Blackpeak Capital is pleased to present our latest Fintech market update – click on the link below:
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With AUMs growing by nearly $400B annually and on track to surpass $5T by 2023, private equity has been the fastest growing asset class for some time now. As a subset, tech-focused PEs have been a strong driver of that growth. Tech PEs have become the power player in the global tech world competing toe-to-toe with the strategic community and rocking the landscape across the hundreds of technology markets and thousands of companies. They now account for 31% of all deal flow, up from 9% at the beginning of the decade.
The post great recession generation of tech PE funds deserves the mantra of “buy and build,” and our analysis bears that out. The top Tech PE firms seek out and pay up for platform companies that have the size, market leadership, and management on which they can build. Over the two year period tracked, the top five firms alone combined for 369 add-ons and 83 platform acquisitions, a roughly 4 to 1 split and multiplier effect. These are the firms perfecting the PE “buy and build” formula, generating outsized returns and new fund closings in kind.
In this report, AGC identify what they believe to be the core of the Tech PE world, with firms ranked by number of deals, dollar value, fund formation and other key metrics.
Click to download AGC’s report: AGC-Global-PE-Tech-Review-Feb-2020
Attached is AGC Partners’ Insight report “The ABCs of SMBs.” This thought piece explores the market for software and services selling into small and midsize businesses (SMB) globally, and the technology providers and strategies used to best penetrate this underserved and rapidly growing market. The low-cost ease of use SaaS delivery model has broken open the SMB market, generating $380 billion in software spend.
SMB is a different animal than the large enterprise market, and requires a radically different go-to-market strategy. A watered-down version of an enterprise offering is almost guaranteed to fail. Software vendors need to maintain a laser focus on unit economics and a low-cost approach to sales in order to minimize customer acquisition costs and churn, and maximize volumes.
Click to download AGC’s report – ABCs-of-SMBs-12.12.19-Condensed-Version
Attached is AGC Partners’ Insight report on the future of restaurant technology.
Entitled “The Future of Restaurant Technology,” this piece explores how technology is positioned to transform this $900 billion sales industry, historically one of the most labor intensive sectors of the U.S economy. An extended economic recovery, low unemployment rate, and continued rise of millennials as the largest demographic in the workplace are factors driving strong restaurant spending. Yet, razor thin profit margins and unique challenges restaurants face require purpose built solutions to cut costs, gain efficiencies, and increase visibility. These factors have created a multi-billion-dollar market for restaurant management software, which is growing at double digits. Online ordering and migration to next generation POS to facilitate ordering, payment processing, customer interaction, marketing, sales tracking and order management is driving much of the growth. This report takes a closer look into the market as well as companies in the ecosystem, M&A and private placement activity.
Click to download AGC’s report – AGC-Restaurant-Tech-Nov-2019
Attached is AGC Partners’ Insight report on Genomics Data Management.
AGC’s research on the market for Genomics Data Management Software can be found in our latest Insight report, which you can request to download using the form below. It discusses how the analysis, integration and interpretation of data from next-generation sequencing (NGS) technology poses challenges to researchers, and has given way to the market opportunities for Genomics Data Management Software. Other topics included in the report are listed below.
– Genomics Market Size & Growth Forecasts
– Company Landscape
– Problems & Solutions With Interpreting Genomics Data
– Case Studies on the Impact of Genomics Data Management Software
– Major Challenges to the Market
– Publicly Traded Companies Overview
– Top Genomics Data Management Software M&A Deals, Financings, and Most Active Investors
– All Genomics Data Management Software M&A Transactions and Private Placement Transactions Since 2016
Click to download AGC’s report – AGC-Genomics-Data-Management-Oct-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
Blackpeak is pleased to announce that it acted as financial adviser to Riteq on its sale to Ceridian, a global leader in human capital management (HCM) technology. Riteq is a leading provider of workforce management software solution.
Below is a link to the announcements from Ceridian.