DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9%...

14
DIGITAL SERVICES Q3 2016 MARKET REVIEW STRICTLY PRIVATE AND CONFIDENTIAL

Transcript of DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9%...

Page 1: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

DIGITAL SERVICES

Q3 2016 MARKET REVIEW

STRICTLY PRIVATE AND CONFIDENTIAL

Page 2: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

1

1,000+ BUYERS

AND

INVESTORS

SECTOR-LED SPECIALISTS IN M&A AND FUNDRAISING

250+ YEARS’

EXPERIENCE

YEARS OF

RI DEALS

3 SECTORS TOTAL DEALS DEALS IN

PAST 2 YEARS

20+250+

100%

25

10

NATIONALITIES

40 PEOPLE 3 OFFICES REFERENCEABLE

Page 3: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

2

WELCOME TO THE Q3 2016 EDITION OF THE DIGITAL

SERVICES MARKET REVIEW

Page 4: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

3

RESULTS INTERNATIONAL DIGITAL SERVICES ECOSYSTEM

DIGITAL

SERVICES

Page 5: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

4

RESULTS INTERNATIONAL GLOBAL DIGITAL SERVICES

INDICESLA

ST

12 M

ON

TH S

HA

RE P

RIC

E P

ER

FO

RM

AN

CE

Q3 2016 PERFORMANCE

Page 6: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

5

9.8 x

8.6 x

1.5 x1.4 x

15.6%14.9%

7.5% 7.7%

DIGITAL SERVICES: PUBLIC COMPANY VALUATION

BENCHMARKS

REVENUE GROWTH (2016-17E) EV / REVENUE 2016E

EBITDA MARGIN 2016E EV / EBITDA 2016E

Page 7: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

6

DIGITAL SERVICES: SELECTED DEALS IN Q3 2016 –

DATA & ANALYTICS

DATE BUYER TARGET EV ($M)EV/ (1)

REVENUEEV/EBITDA COMPANY DESCRIPTION

TARGETLOCATION

Page 8: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

7

DIGITAL SERVICES: SELECTED DEALS IN Q3 2016 -

STRATEGY, UX, DESIGN & BUILD

DATE BUYER TARGET EV ($M)EV/ (1)

REVENUEEV/EBITDA COMPANY DESCRIPTION

TARGETLOCATION

Great Apes

Page 9: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

8

DATE BUYER TARGET EV ($M)EV/ (1)

REVENUEEV/EBITDA COMPANY DESCRIPTION

TARGETLOCATION

DIGITAL SERVICES: SELECTED DEALS IN Q3 2016 -

BESPOKE SOFTWARE DEVELOPMENT & SYSTEMS INTEGRATION

Page 10: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

9

DATE BUYER TARGET EV ($M)EV/ (1)

REVENUEEV/EBITDA COMPANY DESCRIPTION

TARGETLOCATION

DIGITAL SERVICES: SELECTED DEALS IN Q3 2016 -

ECOMMERCE

Page 11: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

10

DIGITAL SERVICES: SELECTED DEALS IN Q3 2016 -

ENTERPRISE MOBILITY & APP DEVELOPMENT

DATE BUYER TARGET EV ($M)EV/ (1)

REVENUEEV/EBITDA COMPANY DESCRIPTION

TARGETLOCATION

Page 12: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

11

OPERATING METRICS VALUATION METRICS

PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA

COMPANY (30-SEP-16) WEEK HIGH CAP CASH DEBT VALUE CY2016 CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017

IT / CONSULTING SERVICES

EBITDA MARGIN

DIGITAL SERVICES: SELECTED PUBLICLY TRADED COMPANIES -

IT / CONSULTING SERVICES

Page 13: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

12

OPERATING METRICS VALUATION METRICS

PRICE % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE REV. GROWTH GROSS MARGIN REVENUE EBITDA

COMPANY (30-SEP-16) WEEK HIGH CAP CASH DEBT VALUE CY2016 CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017

MARKETING COMMUNICATIONS

EBITDA MARGIN

DIGITAL SERVICES: SELECTED PUBLICLY TRADED COMPANIES -

MARKETING COMMUNICATIONS

Page 14: DIGITAL SERVICES - Results International · 2019-05-29 · 5 9.8 x 8.6 x 1.5 x 1.4 x 15.6% 14.9% 7.5% 7.7% digital services: public company valuation benchmarks revenue growth (2016-17e)

13

GET IN TOUCH

PARTNER – LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC & MENA