strictly private and...
TRANSCRIPT
Q3 2015 STRICTLY PRIVATE AND CONFIDENTIAL
2015 STRICTLY PRIVATE AND CONFIDENTIAL
1 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
A MARKET-LEADING CORPORATE FINANCE ADVISORY FIRM… …WITH GLOBAL REACH
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DEEP DOMAIN EXPERTISE IN THREE INTER-RELATED SECTORS… …AND BROAD INDUSTRY NETWORKS
2 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
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HEALTHCARE IT - EUROPE HEALTHCARE IT - US BIOPHARMA IT
4 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
COMPANY IPO
DATE DESCRIPTION
RAISED ($M)
INDICATIVE PRICE RANGE ($)
IPO LISTING PRICE ($)
INCREASE VS. RANGE
DAY 1 INCREASE
CURRENT INCREASE(1)
CURRENT EV ($M)
EV / REVENUE 2015E
EV / EBITDA 2015E
5 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
REVENUE GROWTH (2015-16E) EV / REVENUE 2015E
EBITDA MARGIN 2015E EV / EBITDA 2015E
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TOTA
L D
ISC
LOSED
DEA
L V
ALU
E (
$M
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NU
MB
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OF D
EA
LS
QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
7 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTION TARGET
LOCATION
8 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTION TARGET
LOCATION
9 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
DATE COMPANY TYPE OF ROUND
FUNDS RAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTION COMPANY LOCATION
10 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
DATE COMPANY TYPE OF ROUND
FUNDS RAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTION COMPANY LOCATION
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OPERATING METRICS VALUATION METRICS
PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA
COMPANY (31-DEC-15) WEEK HIGH CAP CASH DEBT VALUE CY2015 CY15-16 HISTORICAL CY2015 CY2016 CY2015 CY2016 CY2015 CY2016
GENERALISTS WITH SIGNIFICANT HEALTHTECH EXPOSURE
HEALTHCARE IT - EUROPE
HEALTHCARE IT - US
BIOPHARMA IT
EBITDA MARGIN
QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
12 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
MANAGER - LONDON PARTNER – NEW YORK PARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC