Drake Star Short Corporate Presentation FINAL 290916 compressed

NEW YORK

LONDON

PARIS

MUNICH

LOS ANGELES

BERLIN

AMSTERDAM

GENEVA

TOKYO

2In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)

B E L I E V E I N I N N O V A T I O N

C H A N G E T H E W O R L D

Focus and in-depth sector expertise in TMC

Strong International reach

‘Entrepreneurs for entrepreneurs’

Experienced, agile and creative team

Range of tailor-made M&A and Corporate Finance services

A GLOBAL LEADERIN TMC M&A AND CORPORATE FINANCE

3

INTR

ODUC

TION

In the USA, all securities transacted through RCG, LLC (Member FINRA/SIPC)

LARGE POOL OF BANKERS

TRANSACTIONS CLOSED SINCE 2004

GROSS TRANSACTION VALUE IN 2016 YTD

OF THE TRANSACTIONS WERE CROSS-BORDER DEALS IN MORE THAN 40 DIFFERENT COUNTRIES

274 + $1bn +2016 70%

7Countries 60+

Bankers

TRULY GLOBAL, 9 OFFICES IN 7 COUNTRIES

A GLOBAL LEADERIN TMC M&A AND CORPORATE FINANCE

EXPERIENCE MATTERS

1

4

GLOBAL REACH MATTERS

DEEP SECTOR EXPERTISE MATTERS

INTR

ODUC

TION

LEADERSHIPMATTERS

2 3 4


• 60+ team headed by

15 senior partners with strong experience in international transactions.

• Since 2004, partners have led over 274 transactions ranging from $10m to $500m of which 70% were cross-border deals.

• 9 offices: New York, London, Paris, Munich, Los Angeles, Berlin, Amsterdam, Geneva & Tokyo.

• Network of more than 750 institutional investors in the US, Europe and Asia.

• Established relationships with technology leaders in each industry.

• In-depth knowledge in the TMC industries including Technology, Digital Media, Communications, Internet, Adtech/Martech, Fintech.

• Sector specialized senior bankers complemented by a network of Senior Advisors with seasoned corporate experience in each sector.

• We are independent entrepreneurs fully committed to the success of our clients.

• Our bankers and transactions have won multiple industry awards.

THOROUGH INDUSTRY KNOWLEDGE. DEEP SECTOR FOCUS.

SOFTWARE

5

INFORMATION SERVICES

SECT

OR E

XPER

TISE

INDUSTRIAL TECHNOLOGY

• Application • BPM• Collaboration• Contact Centres• Design/Engineering Software • ECM/Content Management• eCommerce Software• Enterprise• Enterprise Social Software• ERP• HCM/Talent Management

Software• Marketing Software• PLM • PPM/Collaboration Software• SaaS & Cloud• SCM

• Business Intelligence & Analytics• Big Data• Data Management/Integration • Database Information• Information Services Analytics

INTERNET OF THINGS / M2M• Autonomous Driving• Communications Platforms• Data Integration and Analytics• Industry 4.0• Sensor and Networking Technology• Vehicle Tracking

IT AUTOMATION• Datacentre Automation• DevOps• ITSM / Service Desk Automation

• Advanced Machine Learning• Augmented Reality• Drones• Health Technology• Logistics Software & Equipment• Robotics• Transportation Technology

IT SERVICES

SECURITY• Adaptive & Predictive Security• Biometric identity • Data Science• Endpoint Security• Identity and Access Management• Network Security• Security and Vulnerability

Management• Security Information and Event

Management• Testing, certification & Compliance • Web Content and Messaging Security

• BPO & Managed Services• Managed Services & Hosting• Multi-Channel Retail• Storage• Tech-Enabled Services


FINTECH• Banking• Billing• Blockchain• Compliance & Fraud• Exchanges• Insurance• Market Data• Payments & Transactions• Personal Finance Management• Securities & Trading

• 3D Printing• Communication Equipment• NFC• POS Hardware• Quantum Computing• RFID• Semiconductor Equipment • Semiconductors• Sensors• Wearables

ELECTRONICS & EQUIPMENT

THOROUGH INDUSTRY KNOWLEDGE. DEEP SECTOR FOCUS.

6

SECT

OR E

XPER

TISE

B2B MEDIA• Conferences• Digital Media• Events• Events Services• Publishing• Tradeshows

B2C MEDIA• Apps• Cinema Operators• Classifieds• Consumer Fairs• Consumer Internet• eCommerce• eLearning• Entertainment• Festivals• Gaming • Market Places• Marketing Technology• MCNs• Online Travel• Publishing• Social Media

MARKETING• AdTech• Affiliate Networks• Agencies and Marketing

Services• Buy-side/Sell-side Platforms• CRM• Digital Advertising• Digital Signage• Display• Local Search• Marketing Automation• Marketing Technology• Mobile• Mobile Marketing• Native Advertising• Programmatic Advertising• RTB• Search• Social • Video


COMMUNICATION TECHNOLOGY• Cloud Enablement• Communication Equipment• Communication Infrastructure• Digital Home• Fibre & Cable• Network Function

Virtualization• Network Management and

Optimization• Operators• OSS / BSS• Software Defined Networking• Testing & Measurement• Video & OTT Services• VoiP• Web & Video Conferencing• WIFI

COMMUNICATION SERVICES• Communication-as-a-Service• Datacenters / Cloud• Enterprise Network Services• Infrastructure-as-a-Service• Virtual Network Operators

7

Early stage financingGrowth financing

Venture loansM&A financingIPO advisory

PIPEStrategic advisory for larger

corporates

Buy-side advisorySell-side advisory

Private dealsPublic takeoversPublic auctions

MergersMBO/ MBI

Secondaries

CORPORATE FINANCEMERGERS & ACQUISITIONS

FAST GROWING INNOVATIVE COMPANIES

SHAREHOLDERS / INVESTORSVCs, PES, FAMILY OFFICES, DEBT PROVIDERS

LARGE- & MEDIUM-SIZED CORPORATES

OUR

SERV

ICES

GLOBAL ADVISORY SERVICESM&A AND CORPORATE FINANCE


INTERNATIONAL LEADERS WITH TECHNOLOGY AND FINANCE EXPERTISE

Gregory BedrosianManaging Partner & Co-CEO

Over 25 years of TMC investment banking and private equity investing

• Award-winning experience spanning companies and transactions across the US, Europe and emerging markets

• Co-founder of Renaissance Capital and the $1 billion Sputnik Funds• Began investment banking career at Credit Suisse and Salomon/Citigroup

(New York, London and Moscow offices)• Harvard MBA

Marc DeschampsManaging Partner & Co-CEOOver 25 years as executive, entrepreneur and managing M&A in the TMC sectors.

• Has advised growth companies on public and private corporate finance and M&A transactions

• COO Internet/Broadband at BT Group (UK)• Co-founder and COO of Chello, European leader of broadband (listed on

Nasdaq and Euronext, market capitalisation reached over £1bn in 2 years)• INSEAD MBA / Polytechnic Montreal / EPFL Lausanne Eng.

8

Ralf Philipp HoffmanManaging Partner

SENI

OR T

EAM

• Managing Director and Head of Technology Investment Banking at Viscardi (former SG Cowen operations in Germany)

• Co-founder and CFO for a technology start-up arranging several institutional financing rounds

• Previously worked for the investment banks Morgan Grenfell, Merrill Lynch and Deutsche Bank in Frankfurt and London focusing on Equity Capital Markets and cross-border M&A transactions

• Tübingen, Gothenburg (ERASMUS scholarship), Stony Brook, New York

Over 20 years in bulge bracket and technology investment banking and as executive in the internet sector.

Martial ChailletChairman

• Head of Europe – Capital Group - $1.3 trillion investment firm• Awarded the title of Morningstar Fund Manager of the Year in 1999• University of Geneva

40 years experience of investing in public and private TMC companies


James HolzerManaging Partner

Over 20 years of experience in M&A and financing in the software/services, digital media & mobile sectors

• Completed 80+ transactions aggregating over $5bn in value• MD Landmark Ventures, software and digital media• Head of Technology M&A Brown Brothers Harriman • Executive Director of Technology M&A at CIBC World Mkts, Director of

Technology M&A at Prudential Securities, MD at Berkery Noyes • NYU’s Stern School of Business MBA

Matthew Johnson Managing Partner20+ years in investment banking and executive operational roles in the technology and communication sectors

• 50+ M&A transactions with a total value of $10+bn• Previously MD and co-founder at Gemini Partners • Co-founder and chairman of a software based healthcare company,

successfully exited • Kellogg (Northwestern University) MBA

9

Arnaud Limal Managing Partner

SENI

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EAM

• Partner Grant Thornton and Director of Corporate Finance• Managing Director, Member of the Management Committee of Credit Agricole-CIB• Board member of J. Henry Schroder Wagg & Co. Ltd and Managing Director of

Schroder France• Harvard MBA

Over 25 years of experience in investment banking and TMC.

Nathan Johnson Managing Partner

• Previously MD and co-founder at Gemini Partners • Vice President at Deutsche Bank investment banking group• Director of overseas corporate finance at General Motors Corporation• Wharton School of Business MBA

20+ years in investment banking and executive operational roles in the technology and communication sectors



Christophe MorvanManaging Partner

Over 20 years managing international transactions. Sector focus in Telecommunications, Software and IT Services.

• MD corporate finance of the Hinduja Group in India and Switzerland• COO of the European real estate business of GE Capital• Partner of the Arjil Bank in Spain and France, and worked at Credit Lyonnais• HEC and Wharton MBA

Julian Ostertag Managing PartnerOver 15 years in bulge bracket and technology investment banking.

• Vice President Technology Team Viscardi • Deutsche Bank in Frankfurt and London focusing on IPOs, secondary

offerings, equity-linked, structuring and executing M&A transactions • Erasmus scholarship, Heinrich-Heine University, Universidad de Salamanca,

Universidad de Alicante

10

SENI

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EAM



Matthieu Rosset Managing Partner15 years of experience in investment banking and TMC.

• Matthieu has successfully closed more than 20 transactions in internet, media, SaaS, mobile and social sectors

• Prior to LD&A Jupiter, Mathieu worked on the Equity Capital Markets at Credit Agricole CIB

• London Business School MBA

Michael Rosenberg Managing Partner

• Closed numerous transactions with a volume exceeding $40bn• Co-Founder Northside Advisors and head of CA Technologies, corporate development

organisation• Active member of the Austin Technology Council representing 1600+ technology

executives and 250+ companies• NYU’s Stern School of Business MBA

Over 20 years of investment banking, corporate development and advisory experience in the enterprise and communication technologies

Over 20 years in Media/Tradeshow/Information Services M&A

Kathleen ThomasManaging Partner

• Prior to Redwood, led the B2B Media/Events/Marketing Services practice at Berkery Noyes

• Completed over 100 transactions• Specializes in M&A advisory in B2B and B2C media, communications and

marketing services, with expertise in content and information, trade shows, conferences, digital media and marketing services and the outsourced services that support these businesses.

• Previously Managing Director at Veronis Suhler Stevenson

11

Jeff Baker Partner

SENI

OR T

EAM

• Prior to Redwood, was responsible for advisory transactions in the technology sector as Vice President at Avendus Capital Advisory

• Vice President at Berkery, Noyes • Started his career at Rationale Software, acquired by IBM• NYU’s Stern School of Business MBA

10 years experience in investment focused on IT & Tech-enabled services

James Turino Managing Partner

• Advised numerous companies in the technology and communications industries on over $5 billion in mergers and acquisitions and corporate finance transactions

• CFO Echo Flight, Inc. and Director of the Technology Investment Banking team in New York SG Cowen

• Director of the Media and Telecommunications Group for Prudential Securities• Vice President, Corporate Finance ING Barings, Head of Telecom• Columbia Business School MBA

Over 20 years experience in corporate finance and M&A in the telecommunication and technology sectors



Frank VerbeekPartner

Over 30 years of experience in international Corporate Finance. Sector focus in Media, eCommerce and Digital Marketing.

• Has advised over 45 companies in various industries in strategic management, business development, M&A and corporate finance

• Founder of IMPROVED Corporate Finance• Over 10 years as a business- and managing partner at Corporate Finance

boutique First Dutch Capital• London Business School MBA

12

SENI

OR T

EAM



Arjen van Blockland Associated Partner

• Leadership position in several Japanese IT securities, TelCo and Media companies

• 6 years Science & Technology Attaché at the Royal Netherlands Embassy in Japan

• Asian cross border M&A expert• Utrecht University Physics PHD

Patrick Martin Associated Partner

• Multiple sell-side and buy-side mandates for private and listed clients including: Discovery communications, Hubert Burda Medien, ProSiebenSat1, Constantin Medien, Senator Entertainment, Splendid Medien, TV7, Exclusive Media

• Former Head of Media & Internet at Alegro Capital and Strata Partners, Former Managing Partner at Helkon Media AG

• Board Member at Fintech Company PPRO Financial, London• Qualified lawyer in Germany and FCA approved corporate finance professional• German national, languages: German, English, Spanish, French

Over 20 years experience as a Media entrepreneur. Sector focus in Internet, Mobile and Digital Media.

Francis LorentzChairman France

• Chairman of Digiworld Institute, a European think tank specialised in digital industries

• CEO of LaSer, a subsidiary of the Galeries Lafayette Group and Chairman of E-laser (CRM and e-business)

• Chairman and CEO of RATP (the Paris public transport network) • Chairman and CEO of the Bull Group (information systems and services)• HEC, ENA

John Morrison Associated Partner

• Completed transactions aggregating over $10bn in value advising Fortune 500 companies and owners of private equity / venture backed middle-market businesses

• Managing Director at CEA Group, focusing on TMC advisory transactions • Founder and Managing Partner at Bird Key Partners, LLC. • Fordham University MBA

Over 20 years of experience in Investment and Merchant Banking in the media, entertainment and telecommunication sectors

20 years experience in the Japanese high-tech industry. Sector focus in Security, Electronics and Hardware.

Extensive experience in executive management. Sector focus in Mobile, eCommerce & Digital Media.

13

SENI

OR T

EAM



Robert Wilhelm Associated PartnerOver 25 years as Investor and Strategic Advisor. Sector focus in Telecom, Internet and Digital Media

• Completed over 40 investment transactions with a ticket size of up to $300m

• Extensive experience as Board member of several companies such as XEROX

• Former Managing Partner at Solid Capital and Ende&Deitmers• University of RotterdamErasmus MBA

Arjan BrienenPrincipal

Executed over 20 deals in Telecom, Security and Services

• Partner IMPROVED Corporate Finance • Senior M&A Manager at KPN Telecom and over 5 years Director First Dutch

Capital• Rotterdam School of Management RV Valuation and BSc iEconomics

Vikram Chandrasekaran Principal

• Deutsche Bank - investment banking• Corporate Finance at Thompson Reuters• Georgetown MBA, University of Michigan BS in Computer Engineering

11 years of investment banking experience in technology and media sectors

Kasper Kruse Petersen Principal

12 years of experience in investment banking

• Royal Bank of Scotland in their general M&A team• Most noticeably Kasper advised BAA on its £1.5bn sale of Gatwick Airport to

Global Infrastructure Partners and Centrica on its £1.3bn hostile takeover of Venture Production

• Fordham University NY MBA and Copenhagen Business School BA

14

SENI

OR T

EAM



Carsten Smolka Principal

• Goetzpartners Corporate Finance, former Communications Equity Associates, and DC Advisory

• Westfälische Wilhelms-Universtät Muenster M&A BA and Master of Law

Closed more than 20 deals with a total deal value of €2.6 billion

Sandrine Vergnory-Mion Principal

• Consultant IBM EMEA Corporate Development Department: closed several acquisitions, divestitures, joint-ventures and investments throughout Europe

• Management consultant at Oracle: implemented financial modules of ERP solutions • EDHEC Business School, INSEAD MBA

Strong background in ERP and software solutions

OUTSTANDING DEAL-MAKING TRACK RECORD24 DEALS CLOSED IN 2016*


*These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood Capital

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OUTSTANDING DEAL-MAKING TRACK RECORD2014-2016 SELECTION


*These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood Capital

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OUTSTANDING DEAL-MAKING TRACK RECORD2011-2014 SELECTION *These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood

Capital

2014


OUTSTANDING DEAL-MAKING TRACK RECORD2004-2011 SELECTION *These transactions were completed under previous corporate entities LD&A Jupiter and/or Redwood

Capital

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Over 20 Awards in recognition of superior results in complex transactions worldwide

DEAL OF YEAR AWARDS

INTERNATIONAL M&A AWARD WINNER

TMT Deal of the Year($100mm to $1bn)

2015 WINNER 7TH ANNUAL INTERNATIONAL M&A AWARDS


Restructuring Deal of the Year($50mm to $100mm)



M&A Deal of the Year($100mm to $250mm)

2013 WINNER

THE 5TH ANNUALINTERNATIONAL M&A AWARDS

Technology, Media, Telecom Deal of the Year(up to $100mm)

2014 WINNER 13TH ANNUAL M&A ADVISOR AWARDS

Technology, Media, Telecom

Deal of the Year(Up to $100mm)

WINNERCross Border

Deal of the YearSmall Mid Markets

2014


Deal of the Year($100M to $500M)


Deal of the Year


Technology, Media, Telecom Deal of the Year

(Under $1 Billion)

2013 WINNER

THE 5TH ANNUALINTERNATIONAL M&A AWARDS

AWARD-WINNING INVESTMENT BANKINGSELECTED AWARDS

19

US (NY) – Boutique InvestmentBank of the Year

(Growth Industries)

US (NY) – Leading M&ADealmaker of the Year,

Gregory Bedrosian

Top 10 Boutique Investment

Bankof the Year

20142014 Leading Advisory

Firm of the Year


Leadership AwardGregory Bedrosian


FIRM OF YEAR AWARDS


AWAR

DS

WINNERTechnology &

TelecomDeal of the Year

2014

http://redcapgroup.com/The-Firm/News-and-Events/2013/12/23/Redwood-Capital-Group-Wins-Technology-Media-Telecom-Deal-of-the-Year-at-the-12th-Annual-MA-Advisor-Awards-Gala

http://redcapgroup.com/The-Firm/News-and-Events/2013/06/27/Redwood-Capital-Group-Wins-Technology-Media-Telecom-Deal-of-the-Year-at-the-2013-ACG-New-York-Champions-Awards

http://redcapgroup.com/The-Firm/News-and-Events/2013/05/23/Redwood-Capital-Group-Wins-MA-Deal-of-the-Year-and-Deal-Financing-of-the-Year-at-the-5th-Annual-International-MA-Advisor-Awards

http://redcapgroup.com/The-Firm/News-and-Events/2013/05/23/Redwood-Capital-Group-Wins-MA-Deal-of-the-Year-and-Deal-Financing-of-the-Year-at-the-5th-Annual-International-MA-Advisor-Awards

http://redcapgroup.com/The-Firm/News-and-Events/2015/07/29/Redwood-Wins-Two-Investment-Bank-of-the-Year-Awards-and-Accolades-for-its-CEO-Gregory-Bedrosian-from-the-Acquisition-Finance-Magazine-Global-Awards-2015

http://redcapgroup.com/The-Firm/News-and-Events/2015/07/29/Redwood-Wins-Two-Investment-Bank-of-the-Year-Awards-and-Accolades-for-its-CEO-Gregory-Bedrosian-from-the-Acquisition-Finance-Magazine-Global-Awards-2015

LONDON42 Brook StreetLondon W1K 5DBUnited Kingdom

T. +44 20 7112 7777F. +44 20 7900 2329

MUNICHTheatinerstr. 4290333 MünchenGermany

T. +49 89 1490 265 25F. +49 89 1490 265 13

BERLINFriedrichstrasse 17110117 BerlinGermany

T. +49 30 30366 - 2856

AMSTERDAMMuseumplein 5C1071 DJ AmsterdamNetherlands

T. +31 (0) 20 792 0006

TOKYOYanaka 3-13-18, Taito-ku, Tokyo, 110-0001 Japan

T. +81 (80) 3450-1217

PARIS25 Boulevard Malesherbes75008 ParisFrance

T. +33 1 58 18 39 00F. +33 1 53 43 09 76

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T. +1 310 696 4001F. +1 310 696 4007

NEW YORK950 Third Avenue20th Floor New York, NY 10022

T. +1 212 508 7100F. +1 212 508 7102

20

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Drake Star Short Corporate Presentation FINAL 290916 compressed

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