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

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