MASiV focuses on how the most successful software and internet companies use M&A to innovate, grow, and compete. Woodside Capital Partners brings together influential corporate development executives and business unit leaders with CEOs and venture capitalists to talk about current trends in M&A.
9. MASiV 2013: The M&A Silicon Valley Gathering
Global Software and Internet Acquisition Activity â Last Ten Years
 5,000  $300
3,892Â Â $250
 4,000 3,758Â
3,436Â
 $200 # of
Transactions
 3,000
2,524Â
 $150
2,038 $ Value of
 2,000 Announced
 $100 Transactions
($B)
 1,000
 $50
 â  $â
Source: Capital IQ
10. MASiV 2013: The M&A Silicon Valley Gathering
Top-25 Acquirers in Software â Announced Acquisitions, Last Five Years
Google 100+
IBM 36
Facebook 30
Oracle 30
Zynga 26
Nuance 20
Autodesk 19
salesforce.com 19
Vmware 19
Twitter 18
j2Â Global 17
Microsoft 16
ADP 14
Synopsys 14
CAÂ Technologies 12
Citrix Systems 12
eBay 12
VeriFone Systems 12
AOL 11
BMCÂ Software 11
Quest Software 11
Yahoo! 11
Adobe Systems 10
SAP 10
Symantec 10
Source: Capital IQ
11. MASiV 2013: The M&A Silicon Valley Gathering
Breakdown of Software-Internet Transactions by Transaction size â Last five years
$500MÂ â $1Â BillionÂ
159Â $100MÂ â $500MÂ Â
1% 980Â
$1 Billion or MoreÂ
155 3%
<1%
$100M or Less Â
10,156Â
31%
UndisclosedÂ
21,063Â
65%
Source: Capital IQ
13. MASiV 2013: The M&A Silicon Valley Gathering
Thoughts on Whatâs Going On Around Us
Important Events of 2012 - Enterprise
⢠VMWareâs foray into software defined networking: $1.2B Nicira acquisition
⢠Salesforceâ $1 billion spend on its marketing cloud
⢠Dellâs push into software; $2.2 billion acquisition of Quest Software
⢠IBMâs $1.4 billion purchase of Kenexa
⢠SAPâs continued evolution into the cloud
⢠Oracleâs continued evolution into the cloud
⢠Citrixâs purchase of Zenprise in December
⢠HPâs $17 billion of write downs of bad acquisitions
⢠Microsoftâs $10 billion spending spree last 18 months; and new approach
⢠Googleâs purchase of QuickOffice in June
15. MASiV 2013: The M&A Silicon Valley Gathering
Thoughts on Whatâs Going On Around Us
Important Events of 2012 - Consumer
⢠The Crash of Facebook, Zynga and Groupon
⢠Facebookâs acquisitions in mobile
⢠AOLâs sale of patents to Microsoft for $1.1 billion, and Yahooâs sale of itâs
stake in Alibaba for $7.6 billion
⢠Zyngaâs purchase of OMGPop for $183 million, and subsequent write-
down
⢠Traditional enterprise companies â Oracle, Salesforce, Intuit - buying their
way into social marketing / advertising companies
16. MASiV 2013: The M&A Silicon Valley Gathering
Thoughts on Whatâs Going On Around Us
Looking Ahead to 2013 - Consumer
⢠Google will continue to be the most important player in the M&A
landscape.
⢠Expect to see a lot of companies testing the market who are unable to
raise funding
⢠Expect more activity in mobile advertising
⢠An acquisition that should happen: EBay or Amazon buys Fab,
OneKingsLane, or similar
⢠An acquisition (or investment) that should happen: Microsoft should
acquire Dropbox