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Categories: AGC Partners Insights

AGC PARTNERS INSIGHTS: LEGAL, COMPLIANCE & REGULATORY TECHNOLOGY – SEPTEMBER 2019

Attached is AGC Partners’ Insight report on legal, compliance and regulatory technology.

The global legal technology market, estimated at ~$4B in size, is poised for explosive growth in the years ahead as legal and compliance teams fully embrace digitalization and automation. Legal tech solutions revolve around real time access to data that keep litigation costs under budget and improve outcomes in cases litigated or agreements negotiated. At the frontier, other solutions are emerging to automate eDiscovery and Contract Management, mostly involving AI and ML technologies. Financing into private legal tech companies is now pouring in, while M&A activity has also seen a lockstep change to unprecedented levels over the last year. With over 180 companies identified in AGC’s Legal and Compliance Tech landscape, this industry is large and growing rapidly with many new startups forcing disruption of this traditional sector, and many public giants competing for pole position to build or buy the ecosystem.

Click to download AGC’s report – AGC-Legal-Compliance-Tech-Sep-2019

Categories: AGC Partners Insights

AGC PARTNERS INSIGHTS: IOT AND THE ENTERPRISE – AUGUST 2019

Attached is AGC Partners’ Insight report on IoT and the Enterprise.

IoT is fast approaching critical mass in terms of units installed. By 2020, IoT is on track to surpass phones, laptops and tablets collectively as the largest category of connected devices. As this plays out, the Enterprise sets up as the next big leg of exciting growth in the extended IoT adoption wave, taking over from the Consumer and Industrial domains. Deployments are well under way with over 84% of enterprises expected to complete IoT implementations within the next two years. Meanwhile, private markets have begun to percolate with over 40 transactions occurring annually and hundreds of millions in deployed capital. With nearly 100 companies identified in AGC’s Enterprise IoT landscape, this report explores disruptive participants and trends in this rapidly emerging segment of IoT.

Click to download AGC’s report – AGC-Enterprise-IoT-Aug-2019

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AGC PARTNERS INSIGHTS: SUPPLY CHAIN SOFTWARE 2019 FIRST HALF MARKET UPDATE – AUGUST 2019

Attached is AGC Partners’ Insight report on the Supply Chain Software market. Supply chain is increasingly at the nexus of several transformative technology and business trends: Autonomous Vehicles, Internet of Things, digital twins, and automation and robotization of warehouses and distribution centers. As a result, supply chain and ERP remains robust as PE firms continue to invest in consolidation platforms for older technologies, which in turn continue to execute aggressive acquisition programs, and public companies are benefiting from continued growth in target markets and strong global equity capital markets. eProcurement / Spend Management M&A has been particularly active during the past 3 years with nearly 45 transactions, as ongoing consolidation in the sector is being driven by challenges such as Coupa and private equity players acquiring mid-market players. This report includes an overview of M&A and investment activity, current trends, and AGC’s landscape of companies in the ecosystem.

Click to download AGC’s report – AGC-Supply-Chain-Aug-2019

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AGC PARTNERS INSIGHTS: SECURITY FLASH REPORT – JULY 2019

Attached is AGC Partners Security Market Flash Report for 2Q 2019 with a focus on Zero Trust. Until recently, security models have been firewall-centric with the main focus on erecting a perimeter around the corporate network. However, this model has increasingly come under attack, calling for a a new paradigm wherein the concept of trust in a security context is dramatically altered. In a Zero Trust framework, all users are treated equally regardless of whether they sit inside or outside of the corporate firewall. What matters is who you are, not where you are. Put simply, identity becomes the new perimeter. Not surprisingly, there has been a burgeoning population of security vendors, both large and small, seeking to expand their offerings in the space, which has seen over $3.2B of disclosed M&A value in the last 12 months.

Click to download AGC’s report – AGC-Security-Market-July-2019

Categories: AGC Partners Insights

AGC PARTNERS INSIGHTS: SECURITY FLASH REPORT – APRIL 2019

At RSA last month, a number of the big cloud service providers made high profile product announcements. Can this be just coincidence or is it the start of CSPs growing to dominate the cyber world? Given the increasing costs associated with a security breach, both companies and investors alike continue to invest heavily in the segment. Notably, 213 funding rounds raised a record $4.7B in 2018, and with an additional 59 rounds so far this year, the trend shows no sign of slowing. While the bottom of the cyber ecosystem is filling up, consolidation and exit opportunities are alive and well at the top. 154 M&A transactions were completed in 2018, with disclosed values exceeding $16.5B. Another $25B in value was transferred to the public markets by way of IPOs, providing an important source of liquidity for security investors. Which begs the question: who will be the lead consolidators and disruptors going forward?

Click to download AGC’s report – AGC-Partners-Security-Flash-Report-April-19

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AGC PARTNERS INSIGHTS: FINANCIAL TECHNOLOGY 2019 MARKET UPDATE

We have just completed a review of capital raising and M&A activity in the financial technology sector. 2018 was a blockbuster year for M&A activity across the FinTech space with 17 deals totaling $1B or more. 2019 is off to a ROARING start with 46 M&A deals and three alone representing $60.7B in value. On the capital raising side, 2018 continued the strong investment trend of 2017, with the lion’s share of investment going into FinTech disruptor models. Q1 points to another potential record year for investments in 2019. This report also includes an overview of current trends affecting the banking & capital markets, buy-side and insurance sectors, as well as our landscape of companies in the ecosystem.

Click to download AGC’s report – AGC-Fintech-Update-Apr-2019

 

Categories: AGC Partners Insights

AGC PARTNERS INSIGHTS: MULTI-ENTERPRISE DIGITAL SUPPLY CHAIN

At the core of the $9T B2B e-Commerce ecosystem are the business networks which facilitate the transaction, fulfillment, transportation and final delivery of goods and services through the supply chain. These electronic networks first emerged over 20 years ago, but are now being transformed again. The convergence of Digital initiatives with other emerging technologies, such as IoT, is ushering in a new Multi-Enterprise Digital Supply Chain (“MDSC”).

Click to download AGC report – Multi Enterprise Supply Chain May 2019