销售与营销技术行业报告-2024年下半年

2H 2024 ATLANTAAUSTINLOS ANGELESMINNEAPOLISNASHVILLENEW YORKSEATTLE Disclaimer ThispresentationisbeingfurnishedbyCascadiaCapital,LLC(“Cascadia”)totherecipientandisintendedasanoutlineofmattersforinformationalanddiscussionpurposesonly.Theinformationcontainedinthispresentation,includinganymarketdataandindustryinformation,hasbeenderivedentirelyfrommaterialsuppliedbypublicsources,whichCascadiabelievestobeaccurate;however,noindependentverificationofsuchmaterialhasbeenmadeandanyestimatesmadebyCascadiabasedonmaterialfromsuchsourcesarebytheirnatureinherentlyinexact.Accordingly,Cascadiadoesnotmakeanyrepresentationorwarranty,norisanysuchrepresentationorwarrantyimplied,astotheaccuracyorcompletenessoftheinformationcontainedherein,andCascadiaisnotresponsibleforanymisstatementsoromissionsinthispresentation.Cascadiahasnoobligationtoupdatetheinformationcontainedherein. Thispresentationmayincludecertainstatements,estimatesandprojectionswithrespecttoacompany,orindustry,includingcertainforward-lookingstatements.Anysuchstatements,estimatesandprojectionsreflectvariousassumptions,whichmayormaynotprovetobeaccurateorcorrect,concerninganticipatedresultsandaresubjecttosignificantbusiness,economicandcompetitiveuncertaintiesandcontingencies,allofwhicharebeyondthecontrolofCascadia.Accordingly,therecanbenoassurancethatsuchstatements,estimatesandprojectionswillberealized.Suchstatements,estimatesandprojectionsarelikelytovaryfromactualresultsandthosevariationsmaybematerial.Nosuchstatements,estimatesorprojectionsconstituteaguarantee,promise,forecastorpredictionofthefutureandCascadiadoesnotrepresentorwarrantthatanyestimatesorprojectionswillbeachieved.Cascadianeither:(i)acceptsresponsibilityforormakesrepresentationsastotheaccuracyorcompletenessofanyforward-lookingstatements,estimatesorprojectionscontainedinthispresentation,nor(ii)undertakesanyobligationtoupdateorreviseanyforward-lookingstatements,estimatesorprojectionsforanyreasonafterthedateofthispresentation.Allfinancialdatainthispresentationisprovidedforinformationalanddiscussionpurposesonly. Pastperformanceisnotnecessarilyindicative,oraguarantee,offutureresults.TherecanbenoassurancethatanyCascadiaprojectwillachievecomparableresultsasthosepresentedherein. Theinformationcontainedinthispresentationisstrictlyconfidentialandmaynotbereproduced,distributed,disclosedordisseminated,inwholeorinpart,toanythirdpartywithoutthepriorwrittenconsentofCascadia. Cascadia Capital Overview Table of Contents ▪Founded in 1999, Cascadia is an independent advisory only investment bank, partnering with clients across the nation to deliveroutcomes globally. We have completed over 500 transactions globally and have seven office locations▪Cascadia leverages our bankers’ deep sub-vertical industry expertise to deliver a more highly specialized degree of knowledge,positioning and process, resulting in premium valuation in a highly efficient process.▪Our commitment is to deliver a customized and unique process for each client. We integrate storytelling and positioning withbest-in-class financial and process rigor▪Cascadia focuses on optimizing outcomes, not just getting deals done. Often this includes advice to go to market later when thecombination of company and market elements are more ideal. We pride ourselves on delivering direct advice focused solely on thebest interests of our clients Macroeconomic TrendsBroad Sales and MarketingTechnology TrendsOmnichannel Marketing &Analytics SubsectorContent Marketing & EventSubsectoreCommerce & CustomerExperience SubsectorLoyalty & CustomerEngagement SubsectorM&A and Capital RaiseTransactionsCascadia CapitalOverview12345678 Cascadia’sSales & Marketing Technology Practice ▪With a focus on innovative software solutions and differentiated technology, our expertise spans across the sales & marketinglandscape from omnichannel marketing & analytics to content marketing & events, eCommerce & customer experience and loyalty &customer engagement Omnichannel Marketing & Analytics:Omnichannel solutions facilitate seamless customer engagement acrossdiverse channels, including online, offline, social, and voice platforms. Analytics tools offer invaluable insights intocustomer behavior and campaign performance, empowering businesses to make data-informed decisions and optimizetheir marketing efforts, thereby increasing ROI Content Marketing & Events:Solutions that empower businesses to effectively generate, curate, and distribute theirmessaging across a variety of mediums including blogs, videos, social media and email communications as well asvirtual and in-person events/meetings, thereby fostering enriched interactions with customers, prospects and channelpartnersin order todrive sales and cultivate deeper brand awareness eCommerce & Customer Experience:Solutions that facilitate online sales and enhance the overall customerexperience while shopping on digital channels. This includes eCommerce platforms for seamless shopping,personalized experiences tailored to individual pr