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1、The Drake Star Partners Global Digital Services team is pleased to present the 6thedition of our quarterly Digital Services Report.This provides updates on industry happenings such as important news and events,mergers and acquisitions activity,and insights into the present and future trends impactin
2、g major areas of investment within the industry,including:DIGITAL TRANSFORMATION CLOUD MIGRATION TECH-ENABLED IT SERVICES CLOUD PROVIDERS SECURITY SERVICES BUSINESS INTELLIGENCE23In the face of considerable economic headwinds,the Digital Services industry remains active and resilient in Q4 2022.Clou
3、d Services in particular was an area of notable activity,showcasing strong market appetite for cloud software,support and consulting services that optimise product offerings and business efficiencies.Furthermore,all sub-verticals saw significant deal making;with 330+M&A deals&$14bn+disclosed and 290
4、+fundraises&$4bn+disclosed in Q4 20221,including:Omega Systems acquired TNS Group for an undisclosed amount,advised by Drake Star Partners Synoptek raised an undisclosed amount of majority investment from Quad-C,advised by Drake Star Partners Farner International acquired VIM Group for an undisclose
5、d amount,advised by Drake Star Partners Audensiel acquired Cognodata for an undisclosed amount,advised by Drake Star Partners Endava acquired Lexicon Digital for$63m Capgemini acquired Quantmetry for an undisclosed amount FSN Capital acquired ilionx for an undisclosed amount Tredence raised$175m of
6、Series B funding from Advent International TEHTRIS raised$43m of Series B funding led by Jolt Capital Celebal raised$32m led by Norwest Venture PartnersDigital Services continue to be the cornerstone of tech industrys growth and are viewed as some of its most attractive investments,while increased c
7、onsolidation creates opportunities for investors worldwide.We expect to see rapid and enthusiastic consolidation by the larger players in the market,and interest from the global PE community for companies with robust profitability and cash conversion profiles that are led by experienced management t
8、eams.4Cognizant completes acquisition of AustinCSI,expanding consulting expertiseCognizant,Nov 29,2022Kyndryl announces new cloud native services for faster app modernisationITPro,Dec 16,2022Majorel Group Luxembourg completes acquisition of CX Tech services provider IST NetworksboersenNEWS.de,Dec 1,
9、2022PETRONAS to collaborate with Emerson to drive digital transformation and decarbonisation initiativesBusiness Wire,Dec 12,2022HashiCorp and Intel collaborate to help platform teams improve cloud adoption and migration effortsGlobal News Wire,Oct 19,2022Wipro launches Data Intelligence Suite at AW
10、S re:InventYahoo Finance,Nov 30,2022IBM to acquire Octo,provider of US federal government contractor servicesYahoo Finance,Dec 7,2022EY announces alliance with EXL to support digital transformation initiatives in insurance,financial services and health care sectorsEY,Dec 8,2022Keysight combines 5G a
11、nd Global Navigation Satellite System to accelerate location-based services implementationK,Oct 31,20225Capgemini signs agreement to acquire Quantmetry to enrich AI and data consulting capabilities in FranceCapgemini,Oct 28,2022Kings Mortgage Services adds eClosing and business intelligence from Sim
12、pleNexusSimpleNexus,Oct 13,2022EY builds data and analytics with Bridge Business Consulting acquisition ARN,Nov 21,2022Cisco:62%of firms say security impacted operationsNewswire,Dec 6,2022CoreSite to launch new Open Cloud Exchange Automation and Direct to Cloud capabilities with Google Cloud Morning
13、star,Nov 17,2022Caverion acquires LukkoPro and broadens its offering in smart security services in FinlandNews.cision,Nov 30,2022Duke Energy enters into Amazon Cloud dealWSJ,Nov 22,2022Cisco AppDynamics launches business transaction insights in AppDynamics CloudBenzinga,Nov 29,2022Hitachi Vantara ex
14、pands Application Reliability Centres with new cloud security servicesMarkets Insider,Dec 8,20226FSN Capital reached a definitive agreement to acquire ilionx.FSN will accelerate the growth of the company,with an investment strategy focusing on continued organic growth and selected add-on acquisition
15、s.Provider of information and communications technology consulting services intended for healthcare institutions,government agencies,multinationals and financial institutions.The company offers data analytics,application development,business innovations,management consulting,and mobile and security
16、assistance.Jan Veltman CEOPascal Peer CFOHans Bijlsma-COO20021.1kDecember 1st,2022Utrecht13.9kDigital TransformationACQUISITION BYYear foundedEmployeesSub-sectorTotal Website VisitsCapgemini reached a definitive agreement to acquire Quantmetry.The acquisition will strengthen capabilities in France t
17、o deliver data transformation at scale,and to develop innovative AI products.Operator of an IT consulting firm intended to provide clients with full-stack solutions by identifying issues for the verticalised application of AI;offering a wide range of IT consultancy services along with data analytics
18、,data science,online learning,and managed data services.Jeremy Harroch VP,Capgemini Invent(previously Founder&CEO,Quantmetry)2011168October 28th,2022Paris7.8kBusiness IntelligenceACQUISITION BYEndava acquired Lexicon Digital and Lexicon Consolidated Holdings for an undisclosed amount.The acquisition
19、 furthers Endavas presence in Australia and South East Asia.Provider of consulting design and engineering services intended to build new digital products and accelerate large-scale transformation.The company offers agile software delivery,project management,product design,software development and mo
20、bile development as well as digital ventures,digital transformation and platform acceleration.Chris Carydias Co-Founder&Managing DirectorDavid Zheng Co-Founder2016156October 6th,2022Melbournen.a.IT ServicesACQUISITION BYTredence raised$175m of Series B funding from Advent International to accelerate
21、 data-fueled growth and AI value realisation for industries.The transaction values the company at$500m.Provider of data analytical services designed for telecom,pharma and retail industries.The companys services include data visualisation,data management to advanced analytics,big data and machine le
22、arning.Shub Bhowmick Co-Founder&CEOSumit Mehra Co-Founder&CTOShashank Dubey Co-Founder&Head Analytics Delivery20131.7kSan Jose55.5kBusiness IntelligencePRIVATE PLACEMENT Celebal raised$32m led by Norwest Venture Partners and other undisclosed investors.The funds will be used to strengthen the compan
23、ys foothold in existing markets and to fuel its expansion in new territories.Provider of IT consulting services intended to manage the digital needs of the organisations.The company offers business intelligence,supply chain analytics,data science-powered analytics,and software development,helping cl
24、ients to leverage the analysis for improved decision-making.Anirudh Kala Co-Founder&CEOAnupam Gupta Co-Founder&Chief Architect20151.8kJaipur14.7kCloud MigrationPRIVATE PLACEMENTLED BY TEHTRIS raised$43m of Series B funding led by Jolt Capital,a deeptech specialist.The funds will be used to support i
25、ts international expansion in the fight against cyber attacks.Developer of malware cybersecurity software and services.The company develops and markets a platform capable of detecting and neutralising digital threats such as cyber spying and cyber sabotage in a real-time and automated manner,enablin
26、g clients to help protect corporate infrastructures from cyber attacks.lna Poincet Co-Founder&Co-CEOLaurent Oudot Co-Founder&Co-CEO2010224Pessac12.7kSecurity ServicesPRIVATE PLACEMENT LED BY78TNS,a regional managed service provider,was acquired by Omega Systems,a leading MSP to mid market organisati
27、ons,and a portfolio company of Pfingsten Partners.Provider of managed security and IT services intended to develop clients business strategies through technology.The company offers disaster recovery,system availability and security,risk management,network infrastructure,virtualisation,business conti
28、nuity and consulting services.Ami Soifer Co-Founder&CEO199655Stamfordn.a.ITServicesSALE TOBizvalueCognodata was acquired by Audensiel,a fast-growing French digital transformation company.Provider of business analytics services intended to serve financial services,retail and travel sectors.The compan
29、y specialises in AI applications,machine learning,BPO,marketing service management,customer insights,marketing automation,and digital transformation services.Raul Monclus Co-Founder,CEO and Senior PartnerFernando Corbacho Co-Founder,Managing Partner and General Manager2001175Madrid10.1kAI-enabled se
30、rvicesSALE TOVIM Group was acquired by Farner International,a leading Swiss integrated communications consulting firm,as part of Farners multi-year expansion plans.Provider of marketing services focused on branding strategy.The company specialises in brand analysis,rebrand support,brand management a
31、nd technology,enabling clients to reduce incremental spending whilst maximising brand coherency.Marc Cloosterman CEORene Kroeze Managing PartnerLaurens Hoekstra CCO1991124Londonn.a.Tech-enabled servicesPRIVATE PLACEMENT9Oracle(+33.8%)share price gained momentum after reporting results which topped a
32、nalysts estimates;management attributed this to growth in demand for cloud servicesDespite revenue growth,Grid Dynamics(-40.1%)slid after EPS missed analyst estimates and remained negativeRackspace Technology(-27.7%)continued to fall in Q4,having missed Q2 targets and suffering a ransomware outage for more than 2 weeksDigital TransformationTech-Enabled ServicesCloud ProvidersCloud ServicesNASDAQ-10%-5%0%5%10%15%3%3%1%0%-3%10*SALE TODigital Services*11*12New YorkMunichLondonDubaiBerlinParisSan FranciscoLos AngelesSan Francisco