ADTECH & MARTECH BAROMETER - Results...

ADTECH & MARTECH BAROMETER

Q3 2016 MARKET REVIEW

STRICTLY PRIVATE AND CONFIDENTIAL

1

1,000+ BUYERS

AND

INVESTORS

SECTOR-LED SPECIALISTS IN M&A AND FUNDRAISING

250+ YEARS

EXPERIENCE

YEARS OF

RI DEALS

3 SECTORS TOTAL DEALS DEALS IN

PAST 2 YEARS

20+250+

100%

25

10

NATIONALITIES

40 PEOPLE 3 OFFICES REFERENCEABLE

2

WELCOME TO THE Q3 2016 EDITION OF THE ADTECH &

MARTECH BAROMETER

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RESULTS INTERNATIONAL GLOBAL ADTECH & MARTECH

INDICESLA

ST

12 M

ON

TH S

HA

RE P

RIC

E P

ER

FOR

MA

NC

E (

%)

Q3 2016 PERFORMANCE

4

ADTECH & MARTECH: SHARE PRICE PERFORMANCE

LAST

12 M

ON

THS

Q3 2

016

ADTECH DATA DIVERSIFIED INTERNETMARTECH

http://uk.tremorvideo.com/

http://uk.tremorvideo.com/

http://www.google.com/url?sa=i&source=images&cd=&cad=rja&docid=eZ-_KQo9-ow3BM&tbnid=LU3R-z5avIx_YM:&ved=0CAgQjRwwAA&url=http://www.designboom.com/design/yahoo-unveils-brand-new-logo-design/&ei=P-kuUqKUE8eJ7Ab85YHQBw&psig=AFQjCNG-I-m4ZE5b63nsTcDztTU5jk4m2g&ust=1378892479376534

http://www.google.com/url?sa=i&source=images&cd=&cad=rja&docid=eZ-_KQo9-ow3BM&tbnid=LU3R-z5avIx_YM:&ved=0CAgQjRwwAA&url=http://www.designboom.com/design/yahoo-unveils-brand-new-logo-design/&ei=P-kuUqKUE8eJ7Ab85YHQBw&psig=AFQjCNG-I-m4ZE5b63nsTcDztTU5jk4m2g&ust=1378892479376534

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&docid=qWwKuu5X6X-l_M&tbnid=krbJlSkCTzo8GM:&ved=0CAUQjRw&url=http://couponsinthenews.com/2013/09/02/ebays-new-coupon-policy-begins-and-nothing-changes/&ei=AuouUueULoSnhAfftoHwBQ&bvm=bv.51773540,d.ZGU&psig=AFQjCNG69hAalCWkXhi1rM6gGDbkv6VJQA&ust=1378892639832050

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&docid=qWwKuu5X6X-l_M&tbnid=krbJlSkCTzo8GM:&ved=0CAUQjRw&url=http://couponsinthenews.com/2013/09/02/ebays-new-coupon-policy-begins-and-nothing-changes/&ei=AuouUueULoSnhAfftoHwBQ&bvm=bv.51773540,d.ZGU&psig=AFQjCNG69hAalCWkXhi1rM6gGDbkv6VJQA&ust=1378892639832050

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ADTECH & MARTECH: SELECTED STOCKS – PERFORMANCE

SINCE IPO

COMPANYIPO

DATEDESCRIPTION

RAISED ($M)

INDICATIVE PRICE RANGE ($)

IPO LISTING PRICE ($)

INCREASE VS. RANGE

DAY 1 INCREASE

CURRENT INCREASE(1)

CURRENT EV ($M)

EV / NET REVENUE 2016E

EV / EBITDA 2016E

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ADTECH & MARTECH: PUBLIC COMPANY VALUATION

BENCHMARKS

NET REVENUE GROWTH (2016-17E) EV / NET REVENUE 2016E

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ADTECH & MARTECH: PUBLIC COMPANY VALUATION

PERFORMANCE OVER TIME

LTM Q3 2016

% CHANGE

LTM Q3 2016

% CHANGE

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ADTECH & MARTECH: GLOBAL M&A ACTIVITY

Q1 2013 – Q3 2016

NU

MB

ER

OF

DEA

LSTO

TAL D

ISC

LSO

ED

DEA

L VA

LUE

(1) (2) (3) (4)

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ADTECH & MARTECH: SELECTED DEALS IN Q3 2016

DATE BUYER TARGET EV ($M) EV/REVENUE(1) COMPANY DESCRIPTIONTARGET

LOCATION

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ADTECH & MARTECH: SELECTED FUNDRAISINGS IN Q3 2016

DATE COMPANYTYPE OF ROUND

FUNDSRAISED ($M)

INVESTOR PARTICIPATION COMPANY DESCRIPTIONCOMPANYLOCATION

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ADTECH & MARTECH: SELECTED PUBLICLY TRADED

COMPANIESCOMPANY OPERATING METRICS VALUATION METRICS

PRICE ($) % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REVENUE GROWTH EBITDA MARGIN NET REVENUE EBITDA

(30-SEP-16) WEEK HIGH CAP CASH DEBT VALUE ($M) CY2016 ($M) CY15-16 CY16-17 CY2016 CY2017 CY2016 CY2017 CY2016 CY2017

ADTECH

MARTECH

DATA

DIVERSIFIED INTERNET

12

GET IN TOUCH

DIRECTOR – LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC & MENA

ADTECH & MARTECH BAROMETER - Results...

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