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Categories: AGC Partners Insights

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

Categories: AGC Partners Insights

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

Categories: AGC Partners Insights

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

Categories: Blackpeak Capital Deals | PR

PRESS RELEASE: Blackpeak advises – Acquisition of Toxfree Solutions and approximately $590 million equity raising

  • Cleanaway has entered into a Scheme Implementation Deed to acquire 100% of the shares on issue in Toxfree for $3.425 per share in cash (“Acquisition Price”), representing an equity value of $671 million and an enterprise value of $831 million1 (“Acquisition”)
  • Strategically compelling acquisition that strengthens Cleanaway’s existing operating segments, further improves operating leverage and delivers Cleanaway a leading position in the attractive medical waste segment

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