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1、Drake Star Securities LLC is regulated by FINRA and is a member of SIPC.All securities in the UK,are transacted through Drake Star UK Limited(FRN 942020)an appointed representative of Kession Capital Ltd(FRN 582160)which is authorised and regulated by the Financial Conduct AuthorityThe Drake Star Pa
2、rtners Global Digital Services team is pleased to present the 9thedition 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 impacting major areas of
3、investment within the industry,including:DIGITAL TRANSFORMATION CLOUD MIGRATION TECH-ENABLED SERVICES SECURITY SERVICES BUSINESS INTELLIGENCE&DATA ANALYTICS+49 173 +33 6 87 99 05 +44 777 305 2247 +1 646 245 35503Q3 has seen significant deal momentum with landmark transactions across several Digital
4、Services verticals.The need for digital transformation and cost-efficiency continues to fuel demand for Digital Services,which enable companies to remain competitive in todays volatile climate.Overall,activity in the space saw an uptick from Q2,with 305+M&A deals&$10.0bn+disclosed and 280+fundraises
5、&$3.5bn+disclosed in Q3 20231,including:CoreMedia acquired BySide&Smarkio for an undisclosed amount,advised by Drake Star Partners Bain&Company acquired Max Kelsen for an undisclosed amount Tietoevry acquired MentorMate for an undisclosed amount Inetum acquired Proceed,47 Quai and Viseos Microsoft D
6、ynamics business for an undisclosed amount Denodo raised$336m of development capital from TPG Josys raised$92.7m of Series B funding from Global Brain and Globis Capital Partners MediaMint raised an undisclosed amount of development capital from Everstone Capital and Recognize PartnersAs interest ra
7、tes stabilise in Q4,we anticipate investor confidence will continue to strengthen.Firms with disruptive AI and Machine Learning capabilities will keep attracting strategic and private investors looking to buy a stake within the next generation of Digital Services providers.We also expect to see high
8、er demand in the Tech-Enabled Services&Digital Transformation verticals as firms continue to invest in technology in the race towards modernisation and digitalisation.(1)Drake Star Analysis based on M&A and Private Placement data4Legal&General taps Kyndril,Microsoft&Dell for hybrid cloud data centre
9、 migrationTech Monitor,Jul 11,2023Dynatrace expands Microsoft partnership to help businesses accelerate cloud migration&optimisationTechnology Recond,Jul 19,2023NASDAQ migrates NASDAQ Bond Exchange to AWS cloudWaters Technology,Aug 30,2023Accenture invests$3bn in Generative AI&plans to double its AI
10、 expert headcountForbes,Aug 07,2023Inetum makes three stratgic acquisitions as part of Bain Capital-backed accelerated build-upInetum,Sep 27,2023Wavestone and Q_Perior merge to form European consulting powerhouseConsultancy.eu,July 26,2023Gilead and Cognizant expand deal to expedite digital transfor
11、mationPharmaceutical-,Jul 25,2023EY announces strategic alliance with SymphonyAI to transform organisations with generative AI-enabled platformsEY,Aug 10,2023EU Digital Transformation report projects at least 200bn required to meet 2030 targets including gigabit for allEuropean Commission,Sep 27,202
12、3HCLTech taps Snowflake to launch AI-based business intelligence solution for enterpriseTechCircle,Jul 14,2023Cisco triples down on observability with announcement of$28bn Splunk acquisitionForbes,Sep 25,2023Data Analytics are top priority for Chief Audit Executives in 2023Gartner,Jul 11,2023Orca Se
13、curity expands relationship with Google Cloud&adds Generative AI featuresForbes,Sep 20,2023Thales partners with European Space Agency on Galileo cybersecurity enhancementsGPS World,Aug 01,2023DHS announces further$375m in Cybersecurity grants for State&Local GovernmentDHS.gov,Aug 07,2023Note:Drake S
14、tar Partners did not act as financial advisor on the transactions listed on this pageSources:Similar Web,Capital IQ,Pitchbook,LinkedIn,Company WebsitesNote:Apart from those indicated as such,Drake Star Partners did not act as financial advisor on the transactions listed on this page5Year foundedEmpl
15、oyeesSub-sectorTotal Website VisitsJuly 21st2023ACQUISITION BYTietoevry acquired MentorMate for an undisclosed amount.The acquisition strengthens Tietoevry Creates North American customer base and global digital talent.Provider of application development services for web and mobile platforms,as well
16、 as UX design,backend integration,data analytics and management and consulting services,helping clients to deliver digital transformation at scale.Bjorn Stansvik Founder&CEOMinneapolis2001100060.7kDigital TransformationJuly 31st,2023ACQUISITION BYBain&Company acquired Max Kelsen for an undisclosed a
17、mount.The acquisition will allow Bain to offer enhanced ML and AI capabilities to clients around the globe.Operator of a machine learning and artificial intelligence solutions company,offering machine learning research,development and implementation at scale to automate manual workflows,extract valu
18、e from internal data and personalise customer interactions.Nicholas Terry Co-Founder&CEORyan McStay Chief People Officer&Co-FounderDarren Gaunt-COOBrisbane2015546.8kTech-EnabledServicesAugust 3rd,2023ACQUISITION BYCoreMedia,a portfolio company of OpenGate Capital acquired BySide,a pioneer in custome
19、r journey,engagement,and personalisation technology and Smarkio,a leading chatbot technology.BySide helps companies turn visitors into buyers by designing and executing valuable marketing and sales strategies on top of their integrated platform,the Lead Activation Hub.Smarkio offers cross-cutting so
20、lutions in contact management,from chatbots to automation tools and lead management.Vtor Magalhes Co-Founder&CEOSusana Silva Co-Founder&COO200675n.a.Tech-EnabledServicesPortoa portfolio company ofYear foundedEmployeesSub-sectorTotal Website VisitsSources:Similar Web,Capital IQ,Pitchbook,LinkedIn,Com
21、pany WebsitesNote:Drake Star Partners did not act as financial advisor on the transactions listed on this page61999722September 14th,2023PRIVATE PLACEMENT Tech-Enabled Services&Business Intelligence109.6kDeveloper of real-time data integration platform created to integrate data without moving it fro
22、m its original repository.The companys virtualisation platform providers data integration and abstraction across a broad range of sources.Angel Vina Founder,CEO&PresidentAlberto Pan CTO&EVPDenodo raised$336m of development capital from TPG.The funds will be used to accelerate growth.Palo AltoMediami
23、nt raised an undisclosed amount of development capital from Everstone Capital and Recognize Partners.The investment will help accelerate the companys roadmap.Provider of digital marketing and technological services intended to provide strategic,operational and technical support.The company specialis
24、es in providing ad operations,creative design,technical development,data analytics customer experience and other services.Aditya Vuchi Co-Founder&CEONeelima Marupuru Co-Founder&VP,Finance20171,712July 26th,2023HyderabadPRIVATE PLACEMENT Tech-Enabled Services17.5k202130September 6th,2023PRIVATE PLACE
25、MENT7.9kJosys raised$92.7m of Series B funding in a deal led by Global Brain and Globis Capital Partners.The funds will be used to expand its global business and enter the enterprise market.Operator of an IT services company designed to empower small and mid-sized businesses to develop and execute I
26、T strategies that enable their future growth.The company offers managed IT services,digital transformation,cybersecurity,physical security,consulting services and web services.Yasukane Matsumoto Co-Founder&CEOSanjay Rajasekhar Co-Founder&CTOTokyoDigital TransformationUndisclosed03.08.23Helps compani
27、es turn visitors into buyers by designing and executing valuable marketing and sales strategies on top of their integrated platform,the Lead Activation HubUndisclosed31.07.23Operator of a machine learning and artificial intelligence solutions companyUndisclosed21.07.23Provider of application develop
28、ment services for web and mobile platforms and other digital transformation services Undisclosed16.05.23Provider of IT,telecom and managed services including customised IT,cloud solutions,business continuity,structured cabling and technology solutionsUndisclosed15.05.23Provider of software developme
29、nt and digital servicesUndisclosed03.04.23Provider of consulting services including IT,data management,data centre and management,digital workspace,cloud and infrastructure and cybersecurity servicesUndisclosed24.03.23Tech-enabled provider of business intelligence and data-driven IT talent solutions
30、 to blue-chip global financial services,technology and life sciences clientsUndisclosed11.02.23Developer and provider of cyber defence and risk management$75m05.01.23Provider of professional and managed services to accelerate salesforce eCommerce growthUndisclosed05.01.23Provider of software develop
31、ment and digital services7Sources:Similar Web,Capital IQ,Pitchbook,LinkedIn,Company WebsitesNote:Apart from those indicated as such,Drake Star Partners did not act as financial advisor on the transactions listed on this page$336m14.09.23Developer of real-time data integration platform$92.7m06.09.23O
32、perator of an IT services company delivering managed services,digital transformation,cybersecurity and consulting to SMEsUndisclosed26.07.23Provider of digital marketing and technological services intended to provide strategic,operational and technical supportUndisclosed06.06.23Provider of next-gene
33、ration cloud infrastructure and services intended to offer networking and computing servicesUndisclosed01.04.23Developer of information and operational services for dynamically managing people and teams,globally,in real timeUndisclosed08.03.23Provider of specialised technology consulting services an
34、d solutions including application managed services,implementation and consultingUndisclosed02.03.23Provider of IT management services intended to design,develop and manage complex critical application landscapes$47m24.02.23Developer of local data centres,offering construction,monitoring and operativ
35、e responsibility$50m08.02.23Developer of a cybersecurity management platform that addresses security challenges in large,complex networksUndisclosed23.01.23Provider of digital transformation services including cloud structures,microservices infrastructure and application migration8Sources:Similar We
36、b,Capital IQ,Pitchbook,LinkedIn,Company WebsitesNote:Drake Star Partners did not act as financial advisor on the transactions listed on this page9Grid Dynamics(+29.6)rose after beating analysts earnings estimates in its Q2 reportEndava(+15.3%)bounced back as concerns abated about the possible negati
37、ve impact of Generative AI on the business Capgemini(-8.1%)fell amidst a more conservative and cost conscious market in the USAtos(-53.7%)declined due to spiraling restructuring costs relating to its planned split into two publicly listed firmsNote:Price-weighted indexes calculated as the simple ave
38、rage of the share prices;Capital IQ as of September 30th2023Digital Services:HCL,Accenture,Wipro,Cognizant,DXC,Capgemini,TCS,Elixirr,Fujitsu,Sopra Steria,Infosys,Genpact,Grid Dynamics,EPAM Systems,Endava,Atos,Wavestone,LTIMindtree,SysGroup,IBM,NEC CorporationDigital Services IndexNASDAQ Composite-4%
39、2%-10%0%10%Jul-23Aug-23Sep-2334.1%14.9%13.2%-8.7%-23.1%-51.5%10*Denotes transactions led by current partners at Drake Star Partners,prior to joining the firmINVESTMENT IN&MERGER WITHHAS RECEIVED INVESTMENT FROMSALE TOSALE TOPRIVATE PLACEMENTSALE TOAND ROLLOVER OF MANAGAMENT SHARESSALE TOSALE TOSALE
40、TOHAS RECEIVED INVESTMENT FROMHAS RECEIVED INVESTMENT FROMSALE TOSALE TO*SALE TO*SALE TO*SALE TOSALE TOSALE TORECAPITALISATIONSALE TOHAS RECEIVED MAJORITY INVESTMENT FROMSALE TOSALE TOSALE TOTRANSACTED WITH11*Denotes transactions led by current partners at Drake Star Partners,prior to joining the fi
41、rmSALE TO*HAS ACQUIREDMAJORITY SALE TOSALE TOSALE TO*SALE TOPRIVATE PLACEMENTSALE TOSALE TOSALE TO*SALE TO*MAJORITY GROWTH INVESTMENTMAJORITY SALE TOAND ROLLOVER OF MANAGEMENT SHARESSALE TO*SALE TO*SALE TO*SALE TOSALE TOSALE TO*SALE TO*RECAPITALISATION WITHSALE TOACQUISITIONS&COMBINATION OFSALE TO12New YorkMunichLondonDubaiBerlinParisSan FranciscoLos AngelesSan Francisco