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Q3 2015 STRICTLY PRIVATE AND CONFIDENTIAL
2015 STRICTLY PRIVATE AND CONFIDENTIAL
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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
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2 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
LAST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FO
RM
AN
CE
Q4 2015 PERFORMANCE
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3 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH LA
ST
12 M
ON
THS
Q4 2
015
HEALTHCARE IT - EUROPE HEALTHCARE IT - US BIOPHARMA IT
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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
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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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6
TOTA
L D
ISC
LOSED
DEA
L V
ALU
E (
$M
)
NU
MB
ER
OF D
EA
LS
QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
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7 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTION TARGET
LOCATION
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8 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
DATE BUYER TARGET EV ($M) EV/REVENUE EV/EBITDA COMPANY DESCRIPTION TARGET
LOCATION
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9 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
DATE COMPANY TYPE OF ROUND
FUNDS RAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTION COMPANY LOCATION
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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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11
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
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12 QUARTERLY TECH REPORT – 2015 ANNUAL REVIEW: HEALTHTECH
MANAGER - LONDON PARTNER – NEW YORK PARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC