SOFTWARE EQUITY GROUP ANNOUNCED AS FINALIST FOR ADVISOR OF THE YEAR AWARDS

SAN DIEGO (October 21, 2015) — Software Equity Group is pleased to announce it has been selected as a finalist for the inaugural Advisor of the Year award. This award acknowledges local middle market mergers and acquisitions professionals who have significantly contributed to the successful sale, expansion or recapitalization of their clients’ companies. Winners will be invited as featured speakers at subsequent events, including the November Association for Corporate Growth conference “The Art of the Deal.”

The awards program will be held at the world-renowned La Jolla Institute for Allergy and Immunology on Thursday, October 22 starting at 4:00 p.m. with the Women-Grown Businesses panel discussion followed by the Advisor of the Year program at 5:30 p.m. Net proceeds from the event will go to the Institute.

“We look forward to formally recognizing these finalists,” says Paul Thiel, managing director for title sponsor BNY Mellon Wealth Management. “They are instrumental in the success of the M&A community in San Diego and, until now, have largely gone unnoticed.”

Judges assessed finalists on their professional contribution in the sale, expansion or recapitalization of their clients’ companies. Led by Broadcom chairman John Major, judges included representatives of the Rady School and the La Jolla Institute, as well as several successfully exited entrepreneurs who have been through the M&A process.

Awards categories include best sell-side legal representation in sale to a public company; best sell-side legal representation in a sale to a private company; best long-term strategic planning for exit; best financial and tax strategy and structuring of a deal; best buy-side legal representation; best recapitalization design and execution by a team of advisors; best expansion capital design and execution by a tam of advisors; best sell-side marketing by an investment banker or broker; best sell-side CPA representation of support; and best deal facilitator.

The Advisor of the Year program is the result of a partnership between the San Diego offices of BNY Mellon Wealth Management, Sheppard Mullin Richter & Hampton, Objective Capital Partners and marketing technology firm Departure, in cooperation with the Rady School of Management at the University of California San Diego and the Association for Corporate Growth, San Diego.

“This consortium is a vehicle not only for recognition,” says Bob Copeland, partner at Sheppard Mullin, the presenting sponsor, “It is also an educational organization that will organize ongoing M&A seminars and conferences, filling an important niche in San Diego.”

“We see the Advisor of the Year program as a great platform for helping owners of middle-market businesses become educated about the options they have when it comes to exiting, planning for succession or entering a new stage of growth,” says Trever Acers of program partner Objective Capital. “We are thrilled to be able to play a role this inaugural year.”

For more information, please visit sdadvisoroftheyear.com or email info@sdadvisoroftheyear.com.

SEG Publishes Q2 2015 Software Industry Financial Report

Pages from Software_Industry_Financial_Report_2Q15

Software Equity Group’s complimentary 2Q15 Software Industry Financial Report is available for download. Our 2Q15 Report provides the facts, data and insight you need to keep your finger on the software industry’s pulse.  We’ve assessed how public software, Internet and SaaS companies performed in Q2; how they’ve performed amid the current macro environment and technological disruptions driven by mobile and cloud computing and how their stock prices and market valuations have responded.  Our 2Q15 Report also measures M&A deal volume and exit valuations overall and by software product category.  Our goal is to provide timely information and insight about the financial health, market performance, and acquisition activity of the software industry’s key players and product sectors.

Software Equity Group’s Quarterly and Monthly Reports are widely recognized as the best way to keep your finger on the financial pulse of the software industry.  As testament, our reports are now read and relied upon by more than 70K+ software industry executives, entrepreneurs, venture capitalists, private equity investors and professional advisors in 70+ countries around the globe. Shouldn’t you know what they know?

To obtain your complimentary copy, please click here.

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Engineering & PLM Product Category

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 Software Index – Engineering & PLM product category as shown in the SEG July 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 June, the Engineering & PLM product category achieved a median EV/Revenue multiple of 3.7x, TTM Revenue Growth of 8.7%, and EBITDA Margin of 21.4%.  Notable companies outperforming their respective category include:

  • Aspen Technology with a 8.6x EV/Revenue multiple
  • Stratasys with a 43.4% revenue growth
  • ANSYS with a 46.0% EBITDA margin

Monthly Report:  SEG Software Index – Engineering & PLM, Engineering & PLM, Public, Valuations, Financial Performance, ANSYS, Aspen Technology, Autodesk, Cadence Design Systems, Dassault Systemes, GSE Systems, Mentor Graphics, Parametric Technology, PDF Solutions, Stratasys, Synopsys

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Development Platforms Product Category

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 Software Index – Development Platforms product category as shown in the SEG July 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 June, the Development Platforms product category achieved a median EV/Revenue multiple of 2.4x, TTM Revenue Growth of 7.2%, and EBITDA Margin of 18.9%.  Notable companies outperforming their respective category include:

  • Red Hat with a 7.3x EV/Revenue multiple
  • Magic Software Enterprises with a 7.3% revenue growth
  • Software AG with a 26.1% EBITDA margin

Monthly Report:  SEG Software Index – Development Platforms, Development Platforms, Public, Valuations, Financial Performance, BSQUARE, Magic Software Enterprises, Progress Software, Red Hat, Software AG

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Billing and Service Management Product Category

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 Software Index – Billing and Service Management product category as shown in the SEG July 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 June, the Billing and Service Management product category achieved a median EV/Revenue multiple of 2.0x, TTM Revenue Growth of 7.6%, and EBITDA Margin of 27.1%.  Notable companies outperforming their respective category include:

  • Synchronoss Technologies with a 3.9x EV/Revenue multiple
  • MIND C.T.I. with a 26.8% revenue growth
  • NeuStar with a 38.6% EBITDA margin

Monthly Report:  SEG Software Index – Billing and Service Management, Billing and Service Management, Public, Valuations, Financial Performance, Amdocs Limited, CSG Systems International, Evolving Systems, MIND C.T.I., NeuStar, Redknee Solutions, Synchronoss Technologies

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Business Intelligence Product Category

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 Software Index – Business Intelligence product category as shown in the SEG July 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 June, the Business Intelligence product category achieved a median EV/Revenue multiple of 4.0x, TTM Revenue Growth of 10.0%, and EBITDA Margin of 15.2%.  Notable companies outperforming their respective category include:

  • Splunk with a 16.1x EV/Revenue multiple
  • Varonis Systems with a 34.5% revenue growth
  • Verisk with a 46.1% EBITDA margin

Monthly Report:  SEG Software Index – Business Intelligence, Billing Business Intelligence, Public, Valuations, Financial Performance, Fair Isaac, Informatica, MicroStrategy, Pegasystems, Progress Software, PROS Holdings, Qlik Technologies, Software AG, Splunk, Teradata, Varonis Systems, Verisk