以色列特拉維夫和美國(guó)舊金山,2021年6月29日—— 作為業(yè)內(nèi)領(lǐng)先的商業(yè)化平臺(tái), ironSource致力于賦能移動(dòng)內(nèi)容創(chuàng)造者在應(yīng)用經(jīng)濟(jì)中取得全面成功,于今日宣布已與特殊目的并購(gòu)上市公司Thoma Bravo Advantage(紐約證券交易所代碼:TBA)完成早前公布的業(yè)務(wù)合并。ironSource于2021年6月29日在紐約證劵交易所上市,股票代碼為“IS”。 正如之前宣布,Thoma Bravo Advantage的股東在2021年6月22日的股東特別大會(huì)上批準(zhǔn)了此項(xiàng)交易。
這筆交易包含共計(jì)21.5億美元的現(xiàn)金收入,包括13億美元的PIPE(私人股權(quán)投資已上市公司股份)超額認(rèn)購(gòu),和來自Thoma Bravo Advantage信托賬戶的資金。隨著業(yè)務(wù)合并的完成,ironSource在支付完交易費(fèi)用后獲得了大約6.6億美元的現(xiàn)金收入以促進(jìn)其增長(zhǎng)并進(jìn)一步鞏固其市場(chǎng)領(lǐng)先地位。ironSource首席執(zhí)行官兼聯(lián)合創(chuàng)始人Tomer Bar Zeev,以及ironSource創(chuàng)始人領(lǐng)導(dǎo)的管理團(tuán)隊(duì)將繼續(xù)領(lǐng)導(dǎo)合并后的公司。Thoma Bravo Advantage的董事會(huì)主席以及Thoma Bravo, L.P.的創(chuàng)始人和管理合伙人Orlando Bravo,已于業(yè)務(wù)合并完成時(shí)正式加入ironSource董事會(huì)。
作為全球領(lǐng)先的應(yīng)用和游戲開發(fā)者的平臺(tái), ironSource邁出了重要一步。我們十分高興能夠進(jìn)入公開市場(chǎng),繼續(xù)推進(jìn)產(chǎn)品平臺(tái),及公司和應(yīng)用經(jīng)濟(jì)持續(xù)發(fā)展的愿景。ironSource對(duì)成功達(dá)成這一里程碑事件倍感自豪,這證明了我們平臺(tái)的實(shí)力。作為一家上市公司,ironSource對(duì)未來充滿期待。我非常感謝ironSource團(tuán)隊(duì)成員們的不懈努力,正因?yàn)槿绱耍覀儾拍茏叩竭@個(gè)關(guān)鍵時(shí)刻,同時(shí),我也十分感謝合作伙伴Thoma Bravo Advantage給予的莫大支持。
Tomer Bar Zeev
ironSource首席執(zhí)行官兼聯(lián)合創(chuàng)始人
“得益于自身獨(dú)特的規(guī)模組合、優(yōu)越的增長(zhǎng)率、強(qiáng)勁的EBITDA利潤(rùn)率,作為應(yīng)用經(jīng)濟(jì)中最廣泛使用的平臺(tái)之一,ironSource展現(xiàn)了一個(gè)極具吸引力的投資機(jī)會(huì),”O(jiān)rlando Bravo表示,“ironSource團(tuán)隊(duì)在開發(fā)創(chuàng)新產(chǎn)品方面成績(jī)卓越,這些產(chǎn)品為快速擴(kuò)張的客戶群帶來了巨大價(jià)值。我很高興能與Tomer先生和才華橫溢的ironSource團(tuán)隊(duì)合作,推動(dòng)ironSource在規(guī)模達(dá)400億美元且快速增長(zhǎng)的市場(chǎng)中樹立領(lǐng)導(dǎo)地位。”
為慶祝并購(gòu)成功完成,ironSource管理團(tuán)隊(duì)已于美國(guó)東部時(shí)間2021年6月29日上午9點(diǎn)30分敲響紐約證券交易所的開市鐘??梢酝ㄟ^瀏覽https://www.nyse.com/bell觀看回放(或點(diǎn)擊閱讀原文觀看)。
顧問團(tuán)隊(duì):Goldman Sachs & Co. LLC、Jefferies LLC和Citigroup Global Markets Inc. 擔(dān)任ironSource的財(cái)務(wù)顧問和PIPE(私人股權(quán)投資已上市公司股份)配售代理; Latham & Watkins LLP和Meitar Law Offices擔(dān)任ironSource的法律顧問; Kirkland & Ellis LLP、Goldfarb Seligman & Co.和Cadwalader, Wickersham & Taft LLP擔(dān)任Thoma Bravo Advantage的法律顧問。
關(guān)于ironSource: ironSource作為應(yīng)用經(jīng)濟(jì)領(lǐng)先的商業(yè)化平臺(tái),致力于賦能移動(dòng)內(nèi)容創(chuàng)造者在應(yīng)用經(jīng)濟(jì)中取得全面成功。開發(fā)者可通過ironSource平臺(tái)將應(yīng)用發(fā)展為成功且可拓展的業(yè)務(wù),在功能完備的軟件解決方案的幫助下獲取用戶、變現(xiàn)內(nèi)容,分析和優(yōu)化業(yè)務(wù)表現(xiàn),以實(shí)現(xiàn)全面的增長(zhǎng)。此外,ironSource平臺(tái)還使電信運(yùn)營(yíng)商能為設(shè)備打造更為豐富的體驗(yàn),在設(shè)備的整個(gè)生命周期為用戶提供更為貼切和相關(guān)的應(yīng)用推薦及服務(wù)建議,以增強(qiáng)用戶粘性。作為應(yīng)用經(jīng)濟(jì)核心不可或缺的商業(yè)化平臺(tái),ironSource讓客戶專注于其擅長(zhǎng)的領(lǐng)域,在應(yīng)用經(jīng)濟(jì)大潮下實(shí)現(xiàn)業(yè)務(wù)增長(zhǎng),同時(shí)也為用戶提供更為出色的應(yīng)用和用戶體驗(yàn),更多信息請(qǐng)?jiān)L問www.is.com。
關(guān)于Thoma Bravo Advantage: Thoma Bravo Advantage是一家作為開曼群島豁免公司成立的空白支票公司,成立目的是與一個(gè)或多個(gè)企業(yè)或?qū)嶓w進(jìn)行合并、股份交換、資產(chǎn)收購(gòu)、股份購(gòu)買、重組或類似的業(yè)務(wù)合并。Thoma Bravo Advantage的A類普通股在紐約證券交易所上市,股票代碼為“TBA”。Thoma Bravo Advantage Sponsor LLC為Thoma Bravo Advantage的保薦人,前者由Thoma Bravo的關(guān)聯(lián)人士組成,Thoma Bravo是一家專注于軟件和技術(shù)驅(qū)動(dòng)的軟件服務(wù)領(lǐng)域的業(yè)界領(lǐng)先的私募股權(quán)公司。Thoma Bravo Advantage的成立目的是執(zhí)行軟件行業(yè)的業(yè)務(wù)合并。
Forward-Looking Statements: This communication contains forward-looking statements within the meaning of the federal securities laws with respect to the business combination transaction between Thoma Bravo Advantage ("TBA") and ironSource Ltd. ("ironSource"). All statements other than statements of historical facts contained in this communication, including statements regarding ironSource's, TBA's or the combined company's future financial position, business strategy and plans and objectives of management for future operations, are forward-looking statements. In some cases, you can identify forward-looking statements by terminology such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "believes," "estimates," "predicts," "potential" or "continue" or the negative of these terms or other similar expressions. Forward-looking statements include, without limitation, ironSource's or TBA's expectations concerning the outlook for their or the combined company's business, productivity, plans and goals for future operational improvements and capital investments, operational performance, future market conditions or economic performance and developments in the capital and credit markets and expected future financial performance, as well as any information concerning possible or assumed future results of operations of the combined company. Forward-looking statements also include statements regarding the expected benefits of the proposed transaction between ironSource and TBA.
Forward-looking statements involve a number of risks, uncertainties and assumptions, and actual results or events may differ materially from those projected or implied in those statements. Important factors that could cause such differences include, but are not limited to: (i) the effect of the transaction on ironSource's business relationships, performance, and business generally; (ii) risks that the transaction disrupts current plans of ironSource and potential difficulties in ironSource employee retention as a result of the transaction; (iii) the outcome of any legal proceedings that may be instituted against ironSource or against TBA related to the merger agreement or the transaction; (iv) volatility in the price of the combined company's securities due to a variety of factors, including changes in the competitive industry in which ironSource operates, variations in performance across competitors, changes in laws and regulations affecting ironSource's business and changes in the combined capital structure; (v) the ability to implement business plans, forecasts, and other expectations after the completion of the transaction, and to identify and realize additional opportunities; (vi) ironSource's markets are rapidly evolving and may decline or experience limited growth; (vii) ironSource's reliance on operating system providers and app stores to support its platform; (viii) ironSource's ability to compete effectively in the markets in which it operates; (ix) ironSource's quarterly results of operations may fluctuate for a variety of reasons; (x) failure to maintain and enhance the ironSource brand; (xi) ironSource's dependence on its ability to retain and expand its existing customer relationships and attract new customers; (xii) ironSource's reliance on its customers that contribute more than $100,000 of annual revenue; (xiii) ironSource's ability to successfully and efficiently manage its current and potential future growth; (xiv) ironSource's dependence upon the continued growth of the app economy and the increased usage of smartphones, tablets and other connected devices; (xv) ironSource's dependence upon the success of the gaming and mobile app ecosystem and the risks generally associated with the gaming industry; (xvi) ironSource's, and ironSource's competitors', ability to detect or prevent fraud on its platforms; (xvii) failure to prevent security breaches or unauthorized access to ironSource's or its third-party service providers data; (xviii) the global scope of ironSource's operations, which are subject to laws and regulations worldwide, many of which are unsettled and still developing; (xix) the rapidly changing and increasingly stringent laws, contractual obligations and industry standards relating to privacy, data protection, data security and the protection of children; and (xx) the effects of health epidemics, including the COVID-19 pandemic.
ironSource and TBA caution you against placing undue reliance on forward-looking statements, which reflect current beliefs and are based on information currently available as of the date a forward-looking statement is made. Forward-looking statements set forth herein speak only as of the date of this communication. Neither ironSource nor TBA undertakes any obligation to revise forward-looking statements to reflect future events, changes in circumstances, or changes in beliefs. In the event that any forward-looking statement is updated, no inference should be made that ironSource or TBA will make additional updates with respect to that statement, related matters, or any other forward-looking statements. Any corrections or revisions and other important assumptions and factors that could cause actual results to differ materially from forward-looking statements, including discussions of significant risk factors, may appear in ironSource's public filings with the SEC, which are or will be (as appropriate) accessible at www.sec.gov, and which you are advised to consult.
Market, ranking and industry data used throughout this communication, including statements regarding market size and technology adoption rates, is based on the good faith estimates of ironSource's management, which in turn are based upon ironSource's management's review of internal surveys, independent industry surveys and publications, including reports by Altman Solon, App Annie, AppsFlyer, Apptopia, eMarketer, Newzoo, Omdia and Sensor Tower and other third-party research and publicly available information. These data involve a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. While ironSource is not aware of any misstatements regarding the industry data presented herein, its estimates involve risks and uncertainties and are subject to change based on various factors, including those discussed above.