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VC activities in EMEA - Thierry Nicolle, IBM

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OSGi World Congress 2003

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VC activities in EMEA - Thierry Nicolle, IBM

  1. 1. VC activities in EMEA T Nicolle IBM PvC EMEA Business Dev Executive 10.10.03
  2. 2. EMEA VC PRIVATE EQUITY INVESTMENTS IN B$ 0 2 4 6 8 10 12 2000 2001 2002 2003
  3. 3. EMEA VC PRIVATE EQUITY INVESTMENTS DEALS FIGURES 0 1000 2000 3000 4000 5000 6000 7000 8000 2000 2001 2002 2003
  4. 4. EMEA VC PRIVATE EQUITY INVESTMENTS SECTOR % 0 10 20 30 40 50 IT Life Microelec Others
  5. 5. EMEA VC PRIVATE EQUITY INVESTMENTS IT distribution in % 0 10 20 30 40 50 60 70 80 SW Comms Info services
  6. 6. EMEA VC PRIVATE EQUITY INVESTMENTS IT related distribution in B$ (All SW) 0 0.2 0.4 0.6 0.8 1 1.2 SW Comms Info services
  7. 7. EMEA VC INDUSTRY FACTS ! 6x Smaller compared to the US VC industry ! Facing the most severe downturn in history ! Almost no seeding investment ! Average investment per deal : 0.7M$ ! Major countries :1-UK 2-Germany 3-France ! Situation seems to improve (Q2 2003)
  8. 8. EMEA VC INDUSTRY TRENDS ! VC Industry still need consolidation. Just starting the process ! VCs are very selective and not likely to go after seeding or early stage A companies. ! Trend is to consolidate selected companies in existing portfolio to transition them from Stage A to B ! Exit pattern is almost exclusively M&A
  9. 9. What does it mean for you? ! In the past : ! 1999- 2000 + +Internet= ! 2001-2002 : Basic metrics applies : ! Defendable assets ! Go to market track of record with references ! Simple channel enablement strategy ! Today you need to demonstrate that you can transition a company from STAGE A to B : ! World class leadership team are mandatory with solid track of record ! Understand strategic alliances with minor and major partners ! Understand how to to structure a go to market +channel enablement ! Can implement and manage non organic growth
  10. 10. How OSGi Alliance can help you? ! Technology is not important to VCs but building successful Ecosystems is the key to build value added companies ! What does OSGi Alliance provide in this context? ! Federate a strong community to serve multiple markets with strong potential with an open approach view. ! Get accurate market trends ! Influence the market ! Offer access to the key players TO BUILD VIABLE PARTNERSHIPS
  11. 11. Is it enough? ! No but it is a significant way to make THE difference ! THINGS TO REMEMBER ! VCs are not willing to feed existing businesses but concentrate on growing ones ! Position in the value chain is KEY. Being an OSGi Alliance active member can help to determine the right positioning with the right partners ! Be innovative on how to manage non organic growth to transition to Stage B A.S.A.P.
  12. 12. Questions?

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