Selected M&A Deals for the Week of September 22, 2014 to September 28, 2014

September 29, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of September 22, 2014 to September 28, 2014. For a comprehensive analysis of software industry mergers and acquisitions and public software company financial performance you can download our research reports by visiting http://www.softwareequity.com/research_reports.aspx.

Notable transactions for the week include:

Sage Group plc’s acquisition of PAI Group, Inc.

Yahoo! Inc.’s acquisition of Bookpad Techsoft India

Apple Inc.’s acquisition of Prss B.V.

Weekly M&A Deals, SEG

 


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Ad Tech and Lead Generation Product Category

September 29, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG Internet Index – Ad Tech and Lead Generation product category as shown in the SEG September Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of August, the Ad Tech and Lead Generation product category achieved a median EV/Revenue multiple of 2.0x, TTM Revenue Growth of 26.8%, and EBITDA Margin of 6.3%.  Notable companies outperforming their respective category include:

  • LinkedIn with a 13.7x EV/Revenue multiple
  • Criteo SA with a 60.8% revenue growth
  • Baidu.com, Inc. with a 38.4% EBITDA margin

SEG Internet Index – Ad Tech and Lead Generation, Internet, Ad Tech and Lead Generation, Public, Valuations, Financial Performance, Agnies’s List, Baidu.com, Bankrate, Conversant, Coupons.com, Criteo, Google, Groupon, InterActive Corp., LinkedIn, Merchex, QuinStreet, Reach Local, Rocket Fuel, Rubicon Project, SINA Corp., Sohu.com, Tree.com, Tremor, Yandex, YuMe


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Vertically Focused Product Category

September 26, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – Vertically Focused product category as shown in the SEG September Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of August, the Vertically Focused product category achieved a median EV/Revenue multiple of 6.9x, TTM Revenue Growth of 30.1%, and EBITDA Margin of 8.7%.  Notable companies outperforming their respective category include:

  • Castlight Health, Inc. with a 32.8x EV/Revenue multiple
  • OPOWER, Inc. with a 54.4% revenue growth
  • Ebix, Inc. with a 38.5% EBITDA margin

SEG SaaS Index – Vertically Focused, SaaS, Vertically Focused, Public, Valuations, Financial Performance, 2U, Athenahealth, Castlight Health, Dealer Track, Ebix, Ellie Mae, Medidate Soltuions, OPOWER, RealPage, Textura Corp., Q2 Holdings, Veeva Systems


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – ERP & Supply Chain Product Category

September 25, 2014

 

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – ERP & Supply Chain product category as shown in the SEG September Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of August, the ERP & Supply Chain product category achieved a median EV/Revenue multiple of 5.7x, TTM Revenue Growth of 30.2%, and EBITDA Margin of -8.1%.  Notable companies outperforming their respective category include:

  • Workday, Inc. with a 25.2x EV/Revenue multiple
  • Workday, Inc. with a 74.4% revenue growth
  • Fleetmatics with a 21.9% EBITDA margin

SEG SaaS Index – ERP & Supply Chain, SaaS, ERP & Supply Chain, Public, Valuations, Financial Performance, Amber Road, E2open, Fleetmatics, Netsuite, SciQuest, SPS Commerce, Workday Inc.


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – CRM & Marketing Product Category

September 24, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – CRM & Marketing product category as shown in the SEG September Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of August, the CRM & Marketing product category achieved a median EV/Revenue multiple of 3.3x, TTM Revenue Growth of 29.6%, and EBITDA Margin of 0.1%.  Notable companies outperforming their respective category include:

  • Marketo with a 8.9x EV/Revenue multiple
  • Marketo with a 63.7% revenue growth
  • Constant Contact with a 11.0% EBITDA marginMonthly Report:  SEG SaaS Index – CRM & Marketing, SaaS, CRM & Marketing, Public, Valuations, Financial Performance, Bazaar Voice, Constant Contact, CVent, LivePerson, Marketo, Marin Software, Salesforce.com

Selected M&A Deals for the Week of September 8, 2014 to September 14, 2014

September 15, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of September 8, 2014 to September 14, 2014. For a comprehensive analysis of software industry mergers and acquisitions and public software company financial performance you can download our research reports by visiting http://www.softwareequity.com/research_reports.aspx.

Notable transactions for the week include:

Trimble Navigation Limited’s acquisition of Gehry Technologies, Inc.

Google Inc.’s acquisition of Lynx Design, Inc.

Alliance Data Systems Corporation’s acquisition of Conversant, Inc.

Hewlett-Packard Company’s acquisition of Eucalyptus Systems, Inc.

Google Inc.’s acquisition of Input Factory Inc.

Weekly M&A Deal, Software Equity Group


Selected M&A Deals for the Week of September 1, 2014 to September 7, 2014

September 8, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of September 1, 2014 to September 7, 2014. For a comprehensive analysis of software industry mergers and acquisitions and public software company financial performance you can download our research reports by visiting http://www.softwareequity.com/research_reports.aspx.

Notable transactions for the week include:

Thoma Bravo, LLC’s acquisition of Compuware Corporation

Tyler Technologies acquisition of SoftCode, Inc.

HootSuite Media Inc.’s acquisition of Brightkit

Yahoo! Inc.’s acquisition of Luminate, Inc.

Software Equity Group, Weekly M&A Deals


Follow

Get every new post delivered to your Inbox.

Join 416 other followers

%d bloggers like this: