J.P.Morgan Software Investment Banking

Potential financial sponsor partners Advent International GLOBAL PRIVATE EQUITY FP FRANCISCO PARTNERS 11/ PERMIRA Sponsors J.P.Morgan BainCapital Blackstone Hellman & Friedman THOMABRAVO SILVERLAKE TPG Key investment themes 1 Strong appetite for software assets, especially platforms with high margin potential and sticky customer bases 2 Increasing focus on high-growth healthcare / healthcare technology 3 Making larger, more concentrated bets in high-quality market leaders 4 Premiums paid for platform assets with clear strategic potential to drive highly accretive M&A 33

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