The 2012 Software Industry Financial Report, a comprehensive 67 page analysis of 2011's software industry mergers and acquisitions, initial public offerings, venture capital investments, public software company financial performance and market valuations, and software industry market trends over the past year, is now available for download.

The complete Report includes SEG's exclusive 2012 Software Industry Buyers Survey which polled corporate development executives of the 200 largest software companies about their M&A plans, priorities, budgets and thinking for the year ahead.  Learn what we learned.  The Report recaps the Software, SaaS and Internet industry's financial performance in 2011and looks deeply and insightfully at 2011's Software, SaaS and Internet M&A exit valuations, deal volumes and trends.  And of course, our 2012 Software Industry Financial Report takes a look at the year ahead, including a forecast of software industry M&A, venture capital and IPO activity in 2012. 

Software Equity Group's research reports are now read and relied upon by nearly 50,000 software industry senior executives, entrepreneurs, venture capitalists and private equity investors in 74 countries across the globe. Shouldn't you know what they know?

Select Report Highlights:

• Two years ago, 16% of buyers said it was important that a target be SaaS based. Today, a whopping 46% said it was very important or essential. What else are they demanding?

• A year ago, one-third of respondents said they wouldn't be acquiring in 2011 - and they didn't. This year, virtually every respondent said they'd be buying - 42% intend to do three or more deals in 2012. What size deals are they targeting? What's most important to them when valuing a target- growth, profitability or product? Do they expect to pay more or less this year than last?

• SaaS deals grew nearly 100% last year, and the median SaaS exit multiple was almost double that paid to on-premise software sellers. Is that really all about the value of the recurring revenue, or is there something else at play here?

• The median TTM Internet M&A multiple soared above 2011. What industry dynamics are at play here? How does this bode for on-premise software providers?

• Public Internet companies grew TTM revenue 22.0%, racked up a median EBITDA margin of 16.4%, and were rewarded by investors with a median EV/Revenue multiple far higher than their on-premise peers.  What's really driving Internet growith and market valuations?

• The 144 public software companies in our SEG On-Premise Software Index grew median TTM revenue 14.4% in 2011, but what happened to the bottom line? We see a slowdown in 2012 growth, and quite possibly market valuations.  What's that about?

• Seventeen Internet companies, three SaaS providers and two software companies went public domestically in 2011. The thirteen that went public in the first six months declined a median 37.4% by year-end. Are there lessons here?
  

The cost of the 2012 Annual Software Industry Financial Report is $595.  To obtain your copy, visit http://www.softwareequity.com/purchase_annualreport.aspx.  As a preface, please select the following link for a complimentary Executive Summary of the Report:

http://www.softwareequity.com/register_annual.aspx?type=annual.

If you have any difficulty completing the purchase of your 2012 Annual Report, please contact Kelly LaMarca at klamarca@softwareequity.com or 858-509-2800.

Additionally, don't miss our webinar on Wednesday, February 22nd at 1:00pm Eastern, for an extraordinary webcast covering optimum exit timing, due diligence and software M&A contract terms, and then a recap of M&A valuations and trends: http://event.on24.com/r.htm?e=399735&s=1&k=68FA78FC820D5F1211A3D4CABB6D1B4E

2012 Annual Software Industry Financial Report Topics:

U.S. Economy: Software Industry Macroeconomics
IT Spending
Internet Retail Spending and Advertising
Public Software/SaaS/Internet Company Stock Performance
Public Software/SaaS/Internet Company Market Valuation Top Performers
Public Software Company Market Valuations: overall
Public Software Company Market Valuations: By Product Category
Public Software as a Service (SaaS) Company Market Valuations
Public Software as a Service (SaaS) Company Market Valuations: By Product Category
Public Internet Company Market Valuations
Public Internet Company Market Valuations: By product category
Public Software Company Financial Performance: overall
Public Software Company Financial Performance: By Product Category
Public Software as a Service (SaaS) Financial Performance
Public Internet Company Financial Performance
Public Internet Company Financial Performance: By Product Category
Public Software, SaaS and Internet Financial Performance in 2011: A Recap
Initial Public Offerings
Venture capital investment
M&A Deal Volume and Spending: All Industry Sectors
Software/SaaS M&A Deal Volume and Spending
Software M&A Deal Currency
Software M&A Valuations
Software M&A Valuations By Equity Structure
Software M&A Valuations By Vertical and Horizontal Markets
M&A Valuations by Software Product Category
Software as a Service (SaaS) M&A Deal Volume and Valuations
Internet M&A Deal Volume and Valuations
2011 Public Market Valuations and Statistics by Product Category
2011 Mergers and Acquisitions, Select Public Seller Valuations
2011 Mergers and Acquisitions, Most Active Buyers
2011 Mergers and Acquisitions, Software Industry Mega-Deals
2011 Mergers and Acquisitions, Select Software-as-a-Service Sellers
2011 Mergers and Acquisitions – Deal Insight
Select 2011 Software Industry Mergers and Acquisitions