Internet DealBook

Second quarter global M&A

and investment activity
1 April - 30 June 2017

Internet DealBook is published by Right Click Capital company

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Informational Sources
All information contained in this presentation was sourced using Internet.
DealBooks database. All additional information used to create the IDB
indices, was sourced from InternetWorldStats.com on November 2016.
Internet DealBook collects and compiles all their data from publicly
available sources. Average deal values are calculated using only deals
where the value has been disclosed. Visit Internet Dealbook for more
information on the methodology used for tracking and collating deals.
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Internet DealBook
Global overview
All amounts are in USD

Over $51.3bn of investments and acquisitions

2,114 deals tracked from public sources

Average deal value for investments reached $33.8m

Average deal value for acquisitions reached $241.6m

Internet DealBook
Global geographic overview

Deal value growth by region Q2 2016 - Q2 2017

200%

149%
150%
113%

100%

50%

3%
0%

-50%
-60%
-100%
North America Rest of World Europe Asia/Pac

Internet DealBook
Global geographic overview

Average deal value by region Q2 2016 - Q2 2017

$120
$108

$100

$81
$80
Millions

$61
$60

$40 $36
$31
$20 $23
$19
$20

$0
Rest of World Europe North America Asia/Pac

2016 2017

Internet DealBook
Global geographic overview

Average deal value growth by region Q2 2016 - Q2 2017

350%
309%
300%
250%
200%
150%
100%
50%
50% 31%
2%
0%
-6%
-50%
-38%
-100% -80%
-89%
-150%
North America Asia/Pac Europe Rest of World

Investments Acquisitions

Internet DealBook
Global sector overview

Deal value growth by sector Q2 2016 - Q2 2017

4000%
3,604%
3500%

3000%

2500%

2000%

1500%

1000%
539%
500%
71% 103%
0%
-85% -73% -28% -26%
-500%
Media Marketing Mobile & Apps Software & Transactions Hardware & Ecommerce Games
Services Infrastructure

Internet DealBook
 Global sector overview

Average deal value by sector Q2 2016 - Q2 2017

$900
$805
$800
$700
$600
$500
Millions

$400
$300
$200 $154
$127
$100 $58 $48 $39 $38 $44 $51 $57
$18 $26 $24 $25 $3 $22
$0
Marketing Hardware & Software & Mobile & Apps Games Transactions Media Ecommerce
Infrastructure Services

2016 2017

Internet DealBook
Global sector overview
Average deal value growth by sector Q2 2016 - Q2 2017
4500% 4,171%
4,000%
4000%

3500%

3000%

2500%

2000%
1546%
1500%

1000%

500% 202%
10% 70% 31% 14% 0%
0%
-95% -89% -83% -1%-73% -48% -11%
-500%
Marketing Media Software & Hardware & Transactions Games Ecommerce Mobile & Apps
Services Infrastructure

Investments
Acquisitions

Internet DealBook
Australia overview
All amounts are in AUD

Over $481.1m of investments and acquisitions at an average

deal value of $13.4m
58 deals tracked from public sources
Average deal value for investments reached $9.9m
Average deal value for acquisitions reached $40.7m

Internet DealBook
Australia top 10 deals
Company Buyer/investor Sector Amount Deal Type

Click Energy Amaysim Ecommerce 120.0 Acquisition

PEXA Link Administration Transactions 64.7 Investment

Action Potential Venture Hardware &
Saluda Medical 53.0 Investment
Capital, Medtronic Infrastructure
WME Group Melbourne IT Marketing 39.0 Acquisition
Axiata, Alium Capital
Unlockd Media Marketing 30.7 Investment
Management
HealthEngine Consortium Transactions 26.7 Investment

Culture Amp Consortium Software & Services 26.4 Investment

ROKT Consortium Marketing 19.4 Investment

Airwallex Consortium Transactions 17.4 Investment

iCetana Consortium Software & Services 8.0 Investment

Note: AUD figures in millions Internet DealBook

Australia sector overview

Internet DealBook
Australia sector overview

Internet DealBook
Australia sector overview
Sector Q2 2016 total deal value Q2 2017 total deal value

Transactions 97.7 128.3

Ecommerce 46.2 125.0

Marketing 15.0 99.9

Software & Services 137.1 63.5

Hardware & Infrastructure 0.0 61.5

Mobile & Apps 0.0 3.0

Games 0.0 0.0

Media 11.1 0.0

Transactions 97.7 128.3

Note: AUD figures in millions Internet DealBook

Southeast Asia overview
All amounts are in USD

Over $3.0bn of investments and acquisitions at an average deal

value of $80.9m
69 deals tracked from public sources
Average deal value for investments reached $89.6m
Average deal value for acquisitions reached $9.4m

Internet DealBook
Southeast Asia top 10 deals
Company Buyer/investor Sector Amount Deal Type

Go-Jek Tencent Transactions 1,200.0 Investment

Lazada Group Alibaba Transactions 1,000.0 Investment

Sea Limited Consortium Games 550.0 Investment

Trax Technology
Consortium Software & Services 64.0 Investment
Solutions
Vodien Group Dreamscape Networks Hardware & Infrastructure 20.8 Acquisition

Omise n/a Transactions 25.0 Investment

AdAsia JAFCO Asia Marketing 12.0 Investment

Suvitech Axiata Software & Services 11.1 Acquisition

SDiX Vertex Ventures Transactions 10.0 Investment

MoneySmart Consortium Transactions 10.0 Investment

Note: USD figures in millions Internet DealBook

Southeast Asia sector overview

Internet DealBook
Southeast Asia sector overview

Internet DealBook
Southeast Asia overview

Sector Q2 2016 total deal value Q2 2017 total deal value

Transactions 1,165.5 2,301.8

Ecommerce 2.4 551.2

Marketing 8.3 104.1

Software & Services 1.9 23.9

Hardware & Infrastructure 0.0 12.0

Mobile & Apps 1.0 1.5

Games 42.7 0.0

Media 4.5 0.0

Note: USD figures in millions Internet DealBook

For lists of deals, investments, and acquisitions, by
geography and sector, visit InternetDealBook.com
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Internet DealBook