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Solganick.com Software and Tech-Enabled Services Investment Banking + M&A Advisory Solganick.com Who We Are? Formed in 2009, Solganick & Co. is a data-driven investment bank and mergers and acquisitions (M&A) advisory firm focused exclusively on Software, Tech- Enabled Services, and Healthcare IT companies. We advise buyers and sellers of companies on M&A strategies and execution to maximize shareholder value. Our M&A transactions have the following characteristics: • Deal Size Range: $20M to $250M+ • Revenues: $10M to $200M+ • EBITDA: $2M to $20M+ • $20B and 200+ Transactions Completed Offices located in Austin, Dallas, Los Angeles, and San Francisco. Solganick.com Our Industry Expertise Healthcare IT IT Services and MSPs Enterprise Software Data and Analytics Education, Learning and Training Software (Edtech) Financial Technology (Fintech) Health and Wellness Software Artificial Intelligence and Machine Learning Cybersecurity Industry Expertise + Proprietary Access to Active Buyers and Sellers Solganick.com Corporate Buyers (Strategics) Private Equity Buyers (Financials) Company Founders and Private Sellers Private Equity Sellers Family Offices and Alternative Investment Firms We Target Buyers and Sellers of Companies We identify buyers and sellers of companies using data-driven research and proprietary relationships to find the best options for our clients. Solganick.com We Manage the M&A Transaction Process Target / Buyer Identification Deal Marketing Deal Negotiations Deal Management and Execution Valuation/Financial Analysis We manage the M&A process from start to finish so you can run your business Solganick.com We Increase Shareholder Value Identify Premium Buyers Run competitive M&A auction process Financial Analysis: Revenue and EBITDA adjustments Negotiate Deal Terms Close Transaction Our complex M&A process will drive significant shareholder value for your business Summary of Qualifications All Clients of Solganick & Co. receive the full attention and focus of the firm and its senior professionals Efficient creation of highly customized and impactful marketing materials and presentations to resonate with specific buyers This team will manage and execute every aspect of the mandate from start-to-finish All deals are led by our senior team with highly relevant industry and transactional experience Solganick & Co.’s knowledge of the Software/IT Services market greatly reduces the need for management resources, increases the buyer universe and improves transaction success and timing Insightful and focused positioning to buyers depending on client’s transaction objectives and considerations Ability to leverage knowledge and experience in transaction negotiations Minimize transaction risk and maximize outcome through careful and effective negotiations has been acquired by has acquired has been acquired by has been acquired by has acquired has acquired has been acquired by has invested in has been acquired by has been acquired by has acquired has been acquired by has been acquired by has been recapitalized by has merged with has been acquired by has been acquired by has invested in Select Representative Transactions Case Study Waypoint • Waypoint, headquartered in West Chester, PA is a leading provider of business intelligence, data management, and analytics solutions and services across the U.S. Waypoint has an impeccable track record with a blend of business knowledge, technical skills, and consulting expertise that translates into more value and less risk for their clients. Client • The co-founders of Waypoint selected Solganick & Co. to assist in evaluating and executing its M&A plans after the founders decided that it was the right time to sell the company to a strategic buyer, after interviewing 11 investment banks. • The Solganick & Co. team was confident in its ability to leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company. Situation Process and Results • Solganick & Co. conducted an efficient, focused and highly competitive M&A marketing process involving strategic buyers. • Several highly-qualified parties expressed interest and 8 buyers submitted compelling offers. • After discussions and preliminary negotiations with numerous groups, WIPFLI, LLP put forth the most compelling offer. • Solganick was able to run a fast process, negotiate a 100% cash offer, and increase valuation by 50%. • Through the transaction, Waypoint founders were able to maximize cash at close with a very attractive market driven transaction multiple. • The transaction closed in February 2022. has been acquired by Case Study Strata Information Group • Strata Information Group, Inc. is an IT consulting firm focused exclusively on the higher education sector. The company provides systems integration and IT assessments to universities and colleges across the U.S. Client • The two co-founders had been running the company for the last 30 years and were ready to transition out for retirement. • The company hired Solganick & Co. to run a sell-side M&A process and leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company. Situation Process and Results • Solganick & Co. conducted an efficient, focused and highly competitive M&A marketing process targeting strategic buyers. • Several highly-qualified parties expressed interest and 14 of them submitted offers. • After discussions and preliminary negotiations with numerous groups, Fort Point Capital ultimately put forth the most compelling offer. • Through the transaction, Strata Information Groups co-founders were able to maximize cash at close with a very attractive market driven transaction multiple. • The transaction was announced and closed in June 2021. has been acquired by Case Study Visual BI • Visual BI is a data analytics IT consulting firm with offices in Dallas and India. The Company is a Snowflake Elite Partner and provides cloud data management and integration services. Client • The founder of Visual BI selected Solganick & Co. to assist in evaluating and executing its M&A plans after the Company received an unsolicited offer. • The Solganick & Co. team was confident in its ability to leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company. Situation Process and Results • Solganick & Co. conducted an efficient, focused and highly competitive M&A marketing process involving potential financial and strategic buyers. • Several highly-qualified parties expressed interest and submitted compelling offers. • After discussions and preliminary negotiations with numerous groups, ATOS/MavenWave ultimately put forth the most compelling offer. • Solganick was able to increase the upfront cash amount by 50% and total valuation by 25%. • Through the transaction, Visual BI’s founders were able to maximize cash at close with a very attractive market driven transaction multiple. • The transaction was announced in July 2021 and closed the following month in August 2021. has been acquired by Case Study iXerv • iXerv Americas is the leading provider of HR and HCM transformation services leveraging SAP SuccessFactors Human Experience Management (HXM) software suite. The company was the Americas division of iXerv Global, and has offices and clients in the United States, Puerto Rico, Mexico, Brazil, Colombia, and Peru. Client • The founder of iXerv selected Solganick & Co. to assist in evaluating and executing its M&A plans after the Company received significant inbound interest from the market. • The Solganick & Co. team was confident in its ability to leverage its deep domain expertise and relationships to procure multiple, high-quality offers in excess of the initial offer received by the Company. Situation Process and Results • Solganick & Co. conducted an efficient, focused and highly competitive M&A marketing process targeting strategic buyers. • Several highly-qualified parties expressed interest and 12 of them submitted offers. • After discussions and preliminary negotiations with numerous groups, The Silicon Partners ultimately put forth the most compelling offer. • Through the transaction, iXerv’s shareholders were able to maximize cash at close with a very attractive market driven transaction multiple. • The transaction was announced and closed in April 2021. has been acquired by Client Recommendations “Solganick was the M&A advisor to my recent transaction. His knowledge and experience in the IT services industry as well as the SAP services specifically was a tremendous asset to my transaction. He always focus on quality prospects and making sure that he brings the good match together. I appreciate his hard work, integrity, and high level of energy. I highly recommend Aaron and his team at Solganick & Co.” Paul Tran, CEO and Founder, Aptelis, Inc. Aaron Solganick is top-notch M&A professional as well as his team. I have worked with his firm on three separate M&A transactions and value his industry knowledge, expertise, professionalism, commitment to creating value for both buyer and seller in M&A transactions.” Michael Pearson, CEO and Founder of CONTAX, Inc. “Aaron Solganick is an extremely hard-working investment banker and generated great results. I would both recommend and hire Aaron and his team again.” Derrik Deyhimi, CEO and Founder of Iconixx Software Corporation “I have known Solganick & Co. and Aaron Solganick for more than eight years and during that time, he consistently presented appropriate opportunities, demonstrating a real understanding of the IT Services industry and value of strong alignment between target and potential acquirer. Because of his deep network, Aaron was able to bring deals that might otherwise have been below the radar and offer strong value to both parties. I will continue to work with Aaron in the near future on M&A deals.” Robin Kearon, CEO, North America of Inforte Corporation/Business & Decision Most Influential Investment Bankers/PE Advisors Los Angeles Business Journal, 2019 - 2022 • Senior Vice President Investment Banking, B. Riley Securities • Vice President Investment Banking, KPMG Corporate Finance • Corporate Development and Senior Financial Analyst, Perot Systems Corporation • Investment Banking Associate, Southwest Securities • Investment Banking Analyst, Bear Stearns & Co. Previous Experience Aaron Solganick is a high energy and experienced technology investment banker with an entrepreneurial spirit. He launched the investment bank Solganick & Co. in 2009 to focus exclusively on completing mergers and acquisitions software and tech-enabled services companies. • MBA, Southern Methodist University • BBA/MS in Finance, University of North Texas • Executive Education, M&A, Columbia University Education AARON SOLGANICK CHIEF EXECUTIVE OFFICER Years in Practice: 28+ Years with Current Firm: 12+ Specialty or Industry Focus: Software/SaaS and IT Services Contact Us OFFICE LOCATIONS LOS ANGELES 1240 Rosecrans Ave, Suite 120 Manhattan Beach, CA 90266 DALLAS 1920 McKinney Ave, Suite 700 Dallas, TX 75201 SAN FRANCISCO 650 California Street, Suite 700 San Francisco, CA 94108 AUSTIN 501 Congress Ave, Suite 150 Austin, TX 78701 mergers@solganick.com LinkedIn: Solganick & Co. Phone: (310) 684-3130 Aaron Solganick, CEO Email: aaron@solganick.com Phone: (310) 713-4764 Cameron O’Leary, Senior Vice President Email: coleary@solganick.com Phone: (508) 726-9387 Frank Grant, Managing Director Email: fgrant@solganick.com Phone: (702) 612-9459 William Billeaud, Managing Director Email: wbilleaud@solganick.com Phone: (214) 675-5539 Sam DiSalvo, Senior Vice President Email: sdisalvo@solganick.com Phone: (614) 506-6677 Samantha Chang, Dir. Of Business Development Email: schang@solganick.com Phone: (949) 981-2738
