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

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

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