Union Square Advisors Serves as Exclusive Financial Advisor to Permira in its Acquisition of Metalogix

in its acquisition of
Business/Productivity Software

Demonstrates Union Square Advisors continued strong momentum in providing tailored, high-quality strategic advisory services to leading technology companies and financial sponsors

On October 30, 2014, Permira, an international private equity firm, announced that it has entered into a definitive agreement to acquire Metalogix, a leading provider of trusted management tools for mission-critical collaboration platforms, including Microsoft SharePoint, Exchange and Office 365. For over a decade, Metalogix has developed the best and most trusted management software tools for these platforms, and its products are backed by its award-winning live 24×7 support. According to Forrester, the Collaboration Services market will grow rapidly to reach $67 billion by 2018, and collaboration platforms represent a significant portion of this large and growing market.

Metalogix was founded in 2008, and has its operational headquarters in Washington, D.C., with offices around the world. Members of Metalogix’s senior management team, including Chief Executive Officer Steven Murphy, will maintain an ownership stake in the company going forward. The transaction is subject to regulatory approval and customary closing conditions, and is expected to close in 2014.

About Metalogix

Metalogix provides content infrastructure management software to transform collaboration platforms, increase knowledge sharing, and improve the use and performance of enterprise content management platforms. Today, more than 14,000 customers, in 86 countries on 7 continents, rely on Metalogix management software to migrate, synchronize, store, monitor, govern, backup, and archive content on Microsoft SharePoint, Exchange and Cloud environments. Metalogix services customers in the government, energy, legal, financial services, healthcare, consulting, and many other industries. For more information, please visit www.metalogix.com

About Permira

Permira is an international private equity firm. The Permira funds, raised from pension funds and other institutions, make long-term investments in companies with the ambition of transforming their performance and driving sustainable growth. Founded in 1985, the firm advises funds with a total committed capital of approximately €25 billion and has made over 200 private equity investments. Permira specializes in five key sectors: Consumer, Financial Services, Healthcare, Industrials and TMT and its portfolio currently comprises over 25 companies. Permira employs over 120 professionals based in Frankfurt, Guernsey, Hong Kong, London, Luxembourg, Madrid, Menlo Park, Milan, New York, Paris, Seoul, Stockholm and Tokyo. For more information, please visit www.permira.com

About Union

Square Advisors Union Square Advisors LLC is a leading technology-focused investment bank that offers strategic mergers & acquisitions advice and execution, as well as agented private capital financing services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with leading public and private technology companies, venture capital and private equity firms across the technology landscape with a primary focus on Software, IT infrastructure and Internet / Digital Media. For more information on Union Square Advisors, please visit www.usadvisors.com.

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