Shea & Company, LLC

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Announced Software Acquisitions: 2Q 2012 continued ($ millions) Announced Target Acquirer Target Segment & Description Price 05/29/12 DaouXilicon Ltd. Incube Technologies Technical & Embedded Applications - Semiconductor and LCD design tools $13 05/29/12 Esterel Technologies SA Ansys Technical & Embedded Applications - Hardware circuit design automation $53 05/29/12 SABER Analytics Ltd. Safe Computing Ltd. Business Intelligence - Performance analytics and analysis for the recruiting sector n/a 05/24/12 Quindell Enterprise Technology Solutions Quindell Portfolio plc Financial Applications - Policy lifecycle administration for the insurance sector $10 05/24/12 Sharecat Holding Borea Opportunity Management Business Intelligence - Supply chain analytics and optimization n/a 05/23/12 Metrix Industrial & Financial Systems IFS AB ERP & Business Applications - Mobile field management for the industial sector n/a 05/23/12 NFA Group INISOFT ERP & Business Applications - Digital rights management n/a 05/23/12 Vitrue Oracle ERP & Business Applications - Enterprise social media management SaaS n/a 05/22/12 Ariba SAP ERP & Business Applications - Supply chain managment $4,267 05/22/12 Mxi Technologies Ltd. Moelis Capital Partners ERP & Business Applications - Maintenance management for the aviation sector n/a 05/22/12 PolarLake Ltd. Bloomberg Financial Applications - Derivative trade management for the investment sector $31 05/22/12 Wanova VMware Systems & Network Management - Desktop image management for virtual and physical machines $75 05/21/12 Syncplicity EMC Storage Management - Cloud-based file management and storage n/a 05/16/12 Amadesa LivePerson Platforms, Development Tools & Deployment - Website testing and optimization platform n/a 05/15/12 empowHR Quadrant 4 Systems ERP & Business Applications - Human resources benefit portal n/a 05/15/12 UNX Mantara Financial Applications - High frequency trading platform n/a 05/14/12 Quantum Compliance Logic Solutions ERP & Business Applications - Environmental health safety management n/a 05/14/12 The Thirdstone Corporation EVCARCO ERP & Business Applications - Finance and budgeting software for SMBs
Announced Software Acquisitions: 2Q 2012 continued ($ millions) Announced Target Acquirer Target Segment & Description Price 04/24/12 Cetas Software VMware Business Intelligence - Cloud-based big data analytics n/a 04/23/12 CanopyHR Solutions Mangrove Employer Services ERP & Business Applications - Web-based human capital and payroll management n/a 04/23/12 Demandforce Intuit ERP & Business Applications - Marketing automation software $424 04/23/12 Memento FIS Financial Applications - Enterprise fraud management for the financial sector n/a 04/23/12 Teradata (assets) Centrica plc Storage Management - Data warehouse and data analytics assets n/a 04/23/12 X-Media SA Agri Terroir Communication SA ERP & Business Applications - Order management and CRM for the media sector n/a 04/20/12 MU Dynamics Spirent Communications Platforms, Development Tools & Deployment - Cloud infrastruction testing and performance management $40 04/19/12 BIQ Opera Solutions Business Intelligence - Web-based data and spend analysis tools n/a 04/19/12 Cleo Communications Globe Equity Partners IT Security - Secure file and data transfer platform n/a 04/19/12 Ravel W2O Group Business Intelligence - Big data analytics n/a 04/17/12 Omega Legal Systems ADERANT Holdings ERP & Business Applications - Financial and practice management for the professional services sector n/a 04/17/12 Smart Computer Holdings Ltd. Kronos ERP & Business Applications - Employee time and attendance management n/a 04/16/12 my-Channels Ltd. Software AG Platforms, Development Tools & Deployment - Java message oriented middleware and unified messaging platform n/a 04/13/12 Varicent Software IBM ERP & Business Applications - Sales performance management n/a 04/12/12 Snoobi Oy Fonecta Ltd. ERP & Business Applications - Internet advertising analytics and campaign management n/a 04/11/12 blueKiwi Software SA Atos SA ERP & Business Applications - Corporate social network and collaboration tools $26 04/11/12 oneDrum Yammer ERP & Business Applications - Collaborative desktop publishing n/a 04/11/12 Podio Citrix Systems Platforms, Development Tools & Deployment - Social development platform n/a 04/11/12 Xinet North Plains Systems Content Management - Digital asset and production workflow management n/a 04/10/12 Metrics Sistemas de Informação Ltda. Electronics for Imaging ERP & Business Applications - CRM for the printing sector in South America n/a 04/10/12 Syclo SAP Platforms, Development Tools & Deployment - Enterprise mobile applications and development platform n/a 04/09/12 Fast Facts Computer Systems Ltd. Thomson Reuters Financial Applications - Tax and compliance management n/a 04/05/12 Cognera Harris Computer Systems ERP & Business Applications - Billing and CRM for the utilities and energy retail sectors n/a 04/05/12 MAKE Technologies Dell Platforms, Development Tools & Deployment - Legacy software modernization and development platform n/a 04/04/12 Net Transmit & Receive, S.L. Allen Systems Group Systems & Network Management - Remote access SaaS for IT and customer support n/a 04/04/12 Smyth Systems Gary Jonas Computing Ltd. ERP & Business Applications - Club management platform for the golf and resort sectors n/a 04/03/12 Clerity Solutions Dell Platforms, Development Tools & Deployment - Mainframe migration and modernization applications n/a 04/03/12 Datex Technologies (assets) Avema ERP & Business Applications - Expense management assets for the telecommunications sector n/a 04/03/12 DIALOGS Sophos ERP & Business Applications - Mobile device management n/a 04/03/12 Lead Tracking Solutions Yardi Systems ERP & Business Applications - Lead tracking and management for the real estate sector n/a 04/03/12 LogLogic TIBCO Software IT Security - Data management and compliance reporting $132 04/03/12 QuantHouse S&P Capital IQ Financial Applications - Low latency market data and trading development frameworks n/a 04/02/12 Wyse Technology Dell Systems & Network Management - Cloud-based device management n/a Source: Company releases, Wall Street research, Shea & Company Copyright © 2012 Shea & Company, LLC 12
Page 1 and 2: Quarterly Enterprise Software Marke
Page 3 and 4: Software M&A Activity Overview Summ
Page 5 and 6: Publicly-Available Software M&A Tra
Page 11: Announced Software Acquisitions: 2Q
Page 15 and 16: Most Active Software Acquirers cont
Page 21 and 22: Equity Trading Multiples by Growth
Page 23 and 24: Equity Trading Multiples by Segment
Page 25 and 26: Equity Trading Multiples by Segment
Page 27 and 28: Equity Trading Multiples by Compara
Page 29 and 30: Capital Raise Activity: 2Q 2012 con
Page 31 and 32: IPO Pricing & Performance Data Init
Page 33 and 34: Firm Overview Shea & Company is a t

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