Ciesco

In its recent Capital Markets Day, Havas Media Network presented a strategic plan to drive continued growth in key creative, media and health comms business lines, while further accelerating innovation and digital transformation. Havas Media Network is one of the most active acquirers in the Media and Marketing sector and it was great to see Ciesco’s M&A insights referenced by Yannick Bolloré and his team during the CMD. It’s always rewarding to see our insights contribute to discussions shaping the future of the industry. https://lnkd.in/ekUUrzgz

In its recent Capital Markets Day, Havas Media Network presented a strategic plan to drive continued growth in key creative, media and health comms business lines, while further accelerating innovation and digital transformation. Havas Media Network is one of the most active acquirers in the Media and Marketing sector and it was great to see Ciesco’s M&A insights referenced by Yannick Bolloré and his team during the CMD. It’s always rewarding to see our insights contribute to discussions shaping the future of the industry. https://lnkd.in/ekUUrzgz

We are delighted to announce the successful completion of our latest transaction, advising R3, a leading global marketing transformation consultancy, on its sale to MediaSense, backed by UK Private Equity firm Apiary Capital LLP. Ciesco acted as the exclusive sell-side advisor to R3 and its Shareholders and was selected based on its specialist sector expertise in this market vertical, and on its strong network of senior-level buyer and investor relationships, including financial and trade buyers. Greg Paull & Shufen Goh, founders of R3, remarked “Throughout the process, Ciesco proved to be an incredibly valuable partner, guiding us through each phase of the transaction with strong expertise and dedication. Their unrivalled sector knowledge and alignment with our goals led to an excellent result and the ideal partner in MediaSense to drive future growth. The Ciesco team’s dedicated commitment and hard work were essential in securing a successful outcome for everyone involved.” Read more here: https://lnkd.in/eef3gaNe #Ciesco #Media #DigitalMarketing #Technology #Merger #Acquisition

🚀 Enterprise SaaS M&A trends through 2024: A positive outlook 📊 We are seeing positive recovery signs in Enterprise SaaS M&A landscape - a trend supported by latest Pitchbook data for Q3 2024. Adapting to the current economic environment, paving the way for exciting opportunities ahead! #MergersAndAcquisitions #SaaS #EnterpriseTech #VentureCapital #PrivateEquity #CorporateStrategy #MarketTrends https://lnkd.in/eYpHCky5

Explore analysis of major M&A deals, fundraising activity, valuations of public companies and the most acquisitive buyers in this weeks in-depth report on cybersecurity. Ciesco's report provides professionals and investors with critical insights into the current landscape of this rapidly evolving sector. Drawing upon our team’s experience advising technology businesses, we offer an overview of the market and activity. We value your thoughts on the report and encourage you to connect with our Tech Team at cyber@ciesco.com for further discussion. Download the full report here: https://lnkd.in/eSj-b2QY #Ciesco #Cybersecurity #Technology #MarketInsights #SectorSpotlight

Ciesco has now released its latest HCM Solutions Sector Spotlight, highlighting key developments in the industry. The report delves into key trends like the impact of generative AI applications, and the evolving complexity of labour laws — all of which continue to drive growth within the HCM sector.   Our analysis leverages diverse industry data, expert insights, and Ciesco's unique perspective to identify the trends and forces reshaping the HCM Solutions landscape.   Additionally, the report provides a detailed view of the dynamics in M&A and fundraising activities, underscoring the main developments in the HCM investment environment. We value your thoughts on the report and encourage you to connect with our Tech Team at hcm@ciesco.com for further discussion. Download the full report here: https://lnkd.in/eu7qGY7p #Ciesco #HCM #Technology #MarketInsights #SectorSpotlight

We are delighted to welcome Paul Hemings to Ciesco as Managing Director where he will work with the team as a Healthcare & Technology sector specialist. Paul brings more than a decade of global M&A and capital raising expertise, and 10 years of entrepreneurial experience having founded and exited from 2 early-stage companies, most recently in consumer health-tech. Prior to his early-stage ventures, Paul held investment and strategy roles at Invesco, and senior investment banking advisory roles at Credit Suisse where his transaction experience included over £50 billion of M&A and £40 billion of equity/financing. Paul remains an active Board Advisor to a number of early-stage tech companies across the health/med tech, fintech and consumer sectors. " It is with great pleasure that we welcome Paul Hemings to our team at Ciesco. His appointment is part of Ciesco's ongoing strategy to bolster our knowledge and network within our specialist sectors. Paul brings a unique and multifaceted perspective to the Managing Director role. In particular, his experience as both a senior M&A banker & start up founder sets him apart and greatly aligns with our own offering at Ciesco. As we continue to expand our footprint in the Healthcare & Technology space, I look forward to working closely with Paul in delivering successful outcomes to our clients. We are very happy to have Paul on board! " - Chris Sahota, CEO & Founder https://lnkd.in/eMp7Pn8e

Meet Aika (Aigerim) Kussimova, Associate Director at Ciesco, our Member Muse for August. When asked why she joined March Women, Aika said: "I went to one event and that is all it took. It was such a refreshing feeling to be at an M&A-focused event but in a room full of highly successful, enthusiastic, engaging women. The conversations bore a unique perspective and there was such a strong desire to uplift, support and help each other. It is no secret, that women still account for a minority in this industry, particularly across corporate finance. So this community feels like a step in the right direction to empower more women in M&A. Since joining earlier this year, I have already built an incredible network of female professionals from various fields of experience and backgrounds."

The Bank of England (BoE) lowered interest rates from 5.25% to 5% last week, marking the first reduction since the pandemic began in March 2020.   The BoE's rate setting committee voted by a majority of five to four to reduce the rate.   BoE governor, Andrew Bailey, noted that the UK has come a long way in tackling inflation, dropping from 8% this time last year to 2% currently.   This signifies the start of a boost for UK businesses, following two years of high inflation and borrowing costs.   The BoE is predicting that interest rates in 2025 will stabilise at c. 3.50%.   In the US last week, the Fed kept its main interest rate between 5.25% and 5.5%, but signalled that its first cut of the cycle could come as early as September. A combination of the slowing jobs market and the negative market reaction may lead the central bank to act more aggressively and lock in expectations of an interest rate cut in September. The Fed has in the past considered emergency rate cuts, often in co-ordination with other central banks, in times of very severe financial distress or rapid economic decline - such as at the height of the pandemic in 2020. #BankofEngland #BoE #FederalReserve #Fed #Interest #InterestRates #Ratecuts

Ciesco market intelligence found that the M&A activity in the Cybersecurity, CloudTech & DevOps, EdTech and HR Tech sectors showed mixed performance in H1 2024, influenced by macroeconomic factors and geopolitical uncertainties.   The H1 2024 data reveals: - Deal value reported in H1 2024 is up 57% compared to H1 2023. Three deals worth over $5bn occurred between April and June. - Cybersecurity remains a critical area, with a 4% increase in the number of transactions in H1 2024 compared to H1 2023. - The HR Tech, EdTech, and CloudTech & DevOps sectors saw a 7% decline in the volume of transactions compared to H1 2023. - We are closely following trends across Cybersecurity, highlighting that the increase in deal volume is driven by the persistent need to address growing digital threats. - Monitoring other trends across the Tech sectors indicate that there is ongoing digital transformation, with an increasing reliance on advanced technologies to meet evolving business needs. - The USA and the UK continue to be the most active M&A markets in H1 2024, representing 51% of all global deals within the Tech sector. The APAC region is experiencing growth, completing 13 more transactions in H1 2024 compared to H1 2023.   Despite mixed results and subdued activity in some sectors, the M&A landscape in the technology sector is anticipated to regain momentum in the second half of 2024. Improved financial conditions, potential interest rate cuts, and heightened executive confidence are expected to drive renewed growth and strategic acquisitions.   Read the full H1 2024 update here: https://lnkd.in/dB3YuZYj   #Ciesco #Technology #Tech #Media #MarketIntelligence #Analysis