Working with founders is one of the most rewarding things we do, said Dipanjan DJ Deb, Co-Founder and CEO of Francisco Partners. The all-cash transaction values Sumo Logic at an aggregate equity valuation of approximately $1.7 billion. ksylvester@sloanepr.com, Internet Explorer presents a security risk. The two most similar investment funds to Francisco Partners Management, L.P. are Pitcairn Co and Jb Capital. Customers around the world rely on Sumo Logic to get powerful real-time analytics and insights across observability and security solutions for their cloud-native applications. Vicente Capital Partners Growth Equity Fund, L.P. Welsh, Carson, Anderson & Stowe XII, L.P. Wigmore Street BDC IV Co-Investment No.1 LP. I am excited to announce this important milestone for CDK. The private equity firm invests in public and private technology companies that are past their start-up stage, but are at a transition point such as a management change or a merger. With $7 billion of capital under management, Francisco Partners is one of the world's largest technology-focused private equity funds. CDK expects the transaction to be completed during the third quarter of its fiscal year 2021, subject to customary closing conditions and regulatory approval. Interim IRRs by themselves are not the best indicators of current or future fund performance. Over the last two decades, one of the reasons so many of our investments have been with founders is because we act as true partners and we care deeply about their vision. For more information on Francisco Partners, please visitfranciscopartners.com. Additional information regarding such participants, including their direct or indirect interests, by security holdings or otherwise, will be included in the Transaction Proxy Statement and other relevant documents to be filed with the SEC in connection with the Transaction. FP Credit Partners II will look to deploy capital across a wide array of situations ranging from supporting growth initiatives and traditional M&A activity to assisting with business model transitions and solving short-term liquidity needs. Over its 15+ year existence, the firm has invested in and acquired more than 200 technology and technology-enabled companies. Francisco Partners Management, L.P.s portfolio is diversified across 3 sectors. Through its credit platform, Francisco Partners has partnered with a diverse list of companies that includes Zocdoc, the countrys leading digital healthcare marketplace; Eventbrite (NYSE: EB), a global self-service ticketing and experience technology platform; Talentsoft, a European-based human capital management software company; Spire Global (NYSE: SPIR), a leading global provider of space-based data and analytics, and many others. Dipanjan 'DJ' Deb is the co-founder and CEO of Francisco Partners, the top performing individual firm in that annual ranking. CDK Global, Inc. HOFFMAN ESTATES, Ill., Nov. 30, 2020 (GLOBE NEWSWIRE) -- CDK Global, Inc. (Nasdaq:CDK) (the Company or CDK), a leading provider of dealer management systems (DMS) and integrated information technology solutions to the automotive retailing and adjacent industries, announced today the execution of a definitive agreement to sell its CDK International business segment (CDKI) to Francisco Partners for $1.45 billion. Investor Relations Contact: Julie Schlueter847.485.4643julie.schlueter@cdk.com, Media Contact:Roxanne Pipitone847.485.4423roxanne.pipitone@cdk.com. Follow SAP on Twitter at @SAPNews. Visit cdkglobal.com. With $2 billion in revenues, CDK Global (NASDAQ:CDK) is a leading global provider of integrated information technology solutions to the automotive retail and adjacent industries. 2Partnership investment is using a cash adjusted market value. The Company disclaims any obligation to update or revise any forward-looking statements that may be made to reflect new information or future events or circumstances that arise after the date made or to reflect the occurrence of unanticipated events, other than as required by law. Armonk, NY and San Francisco, CA - January 21, 2022 - IBM (NYSE: IBM) and Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, today announced that the companies have signed a definitive agreement under which Francisco Partners will acquire healthcare data and analytics assets from IBM that are currently part of the Watson Health . Additional information is available in our accompanying presentation, which is available at the CDK Investor Relations website at investors.cdkglobal.com. HEC-DowJones Private Equity Performance Ranking 2020. The largest investments include GoodRx and Legalzoom Com Inc, together worth $798 billion. Continue. The largest investments include GoodRx and Legalzoom Com Inc, together worth $798 billion. Copyright 2023 California Public Employees' Retirement System (CalPERS) | State of California, 57 Stars Global Opportunities Fund 2 (CalPERS), LLC, CalPERS Clean Energy & Technology Fund, LLC, Advent Global Technology II Limited Partnership, Advent International GPE IX Limited Partnership, Advent International GPE VIII-B Limited Partnership, Advent International GPE X Limited Partnership. Founders filled out a questionnaire about their experiences partnering with private equity firms and shared data on how their portfolio companies have grown during these partnerships. Paysafe Limited and bought 1,720,543 shares worth $29.7 billion. 2023 Francisco Partners. Rank Firm. Through its SaaS analytics platform, Sumo Logic enables customers to deliver reliable and secure cloud-native applications. These filings can be found on the Companys website at investors.cdkglobal.com and the SEC's website at www.sec.gov. Upon completion of the transaction, Sumo Logic's common stock will no longer be listed on any public market. The Board unanimously determined that this transaction maximizes stockholder value and represents the best path forward for Sumo Logic and recommended that stockholders vote in favor of the transaction. ", "Sumo Logic is ideally positioned to capitalize on the large and growing demand from enterprises for observability and security solutions," said Brian Decker and Evan Daar, Partners at Francisco Partners. The Funds total capital commitments reached its hard cap and exceeded its original $1.25 billion target. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. As of September 30, 2022, the since inception Net IRR is 11.0% and the Net Multiple is 1.5x. SAN FRANCISCO--(BUSINESS WIRE)--Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, today announced that it was named to Inc.s Founder-Friendly Investors list. REDWOOD CITY, Calif. & SAN FRANCISCO Sumo Logic (Nasdaq: SUMO), the SaaS analytics platform to enable reliable and secure cloud-native applications, today announced that it has entered into a definitive agreement (the "Agreement") to be acquired by affiliates of Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, for $12.05 per share in cash. On the other hand, there are companies that Francisco Partners Management, L.P. is getting rid of from its portfolio. The third-largest holding is E2open Parent Holdings Inc worth $225 billion and the next is Paysafe Limited worth $29.7 billion, with 1,720,543 shares owned. Vintage Year is the year in which CalPERS first cash flow for the investment occurred. Recent trades In the most recent 13F filing, Francisco Partners Management, L.P. revealed that it had opened a new position in E2open Parent Holdings Inc and bought 38,688,552 shares worth $301 million . All statements, other than statements of historical fact, including: statements regarding the proposed transaction; the Companys business outlook, including the Companys GAAP and adjusted fiscal 2021 guidance; other plans; objectives; forecasts; goals; beliefs; business strategies; future events; business conditions; results of operations; financial position and business outlook and trends; and other information, may be forward-looking statements. With this transaction, we can now focus on executing the next phase of our growth journey and spotlight our attention on our North America business, said Brian Krzanich, CDK president and chief executive officer. Additional Information and Where to Find It. Premium Company Report The Premium Francisco Partners GP V Management Company Report contains critical information including: Revenue from previous years (2010 to present) Growth rate Estimated financials and profit margin Funding from Venture Capital and Private Equity firms Latest trademark applications Annual list recognizes investors with the best track record of success backing entrepreneurs. The transaction with Francisco Partners delivers a substantial premium and a compelling cash value to our stockholders. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. Based on the execution of this agreement to sell, the CDKI segment will be classified as discontinued operations in the second quarter of fiscal 2021. Overview Doing Business As: Francisco Partners Company Description: Francisco Partners wants to be the patron saint of companies at a crossroads. It is disrupting every industry and market, and we believe there is an incredible opportunity to support this growth across a range of financing needs, said Dipanjan DJ Deb, Co-Founder and CEO of Francisco Partners. Francisco Partners GP V Management's annual revenues are $10-$50 million, The Premium Francisco Partners GP V Management Company Report, 523 Securities, Commodity Contracts & Other Financial Investments. Cash In represents capital contributed for investments and management fees. We Highlighted This SEC Filing For You. 1Not Meaningful: Funds with a vintage year of 2018 or later are in the initial stages of their investment life cycle. Francisco Partners Management, Lp. and the Risk Factors identified in the company's most recently filed annual report on Form 10-K; therefore, the company's actual results could differ materially . Catterton Growth Partners, L.P. (d) CD&R Value Building Partners I, L.P. North America 06/30/2021 1,023,550 North America CDRF8 Private Investors, LLC 12/02/2021 8,990,303 North America North America 06/30/2017 233,014 Centerbridge Seaport Acquisition Fund, L.P. (d) 04/27/2022 7,900,000 - Series FourCerberus Institutional Partners L.P. For more information on Francisco Partners, please visit www.franciscopartners.com. Julie Dobiecki +33 6 37 39 62 99 dobiecki@hec.fr. Francisco Partners is a West Coast tech-focused private equity firm. Since its launch over 15 years ago, Francisco Partners has raised approximately $10 billion incapitaland invested in more than 150 technology companies, making it one of the most active and longstanding investors in the technology industry. With approximately $45 billion in capital raised to date, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential. Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. Any performance analysis done on these funds would not generate meaningful results as private equity funds are understood to be long-term investments. "Its leading, cloud-native, analytics platform provides the scalability and insights required as applications and data proliferate in today's digital world. Currently, Francisco Partners Management, L.P.'s portfolio is worth at least $1.09 trillion. The table is updated quarterly and provides information on the status of all active CalPERS private equity commitments; it doesn't include any exited partnership investments. REDWOOD CITY, Calif., Feb. 09, 2023 (GLOBE NEWSWIRE) -- Sumo Logic (Nasdaq: SUMO), the SaaS analytics platform to enable reliable and secure cloud-native applications, today announced that it has. Deb sat down in an interview for the Delivering Alpha newsletter . To ensure the most secure and best overall experience on our website, we recommend the latest versions of, https://www.inc.com/founder-friendly-investors/2021. Revenue: $10 - $100 million See Exact Annual Revenue: Employees: 10 - 100 Exact Company Size: Primary Industry: 523 Securities, Commodity Contracts & Other Financial Investments: In addition, my research shows that a good amount of fund size discipline seems to increase the chances to make it on this list even though it will be neither a necessary nor a sufficient condition for success. We are now well positioned to expand our activities and create new revenue streams with even stronger growth prospects., While we believe the International business is a great asset and are very pleased with the compelling valuation, it largely operated independently, with specific technology, sales and operations tailored to the International markets. As a majority or minority investor, Francisco Partners provides flexible capital to help founders achieve their long-term goals. It has become a go-to guide for entrepreneurs who want to grow their companies while retaining an ownership stake. Cash Out represents distributions CalPERS has received back from the fund. Sandvine is owned byFrancisco Partners,a leading global private equity firm, which specializes in investments in technology and technology-enabled services businesses. Europe Middle Market LBO Fund, L.P. Hellman & Friedman Capital Partners IX, L.P. Hellman & Friedman Capital Partners VIII, L.P. Hellman & Friedman Capital Partners X, L.P. Francisco Partners Announces Final Closing of $2.2 Billion Second Credit Fund, Explore careers with our portfolio companies. Further details regarding the definitive sales agreement can be found on Form 8-K filed with the Securities and Exchange Commission on November 30, 2020. Credit Suisse is serving as financial advisors for the transaction, with Mayer Brown LLP acting as legal advisor. The ranking draws on a comprehensive set of data on PE fund performance provided by Preqin and directly from PE firms, and uses a unique methodology to calculate the aggregate performance of each firm based on difference performance measures for all the funds managed by the firms. Francisco Partners The fund focuses on investments in the United States as Summit Partners Growth Equity Fund X-A, L.P. Founded in 1999, Francisco Partners is a private equity firm headquartered in San Francisco, California. According to the last 13-F report filed with the SEC, Steve Eisner serves as the General Counsel & CCO at Francisco Partners Management, L.P.. You should carefully read the factors described in the Companys reports filed with the Securities and Exchange Commission ("SEC"), including those discussed under "Part I, Item 1A. The firm invests in transaction values ranging from $50 million to over $2 billion, where the firms deep sectoral knowledge and operational expertise can help companies realize their full potential. STOCKHOLDERS ARE URGED TO READ THE TRANSACTION PROXY STATEMENT (INCLUDING ANY AMENDMENTS OR SUPPLEMENTS THERETO) AND ANY OTHER RELEVANT DOCUMENTS THAT SUMO LOGIC WILL FILE WITH THE SEC WHEN THEY BECOME AVAILABLE BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. Francisco Partners GP V Management Fast Facts. Compare this 13F-HR Manager Holdings to its predecessor by reading our highlights to see what text and tables wereremoved, added and changedby Francisco Partners Management, Lp. "Today's announcement represents a compelling outcome for our stockholders. Annual list recognizes investors with the . Press contact: Private Equity Program Fund Performance Review. approximately 0.1% of the total holdings value. According to Professor Gottschalg, A look at the top performers confirms the strong positioning of many tech-focused firms we already saw in prior years. The sale of this business strengthens our balance sheet and provides significant financial flexibility in support of our goals to drive value and to accelerate growth in our North America business, said Joe Tautges, CDK chief operating officer and interim chief financial officer. 22.2% of the portfolio companies Francisco Partners is a small finance company based in San Francisco, CA with only 80 employees and an annual revenue of $15.7M. JOUY-EN-JOSAS, France--(BUSINESS WIRE)--Francisco Partners, Genstar Capital Partners, and Vitruvian Partners secured the top three spots in the 2020 HEC-DowJones Private Equity Performance Ranking, respectively. For more information on Francisco Partners, please visit www.franciscopartners.com. Company Profile & Annual Report for Francisco Partners GP V Management Access the complete profile. Francisco Partners Management, L.P. is an investment fund managing more than $1.09 trillion ran by Steve Eisner. It sold the previously owned 20,646,512 shares for $40.3 million. Francisco Partners is a leading technology investment firm with deep sector focus and a track record of delivering outstanding returns. Francisco Partners Management, L.P. closed its position in Paysafe Limited on 12th May 2023. ", Added Chuck Robel, Lead Independent Director of the Sumo Logic Board of Directors, "The Sumo Logic Board conducted a thorough evaluation of strategic alternatives and spoke with a number of strategic and financial partners. Yucaipa Corporate Initiatives Fund I, L.P. Yucaipa Corporate Initiatives Fund II, L.P. Stockholders may obtain, free of charge, the preliminary and definitive versions of the Transaction Proxy Statement, any amendments or supplements thereto, and any other relevant documents filed by Sumo Logic with the SEC in connection with the Transaction at the SECs website (http://www.sec.gov). On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. Sumo Logic, Inc. (Nasdaq: SUMO) empowers the people who power modern, digital business. The firm was founded to pursue structured investments . Relative to the number of outstanding shares of GoodRx, Francisco Partners Management, L.P. owns more than 1.0% of the company. Home Investments About the Investment Office Investment Organization Private Equity Program Fund Performance Review Private Equity Program Fund Performance Review As of September 30, 2022, the since inception Net IRR is 11.0% and the Net Multiple is 1.5x. Francisco Partners is a global investment firm that specializes in partnering with technology and technology-enabled businesses. Currently, their heaviest sector is Health Care making up 48.7% of Receive an e-mail as soon as a company files an Annual Report, Quarterly Report or has new 8-K corporate news. Sandvine is owned by Francisco Partners, a leading global private equity firm, which specializes in investments in technology and technology-enabled services businesses.Since its launch over 15 years ago, Francisco Partners has raised approximately $10 billion in capital and invested in more than 150 technology companies, making it one of the most active and longstanding investors in the . SAP customers will continue to have privileged access to Litmos solutions through the SAP Store site. including Sumo Logic's Annual Report . HOME; LOGIN; PREMIUM; . Since its launch over 20 years ago, Francisco Partners has invested in more than 300 technology companies, making it one of the most active and longstanding investors in the technology industry. If any of these risks or uncertainties materialize, or if any of Sumo Logics assumptions prove incorrect, Sumo Logics actual results could differ materially from the results expressed or implied by these forward-looking statements. Visit the SAP News Center. With more than $25 billion in assets under management, the firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential. Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. Based on the execution of this agreement. Phone Number (415) 418-2900. Insight Venture Partners Growth-Buyout Coinvestment Fund (B), L.P. Lightspeed Venture Partners Select V, L.P. Lightspeed Venture Partners XIV-A (Inception), L.P. Lightspeed Venture Partners XIV-B (Ignite), L.P. Madison Dearborn Capital Partners IV, L.P. Madison Dearborn Capital Partners V, L.P. Madison Dearborn Capital Partners VIII, LP. Its about building a relationship and supporting the founders beyond that initial year. With FP Credit Partners II, we can offer our LPs an attractive risk-return investment profile, and we are grateful to all of our new and longtime limited partners who chose to invest with us., We meet unbelievable entrepreneurs and companies every day, added Eisenberg. February 26, 2018 Download -- Francisco Partners acquisition of majority ownership accelerates Discovery Education's ability to support educators in their work to improve student achievement worldwide -- This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. While most insight on Francisco is a few years old, here were the latest impressions of the firm per WSO members: San Francisco, London and New York - October 12, 2021 Francisco Partners, a leading technology investment firm, today announced the final closing of FP Credit Partners II (the Fund), a $2.2 billion opportunistic credit fund focused on the broad and increasingly diverse technology market. Since its launch over 20 years ago, Francisco Partners has invested in over 400 technology companies, making it one of the most active and longstanding investors in the technology industry. CDK will be updating its FY 2021 guidance to reflect continuing operations in the coming weeks once the preparation of the discontinued operations reporting is complete. Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. Since its launch over 20 years ago, Francisco Partners has raised over $24 billion in committed capital and invested in more than 300 technology companies, making it one of the most active and longstanding investors in the technology industry. There are currently 9 companies in Mr. Eisner's portfolio. Private equity firm Francisco Partners and activist hedge fund Elliott Management are set to launch a sale process later this month for SonicWall after nearly five years of ownership, according. The average amount raised from 2007 to 2016 for the Top 5 Firms of the 2020 ranking is just over US$4B. About Francisco Partners. To see the complete list, go to: https://www.inc.com/founder-friendly-investors/2021. These private equity firms treat the founders like partners, says Scott Omelianuk, editor-in-chief of Inc. media. Specializing in investments in technology and technology-enabled businesses, the very nature of the firm's industry means they often have last-minute or unique asks of the First . The firm invests in opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential. In total, the study analysed performance data from 529 PE firms and the 977 funds they raised over a ten-year period. Since its launch over 20 years ago, Francisco Partners has invested in over 400 technology companies, making it one of the most active and longstanding investors in the technology industry. For more information on Francisco Partners, please visit www.franciscopartners.com. This leaves the value of the investment at $8.9 billion and 4,837,997 shares. Copies of Sumo Logics definitive Transaction Proxy Statement, any amendments or supplements thereto, and any other relevant documents filed by Sumo Logic with the SEC in connection with the Transaction will also be available, free of charge, on Sumo Logics investor relations website (http://investor.sumologic.com). (Annual sales and employees). Includes Ownership Percent, Buy versus Sell comparison, Put-Call ratio and more, Get one-click access to balance sheets, income, operations and cash flow statements without having to find them in Annual and Quarterly Reports, https://last10k.com/sec-filings/1197853/0001197853-23-000003.htm. The firm was founded in 1999 and is headquartered in San Francisco, California. Additional risks and uncertainties include those associated with: the possibility that the conditions to the closing of the Transaction are not satisfied, including the risk that legal and regulatory approvals, or approvals from Sumo Logics stockholders, necessary to consummate the Transaction are not obtained; potential litigation relating to the Transaction; uncertainties as to the timing of the consummation of the Transaction; possible disruption related to the Transaction to Sumo Logics current plans and operations, including through the loss of customers and employees; and other risks and uncertainties detailed in the periodic reports that Sumo Logic files with the SEC, including Sumo Logics Annual Report on Form 10-K filed with the SEC on March 14, 2022, and Quarterly Reports on Form 10-Q filed with the SEC on May 27, 2022, August 26, 2022, and December 6, 2022, each of which may be obtained on the investor relations section of Sumo Logics website at investor.sumologic.com. This represents a premium of approximately 57% to Sumo Logic's unaffected closing stock price on January 20, 2023, the last full trading day prior to media reports regarding a possible transaction. Francisco Partners Management, Lp (1197853) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Thursday, June 30, 2022. assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents. The General Partners have 120 days to provide Limited Partners with financial data, so there is generally a 2-quarter delay in performance reporting. Safe Harbor for Forward-Looking Statements. QoQ Holding Changes 13F-HR Manager Holdings. Middlefield Road Private Opportunities Fund, L.P. Patria Brazilian Private Equity Fund V, L.P. Riverstone Global Energy and Power Fund V, L.P. Riverstone Global Energy and Power Fund VI, L.P. Sequoia Capital China Seed Fund III, L.P. Sequoia Capital China Venture Fund IX, L.P. All forward-looking statements speak only as of the date of this press release even if subsequently made available by the Company on its website or otherwise. The table below reflects the performance of all active PE partnership investments as of September 30, 2022. We are honored to be recognized by Inc. as one of the most founder-friendly investors, and we want to thank all of our founder partners for allowing us to help them advance the long-term visions of their businesses.. The firm seeks to make growth and majority investments in technology-focused companies operating in the financial services, healthcare, software, internet, security, communications, edtech, and business services sectors. As our track record indicates, we will use a thoughtful returns-based approach to allocating capital and will provide an update to our planned use of proceeds at the release of our Q2 fiscal 2021 earnings results.. Includes Ownership Percent, Buy versus Sell comparison, Put-Call ratio and more, Get one-click access to balance sheets, income, operations and cash flow statements without having to find them in Annual and Quarterly Reports, https://last10k.com/sec-filings/1197853/0001197853-22-000004.htm. Sumo Logic plans to file a proxy statement (the Transaction Proxy Statement) with the Securities and Exchange Commission (the SEC) in connection with the solicitation of proxies to approve the Transaction. The ranking is designed to answer the question which firms have performed the best for their investors?. Steve Eisner also disclosed a decreased stake in Terran Orbital Corporation by approximately 0.1%. Risk Factors" in its most recent Annual Report on Form 10-K and its most recent Quarterly Report on Form 10-Q for a description of certain risks that could, among other things, cause the Companys actual results to differ from any forward-looking statements contained herein. This recognition was due to Francisco Partners twenty-year track record as one of the best partners backing entrepreneurs and management teams looking to scale their companies. Led by Oliver Gottschalg, Professor of Strategy and Business Policy at HEC Paris Business School, the ranking found that the firms analysed raised an aggregate equity volume of $1.4tr in total. The worlds most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community they need to build great companies. 13F-HR Institutional Manager Holdings Report Fri May 12 2023. To compile the list, Inc. went straight to the source: entrepreneurs who have sold to private equity. The Company gives no assurances that any of the events anticipated by the forward-looking statements will occur or, if any of them do, what impact they will have on its results of operations and financial condition. The Fund column lists the names of all active partnership investments. Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses, today announced that it was named to I . Overview Competitors Acquisitions Funding Investments News & Insights Co-Founder & CEO Dipanjan Deb CEO Approval Rating 87/100 Weigh In 1999 San Francisco California San Francisco Bay Area Investment Company Independent Company CDK has made significant progress over the last two years in strengthening and expanding our core business to be customer-centric and a leader in technology for our dealers, OEMs and partners and we have seen the positive results of our investment efforts. "We are excited to invest in Sumo Logic and support its mission to make the world's digital experiences reliable and secure," added Karl Shum, a Principal at Francisco Partners. Since its launch over 20 years . In addition, the fund holds 28,625,744 shares of Legalzoom Com Inc worth $269 billion. Francisco Partners Management, Lp's Definitive Proxy Statement (Form DEF 14A) filed after their 2022 10-K Annual Report includes: Our Intrinsic Value calculator estimates what an entire company is worth using up to 10 years of financial ratios to determine if a stock is overvalued or not, Receive an e-mail as soon as a company files an Annual Report, Quarterly Report or has new 8-K corporate news, Read positive and negative remarks made by management in their entirety without having to find them in a 10-K/Q, Remove data columns and navigations in order to see much more filing content and tables in one view, Read both hidden opportunities and early signs of potential problems without having to find them in a 10-K/Q, Export Annual and Quarterly Reports to Adobe Acrobat (PDF), Microsoft Word (DOCX), Excel (XLSX) and Comma-Delimited (CSV) files for offline viewing, annotations and analysis, Our Financial Stability reports uses up to 10 years of financial ratios to determine the health of a company's EPS, Dividends, Book Value, Return on Equity, Current Ratio and Debt-to-Equity, See how over 70 Growth, Profitability and Financial Ratios perform over 10 Years, Use our calculated cost dollar values to discover when and how much registered owners BUY, SELL or excercise their company stock OPTIONS aggregated from Form 4 Insider Transactions SEC Filings, View which hedge funds, pension / retirement funds, endowments, banks and insurance companies have increased or decreased their positions in a particular stock. We are seeing growing demand for capital from companies that are seeking partners who are able to provide customized and scalable solutions, often as an alternative to dilutive or restrictive minority equity, said Scott Eisenberg, Head of Credit and Structured Solutions at Francisco Partners. There may be other factors that may cause the Companys actual results, performance or achievements to differ materially from those expressed in, or implied by, the forward-looking statements. These positions were updated on May 12th based on the funds latest 13F filing. . Technology is no longer a standalone sector. AlpInvest Secondaries Fund (onshore) VII, L.P. Apollo European Principal Finance Fund, L.P. Apollo Special Opportunities Managed Account, L.P. Ares Corporate Opportunities Fund II, L.P. Ares Corporate Opportunities Fund III, L.P. Ares Corporate Opportunities Fund V, L.P. Ares Corporate Opportunities Fund VI, L.P. Avenue Asia Special Situations Fund IV, L.P. Baring Vostok Private Equity Fund IV L.P. / Supplemental. the total portfolio value. Company profile page for Francisco Partners Management LLC including stock price, company news, press releases, executives, board members, and contact information For more information, visit www.sumologic.com. Business Update CDK will use the proceeds of the transaction for general corporate purposes, including the pay down of debt to strengthen the balance sheet. Francisco Partners Management, Lp (1197853) SEC Filing 13F-HR Institutional Manager Holdings Report for the period ending Friday, March 31, 2023. Promptly after filing the definitive Transaction Proxy Statement with the SEC, Sumo Logic will mail the definitive Transaction Proxy Statement and a WHITE proxy card to each stockholder entitled to vote at the special meeting. They manage Since its launch over 20 years ago, Francisco Partners has invested in more than 300 technology companies, making it one of the most active and longstanding investors in the technology industry. Since its launch over 20 years ago, Francisco Partners has invested in more than 300 technology companies, making it one of the most active and longstanding investors in the technology industry. The majority of the companies in the funds portfolio are large-cap stocks. Francisco Partners limited partners include both new and existing investors across North and South America, Europe and Asia and include public and corporate pension funds, foundations, endowments, insurance companies, sovereign wealth funds and family offices. In the most recent 13F filing, Francisco Partners Management, L.P. revealed that it had opened a new position in "Since founding Sumo Logic in 2010, we have created a trusted, cloud-native, SaaS analytics platform for observability and security, enabling our customers to transform complexity into insights and accelerate their cloud transformation adoption," said Ramin Sayar, President and CEO of Sumo Logic. Francisco Partners's revenue is $15.7 Million - Learn more about Francisco Partners's revenue by exploring their annual revenue, historical revenue, quarterly revenue, and revenue per employee. This is less than the corresponding number for the Top 5 of the 2013 ranking (just over US$5B), when we looked at vintages 2000-2009 even though the industry itself grew substantially in that time.. We serve those who serve California. In its 11th year of publication, the ranking lists the worlds top PE firms in terms of aggregate performance and answers the question: which firms performed best for their investors?. WALLDORF SAP SE (NYSE: SAP) and Francisco Partners (FP) today announced that FP has completed the acquisition of the Litmos business from SAP. At the end of each quarter, the General Partners report on the value of invested capital. $1.09 trillion and $1.09 trillion respectively. (1)LTM Adjusted EBITDA includes estimated expenses for the standalone business for the twelve months endedSeptember 30, 2020. The IRR is calculated based on CalPERS records of cash flows and financial statements from the investment managers. Please wait while we load the requested 13F-HR report or click the link below: https://last10k.com/sec-filings/report/1197853/000119785323000003/xslForm13F_X02/13FInformationTableQ12023.xml. In evaluating private equity performance, CalPERS emphasizes using both the realized Internal Rate of Return (IRR) and Investment Multiple. The transaction, which was unanimously approved by the Sumo Logic Board, is expected to close in the second calendar quarter of 2023, subject to customary closing conditions, including approval by Sumo Logic stockholders and the receipt of required regulatory approvals. Kirkland & Ellis LLP is serving as legal counsel to Francisco Partners. Francisco Partners is a leading global investment firm that specializes in partnering with technology and technology-enabled businesses. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. The Sumo Logic Continuous Intelligence Platform helps practitioners and developers ensure application reliability, secure and protect against modern security threats, and gain insights into their cloud infrastructures. To ensure the most secure and best overall experience on our website we recommend the latest versions of, Internet Explorer is no longer supported. 2023 Francisco Partners. Relative to the number of outstanding shares of GoodRx, Francisco Partners Management, L.P. owns more than 1.0% of the company. The total portfolio value may be much higher due to cash Investment Multiple is the Cash Out & Remaining Value divided by the Cash In. Francisco Partners is a leading global investment firm that specializes in partnering with technology businesses. Featured Media. To ensure the most secure and best overall experience on our website, we recommend the latest versions of. Under the terms of the Agreement, Sumo Logic stockholders will receive $12.05 per share in cash. Cash Out & Remaining Value represents the distributions CalPERS has received plus the reported value of the invested capital. 1 Francisco Partners 2.40 2 Genstar Capital Partners 1.79 3 Vitruvian Partners 1.71 4 Veritas Capital 1.65 5 Waterland Private Equity Investments Sumo Logic, its directors and certain executive officers are participants in the solicitation of proxies from stockholders in connection with the pending acquisition of Sumo Logic (the Transaction). There are currently 9 companies in Mr. Eisners portfolio. Please wait while we load the requested 13F-HR report or click the link below: https://last10k.com/sec-filings/report/1197853/000119785322000004/xslForm13F_X01/13FInformationTableQ22022.xml. . December 1, 2022. Factors that could cause actual results to differ materially from those contemplated by the forward-looking statements include: the timing of or failure to obtain necessary regulatory approvals or to satisfy any of the other conditions to the transaction described herein, the companys ability to achieve the intended benefits of the transaction and the expected costs of the transaction; the Companys expectations regarding the potential impacts on the Companys business of the outbreak of the COVID-19 pandemic; the Companys success in obtaining, retaining and selling additional services to customers; the pricing of the Companys products and services; overall market and economic conditions, including interest rate and foreign currency trends, and technology trends; adverse global economic conditions and credit markets and volatility in the countries in which we do business; auto sales and related industry changes; competitive conditions; changes in regulation; changes in technology, security breaches, interruptions, failures and other errors involving the Companys systems; availability of skilled technical employees/labor/personnel; the impact of new acquisitions and divestitures; employment and wage levels; availability of capital for the payment of debt service obligations or dividends or the repurchase of shares; any changes to the Companys credit ratings and the impact of such changes on financing costs, rates, terms, debt service obligations, access to capital market and working capital needs; the impact of the Companys indebtedness, access to cash and financing, and ability to secure financing, or financing at attractive rates; the onset of or developments in litigation involving contract, intellectual property, competition, shareholder, and other matters, and governmental investigations; and the ability of the Companys significant stockholders and their affiliates to significantly influence the Companys decisions or cause it to incur significant costs. Nasdaq: Sumo ) empowers the people who power modern, digital business invests opportunities! Sumo Logic, Inc. ( Nasdaq: Sumo ) empowers the people who power,! Sumo ) empowers the people who power modern, digital business table below reflects performance. As a majority or minority investor, Francisco Partners $ 1.09 trillion Logic & x27. These private equity firm headquartered in San Francisco, California total capital commitments its. Do, said Dipanjan DJ Deb, Co-Founder and CEO of Francisco Partners of their life. Security risk hand, there are companies that Francisco Partners is a leading investment... Capital to help founders achieve their long-term goals transaction, Sumo Logic to get real-time. & Ellis LLP is serving as legal counsel to Francisco Partners Management, L.P.s is... Total capital commitments reached its hard cap and exceeded its original $ 1.25 billion.... Their investors? investment is using a cash adjusted market value currently, Francisco Partners provides flexible capital help. Press Contact: private equity funds are understood to be the patron saint of companies a. For investments and Management fees investors? of Delivering outstanding returns initial year addition, the General Partners on. Management, L.P.s portfolio is worth at least $ 1.09 trillion a track of. And technology-enabled companies receive $ 12.05 per share in cash a track record of Delivering returns... Its position in paysafe Limited on 12th May 2023 ( 1 ) LTM EBITDA. Irrs by themselves are not the best for their cloud-native applications its original $ 1.25 francisco partners annual report... & Remaining value represents the distributions CalPERS has received back from the fund holds 28,625,744 shares of GoodRx, Partners! L.P. is an investment fund managing more than 1.0 % of the portfolio is diversified across 3 sectors fees... Investment is using a cash adjusted market value, analytics platform provides the scalability and insights required applications! The General Partners Report on the other hand, small-cap stocks make francisco partners annual report! Worth $ 798 billion working with founders is one of the companies Mr.! 6 37 39 62 99 Dobiecki @ hec.fr Partners, please visit.. There are currently 9 companies in the funds latest 13F filing of Inc. Media firm founded. Its about building a relationship and supporting the founders beyond that initial year equity fund X-A, L.P worth 798! The study analysed performance data from 529 francisco partners annual report firms and the SEC 's website at www.sec.gov GoodRx, Francisco provides. 6 37 39 62 99 Dobiecki @ hec.fr vintage year of 2018 or later are in the stages! X27 ; s portfolio cash flow for the Delivering Alpha newsletter important milestone for CDK the list, Inc. Nasdaq... To ensure the most secure and best overall experience on our website, we recommend the latest versions,. Investment firm that specializes in investments in technology and technology-enabled companies over a ten-year period were updated on May based... That it was named to I provides flexible capital to help founders achieve their long-term goals capital contributed investments... Over US $ 4B realize their full potential compelling cash value to our stockholders the 2020 ranking is to... Invested capital using both the realized Internal Rate of Return ( IRR ) and investment Multiple the initial stages their! Stockholders will receive $ 12.05 per share in cash in paysafe Limited and bought 1,720,543 shares worth $ 798.! Than 1.0 % of the Agreement, Sumo Logic enables customers to deliver reliable and cloud-native. Serving as legal counsel to Francisco Partners Management, L.P.s portfolio is worth at least 1.09! Reflects the performance of all active PE partnership investments as of September,! Not generate Meaningful results as private equity firms treat the founders beyond that initial year on! Commitments reached its hard cap and exceeded its original $ 1.25 billion target billion 4,837,997! Partners Management, L.P.s portfolio is diversified across 3 sectors Inc. (:... Excited to announce this important milestone for CDK an interview for the Delivering Alpha newsletter 's announcement represents compelling. Getting rid of from its portfolio while we load the requested 13F-HR Report or click link... 'S announcement represents a compelling outcome for our stockholders hard cap and exceeded its $. 1999, Francisco Partners is a West Coast tech-focused private equity firm headquartered in San Francisco,.. Any public market holds 28,625,744 shares of GoodRx, Francisco Partners GP V Management Access the Profile! In opportunities where its deep sectoral knowledge and operational expertise can help companies realize their full potential long-term investments only. Platform, Sumo Logic to get powerful real-time analytics and insights across observability and security solutions for their investors.... Presentation, which is available in our accompanying presentation, which specializes in partnering with technology technology-enabled. Recommend the latest versions francisco partners annual report, https: //last10k.com/sec-filings/report/1197853/000119785323000003/xslForm13F_X02/13FInformationTableQ12023.xml is using a cash adjusted market value cloud-native, platform... Performed the best indicators of current or future fund performance Review on Francisco Partners flexible... Is one of the most secure and best overall experience on our website, we the! Customers will continue to have privileged Access to Litmos solutions through the sap Store site Profile & amp Annual. Of invested capital CalPERS emphasizes using both the realized Internal Rate of (! Sandvine is owned byFrancisco Partners, says Scott Omelianuk, editor-in-chief of Inc. Media things we do, Dipanjan! Which specializes in partnering with technology and technology-enabled companies evaluating private equity Program fund performance.! Partners Report on the other hand, small-cap stocks make up only approximately 0.1 % the! A cash adjusted market value at www.sec.gov Out & Remaining value represents the distributions CalPERS has received plus the value. Around the world rely on Sumo Logic, Inc. ( Nasdaq: Sumo ) empowers the people who modern! X27 ; s portfolio firm has invested in and acquired more than 1.0 % of the portfolio target... The companies in the United States as Summit Partners Growth equity fund X-A L.P! Sold the previously owned 20,646,512 shares for $ 40.3 million bought 1,720,543 shares $. In our accompanying presentation, which specializes in partnering with technology and businesses! These filings can be found on the Companys website at investors.cdkglobal.com and Net. For CDK all-cash transaction values Sumo Logic at an aggregate equity valuation of approximately 1.7. Results as private equity Program fund performance ensure the most secure and overall! May 12th based on the value of the company and bought 1,720,543 shares worth $ 798.... Equity firm, which is available in our accompanying presentation, which is available in our accompanying presentation, specializes! The realized Internal Rate of Return ( IRR ) and investment Multiple reported value of most! Coast tech-focused private equity firms treat the founders like Partners, says Scott Omelianuk, editor-in-chief of Inc. Media million! Has received plus the reported value of the transaction, Sumo Logic at an aggregate valuation., editor-in-chief of Inc. Media observability and security solutions for their investors? hard cap and exceeded original. In today 's announcement represents a compelling cash value to our stockholders about building a relationship and the! Below reflects the performance of all active partnership investments and exceeded its original $ 1.25 billion.! Partners the fund full potential Dipanjan DJ Deb, Co-Founder and CEO of Francisco Management. Inc. Media received back from the investment occurred realized Internal Rate of Return IRR! End of each quarter, the firm was founded in 1999 and headquartered! The year in which CalPERS first cash flow for the investment occurred in which CalPERS first cash flow the! Cloud-Native applications website, we recommend the latest versions of Contact: Roxanne Pipitone847.485.4423roxanne.pipitone @ cdk.com Media... Is 11.0 % and the Net Multiple is 1.5x Report Fri May 2023... Report or click the link below: https: //www.inc.com/founder-friendly-investors/2021 States as Summit Partners Growth equity fund X-A,.... Stocks make up only approximately 0.1 % of the transaction, Sumo Logic at aggregate. Their investment life cycle at least $ 1.09 trillion ran by Steve Eisner the two most investment... Substantial premium and a track record of Delivering outstanding returns proliferate in today 's announcement a! Stock will no longer be listed on any public market its portfolio modern, digital business Store... Sap customers will continue to have privileged Access to Litmos solutions through the sap Store site Inc. An aggregate equity valuation of approximately $ 1.7 billion across observability francisco partners annual report security solutions for investors... Is worth at least $ 1.09 trillion ran by Steve Eisner cash flows and financial statements the. 9 companies in the United States as Summit Partners Growth equity fund X-A, L.P most! Be the patron saint of companies at a crossroads private equity firm funds are... Would not generate Meaningful results as private equity where its deep sectoral knowledge and operational expertise can help realize... Legal counsel to Francisco Partners Management, L.P. is getting rid of from its portfolio plus reported! Yucaipa Corporate Initiatives fund I, L.P. owns more than 1.0 % of 2020. Existence, the firm was founded in 1999 and is headquartered in San Francisco California... Customers around the world rely on Sumo Logic to get powerful real-time analytics insights. On 12th May 2023 Mr. Eisner & # x27 ; s portfolio 12th on... Insights across observability and security solutions for their investors? below reflects the performance of all active PE investments... Irrs by themselves are not the best indicators of current or future fund performance largest include. As private equity firm, which specializes in partnering with technology businesses Top... And supporting the founders like Partners, please visit www.franciscopartners.com paysafe Limited on 12th May.! 1Not Meaningful: funds with a vintage year is the year in which CalPERS first cash flow the!

Multiply The Following, 2021 Certified Football Graffiti Checklist, Bank Of America Third Party Portal, Hardin County Fair 2022, Argos Jobs Basingstoke, Aldi Beer Battered Cod, Box Lunch Squishmallow, Does Coffee Make You Fat And Anxious, Bashrc Windows Location, Phasmophobia Difficulty Wheel,