Slide 1: Creating a Leading Global B2B Growth Accelerator
Creating a Leading Global B2B Growth Accelerator Investor Presentation September 5, 2024 Exhibit 99.2
Slide 2: Additional Information and Where to Find It
Additional Information and Where to Find It In connection with the proposed transaction (the “proposed transaction”), Toro CombineCo, Inc. (“NewCo”) filed with the Securities and Exchange Commission (the “SEC”) a registration statement on Form S-4 (File No. 333-280529) containing a preliminary proxy
Slide 3: Disclaimer (2/2)
Disclaimer (2/2) Important factors that could cause actual results to differ materially from such plans, estimates, or expectations include, among others: that one or more closing conditions to the proposed transaction, including certain regulatory approvals, may not be satisfied or waived, on a tim
Slide 4: New Company Overview
“eo. Ne TechTarget O informa New Company Overview
Slide 5: Sitting at the intersection of two exciting markets: Tech and B2B Marketing
Sitting at the intersection of two exciting markets: Tech and B2B Marketing Access to the tech industry’s largest permission-based audience of 50mm+1 decision makers Data & workflow solutions addressing product lifecycle from R&D to ROI Intelligence & Advisory that challenges Brand & Content that en
Slide 6: Technology buyers: informing, educating and influencing a permissioned audience
Technology buyers: informing, educating and influencing a 50mm+1 permissioned audience Deep expertise in Enterprise IT #1 Google footprint in B2B tech #1 Intent data for B2B tech 20 vertical B2B tech markets Leader in outbound audience development World class face-to-face event audience data Signifi
Slide 7: Technology sellers: providing solutions across their product lifecycle
Technology sellers: providing solutions to our clients’ needs across their product lifecycle Brand & Content Intent & Demand Intelligence & Advisory Market Intelligence & Insight Market Strategy Go-to-Market Strategy Content Strategy Content Creation Sponsorship & Display Qualified Sales Leads Conte
Slide 8: A unique platform designed to deliver value from R&D to ROI
Sponsorship & Display Content Creation Content Strategy Digital marketers, brand marketers, content marketers Intelligence & Advisory Brand & Content Digital marketers, brand marketers, content marketers Intent & Demand Performance / demand gen marketers, field marketers, sales teams Buyer Intent Da
Slide 9: Serving a diverse, world-class client base
Serving a diverse, world-class client base Long-standing relationships with technology customers ~7,500 customers across enterprise IT, industry B2B tech and SMB / Growth companies 70+ customers spending over $1 million annually; ~760 customers spending over $100,000 annually No single customer exce
Slide 10: Combination unlocks reach and scale to create a robust financial profile
Combination unlocks reach and scale to create a robust financial profile… Pro forma combined company for full year 2023 20+ Countries 220+ Digital Brands 50mm+ Permissioned Audience $482mm Total Revenue 32% Subscription / Longer-Term Revenue High margins and cash flow generation …that supports ambit
Slide 11: Market Fundamentals & Sources of Growth
Market Fundamentals & Sources of Growth
Slide 12: Growing intersection of Tech and B2B Marketing markets
Tech B2B Marketing Growing intersection of Tech and B2B Marketing markets powered by compelling long-term tailwinds Permissioned Audience data is key – heightened regulation on privacy underscores value of solutions built upon permissioned data R&D spend by the top 1,700 corporate R&D spenders in 20
Slide 13: Five sources of potential growth underpin our ambition to double revenue
Expansion of product set into adjacent, tech-driven B2B growth markets, such as AutoTech, GameTech, HealthTech, FinTech and many more Accelerating market share gains in a rebounding and growing market through enhanced competitiveness from additional scale, reach, products and talent Five sources of
Slide 14: End-to-end offering spans go-to-market strategy, brand awareness, buyer intent and demand
End-to-end offering spans go-to-market strategy, brand awareness, thought leadership, buyer intent and demand In a fragmented market, New TechTarget offers unique value across the product lifecycle Brand & Content Intent & Demand Intelligence & Advisory Enterprise IT market share growth Growth in in
Slide 15: $20bn TAM at the intersection of Tech and B2B Marketing
$20bn TAM at the intersection of Tech and B2B Marketing across 20 industry verticals, providing ample room for durable growth Expansion of established and new product set into adjacent, tech-driven B2B growth markets 1 Enterprise IT market share growth Growth in industry vertical tech markets Intern
Slide 16: Significant international reach enables customer diversification and revenue growth
Current TechTarget Footprint New TechTarget Footprint 2k+ colleagues in 20+ countries 952 colleagues in 11 countries On a pro forma basis, New TechTarget would have ~30% of revenue generated for the year ended December 31, 2023 outside the U.S. We estimate that technology sellers based outside the U
Slide 17: Proven track record of innovation and commercialization
Proven track record of innovation and commercialization 2020-2021 Prospect-Level Intent™ data Integration of BrightTALK activity 2019 New version of Priority Engine “for Sales” 2015-2016 Priority Engine “for Marketing” 2023 IntentMail AI™ for personalized emails Personalize Assist™ for message relev
Slide 18: Priority Engine Platform: A unified solution to fuel GTM teams
Priority Engine Platform: A unified solution to fuel GTM teams with most actionable data for most effective efforts PRIORITY ENGINE Platform Access unique market insights to inform and assess strategies Market Monitor Access people, accounts and insights at account and prospect-level directly to eng
Slide 19: Well positioned for inorganic expansion supported by a stronger financial profile
Well positioned for inorganic expansion supported by a stronger financial profile Enhanced growth platform Predictable and resilient revenue Substantial operating leverage Strong cash generation Healthy balance sheet Enterprise IT market share growth Growth in industry vertical tech markets Internat
Slide 20: A growth business with increased resiliency through market cycles
A growth business with increased resiliency through market cycles Increased subscription and longer-term revenue End market diversification from adjacent markets beyond Enterprise IT Increased scale across new geographic markets Ability to tap into three distinct, adjacent budget pools with unique m
Slide 21: Significant Value Creation Opportunity
Significant Value Creation Opportunity
Slide 22: A value-creating combination
A value-creating combination Expected to close in second half of 2024, subject to TechTarget shareholder approval and satisfaction of other customary closing conditions Investor Day to be held after the closure of the transaction with Informa Tech’s Digital Businesses Timing Informa to contribute In
Slide 23: Strengthens TechTarget's financial profile
Strengthens TechTarget’s financial profile Large projected TAM with strong tailwinds expected to support strong organic growth Market growth + platform integration + synergies = double-digit growth Enhanced growth platform Enhances revenue under longer-term contracts (defined as 270+ days) Breadth o
Slide 24: Significant operating synergies expected to create additional value
Revenue Cost Significant operating synergies expected to create additional value ~$45mm total run-rate synergies targeted by year 3 Demand Generation uplift Increased webinar penetration Multiple cross-selling / upselling opportunities Scale in content enablement services Geographic and vertical mar
Slide 25: Making meaningful strides to create growth and value
HSR period expired Form S-4 submitted to SEC Form S-4 declared effective by SEC Shareholder vote Close Investor Day Progress to Date Making meaningful strides to create growth and value Upcoming Milestones
Slide 26: Appendix
Techilarget @) informa Appendix
Slide 27: Priority Engine turns B2B purchase insight into sales
Priority Engine turns B2B purchase insight into sales Know where to focus Accounts in your territory priority-ranked by relevant activity and engagement Ranked by: Research activity, ICP, website visits, content and banner engagements Weekly Email Alerts highlight the most active accounts in your te
Slide 28: BrightTALK is a complete SaaS platform for webinar & video success
BrightTALK is a complete SaaS platform for webinar & video success CHANNEL Marketer benefits Simplified content delivery to build scale with reduced effort Audience access and delivery combined in a single solution Accelerated pipeline through content engagement Live and pre-recorded webinars and vi
Slide 29: Content Syndication sets the standard for delivering high-quality prospects
Dave Hason Solution Architect TechTarget Lead 6,300+1 Annual lead gen programs 1.5mm+1 Leads delivered every year 14,000+1 Syndicated vendor assets Content Syndication sets the standard for delivering high-quality prospects Brand & Content AI-driven targeting and promotion 100% opt-in leads Pre-acti
Slide 30: Content Enablement brings go-to-market lifecycle management capabilities
Content Enablement brings go-to-market lifecycle management capabilities Improve visibility into current and future markets to accelerate product development, marketing and sales success Develop effective content and tools to engage customers, generate sales-qualified leads and gain share Align stra
Slide 31: TechTarget's flexible suite of branding solutions
TechTarget’s flexible suite of branding solutions maximizes your campaign impact Intent-Based Targeting Leverage TechTarget’s industry-leading behavioral intent data to reach and engage in-market buyers and accounts Contextually-Aligned Banners Align your message to a hyper-targeted audience of IT b
Slide 32: Overview of Omdia, Canalys & Wards Intelligence
Overview of Omdia, Canalys & Wards Intelligence Global channel and mobility tech Specialist tech research Automotive and autotech MARKET SENSING MARKET EXPERTISE MARKET REACH Market analysts 350+1 expert analysts and consultants Industry briefings 12,000+1 companies tracked Market coverage 3,000+1 t
Slide 33: Overview of Industry Dive
Overview of Industry Dive 20+1 industries 100+1 journalists 3.3mm+1 subscribers Delivering high-quality editorial content focused on specific industries and professions Providing news, insights and in-depth analysis to help subscribers make complex decisions and stay up to date on the trends in thei
Slide 34: Overview of specialist digital brands
Overview of specialist digital brands Content to make a difference Providing expert insights across the technology industry, with unrivalled opportunities for marketers to grow brand awareness High quality content enables technology vendors to gain exposure, benefit from association with the special
Slide 35: Overview of NetLine
Overview of NetLine 125mm1 unique visitors per month 700k3 first-party leads generated per month 15k1 web and publisher properties 76mm2 leads processed to date Intentive: Uses first-party contact and behavioral data generated across media properties and live event portfolios to deliver buyer-level
Slide 36: Overview of IIRIS access
Overview of IIRIS access 20mm+1 permissioned first-party B2B audience Powerful audience segmentation Measuring campaign performance Intelligence & Advisory Brand & Content Intent & Demand Audience growth and development using first-party B2B data via IIRIS 1 Data as of June 30, 2024.
Slide 37: ees O informa
ees O informa