Venture-Backed Exits Decline Significantly in First Quarter 2008
April 01 2008 - 8:00AM
PR Newswire (US)
IPOs At Lowest Volume Level Since 2003; Acquisitions at Lowest
Volume in Decade NEW YORK, April 1, 2008 /PRNewswire-FirstCall/ --
Only five venture-backed initial public offerings totaling $282.7
billion in proceeds were issued in the first quarter of 2008,
according to the Exit Poll report by Thomson Financial and the
National Venture Capital Association (NVCA). This volume represents
the lowest quarterly number of IPO's since the second quarter of
2003 when there were two issues. Similarly, the venture-backed
M&A market had only 56 deals in the fourth quarter, 20 of which
had a combined disclosed value totaling $2.5 billion. The
acquisitions volume represented one of the lowest quarterly levels
in the past decade. "U.S. economic uncertainty clearly impacted the
venture backed IPO market in the first quarter," said Mark Heesen,
president of the NVCA. "It was not a great start to the year by any
measure and we will need to see a significant increase in volume in
the remaining three quarters to salvage the rest of the year. And
while the acquisitions market is also showing lower volumes, the
quality of the both exits - both IPO's and acquisitions - appears
to be holding up, which should translate into some much needed
confidence for venture backed companies looking to exit in 2008."
Venture-Backed Liquidity Events by Year/Quarter, 2001-2008ytd
M&A Deals *Total Total Average Total with Disclosed *Average
Offer IPO Offer Quarter/ M&A Disclosed M&A Value M&A
Deal **Number Amount Amount Year Deals Values ($M) Size($M) of
IPO's ($M) ($M) 2002 318 152 7,916.4 52.1 22 2,109.1 95.9 2003 290
122 7,721.1 63.3 29 2,022.7 69.8 2004 339 186 15,440.6 83.0 93
11,014.9 118.4 2005-1 81 46 4,364.9 94.9 10 720.7 72.1 2005-2 80 36
4,791.0 133.1 10 714.1 71.4 2005-3 98 47 4,374.8 93.1 19 1,458.1
76.7 2005-4 87 39 2,563.7 65.7 17 1,568.1 92.2 2005 346 168
16,094.4 95.8 56 4,461.0 79.7 2006-1 104 49 5,446.4 111.2 10 540.8
54.1 2006-2 104 39 3,935.6 100.9 19 2,011.0 105.8 2006-3 94 42
3,894.8 92.7 8 934.2 116.8 2006-4 61 25 3,866.8 154.7 20 1,631.1
81.6 2006 363 155 17,143.5 110.6 57 5,117.1 89.8 2007-1 82 29
4,540.3 156.6 18 2,190.6 121.7 2007-2 85 35 3,882.3 110.9 25
4,146.8 165.9 2007-3 97 50 10,530.3 210.6 12 945.2 78.8 2007-4 83
40 8,370.4 209.3 31 3,043.8 98.2 2007 347 154 27,323.3 177.4 86
10,326.3 464.5 2008-1 56 20 2,491.9 124.6 5 282.7 56.6 2008 56 20
2,491.1 124.6 5 282.7 56.6 Thomson Financial & National Venture
Capital Association * Only accounts for deals with disclosed values
**Includes all companies with at least one U.S. VC investor that
trade on U.S. exchanges, regardless of domicile. IPO Activity
Overview The Life Sciences sector saw the majority of
venture-backed companies come to market with four IPO's raising
$221 million during the first quarter. Until this quarter, Life
Sciences IPO issues have not accounted for the majority of issues
brought to market since the first quarter of 2006. The largest Life
Sciences IPO exit of the quarter was the $83 million issue by the
California based IPC The Hospitalist Company, Inc., which provides,
manages, and coordinates care of hospitalized patients. Venture
investors in the company include Scale Venture Partners, Bessemer
Venture Partners, Morgenthaler Ventures, CB Health Ventures, and
Crucible Group, a non-venture investor. There was one Information
Technology (IT) IPO in the first quarter of 2008. This offering,
valued at $61.8 million, was issued by ArcSight, Inc, a security
management solutions provider located in California. Venture
investors in ArcSight included Institutional Venture Partners,
Kleiner Perkins Caufield & Byers, Integral Capital Partners,
In-Q-Tel, Inc., Samsung Venture Investment Corporation (SVIC), and
other undisclosed investors. Venture-Backed IPO Industry Breakdown
Q1 2008 *Number of Total Venture-Backed Venture-Backed IPO's in the
U.S. Offering Size ($M) Industry Information Computer Software and
Services 1 61.8 Technology TOTAL 1 61.8 Medical/Health 3 215.2
Biotechnology 1 5.8 Life Sciences TOTAL 4 221.0 TOTAL 5 282.7
*Includes all companies with at least one U.S. VC investor that
trade on U.S. exchanges, regardless of domicile Geographically,
first quarters' issues came from companies located in California
and Florida. While California is globally recognized as the most
active region for venture-backed start-ups, two IPO exits from
Florida-based companies in one quarter has not occurred since the
fourth quarter of 2005. There were no foreign IPOs on US exchanges
in the first quarter, the first time since the third quarter of
2000. 1Q 2008 Venture-Backed IPO State Breakdown *Number of
Venture-Backed Metro Region IPO's in the U.S. California 3 Florida
2 TOTAL 5 *Includes all companies with at least one U.S. VC
investor that trade on U.S. exchanges, regardless of domicile As of
March 28, 2008, 28% percent of the venture-backed companies that
went public during the previous 12-month period were trading at or
above their offering price. Thirty-seven venture-backed companies
have filed for an initial public offering with the SEC since 2007
and are currently "in registration." This marks a significant
decrease from the previous quarter when 60 venture-backed companies
were in registration. Merger and Acquisition Overview In the first
quarter of 2008, 56 venture-backed M&A deals were completed, 20
which had an aggregate deal value of $2.5 billion. The average
disclosed deal value for the quarter was $124.6 million. The
Information Technology sector dominated the venture-backed M&A
landscape, with 41 deals and a disclosed total dollar value of
approximately $2.0 billion. Within this sector, Internet Specific
companies accounted for the bulk of the target companies, with $1.7
billion in issuance across this sector subset. Non-High Technology
saw the next highest disclosed dollar volume at $266.2 million.
Finally, Life Sciences deals accounted for $229.3 million of
M&A exits. Venture-Backed M&A Industry Breakdown Q1 2008
Number of Total Venture- Disclosed Number of Backed M&A
Venture- Venture- deals with Backed Backed M&A disclosed Deal
Value Industry deals value ($M) Communications and Media 6 2 90.0
Internet Specific 12 8 1678.7 Computer Software and Services 16 2
43.0 Semiconductors/Other Elect. 4 3 184.8 Information Computer
Hardware 3 0 0.0 Technology TOTAL 41 15 1,996.4 Biotechnology 1 1
12.0 Medical/Health 4 2 217.3 Life Sciences TOTAL 5 3 229.3 Other
Products 4 1 247.0 Consumer Related 3 1 19.2 Industrial/Energy 3 0
0.0 Other TOTAL 10 2 266.2 TOTAL 56 20 2,491.9 Source: Thomson
Financial & National Venture Capital Association The largest
disclosed deal of the quarter was the $1.4 billion acquisition of
EqualLogic, Inc, a developer of storage area network solutions, by
Dell, Inc. in January. Deals bringing in the top returns, those
with disclosed values greater than four times the venture
investment, accounted for 50 percent of the total compared to 46
percent last quarter. Those deals returning less than the amount
invested accounted for 39 percent of the quarter's total, up from
17 percent of the total last quarter. Analysis of Transaction
Values versus Amount Invested Q407 Q108 Relationship between
transaction value and investment M&A** M&A** Deals where
transaction value is less than total venture investment 6 7 Deals
where transaction value is 1-4x total venture investment 13 2 Deals
where transaction value is 4x-10x total venture investment 8 6
Deals where transaction value is greater than 10x venture
investment 8 3 Total Disclosed Deals 35 18 Source: Thomson
Financial & National Venture Capital Association ** Disclosed
deals that do not have a disclosed total investment amount are not
included. About Thomson Financial Thomson Financial, with 2006
revenues of US$2 billion, is a provider of information and
technology solutions to the worldwide financial community. Through
the widest range of products and services in the industry, Thomson
Financial helps clients in more than 70 countries make better
decisions, be more productive and achieve superior results. Thomson
Financial is part of The Thomson Corporation
(http://www.thomson.com/), a global leader in providing essential
electronic workflow solutions to business and professional
customers. With operational headquarters in Stamford, Conn.,
Thomson provides value-added information, software tools and
applications to professionals in the fields of law, tax,
accounting, financial services, scientific research and healthcare.
The Corporation's common shares are listed on the New York and
Toronto stock exchanges (NYSE: TOC; TSX: TOC). The National Venture
Capital Association (NVCA) represents approximately 480 venture
capital and private equity firms. NVCA's mission is to foster
greater understanding of the importance of venture capital to the
U.S. economy, and support entrepreneurial activity and innovation.
According to a 2007 Global Insight study, venture-backed companies
accounted for 10.4 million jobs and $2.3 trillion in revenue in the
United States in 2006. The NVCA represents the public policy
interests of the venture capital community, strives to maintain
high professional standards, provides reliable industry data,
sponsors professional development, and facilitates interaction
among its members. For more information about the NVCA, please
visit http://www.nvca.org/. DATASOURCE: Thomson Financial and
National Venture Capital Association CONTACT: Emily Mendell of
NVCA, +1-610-565-3904, , for Thomson Financial; Matthew Toole,
+1-646-822-7560, , Sandy Anglin, +1-646-822-7334, , both of Thomson
Financial Web site: http://www.thomsonfinancial.com/
http://www.nvca.org/
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