francisco partners overview - nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio...

9
TECHNOLOGY MID MARKET TRANSFORMATION FRANCISCO PARTNERS OVERVIEW CONFIDENTIAL

Upload: duongcong

Post on 28-Mar-2018

223 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

TECHNOLOGY MID MARKET TRANSFORMATION

FRANCISCO PARTNERS OVERVIEW

CONFIDENTIAL

Page 2: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

2

TRANSFORMATIONAL CAPITAL

• 42 INVESTMENT PROFESSIONALS

• OVER 200 ACQUISITIONS

• OPERATING PARTNERS & ADVISORS

• COMMUNICATIONS & SECURITY

• FINANCIAL TECHNOLOGY

• HEALTHCARE TECHNOLOGY

• SOFTWARE & INTERNET

• SYSTEMS & HARDWARE

• UNDERMANAGED ASSETS

• OVERLOOKED SECTORS

• COMPLEXITY ARBITRAGE

• INVESTING IN DISRUPTION

• SECTOR-­FOCUSED

• FOUNDER TRANSITION

• DIVERSITY OF WINNERS

• “LITTLE L” IN LBO

• BARBELL OF GROWTH & VALUE

• FLEXIBLE CAPITAL TO TAKEADVANTAGE OF MARKET CYCLES

MIDDLE MARKET TRANSFORMATION

EXPERIENCE CONSISTENCY

TECHNOLOGY

TRACK RECORD

• COMPLETED OVER 50 SALES OF

PORTFOLIO COMPANIES

• $10B IN REALIZATIONS

Page 3: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

3

STRATEGIC ACQUISITIONS ACCELERATE VALUE CREATION

Deal Flow

92 120

PLATFORM INVESTMENTS ADD-­ON ACQUISITIONS

Page 4: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

4

INVESTMENTS SPAN TECHNOLOGY SECTOR

COMMUNICATIONS &SECURITY

HEALTHCARETECHNOLOGY

FINANCIALTECHNOLOGY

OTHER SERVICES

SOFTWARE

SYSTEMS &HARDWARE

$10B IN REALIZATIONS CURRENT PORTFOLIO

(Kewill)

*

Page 5: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

5

FP TEAM – DEAL PARTNERS

EZRA PERLMAN2003

CO-­PRESIDENTHEALTHCARE IT

BATTERY VENTURES, ADVANTA, OLIVER WYMAN

STANFORD UNIVERSITY, M.B.A. HARVARD COLLEGE, B.A.

DAVID GOLOB2001CIO

SOFTWARE

TIGER MANAGEMENT,GENERAL ATLANTIC, MCKINSEY

STANFORD UNIVERSITY, M.B.A.HARVARD COLLEGE, A.B.

ANDREW KOWAL2001

COMMUNICATIONS / HARDWARE

PRINCES GATE INVESTORS,MORGAN STANLEY

THE WHARTON SCHOOL UNIVERSITY OF PENNSYLVANIA, B.S.

DIPANJAN “DJ” DEB1999CEO

CROSS SECTOR

TPG, ROBERTSON STEPHENS,MCKINSEY

STANFORD UNIVERSITY, M.B.A.U.C. BERKELEY, B.S.

MATT SPETZLER2004

EUROPE

BAIN

STANFORD UNIVERSITY, M.B.A.GEORGIA TECH, B.S.

PETRI OKSANEN2005

INDUSTRIAL SOFTWARE

MORGAN STANLEY,MICROSOFT

UNIV OF WATERLOO, BASc

CHRIS ADAMS2008

HEALTHCARE IT

AMERICAN SECURITIES,BAIN

STANFORD UNIVERSITY, M.B.AGEORGIA TECH, B.S.

PETER CHRISTODOULO2008

SOFTWARE / FINTECH

THOMAS H. LEE PARTNERS,CREDIT SUISSE

HARVARD COLLEGE, A.B.

DEEP SHAH2003

CO-­PRESIDENTEUROPE

PRINCES GATE INVESTORS,MORGAN STANLEY

UNIVERSITY OF CAMBRIDGE, M.A.

Page 6: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

6

FP TEAM – PRINCIPALS & VICE PRESIDENTS

MARIO RAZZINIARMA PARTNERS, CITIGROUPBOCCONI UNIVERSITY, B.SC.

LEONID ROZKINJ.P. MORGAN

UNIVERSITY OF CALIFORNIA, BERKELEY, B.S. & B.A.

ADAM SOLOMONHELLMAN & FRIEDMAN,GLEACHER PARTNERS

STANFORD UNIVERSITY, M.B.A.HARVARD COLLEGE, A.B.

BILLY DEITCHTPG, UBS

STANFORD UNIVERSITY, M.B.A.YALE UNIVERSITY, B.A.

JOHNATHAN MURPHYCPPIB, MORGAN STANLEYUNIVERSITY OF DUBLIN, B.C.

CHRISTINE WANGADVENT, J.P. MORGAN

STANFORD UNIVERSITY, M.B.A.COLUMBIA UNIVERSITY, B.A.

EVAN DAARMCKINSEY & CO

STANFORD UNIVERSITY, M.B.A. COLUMBIA UNIVERSITY, B.A.

ZACH FUCHSBAIN CAPITAL, MCKINSEY & COSTANFORD UNIVERSITY, M.B.A. UNIVERSITY OF PENNSYLVANIA,

B.S., B.A.

ALAN NIJ.P. MORGAN

UNIVERSITY OF CALIFORNIA, BERKELEY, B.A. & B.S.

MEGAN KARLENCASTLE HARLAN, GLEACHER PARTNERS, MORGAN STANLEYHARVARD UNIVERSITY, M.B.A. HARVARD UNIVERSITY, B.A.

JASON BREINELEVATION PARTNERS,GOLDMAN SACHS

HARVARD UNIVERSITY, M.B.A. PRINCETON UNIVERSITY, B.A.

BRIAN DECKERMCKINSEY

CORNELL UNIVERSITY, M.ENGUNIVERSITY OF WATERLOO, BASc

ROBERT MACLEANENGLEFIELD CAPITAL,GOLDMAN SACHS

OXFORD UNIVERSITY, M.ENG.

NEIL TOLANEYPERSONALIZATIONMALL

TCV, LEGALZOOM, POLARISHARVARD UNIVERSITY, M.B.A.

YALE UNIVERSITY, B.A.

JUSTIN CHENFTV CAPITAL, BEZAR INC., GTCR, BANK OF AMERICAGEORGETOWN UNIVERSITY,

B.S.B.A.

Page 7: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

7

FP TEAM – OTHER SENIOR PROFESSIONALS

BEN BALLPARTNER -­ GENERALIST

TA ASSOCIATESGENSTAR CAPITAL, AEA, BAIN

STANFORD UNIVERSITY, M.B.A. HARVARD COLLEGE, A.B.

ANDREW BROWNHEAD OF IR

GOLDMAN SACHS, KPMG

NORTHWESTERN UNIVERSITY, M.B.A.S.D.S.U., B.A.

KEITH GEESLINPARTNER -­ GENERALIST

SPROUT GROUP

STANFORD UNIVERSITY, M.S.OXFORD UNIVERSITY, M.S. STANFORD UNIVERSITY, B.S.

NEIL GARFINKELPARTNER – STRATEGIC DEVELOPMENT

FFL;; SUMMIT PARTNERSWILSON SONSINI, CRAVATH,

SWAINE & MOORE

COLUMBIA UNIVERSITY, J.D.HARVARD COLLEGE, A.B.

JOHN HERRCFO

PANTERA CAPITAL MANAGEMENTERNST & YOUNG, ANDERSON, ZURMUEHLEN & CO.

CARROLL COLLEGE, B.A.

SANDY ROBERTSONPARTNER – EMERITUS

ROBERTSON STEPHENSMONTGOMERY SECURITIES

SMITH BARNEY

UNIVERSITY OF MICHIGAN, M.B.A. UNIVERSITY OF MICHIGAN, B.A.

KATHLEEN O’DONNELLEUROPEAN COUNSEL

DECHERT LLP, LAWRENCE GRAHAM LLP

GUILDFORD COLLEGE OF LAW, LLB AND LPC

STEVE EISNERGENERAL COUNSEL & CCO

GORES GROUP, AMERISTAR, O’MELVENY & MYERS

U.C. LOS ANGELES, J.D.U.C. BERKELEY, B.A.

RACHEL FRANKLINDIRECTOR OF COMPLIANCE

CORDIUM, KLEINER PERKINS CAUFILED & BYERS

GEORGE WASHINGTON UNIVERSITY, J.D./M.B.A.B.A. NORTHWESTERN UNIVERSITY

TOM LUDWIGCOO

MICROSOFT, ROBERTSON STEPHENS

HARVARD UNIVERSITY, M.B.A.PRINCETON UNIVERSITY, B.S.E.

Page 8: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

8

FPC LEADERSHIP & OPERATIONAL EXCELLENCE

CONFIDENTIALNote: Francisco Partners Consulting (“FPC”) is owned by its Operating Partners. FPC professionals are not employees of Francisco Partners Management, L.P. and are shown above for reference only.

MIKE KOHLSDORFPRESIDENT OF FPC

ERAN GOREVOPERATING PARTNER

STEVE NIEDSR. OPERATING ADVISORHEAD OF PROCUREMENT

LYN CANTOROPERATING PARTNER

PAUL ILSEOPERATING PARTNER

BRUCE GRAINGEROPERATING ADVISORHEAD OF SALES

MIKE BARRYOPERATING PARTNERHEAD OF PRODUCTSAND TECHNOLOGY

TAO LUOPERATING ADVISOR

FINANCE & ACCOUNTING

PAUL WHEELEROPERATING PARTNER

OPERATING EXECUTIVES

FUNCTIONAL EXPERTS

RYAN GREENESENIOR OPERATING ADVISOR

HUMAN RESOURCES

KERRY EDWARDSOPERATING ASSOCIATE

Page 9: FRANCISCO PARTNERS OVERVIEW - Nebraska)m.b.a.) harvardcollege,&b.a.& davidgolob 2001 cio software ... universityof*pennsylvania,*b.s. dipanjan“dj”’’deb 1999 ceo crosssector

TECHNOLOGY MID MARKET TRANSFORMATION

THANK YOU