{"id":2833,"date":"2022-04-21T12:36:22","date_gmt":"2022-04-21T10:36:22","guid":{"rendered":"https:\/\/www.gpbullhound.com\/articles\/sector-updates-q122\/"},"modified":"2022-04-21T12:36:22","modified_gmt":"2022-04-21T10:36:22","slug":"sector-updates-q122","status":"publish","type":"article","link":"https:\/\/www.gpbullhound.com\/articles\/sector-updates-q122\/","title":{"rendered":"Key market insights into Software, Digital Services, Fintech, Digital Media and Digital Commerce."},"content":{"rendered":"\n

SOFTWARE<\/strong><\/p>\n\n\n\n

Jonathan Cantwell, Partner & Head of Software at GP Bullhound, said: \u201cIn Q1, we saw a variety of factors at macro and micro levels impacting the SaaS market. IPO activity was down significantly, as economic conditions and geopolitical tensions tremble the market. The closed IPO door has resulted in more M&A processes embarking and deal activity by strategics and PE funds.”<\/p>\n\n\n\n

Matt Stamp, Partner in the Software team at GP Bullhound, said: \u201cDespite the continuing volatility on public markets and the geopolitical and economic uncertainty, the SaaS funding and M&A landscape in Europe has remained robust in Q1. We expect these trends to continue into Q2, albeit processes taking longer and investors paying more attention to fundamentals such as medium-term profitability.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q1 2022 Global Software Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

DIGITAL SERVICES<\/strong><\/p>\n\n\n\n

Simon Nicholls and Greg Smith, Partners at GP Bullhound, commented: \u201cIn Q1 2022, we saw creative automation technology to be a key driver of recent acquisition and investment activity. We are also witnessing strategic M&A within cloud, as enterprises tap into hyperscaling service capabilities. Lastly, headless technology is transforming marketing and commerce.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q1 2022 Global Digital Services Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

FINTECH<\/strong><\/p>\n\n\n\n

Claudio Alvarez, Partner at GP Bullhound, commented: \u201cWhile fundraising and M&A activities in fintech slowed slightly in Q1 versus the highs of 2021, the market remained very active, not least due to the completion of Block\u2019s acquisition of Afterpay, and a few other large funding rounds. Several trends are driving fintech this quarter \u2013 Big Tech is joining challenger banks in disrupting the status quo of legacy banks; corporate card and spend management platforms are attracting unprecedented interest from SMBs, resulting in large investments from growth funds; and a new race to replicate the model of WeChat and Alipay to become ‘the SuperApp of the West’ is now on.”<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q1 2022 Global Fintech Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

DIGITAL MEDIA<\/strong><\/p>\n\n\n\n

Alec Dafferner, Partner at GP Bullhound, said: \u201cIn Q1 we have seen large media companies rival Big Tech, as they reach scale and leverage their significant audiences. In the gaming industry, Q1 proved impressive, with three major acquisitions already thwarting the total value of 2021\u2019s western gaming deals. In the music industry, Web3 strategies show potential to close profit gaps. Lastly, news publishers need new strategies to maintain readerships, as non-news content attracts more and more traffic.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q1 2022 Global Digital Media Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

DIGITAL COMMERCE<\/strong><\/p>\n\n\n\n

Alessandro Casartelli, Executive Director at GP Bullhound, said: \u201cIn Q1 we saw ongoing investment in green infrastructure, as commuter transport preferences shifted post-pandemic. The NFT market, which grew rapidly, experienced a pull-back in Q1, and barriers to entry in e-commerce are being knocked down as it takes over traditional retail. M&A activity tailed off after a record-breaking 2021, as with most other sectors.\u201d<\/p>\n\n\n\n

Download GP Bullhound\u2019s Q1 2022 Global Digital Commerce Market Perspectives here<\/a>.<\/strong><\/p>\n\n\n\n

<\/p>\n\n\n\n

Enquiries<\/strong>
For enquiries, please contact:
SOFTWARE: Jonathan Cantwell, Partner (US), JONATHAN.CANTWELL@GPBULLHOUND.COM<\/a>
SOFTWARE: Matt Stamp, Partner (Europe), MATT.STAMP@GPBULLHOUND.COM<\/a>
DIGITAL SERVICES: Simon Nicholls, Partner (Europe), SIMON.NICHOLLS@GPBULLHOUND.COM<\/a>
DIGITAL SERVICES: Greg Smith, Partner (US), GREG.SMITH@GPBULLHOUND.COM<\/a>
FINTECH: Claudio Alvarez, Partner, CLAUDIO.ALVAREZ@GPBULLHOUND.COM<\/a>
DIGITAL MEDIA: Alec Dafferner, Partner, ALEC.DAFFERNER@GPBULLHOUND.COM<\/a>
DIGITAL COMMERCE: Alessandro Casartelli, Executive Director, ALESSANDRO.CASARTELLI@GPBULLHOUND.COM<\/a>

About GP Bullhound
<\/strong>GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to the world\u2019s entrepreneurs and founders. Founded in 1999 in London and Menlo Park, the firm today has 12 offices spanning Europe, the US and Asia. For more information, please visit www.gpbullhound.com<\/a>.<\/p>\n","protected":false},"featured_media":2834,"template":"","categories":[53],"sector":[33,34,35,36,37],"region":[43],"class_list":["post-2833","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\/2833"}],"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\/2834"}],"wp:attachment":[{"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/media?parent=2833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/categories?post=2833"},{"taxonomy":"sector","embeddable":true,"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/sector?post=2833"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/www.gpbullhound.com\/wp-json\/wp\/v2\/region?post=2833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}