SpringOwl Activist Presentation Deck

Accounting for the $3 Billion In Mayer M&A (Cont.) Business Advertising Acquisition Date Oct-13 Oct-13 Dec-13 Dec-13 Company Bread SpringOwl! Asset Management LLC LookFlow SkyPhrase Ptch EvntLive Quik.io PeerCDN Aviate SPARQ Cloud Party Dec-13 Dec-13 Dec-13 Jan-14 Jan-14 Jan-14 Jan-14 Jan-14 Feb-14 Feb-14 Mar-14 May-14 Jun-14 Jul-14 Jul-14 Aug-14 Sep-14 Sep-14 Oct-14 Nov-14 BrightRoll Nov-14 Cooliris Dec-14 Media Group One Jul-15 Polyvore Source: Wikipedia ; public reports; 10-K filings; Crunchbase VC $ raised Tomfoolery Incredible Labs Wander Distill Vizify Blink PhotoDrive RayV Flurry ClarityRay Luminate Image Recognition Natural Language Processing Video sharing Bookpad Littlelnc Live and on demand music playing Cross Platform Video Streaming Content Delivery Network Intelligent homescreen for the Android OS Mobile Marketing Virtual world gaming Conversation platform Time Management App Social Diary Technical Recruiting Social media information transformation Mobile Messaging Photo Management Video Streaming Platform Mobile Analytics Ad Security Advertising Document Handling Messaging App Online Video Advertising Photo Viewing Advertising and online video Clothing E-commerce website Value $3.5M $1M $1M $7M $2.3M $1.3M $1M $80M $1.7M $1M $16M $1M $1.2M $1.3M $1.5M $1M $1M $16M $300M $1M $30M $15M $1M $715M $28M $1M $230M Total: $2.8 Billion Confidential | For Discussion Purposes Only | 39

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