{"id":2777,"date":"2020-10-14T15:01:37","date_gmt":"2020-10-14T13:01:37","guid":{"rendered":"https:\/\/www.gpbullhound.com\/articles\/q3-2020-sector-updates\/"},"modified":"2020-10-14T15:01:37","modified_gmt":"2020-10-14T13:01:37","slug":"q3-2020-sector-updates","status":"publish","type":"article","link":"https:\/\/www.gpbullhound.com\/articles\/q3-2020-sector-updates\/","title":{"rendered":"Our key takeaways on Software, Digital Services, Fintech, Digital Media and Marketplaces."},"content":{"rendered":"\n

SOFTWARE
<\/strong>Jonathan Cantwell, Partner at GP Bullhound, said: \u201cIn Q3, the SaaS space has continued to accelerate the way businesses operate in the cloud globally. Clear winners and losers have emerged in the ‘new’ economy based on utilization and spend. Furthermore, we have seen a valuation spread between the public and private markets. This has been driven by the run up on public SaaS stocks, currently in the mid-teen revenue multiples, with private SaaS companies still commanding high revenue multiples approaching double digit revenue multiples and often higher. That said, not all SaaS businesses are created and valued equally.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q3 2020 Global Software Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

DIGITAL SERVICES
<\/strong>Simon Nicholls and Greg Smith, Partners at GP Bullhound, commented: \u201cThe underlying market conditions continue to drive a shift in the way both businesses and consumers are relying on digital channels. We have seen increased activity around consolidating Salesforce specialists as well as e-commerce operations and digital marketing specialists. In preparation for a global shift away from the third-party cookie, we have additionally seen activity increase around data analytics providers as digital marketers look to align themselves to new methods of customer targeting.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q3 2020 Global Digital Services Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

FINTECH
<\/strong>Claudio Alvarez, Partner at GP Bullhound, said: \u201cIn our Q3 report, we discuss trends that highlight some of the COVID tailwinds, such as Buy Now Pay Later (BNPL) and digital payments in emerging markets, while also shining a light on the renewed focus in blockchain applications, as well as featuring CEO\/Founder profiles from companies in the wealth management and personal financial management tools.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q3 2020 Global Fintech Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

DIGITAL MEDIA<\/strong>
Alec Dafferner, Partner at GP Bullhound, commented: \u201cAs the world adapts to the new normal and anticipates a slow recovery, COVID-19 remained the center of attention in Q3. While many traditional gyms are open, virtual gyms have continued to dominate as many hesitate to risk exposure. Meanwhile, the eSports and competitive gaming industry has reaped the rewards of quarantine, providing the world with a sense of community and a distraction from tense election periods studded with talk of monitoring and limiting online content.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q3 2020 Global Digital Media Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

MARKETPLACES<\/strong>
\u201cAlessandro Casartelli, Executive Director at GP Bullhound, said: \u201cIn Q3, we continued to see a recovery in performance and valuations in most verticals in the marketplaces sector after the COVID-induced shock. As we predicted in Q2, there has been a significant uptick in M&A and private placement activity. Even more significantly, the IPO market saw a particularly strong quarter with several landmark listings and filings over the period.”<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q3 2020 Global Marketplaces Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

About GP Bullhound
<\/strong>GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world\u2019s 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<\/p>\n\n\n\n

Enquiries
<\/strong>For enquiries, please contact:<\/p>\n\n\n\n

SOFTWARE: Jonathan Cantwell, Partner, JONATHAN.CANTWELL@GPBULLHOUND.COM<\/a>
DIGITAL SERVICES: Simon Nicholls, Partner,
SIMON.NICHOLLS@GPBULLHOUND.COM<\/a>
DIGITAL SERVICES: Greg Smith, Partner,
GREG.SMITH@GPBULLHOUND.COM<\/a>
FINTECH: Claudio Alvarez, Partner,
CLAUDIO.ALVAREZ@GPBULLHOUND.COM<\/a>
DIGITAL MEDIA: Alec Dafferner, Partner,
ALEC.DAFFERNER@GPBULLHOUND.COM<\/a>
MARKETPLACES: Alessandro Casartelli, Executive Director,
ALESSANDRO.CASARTELLI@GPBULLHOUND.COM<\/a><\/p>\n","protected":false},"featured_media":2778,"template":"","categories":[53],"sector":[33,34,35,36,37],"region":[43],"class_list":["post-2777","article","type-article","status-publish","has-post-thumbnail","hentry","category-news","sector-digital-commerce","sector-digital-media","sector-digital-services","sector-fintech","sector-software","region-global"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/article\/2777"}],"collection":[{"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/types\/article"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/media\/2778"}],"wp:attachment":[{"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/media?parent=2777"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/categories?post=2777"},{"taxonomy":"sector","embeddable":true,"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/sector?post=2777"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/region?post=2777"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}