEN O’DONNELLEUROPEAN COUNSEL
DECHERT LLP, LAWRENCE GRAHAM LLP
GUILDFORD COLLEGE OF LAW, LLB AND LPC
STEVE EISNERGENERAL COUNSEL & CCO
GORES GROUP, AMERISTAR, O’MELVENY & MYERS
U.C. LOS ANGELES, J.D.U.C. BERKELEY, B.A.
RACHEL FRANKLINDIRECTOR OF COMPLIANCE
CORDIUM, KLEINER PERKINS CAUFILED & BYERS
GEORGE WASHINGTON UNIVERSITY, J.D./M.B.A.B.A. NORTHWESTERN UNIVERSITY
TOM LUDWIGCOO
MICROSOFT, ROBERTSON STEPHENS
HARVARD UNIVERSITY, M.B.A.PRINCETON UNIVERSITY, B.S.E.
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FPC LEADERSHIP & OPERATIONAL EXCELLENCE
CONFIDENTIALNote: Francisco Partners Consulting (“FPC”) is owned by its Operating Partners. FPC professionals are not employees of Francisco Partners Management, L.P. and are shown above for reference only.
MIKE KOHLSDORFPRESIDENT OF FPC
ERAN GOREVOPERATING PARTNER
STEVE NIEDSR. OPERATING ADVISORHEAD OF PROCUREMENT
LYN CANTOROPERATING PARTNER
PAUL ILSEOPERATING PARTNER
BRUCE GRAINGEROPERATING ADVISORHEAD OF SALES
MIKE BARRYOPERATING PARTNERHEAD OF PRODUCTSAND TECHNOLOGY
TAO LUOPERATING ADVISOR
FINANCE & ACCOUNTING
PAUL WHEELEROPERATING PARTNER
OPERATING EXECUTIVES
FUNCTIONAL EXPERTS
RYAN GREENESENIOR OPERATING ADVISOR
HUMAN RESOURCES
KERRY EDWARDSOPERATING ASSOCIATE
TECHNOLOGY MID MARKET TRANSFORMATION
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