Digital Engineering: Top Three Imperatives for Banks and Financial Services C...Cognizant
Banking and financial services organizations need a blueprint for building modern digital capabilities, reducing technical debt and accelerating cost-cutting via the cloud. Here are some practical strategies for doing that, and examples of organizations achieving success.
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This material represents a templated approach specifically constructed to define your approach to digital commerce completed through one or more working sessions.
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The predictive and advanced analytics market has seen several premium financing and M&A transactions recently, such as Apple acquiring Lattice Data for $200M and Cisco buying MindMeld for $125M, as well as DataRobot’s $54M and Looker’s $81.5M financings.
As part of its Smart Data initiative, Catapult Advisors today released its proprietary research report on transactions and trends in the predictive and advanced analytics market.
To learn more, please contact Anton Papp at apapp@catapultadvisors.com.
Raise your Brand's Analytics IQ with Salesforce EinsteinGib Bassett
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The banking, financial services, and insurance (BFSI)
sector has been at the forefront of adopting AI and
machine learning technologies. AI has enabled these
industries to automate processes, reduce costs, and
improve the customer experience. With the advent of
digitization and the increasing amount of data available,
banking, financial services, and insurance companies have
been leaders in using AI and machine learning.
Digital Engineering: Top Three Imperatives for Banks and Financial Services C...Cognizant
Banking and financial services organizations need a blueprint for building modern digital capabilities, reducing technical debt and accelerating cost-cutting via the cloud. Here are some practical strategies for doing that, and examples of organizations achieving success.
A process for defining your digital approach to businessMark Albala
This material represents a templated approach specifically constructed to define your approach to digital commerce completed through one or more working sessions.
Every industry is becoming data driven, built around its information systems. Nowhere is this more evident than in retail where customer data is pivoting to flow across the traditional customer touchpoints and retailers are creating organizational structures that are responsible for the customer experience across traditional functional silos.
This document provides an overview of different areas of business intelligence (BI) that are being examined as part of the FIMECC S4Fleet project. It summarizes nine different BI topics: 1) BI Framework, 2) BI Architecture, 3) Competitive Intelligence, 4) Customer Intelligence/Sales/CRM, 5) Financial Intelligence, 6) Fleet Management, 7) HR Intelligence, 8) R&D Measurement, and 9) Supply Chain Measurement. For each topic, it outlines the research areas of interest and expected outcomes. The overall goal of the project is to develop a BI framework to facilitate real-time strategic decision making for solution providers.
The predictive and advanced analytics market has seen several premium financing and M&A transactions recently, such as Apple acquiring Lattice Data for $200M and Cisco buying MindMeld for $125M, as well as DataRobot’s $54M and Looker’s $81.5M financings.
As part of its Smart Data initiative, Catapult Advisors today released its proprietary research report on transactions and trends in the predictive and advanced analytics market.
To learn more, please contact Anton Papp at apapp@catapultadvisors.com.
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The banking, financial services, and insurance (BFSI)
sector has been at the forefront of adopting AI and
machine learning technologies. AI has enabled these
industries to automate processes, reduce costs, and
improve the customer experience. With the advent of
digitization and the increasing amount of data available,
banking, financial services, and insurance companies have
been leaders in using AI and machine learning.
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The financial volatility unleashed by the
pandemic has opened the doors of opportunity
for Banking and Financial Services (BFS)
companies. Technology-driven digital
transformation is expected to drive further shifts
in this new normal.
The industry will witness the adoption of
innovative technologies driven by emerging
trends. BFS organizations will increasingly
undertake digital transformation to broaden
their capabilities, and maturing FinTechs will
forge partnerships that drive disruptive growth
and customer-focused innovation.
Here, we explore some trends that will shape
the future of the BFS industry
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The document provides an overview of the technology/software/telecom industry and how Synergetics, a management consulting firm, has helped companies in this sector identify and achieve strategic business objectives through implementation projects. It discusses major changes in the industry such as the growth of cloud computing and subscription models. It then summarizes three implementation projects Synergetics conducted for established IT companies, helping them optimize processes and achieve significant cost savings and revenue increases.
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EY + Neo4j: Why graph technology makes sense for fraud detection and customer...Neo4j
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Goldman sachs us fincl services conf panel discussion dec 2015InvestorMarkit
Goldman Sachs US Financial Services Conference \ Dec 8th 2015
1) Markit operates three divisions that provide critical financial market information, trade processing, and advanced enterprise solutions tied to Markit technology.
2) Managed Services allows customers to buy end-to-end business outcomes by leveraging Markit's standardized technology solutions and expertise to reduce costs, operational risk, and ensure regulatory compliance.
3) Markit is well-positioned to deliver value through its extensive partnerships, distribution strengths, and data capabilities including indices, pricing, and reference data across asset classes.
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The financial volatility unleashed by the
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Banks rarely have a shortage of risk management expertise, technology and data. The issue lies in consolidating, understanding and communicating that data, within the company and externally, to regulators and to the market
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With the evolution of data-driven strategies, event-based business models are influential in innovative organizations. These new business models are built around the availability of real-time information on customers, payments and supply chains. As businesses look to expand traditional revenues, sourcing events from enterprise applications, mobile apps, IoT devices and social media in real time becomes essential to staying ahead of the competition.
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-Using real-time processing for their applications
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Enterprise Software - Market Insights - Fall 2023.pdf
1. 1
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
```````````````````````````````````````````````````````````````````````````````````````````````````````````````````````
```````````````````````````
Member FINRA/SIPC
Investment Banking | Mergers & Acquisitions | Capital Raising
Hyde Park Capital Advisors, LLC
701 N Franklin Street
Tampa, FL 33602
Tel: 813-383-0202
www.hydeparkcapital.com
Overview
Nationally recognized investment bank
founded in 2000
Over 300 transactions completed, totaling
more than $10 billion in transaction value
Extensive relationships with leading
institutional lenders, PE investors,
and strategic buyers
Proven ability to source quality buyers
and maximize deal value
Industry Expertise
Investment Banking Services
Mergers & acquisitions, recapitalizations,
and management buyouts
Capital raising of equity, mezzanine, and
senior debt capital
Financial advisory, analytical support,
and fairness opinions
Comprehensive and targeted sell-side
marketing efforts
• Technology • Healthcare
• Business Services • Industrial Services
• Financial Services • Consumer
HYDE PARK CAPITAL
Integrity | Expertise | Results
Enterprise Software
Market Insights
Fall 2023
2. 2
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
$217
$242
$269
$300
$335
$373
$416
$0
$150
$300
$450
2022 2023(P) 2024(P) 2025(P) 2026(P) 2027(P) 2028(P)
• The global enterprise software market was valued at $217 billion in 2022
and is estimated to grow at a CAGR of 11.5%, reaching $416 billion by
2028.
• As of October, the total value of enterprise software deals in the global
private equity sector has reached $58.3 billion this year, encompassing 426
transactions. Notably, Silver Lake and Canada Pension Plan Investment
Board led the way by acquiring Qualtrics from the Nasdaq for $12.5 billion.
• This year's acquisitions have included both perpetual license and recurring
SaaS models. However, industry frontrunners in this field are adeptly
utilizing both models, positioning themselves favorably in the eyes of
customers and investors. By 2026, roughly 75% of organizations will pivot to
a cloud-centric digital model. This shift is underpinned by robust growth in
digital infrastructure investment and cloud analytics advancements,
reducing the need for frequent software upgrades while ensuring universal
data accessibility.
• The incorporation of AI serves as a compelling catalyst, elevating customer
satisfaction, streamlining organizational management and optimizing data
organization. With the increasing adoption of AI, there is a parallel rise in
the demand for enterprise software integrated with AI capabilities. A
noteworthy 78% of companies anticipate using AI for software development
in the next 3-5 years, indicating a significant technological shift that will
undeniably impact the enterprise software landscape.
• Despite a general plateau in VC activity over the last two quarters,
enterprise software is poised for significant investor interest as cloud
adoption, AI integration, technology investments and data-centric solutions
collectively bolster the market's strength and outlook. Signaling a positive
trend for the future of the enterprise software market, is the broader
software industry having its highest M&A deal volume (besides 2Q’23),
since 2Q’22 at 873 deals.
Sources: Pitchbook, Capital IQ, Grand View Research, Gartner, Deloitte, Silicon ANGLE, EY, Bloom Equity Partners.
Market Observations
Enterprise Software Market Update
Global Enterprise Software Market Size
(# of Deals)
Private Equity Deals in Enterprise Software*
($ in billions)
*As of Oct. 25, 2023
423
450
764
654
426
0
200
400
600
800
2019 2020 2021 2022 YTD'23
3. 3
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
$70
$78
$86
$95
$105
$116
$129
$0
$50
$100
$150
2022 2023(P) 2024(P) 2025(P) 2026(P) 2027(P) 2028(P)
35%
16%
7%
6%
6%
30%
Salesforce
Microsoft Dynamics 365
Sales
Hubspot
Oracle Netsuite
Zoho CRM
Other
Sources: Pitchbook, Capital IQ, Grand View Research, Gartner, Statista, Select Hub, Business.com.
Market Observations
Customer Relationship Management Market Update
Global CRM Software Market Size
Top 5 CRMs Used by Small Businesses
($ in billions)
• The global CRM software market was valued at $70 billion in 2022 and is
estimated to grow at a CAGR of 10.7%, reaching $129 billion by 2028.
• After a slowdown of activity in the CRM and overall enterprise software
market, mostly due to macro-economic conditions, the CRM space has
experienced a resurgence. This resurgence can be attributed to investors
gaining confidence in the market, drawn in by the appealing features of
CRM, notably SAAS-based recurring revenue streams, and the widespread
utilization of this software across various end-markets.
• CRM providers are now focusing on offering consolidated services within
software suites to cater to the demand for seamless customer engagement.
Coupled with the increased service offerings embedded in CRM software,
advancements in communicative AI are transforming CRM, enabling
autonomous systems to optimize customer engagement.
• The retail sector remains a prominent end-market player, propelled by the
surge in digital commerce and the wealth of customer data derived from
online shopping and mobile apps. Retail enterprises are progressively
embracing CRM software to gain insights into business expansion, market
trends and to elevate the customer experience. This trend is driven by a
heightened emphasis on digital marketing and the adoption of advanced IT
solutions.
• Approximately 91% of organizations with 10+ employees utilize CRM
systems. Compelling evidence suggests a positive correlation between CRM
implementation and elevated performance, productivity and accuracy in
business operations. Specifically, the adoption of CRM systems has been
associated with improved pricing accuracy, contributing to enhanced
competitiveness and profitability for businesses.
4. 4
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
Deal Date Target Buyer/Acquirer Target Business Description Target Sector
10/24/23
Developer of a supply chain management software that provides supply
scheduling, transportation scheduling, inventory planning and more.
Supply Chain
Management
10/13/23
Developer of an enterprise resource planning software that offers cash
management, business financials, project management solutions and more.
Enterprise Resource
Planning
10/13/23
Developer of a work and asset management software that helps with project
management and costing, employee tasking, performance analysis and more.
Enterprise Resource
Planning
09/12/23
Developer of a solar business management software that provide a full suite of
sales and operations tools backed by professional services.
Enterprise Resource
Planning
09/11/23
Developer of a content lifecycle management platform that creates, delivers,
manages and analyzes content.
Content Management
09/05/23
Developer of a software that automates and accelerates the process of
completing security questionnaires.
Information
Technology
07/31/23
Developer of a real estate content management platform designed to deliver
content, make property websites and collect payments from real estate agents.
Content Management
07/11/23
Developer of a supply chain management software that provides supplier
evaluation, production inspection, supplier development and more.
Supply Chain
Management
Select Enterprise Software M&A Transactions
Source: Pitchbook
5. 5
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
Deal Date Target Buyer/Acquirer Target Business Description
09/12/23
Developer of an AI based-CRM software that automates digital marketing and performs various tasks
such as customer acquisition, user retention, retargeting, re-engagement, app monetization and more.
08/31/23
Developer of a cloud-based CRM software that offers tools to automate data collection and cross-
channel marketing.
08/23/23
Developer of a CRM software catering to libraries that connects with library data to segment patrons,
automate email campaigns, create personalized web experiences and more.
08/20/23
Developer of a CRM platform that provides services such as sales integration, campaign automation,
sales analytics, customer satisfaction and more.
08/04/23
Developer of an omni-channel CRM software that includes automated collections, lead management,
contact center software, performance management, marketing analytics and more.
08/01/23
Developer of a CRM software that provides actionable analytics, real-time quoting, marketing
automation, mobile CRM and more.
07/20/23
Developer of a CRM software that provides contact management, corporate marketing, workflow
approval, email marketing, reporting, analytics and more.
07/10/23
Developer of a CRM software that provides digital marketing, email marketing campaigns, real-time
insights, personalized content creation, customer-centric strategies and more.
Select CRM M&A Transactions
Source: Pitchbook
6. 6
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
Deal Date Target Major Investor(s) Target Business Description
Deal
Type
Deal Size
($M)
Target
Sector
10/30/23
Developer of an AI-powered security platform that provides
near real-time event detection, intuitive search, cross-
network search and more.
Later-Stage
VC
$20 Cybersecurity
10/26/23
Developer of a software that creates onboarding, licensing,
and appointing processes for insurers and producers while
ensuring growth and compliance.
Series B $125
Enterprise
Resource
Planning
10/18/23
Developer of an AI-driven platform that provides fast, multi-
bank and ERP connectivity, real-time cash positions & working
capital analytics, automated A/R reconciliation and more.
Seed Round $12
Enterprise
Resource
Planning
10/03/23
Developer of a supply chain analysis platform that predicts
supply availability and finds additional suppliers, identifies
climate or economic risks and more.
Seed Round $2
Supply Chain
Management
10/01/23
Developer of a of conversion optimization software that
enhances conversions on websites which provides automation
and eliminates manual marketing processes.
Series A $7
Content
Management
09/14/23
Developer of a platform that can organize several projects,
create company or product roadmaps, organize projects based
on where they fit into the roadmap and more.
Series B $35
Enterprise
Resource
Planning
09/12/23
Developer of a content management software that helps to
create content, acquire subscribers and maximize revenue.
Early-Stage
VC
$7
Content
Management
07/12/23
Developer of a software that automates the supply chain
process for purchasing, selling, inventory management,
vendor/customer management, accounting and more.
Series C $132
Supply Chain
Management
Select Enterprise Software Capital Raising
Source: Pitchbook
7. 7
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
Deal Date Target Major Investor(s) Target Business Description Deal Type
Deal Size
($M)
11/06/23
Developer of a software that provides services such as cognitive search,
review analysis, sentiment insights, text classification and keyword
extraction.
Series B $20
10/26/23
Developer of a CRM cloud software that prioritizes web visitors, qualifies
hot leads and instantly connects them to the sales, onboarding and support
teams.
Early-Stage VC $2
10/06/23 Undisclosed Investors
Developer of a platform that accelerates partner onboarding, marketing
collaboration and deal registration and helps manage content, increase
partner engagement and offer real-time reporting.
Series B $10
10/05/23
Developer of a software that provides cognitive dialogue technology to
measure customer decisions at a rapid speed to understand the company's
worth and keep its value propositions updated.
Series A-2 $6
09/25/23
Developer of a software designed to streamline and automate automotive
dealership digital marketing by harnessing their own first-party data to get
results across a list of growing channels and platforms.
Series A $10
09/19/23 Undisclosed Investors
Developer of a software that works across secure customer relationship
management systems to identify the proverbial needles in the haystack of
customer information.
Seed Round $2
09/01/23
Developer of a software that offers various services including contact
management, lead generation and more.
Seed Round NA
08/11/23 Undisclosed Investors
Developer of a software that provides sales tracking, customer relationship
management, predictive sales analytics and process quality management.
Series A $3
Select CRM Capital Raising
Source: Pitchbook
17. 17
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
Public Comparables
Workflow Automation
($ in millions, except per share)
Closing Price % of 52 Equity Enterprise
Company Ticker 11/27/23 Week High Value($M) Value($M) Revenue Gross Profit EBITDA Gross Profit EBITDA Revenue EBITDA
Microsoft Corporation MSFT $378.61 99.5% $2,826,760 $2,788,496 $218,310 $151,597 $108,531 69.4% 49.7% 12.8x 25.7x
Adobe Inc. ADBE 619.27 99.0% 285,344 281,924 18,886 16,598 7,039 87.9% 37.3% 14.9x 40.1x*
Salesforce, Inc. CRM 224.79 94.4% 222,542 224,046 33,071 24,645 7,704 74.5% 23.3% 6.8x 29.1x
International Business Machines Corporation IBM 155.57 99.6% 144,104 191,726 61,171 33,666 13,663 55.0% 22.3% 3.1x 14.0x
ServiceNow, Inc. NOW 670.55 98.9% 137,408 135,601 8,474 6,654 1,173 78.5% 13.8% 16.0x 115.6x*
Open Text Corporation OTEX 39.77 92.0% 10,777 18,897 5,058 3,850 1,255 76.1% 24.8% 3.7x 15.1x*
UiPath Inc. PATH 18.50 92.8% 10,290 8,524 1,148 966 (202) 84.2% NM 7.4x NM
Xerox Holdings Corporation XRX 13.71 76.2% 2,164 5,664 7,062 2,397 622 33.9% 8.8% 0.8x 9.1x
Pegasystems Inc. PEGA 51.79 87.4% 4,289 4,536 1,355 975 24 71.9% 1.7% 3.3x 191.4x*
Appian Corporation APPN 35.56 65.5% 2,594 2,703 526 382 (123) 72.6% NM 5.1x NM
Average 90.5% $364,627 $366,212 $35,506 $24,173 $13,969 70.4% 22.7% 7.4x 19.5x
Median 93.6% $74,092 $77,249 $7,768 $5,252 $1,214 73.5% 22.8% 6.0x 19.9x
Enterprise Value /
LTM LTM Margins LTM
* Denotes statistic outliers
NM denotes not meaningful
Source: Capital IQ as of 11/27/23
18. 18
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
Enterprise Software Market Map
Sources: Pitchbook
Knowledge Management
Enterprise Resource Planning Supply Chain Management
Information Technology Software
Cybersecurity
BI and Analytics
Other
Manufacturing and Operations
Enterprise Asset Management
Human Capital Management
Financial Management Systems
Supply Chain Planning
Supply Chain Execution
Procurement
and Sourcing
Project and Portfolio Management
Email and Authoring
Content Services
19. 19
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
CRM Software Market Map
Sources: Pitchbook
Customer Service Customer Experience Management
CRM Analytics Marketing Automation
Sales Force Automation
Social Media Monitoring
20. 20
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
HPC Overview
Offices In:
▪ Tampa, FL (Headquarters)
▪ Nashville, TN
IT Services
Internet & Ecommerce
Electronics
Artificial Intelligence
Data Analytics
Communications
IT Staffing
Software
▪ Founded in 2000 – by the two prior heads of the Technology and Healthcare Investment Banking
Groups at Raymond James
▪ Advised on 300+ transactions and has been a consistent leader in providing independent and
unbiased strategic counsel and advisory services to global sellers and buyers of
middle-market firms
▪ Diverse team with extensive execution experience across all areas of Technology
▪ Bulge bracket capabilities with a boutique touch
Industry Leading. . . Technology Coverage. . . With a Focus on Software
• Gamechangers 2023
Global Awards -
Investment Banking Firm
of the Year
• M&A Atlas Awards - USA
M&A Boutique
Investment Bank of the
Year (2022)
• Financial Services
Review M&A Award - Top
10 Mergers and
Acquisitions Consulting
Firms (2022)
CRM & Marketing ERP & CRM
Communications &
Collaboration
Cybersecurity
Engineering BI & Analytics
Financial & Accounting
Software
Vertical Software
HCM Infrastructure
Workflow
Automation
Content
Management
21. 21
HYDE PARK CAPITAL
Investment Banking | Mergers & Acquisitions | Capital Raising
Technology coverage banker with extensive Application Software, FinTech, IT Services and Data & Analytics experience
Experienced FinTech Banker Select Technology Transactions
Senior Banker Committed to Enterprise Software Sector Coverage
has been sold to
Undisclosed
Strategic Advisory
has been sold to
Undisclosed
Strategic Advisory
has been sold to
Undisclosed
Strategic Advisory
has been sold to
Undisclosed
Strategic Advisory
A portfolio company
of
has been sold to
$500,000,000
Strategic Advisory
has been sold
to
$350,000,000
Strategic Advisory
Chris Fieschko
Vice President
701 N. Franklin St.
Tampa, FL 33602
(813) 383-0208
fieschko@hydeparkcapital.com
Experience:
▪ 10+ years investment banking and equity research experience
▪ Advised on 25+ strategic and financing transactions
▪ Prior firms include Raymond James, Oppenheimer, SunTrust
Robinson, and Jefferies
▪ Board member of Florida Venture Forum
Education:
▪ B.S. in Microbiology and Finance from Cornell University
Member Organizations & Conferences