Moelis & Company Investment Banking Pitch Book
May 2016, 31 slides
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project napa presentation to the special committee of the board of directors overview of cloud opportunity strategic rationale for napa transaction may | Moelis & Company
disclaimer | Moelis & Company
executive summar is pleased to meet with the special committee of the board of directors of to discuss project napa and application are key products markets for the market for these services is rapidly evolving with cloud disrupting traditional on premise delivery models has successfully transitioned its and applications capabilities but lacks a broad cloud offering maintaining a leading position in application is a strategic imperative for napa could directly address the shortcomings in cloud competitors are likely to look to strengthen their cloud positions making timing a key consideration | Moelis & Company
why is cloud a strategic opportunity for building a leading presence in cloud can help in holistically serving the market and in further strengthening its and business capabilities is the and one of the application types with favorable secular cloud strength would position to more broadly serve the market strong presence in creates strategic cross selling opportunities for complementary products such as and i aas gives a better seat at the table as customers make decisions on long term strategy longer term product pipeline dependent on penetrating market once meaningfully scaled a comprehensive suite of offerings both on premise and gives the potential to become an end to end winner for all customer needs | Moelis & Company
why now corporate it environments continue to rapidly move towards the cloud across applications infrastructure and platform offerings customer decision making increasingly focused on vendor consolidation posing a risk for competitors are currently building upon and are likely to aggressively pursue cloud offerings significant investment and time required by to further refine and develop its cloud offering may necessitate an acquisition given the importance of sector and competitive dynamics | Moelis & Company
why napa napa would complement offering and provide a number of benefits napa is a leading pure play provider of cloud based applications significant investment to date with an established brand and attractive presence in key verticals offering ideally suited to allow to provide a two tier solution established sales force with capabilities in serving customers with specialized requirements potential to attach and and offerings to napa sales opportunity for cost savings and reduced integration costs given platform is built on and technology | Moelis & Company
select potential napa transaction risks believes the following considerations should be evaluated in the context of a potential napa transaction napa has historically not been profitable on a basis new account growth is expected to be heavily dependent on the ability to scale the company sales force and channel partners potential competitive pressures from other providers and other on premise providers may impact the ability to win new accounts and pricing while analysts project that the market for cloud will grow meaningfully a potential for adoption levels exists napa is believed to be pursuing a number of new offerings which may require significant investment a transaction may expose the company to potential integration risks including brand confusion employee turnover and customer account turnover | Moelis & Company
i why now | Moelis & Company
overview products and services address all aspects of the corporate it environment with a heavy emphasis on on premise and applications leading provider of and offerings also include cloud infrastructure recognized as an innovator in on premise estimated on premise business i is heavily focused on i in | Moelis & Company
profile heavily focused around on premise offerings offering viewed as well suited for complex environments | Moelis & Company
market share on premise cloud while has earned and maintained its or market position in on premise applications and it maintains a much smaller presence in the new cloud ecosystem sap all other all other sap all other intuit all other intuit all other | Moelis & Company
elements of the cloud are playing a greater role in it environments illustrative customer approaches to and infrastructure in house thir party | Moelis & Company
spending is projected to grow across the cloud landscape and are all expected to grow rapidly companies are moving towards cloud based solutions for a number of reasons greater flexibility from reduced up front infrastructure costs preferred to one stop it offerings that provide backup storage security it infrastructure in formats faster go to market and seamless update capabilities greater coverage of off premise connected devices like mobile and tablet of spend so | Moelis & Company
cloud it spending is expected to continue increasing across all major applications the market is expected to continue shifting towards cloud offerings during the next several years for public cloud offerings that span and for the same on premise offerings | Moelis & Company
cloud landscape overview oracle sap pivotal is no one party has a dominant stack offering in the cloud is projected to be the slice of the cloud market oracle leaders are well capitalized and could enter adjacencies includes sap and leaders are expected to put pressure on pricing | Moelis & Company
market observations cloud delivery expands the market for systems historically served by on premise models march a necessitating a strong of | Moelis & Company
cloud competitive perspectives industry participants continue to increasingly focus on cloud given the attractive market trends and the ability to deliver additional solutions into the customer base leading companies with strong financial positions are actively pursuing cloud strategies workday | Moelis & Company
current cloud capabilities i years ago and has been continuously refined since vertical presence in education and food deep range of application and product complements to soka | Moelis & Company
selected wall street commentary on cloud offerings research analysts have highlighted the shift in it preferences as well as current cloud capabilities morgan | Moelis & Company
merits of pursuing cloud building a leading presence in cloud can help in holistically serving the market and in further leveraging its and business capabilities is the and one of the application types with favorable secular cloud strength would position to more broadly serve the market titre eye longer term product pipeline dependent on penetrating market once meaningfully scaled coe lea i a | Moelis & Company
why napa | Moelis & Company
napa at a glance napa is a leading pure play provider of cloud based suites computer and it services education | Moelis & Company
napa historical build napa strong cloud market position is evidenced by its steady revenue growth and increasing customer base | Moelis & Company
napa investment in the cloud over the past years napa has spent over to develop its product establish its brand and build its current customer base of over companies subsidiaries in over countries a a dates back to as it in therefore i i | Moelis & Company
selected wall street commentary on napa cloud offerings analysts have highlighted napa competitive advantage in its cloud based solution morgan which should benefit and respectively installation we believe this has been a sweet spot for napa and a major area of the company growth we think this | Moelis & Company
select landscape napa maintains an attractive market position in cloud possesses meaningful scale and is a potentially actionable opportunity for napa workday sage private private private | Moelis & Company
select landscape napa maintains an attractive market position in cloud possesses meaningful scale and is a potentially actionable opportunity for napa workday sage or sage base | Moelis & Company
select napa transaction observations napa attractive offering and market position is suited to further benefit from global infrastructure business scale deep domain and partner ecosystem | Moelis & Company
select potential napa transaction risks believes the following considerations should be evaluated in the context of a potential napa transaction napa has historically not been profitable on a basis new account growth is expected to be heavily dependent on the ability to scale the company sales force and channel partners potential competitive pressures from other providers and other on premise providers may impact the ability to win new accounts and pricing while analysts project that the market for cloud will grow meaningfully a potential for adoption levels exists napa is believed to be pursuing a number of new offerings which may require significant investment a transaction may expose the company to potential integration risks including brand confusion employee turnover and customer account turnover | Moelis & Company
summary conclusions and application are key products markets for competitors are likely to look to strengthen their cloud positions making timing a key consideration | Moelis & Company
contact information | Moelis & Company
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