SagePoint Advisors Research
SagePoint publishes quarterly reports designed to help C-level executives, venture capitalists, private equity investors
and their advisors stay informed about M&A trends, valuation metrics and public company financial performance in
the Internet, Communications and IT Infrastructure industries.
Public Company Valuation & Performance Reviews
SagePoint's valuation and performance reviews provide a
quarterly assessment of how 400 public companies
along the Internet, Communications and IT Infrastructure
value chain are valued, how they are performing and
what impact these factors have on the M&A exit
environment. Metrics examined for each market
segment include stock performance, valuation multiples,
revenue and EPS growth rates, performance versus
estimates, margin analysis, and balance sheet strength:

Q1 2011
- SagePoint Semis 60
 - SagePoint Equipment 115
 - SagePoint Software & Services 125
 - SagePoint Telecom Services 100

Q4 2010
- SagePoint Semis 60
 - SagePoint Equipment 115
 - SagePoint Software & Services 125
 - SagePoint Telecom Services 100

Q3 2010
- SagePoint Semis 60
 - SagePoint Equipment 115
 - SagePoint Software & Services 125
 - SagePoint Telecom Services 100

Q2 2010
- SagePoint Semis 60
 - SagePoint Equipment 115
 - SagePoint Software & Services 125
 - SagePoint Telecom Services 100

Q1 2010
- SagePoint Semis 60
 - SagePoint Equipment 115
 - SagePoint Software & Services 125
 - SagePoint Telecom Services 100

Q4 2009
- SagePoint Semis 50
 - SagePoint Equipment 100
 - SagePoint Software & Services 100
 - SagePoint Telecom Services 100

Q3 2009
- SagePoint Semis 50
 - SagePoint Equipment 100
 - SagePoint Software & Services 100
 - SagePoint Telecom Services 100

Q2 2009
- SagePoint Semis 50
 - SagePoint Equipment 100
 - SagePoint Software & Services 100
 - SagePoint Telecom Services 100
M&A Transaction Reviews
SagePoint's M&A transaction reviews provide a
quarterly snapshot of M&A activity levels and
valuation trends along the Internet, Communications
and IT Infrastructure value chain. Metrics examined
for each market segment include M&A dollar
volume, M&A transaction volume, deal size metrics,
valuation multiples, most active buyers and an
analysis of certain, strategically impactful
transactions:

Q1 2011
- Semiconductor M&A Review
 - Equipment M&A Review
 - Software & Services M&A Review
 - Telecom Services M&A Review

Q4 2010
- Semiconductor M&A Review
 - Equipment M&A Review
 - Software & Services M&A Review
 - Telecom Services M&A Review

Q3 2010
- Semiconductor M&A Review
 - Equipment M&A Review
 - Software & Services M&A Review
 - Telecom Services M&A Review

Q2 2010
- Semiconductor M&A Review
 - Equipment M&A Review
 - Software & Services M&A Review
 - Telecom Services M&A Review

Q1 2010
- Semiconductor M&A Review
 - Equipment M&A Review
 - Software & Services M&A Review
 - Telecom Services M&A Review

Q4 2009
- Semiconductor M&A Review
 - Equipment M&A Review
 - Software & Services M&A Review
 - Telecom Services M&A Review

Q3 2009
- Semiconductor M&A Review
 - Equipment M&A Review
 - Software & Services M&A Review
 - Telecom Services M&A Review
A d v i s o r s