ironSource SPAC Presentation Deck slide image

ironSource SPAC Presentation Deck

Overview of Thoma Bravo 40+ 20+ $70B+ 30% 55+ Top Years of Investment History Years Dedicated to Software Investing Assets Under Management Average SaaS Growth Investment Professionals Performing Buyout Firm IS ironSource Thoma Bravo is one of the most experienced, successful private equity firms in the United States Thoma Bravo has made over 270 software investments, ¹ giving them unique industry insights and an unparalleled network Rich history of backing existing management teams to successfully grow their businesses at every size and at any point in their life cycle Thoma Bravo's increased focus on growth has lead to more investments in SaaS businesses, which on average grow 30% within their portfolio The managing partners have been working together for 15+ years and are aligned with our strategy. Their team will be a unique resource we will be able to leverage Thoma Bravo's realized software track record speaks to the value of their philosophy: 3.8x Gross MoM and 50.5% Gross IRR Returns are the result of realized investments in software made by or under the supervision of persons now part of the Thoma Bravo investment staff while at Thoma Bravo or its predecessor firm, Thoma Cressey Bravo, Inc. Since in some cases the investments constituted only a portion of the funds in which they were made, no investor could have made such an investment and no investor received the returns indicated even if an investor invested in all of the funds indicated. The performance of an investment and the aggregate performance of investments were calculated using actual cash flows and the value of remaining interests in the investments for the period from closing of the first investment in January 2003 through 9/30/20. The aggregate performance calculations were made as if each investment was made by one continuous fund beginning in January 2003. Past performance is not an indicator of future results and all data is qualified by the offering documents. The complete investment history of Thoma Bravo is not shown, but is available upon request. Since investments in software, in some cases, constitute only a portion of the funds in which they were made, no investor could have received the results indicated. Software refers to software and technology-enabled services investments made by or under the supervision of persons now part of Thoma Bravo. Since investments in software, in some cases, constitute only a portion of the funds in which they were made, no investor could have received the results indicated. Software refers to software and technology-enabled services investments made by or under the supervision of persons now part of Thoma Bravo.¹ Includes add-on acquisitions. Confidential 43
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