CES Show 2017 – Strategic Industry Analysis

The Silverwood Partners consumer technology team will attend the CES Show in Las Vegas January 5th – 8th 2016. Ahead of the show Silverwood Partners has released a Strategic and Financial Analysis of the consumer electronics industry, which can be downloaded from the link below. Companies in the consumer electronics industry continue to attract strong interest from strategic acquirers and investors.

Silverwood Partners Industry Analysis Highlights Include:

  • Silverwood’s strategic industry model
  • Silverwood’s review of the top trends driving the consumer electronics industry
  • M&A and financing transaction highlights and data

Click the image below to download the Analysis

CES deck

See you at the show!

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IBC Show Media Technology Industry Analysis 2016

The Silverwood Partners media technology team will attend the IBC Show in Amsterdam. Today Silverwood Partners has released a Strategic and Financial Analysis of the media technology industry, which can be downloaded from the link above. Companies in the media technology industry continue to attract strong interest from strategic acquirers and investors.

Silverwood Partners Industry Analysis Highlights Include:

  • Silverwood strategic industry heat index and industry model
  • Silverwood’s review of the top trends driving the media technology industry
  • M&A and financing transaction highlights and data

Click Here to download the presentation.

IBC2016v2

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Silverwood Partners Announces Seven New Technology Industry Advisors

Sherborn, MA – July 19, 2016
Silverwood Partners is pleased to announce the addition of seven new Industry Advisors who have recently joined the firm’s Technology Practice. “These individuals are all exceptional thought leaders who can provide unique expertise and advice to companies within the technology industry and further extend Silverwood Partners’ strong track record as a leading boutique investment bank in the Technology Sector. We look forward to working with them jointly, providing excellence to our clients in M&A and Private Placement advisory with deep industry knowledge and relationships,” said Jonathan Hodson-Walker, Managing Partner. Silverwood Partners newest Technology Practice Industry Advisors include:

stephanie-atkinsonStephanie Atkinson
Stephanie Atkinson specializes in vertical markets, technology segmentation, and overall market intelligence and consulting services within the telecommunications, information technology, network infrastructure, and other high tech industries. Currently, Ms. Atkinson is the founder and CEO of Compass Intelligence, where she leads the organizational direction of the company, including strategic initiatives, client engagements activities, financial planning, and consulting services with Fortune 500 customers. She has been in the high-tech market research and consulting industry for more than a decade, and has also worked in the industry within the equipment and service provider market. Ms. Atkinson was listed on the Top 100 Wireless Technology Experts 2014 by Today’s Wireless World, as well as Top M2M Influencer (#8) by Onalytica.

jeffersonWilliam Jefferson Black
William Jefferson Black is a Managing Director at Finance Information Group, which provides perspective on M&A, financing, and corporate strategy through educational conferences, transaction databases, books, and distinguished financial publications including TelecomFinance, Transaction Advisors, and SatelliteFinance. The firm also provides select firms with marketing and business development programs. Finance Information Group is a global firm with offices in Chicago, San Francisco, and London that support clients in more than 35 countries.

chouWendy Chou
Wendy Chou is founder and President of CHOUmedia, a leading B2B marketing and communications firm with an intellectual property focus. She is also co-founder and Partner of the IP Dealmakers Forum, the only event to connect investors with intellectual property information and opportunities. Ms. Chou has spent the majority of her career working within the intellectual property, legal, and tech communities with a variety of clients, including corporations, investors, law firms, start-ups, and research institutions.

eganBob Egan
Bob Egan is the Chief Research Officer and Founder of the Sepharim Research Group, a technology research and executive advisory firm. Mr. Egan is globally recognized influencer and independent thinker with an insatiable curiosity to discover new technologies and apply them to impactful new business models and markets especially in the areas of Mobile, IoT and Cloud. Mr. Egan has held executive positions with several Fortune 1000 companies including Digital Equipment Corp (DEC), GTE, MasterCard, CEB-TowerGroup and Gartner. At Gartner he pioneered the use of Gartner’s MQ metrics for mobile. At Corporate Executive Board’s (CEB) TowerGroup Research his foundational work helped to give birth to the mobile banking and payments industry. At DEC, he was the architect behind the first dual band, dual radio Wi-Fi Access Point and a signature of the first IEEE Wireless LAN Standard.

Screen Shot 2016-08-18 at 1.03.24 PMJP Laqueur
JP Laqueur creates understanding and connections between people and brands, buyers and sellers, companies and employees. He began his career at MCI, marketing some of the world’s very first Internet services, and seeing first-hand how a powerful brand – and a committed culture – could disrupt a 100-year old monopoly and change the world. Mr. Laqueur held senior technology industry marketing positions and founded a series of marketing and brand agencies over the next 20 years focused on communications, branding, and corporate culture. Today, Mr. Laqueur is a co-founder of BrandFoundations – a strategy consulting firm that uniquely integrates the disciplines of branding and organizational development. BrandFoundations helps companies develop a more authentic and differentiated brand story, and then re-imagine it as a framework for recruiting, training, rewarding and retaining employees. Mr. Laqueur serves as a mentor at the Startup Institute of NY, on the executive committee of the Business Owners Exchange (BXO) and the Exit Planning Exchange (XPX).

philipPhil Marshall
Phil Marshall is the Chief Research Officer of Tolaga, where he leads its software architecture and development, and its thought leadership for the Internet-of-Things (IoT) and mobile industry research. Before founding Tolaga, Dr. Marshall was an Executive at Yankee Group for nine years, and most recently led its global service provider technology research. Marshall has 20 years of experience in the communications industry, having previously had executive roles at Verizon and Telecom New Zealand. He was an electrical engineer at BHP New Zealand Steel before he attended graduate school, has a PhD degree in Electrical and Electronic Engineering and is a Senior Member of the IEEE.

JeffJeff Moore
Jeff Moore has over 20 years of telecom industry experience and is Principal of Wave 7 Research, an independent wireless research company. Wave 7 Research provides subscribers with detailed reports about U.S. postpaid competition, prepaid competition, and U.S. smartphone sales, and also provides original information based on industry sources, store surveys, and access to a comprehensive advertising database. Mr. Moore is broadly knowledgeable regarding U.S. wireless carriers, including competitive positioning, pricing and promotional efforts, and wireless trends.

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About Silverwood Partners

Silverwood Partners is a specialized investment bank that provides mergers & acquisitions and private placement advisory services to IoT, technology, healthcare, and consumer products companies. The firm combines a deep industry sector focus developed over decades of coverage with tier 1 expertise in M&A and private placements. Silverwood brings longstanding industry knowledge and relationships to each client’s unique situation with commitment, expertise and a dedication to an outstanding result for each transaction.
Press Contact
Jonathan Hodson‐Walker
Managing Partner
T: 508‐651‐2194
E: jhw@silverwoodpartners.com
http://silverwoodpartners.com

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2016 Media Technology Industry Analysis

Silverwood combines Tier I transaction advisory capabilities with a global focus:

  • Clients and active contacts in the Americas, Europe and Asia Pacific
  • Deep expertise in cross border transactions – understand the complexities and intricacies involved in executing complex, cross border deals

 

2016 Media Technology Industry Analysis  PowerPoint Presentation

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NAB Show 2015 – Media Technology Analysis

Silverwood Partners Industry Analysis includes:

  • Silverwood video industry model
  • Silverwood’s top-10 trends for video
  • OTT and the unraveling of the cable bundle
  • Programmatic advertising for TV
  • Video – the killer app for mobile, social media
  • Security in the connected video ecosystem

Below is a link to the PDF document (4.0 MB).

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NAB Show 2015: Jonathan Hodson-Walker to moderate panels included in the Media Finance and Investor Conference here and here

To schedule a meeting at NAB, please contact :

Jonathan Hodson-Walker
T: 508-651-2194
E: jhw@silverwoodpartners.com

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IBC 2014 – Media Technology – Strategic Industry Analysis

In advance of the IBC tradeshow in Amsterdam, Silverwood Partners has published an updated strategic analysis of the media technology sector. Highlights of the strategic analysis include:

  • Video is strategic, pervasive, the ultimate “Big Data” play, and accessible to all – loT is the next wave
  • Silverwood video industry model
  • Silverwood’s top-10 trends for video
  • Which companies are getting private financing? What business are they in?
  • M&A in the video ecosystem – valuation multiples and trending analysis

Below is a link to the PDF document (4.0 MB).

Screen Shot 2016-08-18 at 12.29.33 PM

To schedule a meeting at IBC, please contact:

Jonathan Hodson-Walker
T: 508-651-2194
E: jhw@silverwoodpartners.com

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NAB 2014 – Media Technology – Strategic Industry Analysis

Next week, the media technology industry converges on Las Vegas for the annual NAB Show. In advance of the trade show, Silverwood has published an updated strategic analysis of the sector. Below is a link to the PDF document (5.3MB).

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To view report in PDF format please
click here (opens in a new window):

We will elaborate on many of the points raised in the analysis at our annual strategy and valuation session at NAB, co-produced with the NAB and Devoncroft Partners on Sunday, April 6th, ahead of the show. This year’s event is included in the Broadcast Management Conference (BMC). Registration for the BMC is included with NAB Show Flex or SMART Pass Registration and is required for attendance. If you would like to attend as our guest, please email nabstrategy@silverwoodpartners.com to request a VIP registration. Please act quickly; these are available on a selective basis.

As always, Silverwood will have a full team available at the NAB show, and we would welcome the chance to meet with you during the show to elaborate on the topics raised in our analysis as well as to discuss your business and strategic objectives. To schedule a meeting at NAB, please contact:

Jonathan Hodson-Walker
T: 508-651-2194
E: jhw@silverwoodpartners.com
Joshua J. Stinehour
T: 508-651-8134
E: jstinehour@silverwoodpartners.com

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IBC 2013 – Media Technology – Strategic Industry Analysis

In advance of the IBC tradeshow in Amsterdam, Silverwood Partners has published an updated strategic analysis of the media technology sector. Highlights of the strategic analysis include:

  • Strong year-to-date for M&A and venture financing activity
  • Implications of trends – Multiscreen, File-based workflows, 4K, Cloud, HD, 3D
  • Review of growth drivers and growth strategies
  • M&A drivers – buy vs. build and new technology acquisition
  • Impact on vendors of accelerating broadcast customer consolidation

Below is a link to the PDF document (7.6 MB).

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Silverwood will have a full team available at the IBC show, and we would welcome the opportunity to meet at the show to review the industry trends highlighted in the latest analysis, as well as to discuss your business and strategic objectives.

To schedule a meeting at IBC, please contact :

Jonathan Hodson-Walker
T: 508-651-2194
E: jhw@silverwoodpartners.com
Joshua J. Stinehour
T: 508-651-8134
E: jstinehour@silverwoodpartners.com

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NAB 2013 – Media Technology – Strategic Industry Analysis

In less than one week, the media technology industry converges on Las Vegas for the NAB trade show. This important event comes at an exciting time for the industry, amid much technological and competitive change. We at Silverwood continue to be actively involved in the industry’s major discussions and deeply immersed in evaluating the latest trends impacting its future. Below is a link to our latest strategic industry analysis, a distillation of our views on the state of the industry and the financial markets, and what the strategic and valuation implications are for industry leaders, participants, and observers.

Screen Shot 2016-08-18 at 12.51.05 PM

We will elaborate on many of the points raised in the analysis at our annual strategy and valuation session at NAB, co-produced with Devoncroft Partners on the Sunday, April 7th, ahead of the show. Pre-registration is required, and all NAB badge holders are welcome to attend (register here). The event includes a drinks and networking session, which begins at 5:15pm.

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As always, Silverwood will have a full team available at the NAB show, and we would welcome the chance to meet with you during the show to elaborate on the topics raised in our latest analysis and strategy session, as well as to discuss your business and strategic objectives. To schedule a meeting at NAB, please contact :

Jonathan Hodson-Walker
T: 508-651-2194
E: jhw@silverwoodpartners.com
Joshua J. Stinehour
T: 508-651-8134
E: jstinehour@silverwoodpartners.com

 

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Strategic Repositioning Through M&A

A merger or acquisition transaction can be an effective catalyst for transforming the strategic positioning and market perception of a business. A transaction is a tangible commitment to a strategy and forces other industry participants and the investment community to reevaluate the combined business with a fresh perspective.   The recent case study of DivX is a great example.

SWP_divx_shareholder_return_graph

DivX completed its IPO on September 21, 2006, pricing at $16 a share, which was above the offering range of $12-$14.  A little over two years later on New Year’s Day 2009, DivX was trading for $5.33, roughly a third of its IPO price.

During the eighteen month period from January 1, 2009 until June 1, 2010 a DivX shareholder earned a 30% return, slightly less than the NASDAQ return of 36% over the same timeframe (omitting the dividends a holder of the NASDAQ stocks would have earned).

On June 2, 2010 DivX announced it was being acquired by Sonic Solutions at a roughly 40% premium to the trading level of its shares.  A DivX shareholder received $3.75 cash and .514 shares of Sonic Solutions for each share owned.  For the purposes of this exercise it is assumed the $3.75 cash proceeds were reinvested into Sonic Solutions stock.

Less than six months later Sonic Solutions announced it was being acquired by Rovi for a roughly 38% premium to its stock trading levels.  The implication for a former DivX shareholder was the opportunity to elect to receive either $14 cash for the newly acquired Sonic Solutions’ shares or .25 shares of Rovi stock.

Ultimately a DivX shareholder that took the cash election would have received $11.50 cash on an equivalent basis for each former DivX share.  Upon the closing of the transaction on February 17, 2011, a former DivX shareholder would have experienced a 65% return since June 1, 2010.

For comparison purposes it is useful to evaluate the annualized return a DivX shareholder would have received for the three time periods discussed:

For the two years following its IPO, DivX significantly underperformed the general technology market.  For the 18 months beginning in January 1, 2009, DivX slightly underperformed the general technology market.  A shareholder would then have experienced a remarkable escalation in value from the point of sale to Sonic Solutions – a 150% improvement over the broader technology market.

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