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STRICTLY PRIVATE AND CONFIDENTIAL
1QUARTERLY TECH REPORT – Q1: CYBERSECURITY
2
DEEP DOMAIN EXPERTISE IN THREE INTER-RELATED SECTORS… …AND AN INTERNATIONAL TRACK RECORD
A MARKET-LEADING CORPORATE FINANCE ADVISORY FIRM… …WITH GLOBAL REACH
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QUARTERLY TECH REPORT – Q1: CYBERSECURITY
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OPPORTUNITY
OUTCOME
PAUL KENYON & MARK AUSTIN, FOUNDERS & CO-CEOS, AVECTO, COMMENT:
SITUATION
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
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Q1 2016 PERFORMANCE
LAST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FO
RM
AN
CE
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
5LA
ST
12 M
ON
THS
Q1 2
016
BROADLINE ENDPOINT NETWORK DATA
MONITORING
& ANALYSIS
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
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COMPANYIPO
DATEDESCRIPTION
RAISED ($M)
INDICATIVE PRICE RANGE ($)
IPO LISTING PRICE ($)
INCREASE VS. RANGE
DAY 1 INCREASE
CURRENT INCREASE(1)
CURRENT EV ($M)
EV / REVENUE 2016E
EV / EBITDA 2016E
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
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REVENUE GROWTH (2016-17E) EV / REVENUE 2016E
EBITDA MARGIN 2016E EV / EBITDA 2016E
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
8QUARTERLY TECH REPORT – Q1: CYBERSECURITY
LTM Q1 2016
% CHANGE
LTM Q1 2016
% CHANGE
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TOTA
L D
ISC
LOSED
DEA
L V
ALU
E (
$M
)
NU
MB
ER
OF D
EA
LSQUARTERLY TECH REPORT – Q1: CYBERSECURITY
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DATE BUYER TARGET EV ($M)EV /
REVENUEEV /
EBITDACOMPANY DESCRIPTION
TARGETLOCATION
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
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DATE COMPANYTYPE OF ROUND
FUNDSRAISED ($M)
INVESTOR PARTICIPATION COMPANY DESCRIPTIONCOMPANYLOCATION
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
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PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN EBITDA MARGIN
COMPANY (31-MAR-16) WEEK HIGH CAP CASH DEBT VALUE CY2016 CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
BROADLINE
ENDPOINT
NETWORK
DATA
MONITORING & ANALYSIS
OPERATING METRICS VALUATION METRICS
REVENUE EBITDA
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
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DIRECTOR – LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC
QUARTERLY TECH REPORT – Q1: CYBERSECURITY
