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About Interesting Posts
Interesting documents about a variety of subjects from around the world. Posted on
edocr
.
Acquired
Portfolio Company
Partner
Advisor
AGC
AGC Partner
Vertical SaaS
Confidential Materials
Partner Boston
Deal
Financed
TECH
year Enterprise Value
Vertical SaaS HCIT
Cyber Security
CEO
Private
Strategic
HCIT
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AGC Partners 1 December 2021 LEADING SOFTWARE TECHNOLOGY BANK WITH GLOBAL REACH Overview of AGC Partners 2 Advisor to Vanilla Forums Acquired by A Portfolio Company of C-Suite HCIT / Life Science Advisor to Crossinx Acquired by Europe Security 41 Deals Closed in the Last 12 Months With Transaction Values Ranging From $50M - $1B+ Across All Hot Sectors Vertical Software / Other Advisor to Files.com Advisor to Flashpoint Acquired by Financed by Advisor to GuidePoint Acquired by Advisor to DomainTools Advisor to InteliSecure Acquired by Advisor to OPAQ Networks Acquired by Advisor to Cerdant Acquired by A Portfolio Company of Advisor to CounterPath Acquired by Advisor to HyTrust Acquired by Advisor to ActivTrak Financed by A Portfolio Company of Advisor to Tasktop Acquired by Advisor to HealthBridge Financed by Financed by Advisor to Dental Intelligence And Acquired by Advisor to Auction Mobility A Portfolio Company of Acquired by A Portfolio Company of Advisor to Fixflo Advisor to Reflektive Acquired by Advisor to SecMaker Acquired by A Portfolio Company of Advisor to QOS Networks Financed by Advisor to Zaius Acquired by A Portfolio Company of A Portfolio Company of Advisor to Ruckit Acquired by Advisor to RapidVisa Acquired by Advisor to Shooter Detection Systems Acquired by Financed by AGC’S MOMENTUM Advisor to Corsair Capital Acquired by Advisor to TransientX Acquired by Advisor to ERP Maestro Acquired by Advisor to KeyedIn Debt Financed by Financed by Advisor to PDFTron A Portfolio Company of Advisor to Comply365 Acquired by A Portfolio Company of Advisor to Greenphire Acquired by A Portfolio Company of Advisor to LiquidFrameworks Acquired by A Portfolio Company of Advisor to STACS DNA Acquired by A Portfolio Company of Advisor to PatientNOW Acquired by And Advisor to Memsource Acquired by Confidential Materials. Do Not Distribute. A Portfolio Company of Advisor to ComplySci Acquired by A Portfolio Company of AGC Partners 3 GLOBAL LEADER IN TECH ADVISORY – 448 CLOSED DEALS Confidential Materials. Do Not Distribute. 3 17 37 56 66 83 103 131 155 186 207 235 263 295 327 356 AGC Cumulative Deal Count 2003 - 2021 YTD 448 391 ’08 ’10 ’03 ’04 ’09 ’05 ’06 ’07 ’11 ’12 ’13 ’14 ’15 ’16 ’17 ’18 ‘19 ’20-’21 Firm # Trans. 1. Raymond James 75 2. AGC Partners 69 3. Houlihan Lokey 67 4. Canaccord Genuity 65 5. William Blair & Co. 63 6. Goldman Sachs 62 7. Morgan Stanley 62 8. Jefferies 59 9. GCA Advisors 58 10. Evercore Partners 57 11. J.P. Morgan 54 12. Robert Baird & Co. 54 13. Barclays Capital 39 14. Moelis & Company 33 15. Qatalyst Partners 30 *451 Research deal count based on all disclosed technology related Sell-Side transactions from 2019-2020. Excludes co-managed deals. 73 . rt r Top Sell-Side Tech Deal Makers in 2019-21 YTD* Firm # Trans. 1. 451 Research SaaS Rankings* *451 Research deal count based on all SaaS related Sell-Side transactions since 2010. Excludes co- managed deals. 137 1. 127 2. 99 3. 76 4. 70 5. 70 6. 69 7. 56 10. 60 8. 59 9. AGC rankedTop M&A Middle-MarketSoftwareAdvisorof 2020 by MergerTrends 41 deals closed in the last 12 months, 2021 already a record year 21 Partners and 40+ active engagements Key PE/VC and Strategic relationships from the 440+ deals in our history Partners on the ground in 12 major cities across the US and Europe AGC Partners 4 21 DOMAIN EXPERTS ON AN ELITE 62 PERSON TEAM Confidential Materials. Do Not Distribute. Eric Davis Partner Boston Hugh Hoffman Partner Minneapolis Linda Gridley Partner New York Doug Hurst Partner New York Bob Renner Partner Atlanta Elena Marcus Partner Los Angeles Greg Roth Partner San Francisco Mike Parker Partner Chicago Sean Tucker Partner London Tristan Snyder Partner Dallas Russ Workman Partner Boston Charlie Schopp Partner Boston Jim Stone Partner Austin Jon Weibrecht Partner Boston Dennis Rourke Partner Boston Nate Hennings Partner San Francisco Rob Buxton Partner San Francisco Jon Guido COO Founding Partner Boston Ben Howe CEO Founding Partner Boston Fred Joseph Partner Boston Maria Lewis Kussmaul Founding Partner Boston Gaming Digital Media Supply Chain Fintech Vertical SaaS Digital Media HCIT C-Suite Vertical SaaS HCIT Infra / Cloud Digital Media 3D / Gaming Vertical SaaS Fintech HCIT Vertical SaaS Vertical SaaS HCIT HR Tech Europe Vertical SaaS HCIT Vertical SaaS Big Data Fintech PropTech Vertical SaaS Digital Media eCommerce MarTech Vertical SaaS HR Tech Infra / Cloud Defense Tech Cyber Security Cyber Security Data Privacy Infra / Cloud Mobility Vertical SaaS C-Suite Vertical SaaS Fintech Infra / Cloud IoT Cyber Security HCIT Life Sciences Cyber Security Vertical SaaS HCIT MarTech MarTech AGC Partners 5 a Portfolio Company of Select Deals with PE Portfolio Companies Select Platform Deals with Private Equity Firms Acquired by Acquired by Acquired by Acquired by Divested to Acquired by Financed by Acquired by Acquired by Acquired by Financed by Acquired by Financed by Acquired by Acquired by Acquired by Acquired by Financed by Acquired by Acquired by Acquired by Acquired by Acquired by Acquired by Acquired by a Portfolio Company of a Portfolio Company of a Portfolio Company of a Portfolio Company of a Portfolio Company of a Portfolio Company of a Portfolio Company of a Portfolio Company of a Portfolio Company of a Portfolio Company of Acquired by Acquired by Acquired by Acquired by Acquired by Acquired by Acquired by Acquired by Acquired by Acquired by Established Private Equity Relationships Acquired by AGC’S EXTENSIVE EXPERIENCE WITH PEs (2019 – 2021 YTD) Confidential Materials. Do Not Distribute. Our Tech PE friends Insight Partners, JMI, K1, Luminate, Silversmith, Sumeru and Vista, among others, are hiring AGC at a steady cadence to sell their portfolio companies AGC’s exits are constantly at premier multiples with recent deals ActivTrak, ComplySci, Crossinx, FixFlo, Greenphire and PDFTron generating revenue multiples between 10x – 20x AGC has developed tight-knit relationships with decision makers at top-tier PEs by running transparent and efficient processes, generating significant goodwill and trust that can be leveraged when AGC goes to market. Thoma Bravo has acquired 15 of AGC’s clients AGC Partners 6 DEEP DOMAIN KNOWLEDGE: ~180 MARKET LEADING PRIVATE TECH SECTOR REPORTS Confidential Materials. Do Not Distribute. Industry Leading Research Covering the Most Coveted Private Sectors of Technology Partner Led From Start to Finish Vertical Software Automotive Building / Engineering CRM / CXM C-Suite Education Food/Restaurant GovTech Healthcare HR Tech Insurance Legal Public Sector Real Estate Travel & Leisure Cyber Security APT CASB Cybersecurity Endpoint IAM IOT / SCADA Network Security Orchestration Security Services Threat Intelligence User Behavior Analytics Vulnerability Internet AdTech Augmented Reality Consumer E-Commerce Food Tech Gaming Internet Marketplaces MarTech Mobile Social Retail Virtual Reality Infrastructure AI BI / Analytics Big Data Cloud Computing Communication Data Center DevOps Energy & Industrial ERP / Supply Chain Internet of Things IT Services Mobility Solutions Smart Cities Technical Software Storage Selected Recent Partner Authored Whitepapers Telehealth Real Estate Tech Market Update eCommerce Marketplaces Go Mainstream Cloud Native De-Masking The SPAC C-Suite HCIT Clinical Decision Support Clinical Trials Dental Solutions EHR Genomics Data Mgmt. HIS Payer Solutions Pharma Analytics PMS Precision Medicine RCM / Payment Solutions Telehealth ~180 industry thought pieces published by AGC Partners covering Vertical Software, Cyber Security, Infrastructure, Internet, HCIT, FinTech, and 60+ subsectors Partner-led and authored, with 6-person AGC research team working on perfecting each piece, going deep on the market, TAM, key trends, challenges, M&A and financings activity Developed and implemented over 18 years proprietary processes and procedures that will typically unearth 100-200 leading private companies in each sector “This is a beautiful report, it is better than anything we have seen from Gartner or any of the other investment banks. We see stuff from Houlihan Lokey and Deloitte and this blows it away.” — Steven Maroulis, CEO of Jarvis Dental, on recent Dental Tech publication FinTech & Payments Blockchain Digital Lending FinTech Market Updates Mobile App Monetization Mobile Money Payments Remittance / Money Transfer “This may be one of the only cold emails that I have actually responded to...Report is awesome. Happy to chat.” — Nadeem Kassam, CEO of Connect the Doc, on recent Dental Tech publication PE Buyer Tiger Global AGC Partners 7 San Francisco London Boston Total Attendees 1,585 414 719 2,718 Private Companies 485 112 225 822 Investors 343 85 190 618 Strategics 233 26 50 309 Total 1-on-1 Meetings 3,000 915 2,250 6,165 THE BEST MIDDLE-MARKET GROWTH TECHNOLOGY CONFERENCES GLOBALLY Confidential Materials. Do Not Distribute. Boston October, 2021 San Francisco Spring 2022 London June, 2022 Premier Global Technology Conferences AGC Partners is one of the only investment banks to hold middle- market industry conferences solely focused on driving relationships among strategic acquirers, PEs, and emerging private growth companies spanning all major tech sectors – At our last conference pre COVID in Feb’20 we had 3,000 one-on-ones Offers insights from leaders in their respective industries, and direct engagement with the most active investors in the space Includes 500+ early and growth stage technology companies (revenues $10-$100M ARR) and 600+ private equity firms and strategic acquirers High caliber panels and 30-minute pre-arranged one-on-one meetings lead to hundreds of new leads, several new engagements, and drive the marketing efforts for pre-engaged clients Select Strategic Attendees Select Private Equity Attendees 1,585 Attendees $1.3T In AUM Represented 3,000 1-On-1 meetings 2020 San Francisco Conference Stats “We achieved in one single day the equivalent of 2+ weeks of prospecting work” “We achieved in one single day the equivalent of 2+ weeks of prospecting work” Testimonials “We achieved in one single day the equivalent of 2+ weeks of prospecting wrk” “Excellent and highly productive event; AGC gathers the most relevant group of c mpanies and PE/VC investors in ne place” “Superb event and opportunity for entrepreneurs to tell their story to the investor community” AGC Partners 8 DIRECT SENIOR RELATIONSHIPS WITH THE TOP PE & STRATEGIC BUYERS IN TECH AGC is one of the most active pure tech boutique banks with 448 closed deals across premium buyers Strong relationships and a proven track record with ~400 of the leading strategic acquirers Knowledge of development roadmaps + buy vs build priorities allows us to strategically position businesses to achieve optimal outcomes Deep sector expertise ensures unique and customized positioning for each buyer Representative Acquirers Representative Platform / PE Acquirers Representative Acquirers AGC sits at the center of the buy and build ecosystem, with over 400 PE/VC longstanding relationships High volume of successful transactions with and for financial acquirers and portfolio companies Relationships developed over the long term provide AGC access and credibility with key decision-makers In depth insights into each financial acquirer’s unique investment criteria, approach and behavior AGC has significant experience in optimally structuring transactions, enabling both entrepreneurs and existing investors to take a second bite at the apple Trusted Advisor of Growth / PE Financial Acquirers Trusted Advisor of PE- Backed Strategics Trusted Advisor of Public Strategic Acquirers Confidential Materials. Do Not Distribute. AGC Partners 9 LONG HISTORY OF DELIVERING PREMIUM RESULTS 6 Years Enterprise Value ($M)2015 2021 10 Years Enterprise Value ($M)2005 2015 EV: $40M Financed By Sold To EV: $1B+ 2.5 Years Enterprise Value ($M)2016 2019 2 Years Enterprise Value ($M)2003 2005 EV: $130M Financed By Sold To EV: $580M EV: $60M Financed By 033 Ventures Sold To EV: $430M Public 2015 EV: $6.9B Take Private EV: $1B 2010 AGC acted as financial advisor to Greenphire AGC acted as financial advisor to TippingPoint AGC acted as financial advisor to Buildium AGC acted as financial advisor to SS&C IPO Confidential Materials. Do Not Distribute. AGC Partners 10 CEO AND BUYER TESTIMONIALS Confidential Materials. Do Not Distribute. “We are very grateful for their invaluable advice, quick action and 'always-on' approach.” Barry Kelly, Founder &CEO | “Thanks to AGC's persistence and experience throughout the COVID period, we were able to close a great deal.” David Canek, CEO | “I can’t speak more highly of the tenacity AGC brought… the deal absolutely would not have happened without AGC.” Richard Addi, CEO | “In a tough, competitive market, their execution is A+ and their integrity is even higher.” A.J. Rohde, Senior Partner | “The AGC team was simply extraordinary. They dig in, roll up their sleeves, and work hard.” Jim Quagliaroli, Co-Founder, Managing Partner | “AGC went above and beyond in every respect to ensure we completed a transaction that exceeded all expectations.” John Borland, Founder & CEO | “Selecting AGC was the best decision I made. AGC got smart about who we are and worked harder than anyone I had ever seen.” Weston Lunsford , Founder & CEO | “AGC’s expertise was invaluable in helping us navigate strong investor interest and connect with a great partner.” Rita Selvaggi, CEO | “At the start of our engagement Ben promised that no one works harder than the team at AGC, and he was right.” Michael Monteiro, CEO | “AGC proved highly effective in efficiently delivering a superior outcome for our partnership and employees.” Mike Volk, Managing Partner |