Our key takeaways on Software, Digital Services, Fintech, Digital Media and Marketplaces.

SOFTWARE
“In Q4 2019, we saw the GP Bullhound SaaS Index trade up to 11x trailing revenues and 9x forward revenues. This is a ~25% increase over the historical averages of the last five years; thus, we believe the market continues to be robust and value the best in class SaaS companies highly. Further in the private market, we have seen a shift to operating SaaS companies for profitability in the near-term, while still maintaining strong growth rates and unit economics,” comments Jonathan Cantwell, Partner at GP Bullhound.

Download GP Bullhound’s Q4 2019 Software Global Market Perspectives here.

DIGITAL SERVICES
“Key trends explored this quarter include how agencies are innovating Creative Production, the growing focus on DevOps capabilities, as well as Direct-to-Consumer specialised agencies. GP Bullhound is the leading advisor in the Digital Services sector, with 21 deals completed in the space in the past 24 months,” comments Simon Nicholls, Partner at GP Bullhound.

Download GP Bullhound’s Q4 2019 Digital Services Global Market Perspectives here.

FINTECH
“GP Bullhound’s Q4 Fintech market update focuses on the key trends we see in the market currently with the continued growth in challenger banks, emergence of different open banking business models and continued investor interest as a flurry of fintech investors raise new funds. Fintech continues to be an important franchise for GP Bullhound having recently advised category leaders such as Budget Insight, and invested in RavenPack,” comments Claudio Alvarez, Partner at GP Bullhound.

Download GP Bullhound’s Q4 2019 Fintech Global Market Perspectives here.

DIGITAL MEDIA
“We’re excited to present our quarterly update on the Digital Media sector during a time of heightened activity across Games, Video, Music Photos and other Digital Content. During Q4 2019 we saw a peak in video streaming wars and continued consolidation in the media and music sectors, while the gaming industry is undergoing massive consumption, development and distribution transformations,” comments Alec Dafferner, Partner at GP Bullhound.

Download GP Bullhound’s Q4 2019 Digital Media Global Market Perspectives here.

MARKETPLACES
“Key trends this quarter include the transformation of shipping and logistics, reinventing the way cars are purchased and renewed focus on user experience and new functionalities. We’re looking forward to a busy 2020 with a busy IPO pipeline, ongoing consolidation and large funding rounds,” comments Alessandro Casartelli, Executive Director at GP Bullhound.

Download GP Bullhound’s Q4 2019 Marketplaces Global Perspectives here.

About GP Bullhound
GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world’s best entrepreneurs and founders. Founded in 1999, the firm today has offices in London, San Francisco, Stockholm, Berlin, Manchester, Paris, Hong Kong, Madrid and New York. For more information, please visit www.gpbullhound.com, or follow on Twitter @GPBullhound.

Enquiries

For enquiries, please contact:

SOFTWARE: Jonathan Cantwell, Partner, at jonathan.cantwell@gpbullhound.com
DIGITAL SERVICES: Simon Nicholls, Partner, at simon.nicholls@gpbullhound.com
FINTECH: Claudio Alvarez, Partner, at claudio.alvarez@gpbullhound.com
DIGITAL MEDIA: Alec Dafferner, Partner, at alec.dafferner@gpbullhound.com
MARKETPLACES: Alessandro Casartelli, Executive Director, at alessandro.casartelli@gpbullhound.com