@DESILVAPHILLIPS#ODPTMT

OCTOBER 3, 2019

2019 Dealmakers SummitThe Insights Revolution

8:30am – 9:00amREGISTRATION, COFFEE & BREAKFAST

9:00am – 9:15amWELCOME & INTRODUCTION FROM OAKLINS DESILVA+PHILLIPSJoanna Stone Herman, Partner, Oaklins DeSilva+PhillipsKen Sonenclar, Managing Director, Oaklins DeSilva+Phillips

9:15am – 9:40amKEYNOTE: THE DISRUPTION OF MARKETING DATA & INSIGHTSElaine Riddell, Senior Advisor, Oaklins DeSilva+Phillips

9:40am – 10:10amBIG DEAL: HOW PRIVATE EQUITY IS RESHAPING THE INSIGHTS INDUSTRYJohn Almeida, General Partner, SARORAS Private CapitalWilliam Bihrle, Vice President, Bain Capital

Moderated by: Ken Sonenclar, Managing Director, Oaklins DeSilva+Phillips

10:10am – 10:30amSPOTLIGHT INTERVIEW: 1ST PARTY DATA – THE NEW GOLD?Paul Krasinski, CEO, Epicenter ExperienceAvi Savar, President, SUZY

Interviewer: Erica Gruen, Senior Advisor, Oaklins DeSilva+Phillips

A G E N D A

10:30am – 10:50amSPOTLIGHT INTERVIEW: THE PROMISE OF ALTERNATIVE DATA Vinicius Vacanti, CEO, YipitData

Interviewer: Bill Watts, Deputy Markets Editor, MarketWatch

10:50am – 11:20amHEALTH CARE INSIGHTS: IMPROVING PATIENT OUTCOMES Chris Bradley, Executive Director, Healthcare, ComcastJerry Fields, CEO, Kantar USAGreg Hedges, VP, Emerging Experiences, RAINGaurav Kapoor, CEO, Newristics

Moderated by: Ken Karpay, Managing Director, Oaklins DeSilva+Phillips

11:20am – 11:45amHEADLINE INTERVIEW: HOW INSIGHTS TRANSFORMED THE NBA David Stern, Commissioner Emeritus, National Basketball Association

Interviewer: Eric Chemi, Reporter, CNBC

11:45am – 12:00pmNETWORKING & LIGHT SNACKS

H E A D L I N E I N T E R V I E W

Eric ChemiSports Business Reporter, CNBC

Eric Chemi is the sports business reporter for CNBC, based at the network’s global headquarters in Englewood Cliffs, N.J. He joined CNBC in 2014.

Chemi has interviewed numerous sports leaders, including Adam Silver, Rob Manfred, Gary Bettman, David Stern, Jerry Jones, Arthur Blank, Tom Ricketts, Roger Penske, Michael Eisner, Scott Boras, Kobe Bryant, Rafael Nadal, Shaquille O’Neal, and Charles Barkley.

In 2018, Chemi covered the Supreme Court’s decision to allow sports gambling across the country. In 2017, he reported on NFL players kneeling during the national anthem and the bribery investigation in college basketball. In 2016 he examined the practice of small countries buying Olympic athletes, and in 2015 he covered the fights on the legality of daily fantasy sports.

He began his CNBC career as a senior editor at large, focusing on data-driven stories across all industries and sectors. Prior to CNBC, he worked at Bloomberg TV and Businessweek as head of data and research. Before that, he worked at Fortress Investment Group’s macro hedge fund and at JPMorgan’s proprietary trading desk.

Chemi graduated with a degree in Electrical Engineering and Computer Science from MIT.

David SternNBA Commissioner EmeritusCEO, DJS Global AdvisorsDavid Stern redefined both the role of Commissioner and the importance of sports in society. In his 30-year tenure as NBA commissioner which concluded on February 1, 2014, Mr. Stern built the model for professional sports in league operations, public service, marketing, media distribution, digital technology and international expansion. He oversaw the NBA’s extraordinary growth with seven new franchises, a more than 30-fold increase in revenues, a dramatic expansion of national television exposure and the launch of the Women’s National Basketball Association and what is now known as the NBA G League. Stern anticipated the importance of digital to the growth of the NBA, launching NBA.com, NBA TV and NBA League Pass – the first global streaming service. He also oversaw the early adoption of social media by the league, its teams and its players, and the NBA now leads the world’s sports leagues in social media presence. Currently, as CEO of DJS Global Advisors, Mr. Stern serves as a Senior Advisor to the NBA, investment bank PJT Partners, venture capital firm Greycroft and is an investor in and advisor to a growing portfolio of 15 sports technology start-ups. Stern serves on the boards of the Thurgood Marshall College Fund, Jazz at Lincoln Center and the Paley Center for Media.

S P E A K E R S

John Almeida General Partner, SARORAS Private Capital

John Almeida is a General Partner at SARORAS Private Capital, an investment firm that provides equity capital to growing middle market technology enabled services companies. Prior to joining SARORAS, Mr. Almeida was Founder and Managing Partner of Five Peaks Capital Management which completed and exited investments focused on the Data, Marketing and Information Services Industry. In addition to overseeing these transactions, Mr. Almeida co-founded and served in an executive role at Reimagine Holdings Group and TrueSample Holdings.

Mr. Almeida holds a B.A. degree from Yale College, graduating Magna Cum Laude.

Will Bihrle Vice President, Bain Capital

Mr. Bihrle joined Bain Capital Private Equity in 2014. He is a Vice President in the Consumer, Retail & Dining Vertical and is a member of the North American Private Equity team.

Prior to joining Bain Capital Private Equity, Mr. Bihrle was an Associate at Berkshire Partners. Before Berkshire Partners, Mr. Bihrle was a consultant at Bain and Company.

Mr. Bihrle received an MBA from Harvard Business School where he graduated with distinction. He also received a BA in Business Economics and Ancient Latin from Brown University.

S P E A K E R S

Chris Bradley Executive Director, Healthcare, Comcast

Chris Bradley is currently an Executive Director in Comcast NBC Universal’s strategic development division, where he works on numerous healthcare-related projects.

A son of two physicians, Chris learned from an early age that medical records provided immense amounts of data but not the insights everyone had hoped for. This led to his realization that by combining medicine and computer science, one could potentially unlock the knowledge sealed within this morass of raw data, hopefully leading to more effective and efficient healthcare for patients and their families, on a massive scale. This realization became the foundation for Mana Health, an award-winning health data startup he led as Co-founder and CEO before its acquisition by Comcast.

Chris is a nationally recognized thought leader and innovator and has contributed to interoperability conversations at the White House, the Office of the National Coordinator for Health IT and in other important venues. He holds a B.A. in Neuroscience and Cell Biology, and an M.S. in Computer Science.

Jerry Fields CEO, Kantar USA

Jerry is responsible for the U.S. portfolio for the Health Division in the U.S. He leads a team of consultants and researchers who bring an in-depth understanding of pharmaceutical development and commercialization to clients. The team is widely recognzied for their deep expertise in Oncology and Rare Diseases.

Jerry brings more than 25 years of insight gained from practical experience in both the Client and Service side of the industry. He is recognized as a leader who is committed to delivering value to stakeholders with a unique blend of analytical discipline and leadership experience which has garnered a reputation as a trusted advisor to both internal colleagues and external clients.

S P E A K E R S

Erica Gruen Senior Advisor, Oaklins DeSilva+Phillips

Erica Gruen is a digital media pioneer and transformer, having launched one of the industry’s first cable networks (Bravo) and one of the world’s first digital ad agencies (Saatchi & Saatchi Interactive). She masterminded one of television’s biggest brands as President/CEO of the Food Network, introducing the smash hits The Iron Chef, The Two Fat Ladies, and Emeril Live!, among others. She also launched FoodNetwork.com, the #1 web site for food.

Today, she is actively involved in M&A, JVs and other partnerships. As a Principal with Quantum Media, Erica creates brand, content and business development strategies for the world’s largest media and entertainment companies, as well as mentoring, advising, and investing in leading ed tech, ad tech, music tech, green tech and food tech ventures.

Erica holds a B.A. With Honors from the University of Michigan-Ann Arbor and an M.S. in Educational Psychology from the University of Wisconsin-Madison (Advisor, Weinert Center for Entrepreneurship, School of Business; Distinguished Fellow Award, 2012). She is an adjunct professor at New York University, teaching entrepreneurship, and the business of entertainment and media. In 1995, New York Magazine named her to its very first “Cyber 60” list.

Greg Hedges VP of Emerging Experiences, RAIN

Greg Hedges, RAIN’s VP of Emerging Experiences, sits at the crossroads of creative, technology and strategy helping RAIN’s clients address their business challenges and needs. Greg has spent the past 19 years designing and developing interactive experiences for clients of all shapes and sizes. He’s earned bachelor and master’s degrees from the S.I. Newhouse School of Public Commutations at Syracuse University.

For the last 9 years at RAIN Greg has helped shape interactive experiences for clients which include: Unilever, Pfizer, Campbell Soup Company, Yahoo Sports, Safeco/Liberty Mutual, National Retail Federation, PepsiCo, Starbucks, Walmart, and Amazon.

Prior to RAIN, Greg worked as a Designer for Context Studio and King Features, a division of the Hearst Corporation. He also spent several years as part of the faculty at the Newhouse School sharing his passion for interactive design.

S P E A K E R S

Joanna Stone Herman Partner, Oaklins DeSilva+Phillips

Joined Oaklins DeSilva+Phillips in 2011.

Joanna has worked in the broader media and technology industry for over 20 years and has served in executive roles at Reed Elsevier, where she was SVP, Global Strategy for LexisNexis, Thomson Reuters, where she was EVP Business Development for Thomson Financial Corporate Group and VP Business Development for Thomson Learning. Joanna also worked at Dow Jones, Time Warner and Accenture’s Media & Entertainment Practice. Most recently, Joanna was Co-Founder and CEO of Librify, the exclusive eBook provider for Target, which was sold to Scribd.

She has worked on dozens of transactions on both the sell-side and buy-side. A recent notable transaction was representing Deutsche Börse on its sale of its news and algorithmic trading information business.

Joanna has served as an investor and advisor/board member of several tech start-ups including City Maps (sold to Trip Advisor in 2016), Thuzio, Axial Markets, and Matterhorn. Her writings have appeared in The Wall Street Journal, The Washington Post, Newsweek, People and The New York Daily News.

Joanna is on the Board of Harvard Business School New York Club, the Business Advisory Council for ProPublica, a non-profit investigative journalism organization, Vice President of the Alumni Council for The Dalton School and Board Member for the Leadership Committee for Memorial Sloan Kettering’s Kids Cancer Walk.

Gaurav Kapoor President, Newristics

Gaurav Kapoor is the President of Newristics, which has grown from a humble startup to an internationally renowned company in the messaging optimization market, serving mostly the healthcare sector.

Newristics combines Behavioral Science and Artificial Intelligence to take messaging from good to great. All major pharmaceutical companies use Newristics’ messaging platform and brands generating >$100 billion in combined annual revenue used Newristics messaging in 2019 alone.

Prior to Newristics, Gaurav was a Managing Partner at the New England Consulting Group for 16 years and led their Healthcare and Private Equity practices. At NECG, he built the Healthcare practice to from 5% to almost 50% of the revenue.

Gaurav has spoken at all major industry conferences like Intellus, PMRG, PBIRG, etc. and has been published in Pharma Exec magazine several times.

S P E A K E R S

Kenneth Karpay Managing Director, Oaklins DeSilva+Phillips

Joined Oaklins DeSilva+Phillips in 2014 and leads the healthcare practice.

Ken has extensive experience as both an adviser, entrepreneur and operator in business to business and consumer media.

Ken launched his career as a reporter and became editor of Baltimore’s The Daily Record and helped redesign the brand before it was acquired by Dolan Media. He served as an Associate Editor for Jill Abramson at Legal Times following its purchase by Steve Brill.

He then launched Legislative Guidebooks, Inc., a leading source of state data and managed its sale to State Net prior to its acquisition by LexisNexis.

Ken served as Senior Vice President and Publisher at Physicians Practice, a practice management media brand. He led the redesign of the brand and the launch of a new digital media business along with in-person and virtual live events. The company was backed by Virginia Capital and was acquired by United Business Media in 2007.

Since joining Oaklins DeSilva+Phillips in 2015, Ken has facilitated a number of notable transactions: the sale of Symbiotix to Havas Health; the sale of Versalinx to DuckerFrontier, a portfolio company of Boathouse Capital; and MJH Associates’ purchase of major market media assets from the UBM Life Sciences Group of Informa PLC (INF.L) with a transaction consideration reported as in excess of $100 million.

Paul Krasinski Founder & CEO, Epicenter Experience

Paul has always been fascinated by people - the way people make decisions, what influences their decisions, how people help one another to improve their lives and the way people collaborate to create innovative solutions to the issues facing people. There is nothing more valuable than the relationships among people. As a thought leader in consumer behavior, learning, insights and audience measurement Paul has formed a strong perspective on the value and importance of enabling brands and consumers to interact directly to share information and value. His company, Epicenter Experience, has developed a cloud-based consumer experience platform, The People Platform™, to facilitate conversation, consumer learning and value between companies and consumers.

Paul has been fortunate to assist in the design and implementation of consumer experiences for many of the most innovative consumer brands in the US. Prior to founding Epicenter Experience, Paul served as SVP, Strategy and Business Development at SessionM, Senior Vice President of Digital Media and Analytics at Arbitron (acquired by Nielsen) and COO at Ando Media (acquired by Triton Media Group), where he developed and refined a deep understanding for the consumer perspective, developed insight services and the industry relationships required to revolutionize how brands and consumers connect.

Paul holds an MBA from Columbia Business School and an A.B. Honors degree from Brown University in Organizational Behavior and Management.

S P E A K E R S

Elaine Riddell Senior Advisor, Oaklins DeSilva+Phillips

Elaine was named ‘The Future Maker’ by PharmaVoice. She is an Insights industry innovator who transforms established data, analytics and consulting businesses into high-performance market leaders with sustained, profitable revenue growth at more than twice the market rate. She is recognized for anticipating market shifts, championing customer-centric innovation, pursing strategic M&A and building performance-driven cultures. Elaine is a forerunner in digital solutions that enable marketing and commercial decision making, including people-level data, social media, digital technologies, and advanced analytics.

Elaine is a Founding Partner of InsightTech Advisors, a growth activist advisory firm enabling Marketing Insights providers and investors to unlock new value and growth in a marketplace undergoing radical change. Before this, Elaine founded Decisio LLC where she also partnered with these stakeholders to leverage her 15 years of global C-level operating experience to build value.

As CEO of Kantar Health she merged TNS Healthcare with other Kantar healthcare assets to create the leading insights-enabled consulting firm. TNS recruited Elaine to become Global CEO of TNS Healthcare with the mandate to integrate three legacy firms, operating across twenty countries, into one global business. Over five years she doubled the company’s revenue and tripled EBITDA.

Elaine engineered the formation of NOP World Health. As CEO, the business doubled over four years through organic growth and strategic acquisitions. She joined NOP World as President of 25-year-old Market Measures, the platform for NOP World Health, and transformed this declining business into a high growth, 31% CAGR, high EBITDA margin business.

Avi Savar President, SUZY

Over the last two decades, Avi Savar has helped the worlds leading organizations drive change by leveraging technology and content as transformative forces to build and grow their brands.

In 2004 Avi founded Big Fuel, a global digital marketing agency, which he grew from a one-man shop to a dominant industry leader with over 130 employees worldwide. Over the next decade, Big Fuel consulted with the world’s leading brands, including: American Express, General Motors, Budweiser, Samsung, Gatorade, Colgate-Palmolive, and more. In June 2011, Avi led Big Fuel to a successful acquisition by French media giant Publicis Groupe.

In 2014 Avi established Savar Ventures, an advisory and investment firm, and also joined venture capital firm Dreamit as Managing Partner until 2017 and where he currently serves as Partner and Board Director.

Most recently, in 2018 Avi was named President of consumer intelligence platform SUZY. Being touted as ‘Siri for brands’, SUZY has secured over $15 Million in venture capital to-date from investors that include: The Foundry Group, Tribeca Venture Partners, NBA star Kevin Durant and fashion icon Kenneth Cole.

Avi continues to be a leading expert who consults and speaks globally on digital strategy, disruptive technologies, business transformation and corporate innovation. He is the author of Content to Commerce (published by Wiley) and in 2010 was named the inaugural President of the Cannes Lions Branded Content Jury.

S P E A K E R S

Ken Sonenclar Managing Director, Oaklins DeSilva+Phillips

Ken has enjoyed a varied career across the media landscape.

He served as the founding editor of Information Week magazine before taking up a 15-year career in research and consulting, first as an analyst and program director in Artificial Intelligence at Gartner Group, and later as founder and CEO of New Science Associates, where he led the company onto the Inc. 500 list of fastest-growing private companies in the USA. New Science was a retainer-research firm specializing in advanced information tech, including AI, imaging, and automated software design. The firm, with offices across the US and in the UK, was acquired by Gartner Group.

His focus areas include marketing services, research & consulting, customer intelligence & experience, ad tech, e-commerce, editorial content, lead generation, events, and cross-border transactions. Ken has been involved in the sales of Vision Critical Research & Consulting (Canada) to Maru Group/Primary Capital (UK), RDA Group to Ipsos (France), The New York Times’s UCompareHealthCare to Vitals, Corporate Executive Board’s Toolbox.com to Ziff-Davis, ASI Government to Compusearch, AdMeta (Sweden) to Wide Orbit, Ad-Juster to Innotech (China), Collectors Weekly to Barnebys (Sweden), Performance Racing Industry to SEMA, PhoCusWright to Northstar Travel Media, iens (The Netherlands) to TripAdvisor, Yankee Group’s 4G World to UBM, All Star Directories to Austin Ventures, Assisted Living Source to Sittercity, FranchiseGator to aQuantive, Visionary Networks/Tarot.com to NameMedia, TDA Group to Cybermedia (India), Wrapsidy to SQAD, Guideline to InfoUSA, Beauty Schools Directory to Arlington Capital/Plattform, and the creation of Spree 7, a Berlin-based ad-tech joint venture between PubliGroupe (Switzerland) and MediaMath.

Ken is an award-winning writer and the author of the novel Bombs & Believers.

Vinicius Vacanti Co-Founder & CEO, YipitData

Mr. Vacanti is the co-founder and CEO of YipitData, a 110-person New York City fintech startup specializing in analyzing alternative data for institutional investors. YipitData’s research now covers over 70+ companies and works with 180+ of the world’s largest hedge funds and long-only investors.

Previous to YipitData, he was a member of the investment team at Quadrangle Group, a $2 billion fund investing in tech, media, and telecommunications companies. Previous to Quadrangle Group, he was an investment banking analyst in The Blackstone Group’s mergers and acquisitions advisory practice.

He graduated with honors from Harvard College with a degree in Applied Mathematics where he was a teaching fellow in Harvard’s computer science department.

S P E A K E R S

Bill Watts Deputy Markets Editor, MarketWatch

Bill Watts is deputy markets editor at MarketWatch. where he writes about investing and trading while helping to oversee coverage of global financial markets.

Relationshipsfoster success

Jeff SparrSenior Advisor

Erica GruenSenior Advisor

John Kaiser, Jr.Partner

Roland A. DeSilvaChairman & Managing Partner

Frank AntonSenior Advisor

Jeffrey L. DearthPartner

James D. ZielinskiSenior Advisor

Reed Phillips IIICEO & Managing Partner

Danny PhillipsManaging Director

Joanna Stone HermanPartner

John MatthewsManaging Director

Ken SonenclarManaging Director

Larry JonesSenior Advisor

Cristina C. MoraisVice President

Robin WarnerManaging Director

Mark LeiterSenior Advisor

Rik KranenburgSenior Advisor

Christopher BaillieuAssociate

T H E O D P T E A M

You give your company your all. As your M&A advisor we’ll do the same. We are passionate about M&A. It’s what we do, every day. We give nothing but our very best to do justice to the extraordinary effort our clients put into their businesses. Our partnership with our clients works because we both believe in never settling until we deliver excellence. Oaklins DeSilva+Phillips’ team not only has deep investment banking expertise, but we have also been CEOs, company owners, entrepreneurs, executives and corporate development professionals. We are the world’s most experienced advisor on mid-market deals.

Mike GreehanSenior Advisor

Steven RosenbaumSenior Advisor

Andy M. BennettAssociate

Christopher BaillieuAssociate

William MosesSenior Advisor

Lillian Liu Managing Director

Neal GoffSenior Advisor

Colin MorrisonSenior Advisor

Jeff PundykSenior Advisor

Elaine RiddellSenior Advisor

Kerry Hatch Managing Director

John D. Chaparro Managing Director

Kenneth KarpayManaging Director

David GraffSenior Advisor

Itzhak FisherSenior Advisor

John CabellSenior Advisor

Dan LubartSenior Advisor

Colton T. SmithAssociate

Andrew EaddyAnalyst

Jack NoblePartner

Danielle SterlingController

Frank BaitmanSenior Advisor

Caroline Glidden Analyst

Oaklins DeSilva+Phillips is an investment bank for clients that operate at the intersection of content, technology and services. This includes enterprises operating within the media, advertising & marketing, education, healthcare, information services and technology sectors. Over 23 years, clients have included Advance Publications/Condé Nast, Deutsche Börse Group, Elsevier, Hachette, JP Morgan Partners, Microsoft, The New York Times, Time Inc., TPG and Wasserstein & Co., among others. The firm is the TMT practice co-head and industry specialist in Oaklins, the world’s largest and most successful M&A advisory organization in the mid-market, with over 800 investment banking professionals in 45 countries.

At Oaklins, we are passionate about M&A. It’s what we do, every day. We give nothing but our very best to do justice to the extraordinary effort our clients put into their businesses. Our partnership with our clients works because we both believe in never settling until we deliver excellence. Coming from every corner of the world and with a diverse range of backgrounds, together we are one global team. The world’s most experienced advisor on mid-market deals.

Oaklins DeSilva+Phillips has hosted the landmark annual Dealmakers Summit for nearly twenty years. It is the seminal event in the firm’s Dealmakers Series, which are topical, invitation-only discussions for the top dealmakers and operators in the Media, Advertising & Marketing, Education, Technology, and Healthcare industries. Each event focuses on a specific aspect of the M&A landscape and features innovators in that sector, in this case - Marketing Data & Insights.

The events approach the discussion through the lens of M&A. They feature industry experts discussing the future of the media and technology industries, specifically focusing on recent and imminent notable transactions, as well as emerging trends and opportunities in our space. We bring together influential leaders for stimulating discussions, valuable networking opportunities, and engaging programming.

Attendees of events are key decision-makers in investing, PE, VC, Corporate Development, and Business Development, as well as C-Level executives, entrepreneurs, and founders of companies.

A B O U T O D P

If you are an entrepreneur or a CEO developing your near or longer-term exit strategy, a mature business owner contemplating an acquisition or divestiture, or a private equity sponsor executing your portfolio strategy, Oaklins DeSilva+Phillips’ professionals are eager to help you explore your options.

Please email us at TMT@dp.oaklins.com.

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D P. O A K L I N S . C O M

Global mid-market 2018by volume (value US$)

Deals completed up to US$5–250mSource: www.mergermarket.com; Oaklins

0 50 100 150 200 250

Oaklins

PwC

Deloitte

KPMG

EY

Rothschild & Co

Houlihan Lokey

Lazard

BDO LLP

(9.5 billion)

(10.8 billion)

(11.0 billion)

(8.7 billion)

(8.6 billion)

(10.8 billion)

(5.8 billion)

(6.5 billion)

(4.4 billion)

(2.5 billion)

No. of deals

222 deals

Raymond James

50

54

54

64

96

123

139

156

160

N O T E S

DP.OAKLINS.COM

Founded in 1996, New York-based Oaklins DeSilva+Phillips leads the Technology, Media and Telecommunications practice for Oaklins, the world’s largest and most successful

M&A advisory organization in the mid-market.

RANKED #1 GLOBALLY FOR MID-MARKET M&A VOLUME

COUNTRIES OFFICESWORLDWIDE

PROFESSIONALS TRANSACTIONS INTRANSACTIONS

45+ 65 5,000+800+ $75B