IPREO OVERVIEW. January 2017

Transcription

1 IPREO OVERVIEW January 2017

2 WHO IS IPREO? Ipreo is the global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded and private companies, buy-side institutions, and research and asset management firms. Our unique, cross-asset class solutions equip our clients with the information and tools they need for more effective decision-making and a more efficient workflow. We power the networks that connect capital to ideas 2016 Ipreo. All rights reserved. This document and all information contained herein, including descriptions and illustrations, are proprietary information of Ipreo and its affiliates. 2

3 BUSINESS HIGHLIGHTS Our Mission Make the markets work Strengthen the capital markets community through information and technology solutions Bring passion and know-how to everything we do Deep expertise in capital raising, new issuance, investor relations, financial content, market intelligence, and CRM technology Foundation of business dates to 1981; over the last 35 years, internal investment and thoughtful acquisitions have contributed to current capability and reach Over 2,000 clients globally; Ipreo applications sit on 100,000+ desktops worldwide Over $250 million in revenue and growing Global operation with more than 1,000 employees serving clients in every major financial hub around the world; strong presence in New York, Raleigh, Nashville, London, Frankfurt, Paris, Vienna, Hong Kong, Tokyo & Cape Town Ipreo is private-equity held by Blackstone and Goldman Sachs Merchant Banking Division 2016 Ipreo. All rights reserved. This document and all information contained herein, including descriptions and illustrations, are proprietary information of Ipreo and its affiliates. 3

4 THE POWER OF OUR NETWORK Our products touch every part of the capital markets ecosystem Investors 2.87 million Buy Side Touch Points Private Capital Institutional Investors Private and Public Companies Investment Banks Issuers Municipalities Financial Market Participants Sell Side 6,000 Corporate Users 100,000 Sell Side Users 25,000 Private Capital Markets Users 2016 Ipreo. All rights reserved. This document and all information contained herein, including descriptions and illustrations, are proprietary information of Ipreo and its affiliates. 4

5 IPREO ECOSYSTEM Private Capital Markets Global Markets Corporate Description Provider of financial and shareholder data management, analytics, reporting and valuation solutions and services State-of-the-art new issuance systems with premier global financial & investor data Financial Preparedness Suite of investor relations and corporate governance solutions, including cross-asset class ownership, institutional voting data, and custom analytical services Select Clients Deep integration with some of the largest GPs and LPs Leading provider across asset classes and market participants Substantial access to publicly listed companies Statistics 300+ GP clients representing $1.1T in AuM 100+ LP clients representing $1.5T in AuM 10,000+ Portfolio companies sharing financial data through our platform ~70% of top 20 PE and VC firms are our clients 100,000 Sell Side users across GMG 95%+ market share in Muni Issuance 85%+ FI market share in EMEA/APAC; 100+ banks on the FI platform, including the top 20 bookrunners 85%+ Equity issuance market share in the US 1,400+ BD clients, 580+ global GMI clients Exclusive partnership with the NYSE to provide IR services to publicly listed companies 63% of Dow Jones companies and 47% of S&P 500 companies are Ipreo clients 90%+ Loans issuance market share in EMEA/APAC; 10 year track record in the syndicated loan market 2016 Ipreo. All rights reserved. This document and all information contained herein, including descriptions and illustrations, are proprietary information of Ipreo and its affiliates. 5

6 GLOBAL MARKETS GROUP KEY STRATEGIC INITIATIVES DRIVING OUR VALUE PROPOSITION Design & Develop an Open, Scalable, Persona-Driven Capital Markets Platform Solidify Ipreo as the Core Network connecting the Buy Side, Sell Side and Issuers Position Ipreo as the Innovator and Leader in Primary Capital Formation Pitch deals and target investors with greater efficiency Form the underwriting group, share documents, and market to investors GMG Client Streamline the entire process, from indication of interest through final pricing Ensure success of deals and manage institutional investor distribution channels Equity Capital Markets Ipreo s Equity Capital Markets product suite provides products and services tailored to the needs of the entire capital raising process Fixed Income IssueBook is the end-to-end deal management solution, executing each step of the new issuance process and reducing syndication time IssueNet is a unique community of member banks, linked via a web-based technology platform that gives syndicate-to-syndicate connectivity across the market Municipals Loans Retail Market standard in bookrunning for negotiated and competitive bonds, largest sub-sector within municipal capital markets Web-based system for managing the loan syndication process from pitch to closing, including deal setup, pipeline reporting, investor CRM, sole & joint bookrunning and secure document distribution 10+ year track record as leading service and solution provider to the syndicated loan market Retail services suite enables clients to quickly distribute information and accept retail investor orders from clients ranging from small wealth management firms to large global brokerage operations Enables seamless interaction between syndicate desk and retail sales force Ipreo is also developing innovative Buy Side technologies to help investors stay competitive 2016 Ipreo. All rights reserved. This document and all information contained herein, including descriptions and illustrations, are proprietary information of Ipreo and its affiliates. 6

7 CORPORATE IR teams without proper resources can have difficulty gaining access to the right people on the buy side IR budgets are generally small, with limited resources 3 rd party IR products can be difficult to get top management to buy into Resources & Management Support Investor Targeting Poor Performance / Coverage Companies consistently beat their numbers, yet are still undervalued versus their peers Low sell-side analyst coverage Roadshow and conferences attracting high turnover / activist investors CEO and management not making the most efficient use of their time meeting with appropriate investors Efficient Management Exposure Corporate Pain Points Shareholder Activism Inexperienced / New IR team or Management New IR teams or management members lack the proper experience leading to ineffective shareholder communication and investor day execution Poor trade monitoring makes it easy for activists to build large positions with the IR team unprepared to defend itself 2016 Ipreo. All rights reserved. This document and all information contained herein, including descriptions and illustrations, are proprietary information of Ipreo and its affiliates. 7

8 CORPORATE Our extensive suite of investor relations and corporate governance solutions, including cross-asset class ownership data, institutional voting data, investor profiles, investor targeting and a wide breadth of custom analytical services Strategic Imperatives Competitive Positioning: Redesign of core product, expansion of offerings and verticals NYSE Partnership: become the exclusive IR Services provider for NYSE Executive Offering: Simplified version of BD Corporate for C-Suite Executives Corporate Solutions Long Term Strategic Product Opportunities Build a Private Company Offering: Tailored offering (e.g. data and analytics on PortCo ownership) Board Portal: Secure environment for BOD to access virtual boardbooks, analytical data (BDC) and voting data (Corporate Governance) Product Linking: Connect all IR offerings and link to iplanner / iconference New & Emerging Markets: China (Mainland), Middle East and India Workflow Solutions BD Corporate Corporate Governance Solutions Analytics Services Factset Workstation The most comprehensive Investor Relations workflow solution available anywhere Highly efficient and simple to use, saving time and money when mining for intelligence Accurate, detailed and global institutional contact data, with cross-asset class ownership data and analytics Fully integrated CRM functionality on top of a clean, fast, intuitive search functionality Advanced ranking metrics and suitability scores, facilitate reporting to all levels of constituents Integrated data, analytics, and workflow tools enabling and streamlining outreach to support investor s proxy voting decisionmaking ID proxy advisory relationships, voting practices, and governance coverage structures for each major US investor Optimize your message for each investor s governance policy and hot-button issues Integrated CRM system designed for proxy-related communications Shareholder Identification: Dedicated team of cross-asset class surveillance analysts, providing key insight into institutional shareholder movements Perception Studies: ID key factors that drive institutional investors decisions, with predictive insight on likely investor reaction to announcements and events Investor Targeting: Advanced investor targeting for proactive investor outreach, with in-depth ownership compositions & analysis Workstation for Investor Relations and Corporate Development Comprehensive broker-level Research and Estimates, recommendations, and revisions, plus sector-specific and commodity estimates Stream content from hundreds of global exchanges and premium news outlets, as well as access to industry and company transcripts Excel Add-in capabilities 2016 Ipreo. All rights reserved. This document and all information contained herein, including descriptions and illustrations, are proprietary information of Ipreo and its affiliates. 8