Chris Lewis

As we predicted in Q1, deal activity has continued to increase in Q2 and the technology market remains very strong for M&A and public trading and optimism for future growth remains very healthy across all the technology sectors we track. M&A continues to be driven by strong levels of investment by private equity (directly and […]

Deal activity and valuations in the technology sector were robust in Q4, counteracting the short, sharp decline in the first six months of the year and making 2020 a stronger year than expected across all the tech sectors we track. Deal activity has been driven by publicly listed strategic buyers, who continue to look to […]

Whilst the world around us has become unusually uncertain in the last few months, transactions in the European technology sector have continued to be completed and often at strong valuations. Business leaders have one eye on the immediate impact of the pandemic, and one eye tentatively looking to the future. Consequently, transactions remain high on […]

With the COVID-19 pandemic continuing its path across the globe and lock-downs affecting most parts of the global economy, many commentators are expecting a material reduction in valuations across sectors. However, we are not seeing that in the technology sector. All software companies, in particular those providing mission-critical solutions to their customers and using recurring […]

Everything has changed … yet many things will stay the same So much has changed in a few short weeks: health fears for family, friends, and colleagues; living with the constraints of social distancing; and dealing with significant short-term economic dislocation arising from lock downs. And yet … so much is similar, in many ways […]

“The Human Element” at RSA 2020 We’ve just arrived back from our annual visit to the RSA cyber security show in San Francisco and while the talk around the stands was all about advanced data breaches, AI-enhanced automation, and cloud security, the official theme was, “The Human Element”. In a very real nod to the […]

Cybersecurity trends 2018 was an interesting year for the cybersecurity sector with valuations at their highest since 2016, as a wave of inorganic growth surged. The sector shares many traits with other B2B software markets – it’s growing well, innovating rapidly, and is experiencing strong valuations and record M&A activity. The fundamental difference with other […]

The cybersecurity industry shares many traits with other B2B software markets – it’s growing well, innovating rapidly, and is experiencing strong valuations and record M&A activity. The fundamental difference with other sub-sectors though, is that there is an adversary; not just a competitor but an actor actively trying to subvert or break the security infrastructure […]

Technology M&A highlights – 2018 Market Review 2018 has been a record year for technology M&A with deal volume reaching new highs (up 12%) and total spend increasing from $65bn to $200bn+. Widespread digital transformation across all aspects of the enterprise and increasingly across all sectors is driving M&A activity. As buyers seek to fill […]