EFTA01388349.pdf

From: Vahe Stepanian Sent: 2/6/2018 7:39:34 PM To: Stewart 0ldfield [email protected] Subject: FW: Technology Co-invest Should we show to Paul Barrett? From: Vahe Stepanian Sent: Tuesday, February 06, 2018 7:36 PM To: Trip McCoy ( Cc: >: Zack Tax < Subject: Technology Co-Invest Trip — hope all is well in sunny FL. I'm reaching out because we have a direct co-investment opportunity that came to us from an LA based PE sponsor, and we wanted to see if it is of interest. A few high-level bullets: • Middle market sponsor recently purchased a developer of workplace collaboration software that enables sharing of multiple screens in an enterprise conference room • Their software product solves a major pain point of wirelessly sharing multiple screens simultaneously - with a focus on software updates after initial hardware sale • Given the size of the equity check vs. their overall fund size, the sponsor is looking to syndicate $10-15mm of their $37mm equity check • Business has —4,000 customers, 100+ Fortune 500 clients and significant share of top US universities, highly efficient gross margins, and 2017 GAAP EBITDA of —$4.4mm This is a co-invest opportunity, and you would be investing pad passu alongside the sponsor. Let me know if this is of interest and we can discuss further. Alternatively, I'm happy to connect you directly to the sponsor to receive materials (i.e. teaser and NDA) as a starting point. Thank you, Vahe Vahe Stepanian Key Client Partners Deutsche Bank Securities Inc. Tel. +1 212 454-1539 Mobile +1610 639-3675 Email KCP products and services are intended and available only for persons who are sophisticated institutional investors within the meaning of the FINRA Rule 4512(C)(3). and who are capable of evaluating the strategies. characteristics and investment risks of. and exercising independent judgment in evaluating, the ideas and products discussed herein. Trades and transactions are subject to relevant internal approvals of DBSI or its affiliates prior to execution, and the execution of any transaction or idea discussed herein is conditional on your becoming a client of Deutsche Bank. Key Client Partners (KCP) products. investment ideas and solutions and related matters discussed herein are provided for discussion purposes only. and strictly on a non-advisory baths. The KCP Americas desk does not provide investment advice. The information set lath herein is confidential and personal to you and is being presented for your information and for discussion purposes only. Any reproduction and/or redistribution thereof (in whole or in part) or disclosure of its content without our written consent is strictly forbidden. This oommurication does not create any legally binding obligation on the pan of DBSI or any of its affiliates. CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0091847 CONFIDENTIAL SDNY_GM_00238031 EFTA01388349