SYDSTART 2013 INTERNET DEALBOOK REPORT

GLOBAL INVESTMENTS
Top 5 Investments for 2013 DATE 2/5/2013 INVESTORS China Ontario Teachers Retirement Fund, Kingdom Holdings Alibaba COMPANY AMOUNT PAID (USD)

$810M $700M $586M $450M $200M

16/02/2013

29/04/2013

17/01/2013

Consortium

24/02/2013

Insight Venture Partners

GLOBAL ACQUISITIONS
Top 5 Acquisitions for 2013 DATE 20/05/2013 ACQUIRER Yahoo COMPANY AMOUNT PAID (USD)

$1.1Bn $710M $485.7M $475M $380M

14/01/2013

Rogers Communications

29/01/2013

Ingenico

25/02/2013 11/3/2013

Cisco Cadence

AUSTRALIA INVESTMENTS
Top 5 Investments for 2013 DATE 23/01/2013 INVESTORS Summit Partners COMPANY AMOUNT PAID (USD)

$25.2M $10.4M $4M $3M $1M

08/05/2013

Telstra, Seven West Media

10/04/2013

SBI Jefferies Asia Fund L.P.

19/03/2013

Consortium

22/04/2013

Undisclosed

AUSTRALIA ACQUISITIONS
Top 5 Acquisitions for 2013 DATE 18/03/2013 ACQUIRER M2 Telecommunications COMPANY AMOUNT PAID (USD)

$203.9M $25M $20M $6.17M $3.5M

12/12/2012

Webjet

03/05/2013

Woolworths

21/01/2013

Experian

04/03/2013

Hansen Corporation

2013 Q1 Results

REGIONS OF GROWTH
First Quarter 2013

Deal value growth by region Q1 2012 - Q1 2013

60% 40% 20% 0% -20% -40% -60% -80% -81% -100% Europe North America Rest of World Asia/Pac -50% -48% 51%

SECTORS OF GROWTH
First Quarter 2013
60% 40% 20% 1% 0% -20% -40% -60% -80% -100% -89% -88% -47% 15% 19%

Deal value growth by sector Q1 2012 - Q1 2013

41%

-16%

Games

Hardware & Mobile & Apps Infrastructure

MarkeLng

SoOware & Services

Ecommerce

TransacLons

Media

DEAL NUMBER GROWTH BY REGION

First Quarter 2013

Deal number growth by region Q1 2012 - Q1 2013

10% 5% 0% -5% -10% -15% -20% -25% -30% -35% Europe -29% -24% -12% 8%

RRest est o orld of f w W orls

Asia/Pac

North America

DEAL NUMBER GROWTH BY SECTOR

First Quarter 2013

Deal number growth by sector Q1 2012 - Q1 2013

50% 42% 40% 30% 20% 10% 0% -1% -10% -20% -21% -30% -32% -40% Hardware & Infrastructure Games MarkeLng Ecommerce Mobile & Apps Media SoOware & Services TransacLons 8% 3%

-20%

-20%

HOTTEST DEALS
In The Region This Year

(CHINA) RAISED $700M

(CHINA) RAISED $57M

(INDIA) RAISED $50M

(CHINA) RAISED $36M

(INDIA) RAISED $30M

(SINGAPORE) RAISED $26M

(AUSTRALIA) RAISED $25.2M

(INDONESIA) RAISED $20M