Salesforce.com (SFDC) Q2 FY21 Earnings Call: Key Takeaways
Financials:
Enterprise Value: $191.2 billion
Enterprise Value / LTM Revenue:9.5x
Annualized Recurring Revenue (ARR): $19.4 billion
YoY Growth Rate: 31.6%
Gross Margin:74.5%
lnkd.in/dV9Dd2G
Spotlight: Endava Acquires ComTrade Digital Services.
Deal Financials:
Implied Enterprise Value (€m):60.0
Read more: truebluepartners.com/endava-…
#Endava
#ComTradeDigitalServices
#spotlight
#ComTrade
#CDS
#truebluepartners
Spotlight: Cognizant Acquires New Signature
Transaction Overview and Rationale:
On July 28, 2020, Cognizant announced an agreement to acquire Microsoft cloud partner New Signature.
Learn More: truebluepartners.com/cogniza…
#Cognizant #NewSignature #Microsoftcloudpartner #TBP
Spotlight: #NoteVault, Inc Acquired by #BentleySystems
Transaction Overview:
Bentley Systems is a leading global provider of software solutions for the design, construction, and operations of heavy civil infrastructure.
Read more: truebluepartners.com/notevau…
Spotlight: #3CLogic Receives $9m in Series B #Financing
Deal Financials:
Implied Enterprise Value ($m): Undisclosed
Transaction Overview:
On March 26, 2020, 3CLogic, a leading omnichannel communication solutions provider for ServiceNow.
Read more: lnkd.in/gtiVN7Z
Spotlight: Salesforce Acquires Vlocity
Deal Financials:
Implied Enterprise Value ($m): $1,330.0
EV/Revenue: 10.0x+
For more detail: truebluepartners.com/tbp-spo…
#Vlocity
#Acquires
#financials
#truebluepartner
#acquisition
#Salesforce
Spotlight: Infosys Acquires Simplus in a $200m Deal
Deal Financials:
Enterprise Value/Revenue: $200-250m
Enterprise Value / Revenue: 3.0x
Revenue as of Jan 31st, 2020: $67.1m
For more detail: truebluepartners.com/tbp-spo…
#acquisition
#acquired
#startups
#Infosys
Spotlight: ServiceMax Acquires Zinc
Deal Financials
Enterprise Value / Revenue: Undisclosed
Transaction Overview
On February 26, 2019, Salesforce-native field service management software provider... truebluepartners.com/tbp-spo…
Spotlight:Simplus Raises $20m Series C and Acquires Sqware Peg
Deal Financials
Series C Transaction Value: $20.0m
Enterprise Value / Revenue: Undisclosed
Transaction Overview... truebluepartners.com/tbp-spo…
Spotlight: Wisetech Global Acquires Trinium Technologies
Deal Financials
Implied Enterprise Value (EV)($m): 49.9
EV / LTM Revenue: 6.0x
EV / LTM EBITDA: 19.1x
Transaction Overview... truebluepartners.com/tbp-spo…
Spotlight: WiseTech Global Acquires SmartFreight
Deal Financials
Implied Enterprise Value (EV) ($m USD): 39.3
EV / LTM Revenue: 7.0x
EV / LTM EBITDA: 55.0x
Transaction Overview
On August 16,... truebluepartners.com/tbp-spo…
Spotlight: Capgemini Acquires LiquidHub
Deal Financials
Enterprise Value (est. $m): ~$495m
EV / Revenue (est. 2017): ~2.0x
Transaction Overview
On February 5, 2018, Capgemini announced its acquisition... truebluepartners.com/tbp-spo…
Spotlight: Magnitude Software Acquires Innowera
Deal Financials - Undisclosed
Transaction Overview
On Dec 20, 2017 Audax-backed Magnitude Software, a provider of data analytics software, announced its... truebluepartners.com/tbp-spo…
Spotlight: Cognizant Acquires Advanced Technology Group
Deal Financials
Transaction Value ($m): Undisclosed
Transaction Overview
On September 18, 2018, #Cognizant (NasdaqGS:CTSH)... truebluepartners.com/tbp-spo…
Spotlight: Oracle Acquires Aconex for AU$1.6b
Deal Financials
Transaction Size: AU$1,641.2m
Enterprise Value: AU$1,609.9m
EV/LTM Revenue: 10.0x
Transaction Overview
On Nov 27, 2017 Vantive Australia Pty... truebluepartners.com/tbp-spo…
Spotlight: Infosys Acquires Fluido
Deal Financials
Total Transaction Value:$75.6m
Revenue (2017): $21.2m
Revenue Growth (2017): 52.3%
TV/ Rev (2017): 3.5x
Transaction Overview
On September 14, 2018,... truebluepartners.com/tbp-spo…
Spotlight: Temasek Invests in BluJay Solutions
Deal Financials
Post-money EV: approx. $700m
Transaction Overview
On September 25, 2017, BluJay Solutions announced that it has received a minority equity investment from... truebluepartners.com/temasek…
Spotlight: Thoma Bravo Acquires Majority Stake in Apttus
Deal Financials
Implied Enterprise Value ($m): Undisclosed
Transaction Overview
On September 4, 2018, private equity firm... truebluepartners.com/tbp-spo…
Spotlight: Pitney Bowes Acquires Newgistics
Deal Financials
Total consideration: $475m
Newgistics raised $26.5m in disclosed private funding from institutional investors including Austin Ventures and others.... truebluepartners.com/pitney-…
Spotlight: Körber AG Acquires HighJump
Deal Financials
Valuations undisclosed
Transaction Overview
On August 30, 2017 Körber AG, announced its acquisition of HighJump Software Inc.
HighJump was a portfolio company of... truebluepartners.com/korber-…







