Welcome to the latest edition of Valuation & Deal Insights, our quarterly newsletter tracking M&A activity across the IT industry.
Going forward, you will notice our VDI has a new look. We generate vast amounts of data on the mid-market IT space-and, going forward, the VDI will be your go-to resource for an in-depth look at valuations and financial metrics in this space.
First, what's the same: as with previous editions of VDI, we open this piece with Viewpoint, by Marty Wolf. Today's column discusses the industry's overall trend toward consolidation, India's recent economic progress, Microsoft's new cloud focus and the latest example of disruption in the software space.
Next, for what's different. This VDI contains an overview of year-to-date M&A by industry and geography, in-depth looks at revenue growth, EBITDA margins, and both EV/Revenue and EV/EBITDA multiples and a list of the top ten disclosed transactions across the various sectors we track. Additionally, the VDI includes current editions of the MW IT Index® and the MW Scoreboard®.
We think you'll find this new and improved VDI much more helpful in providing a comprehensive understanding of the IT mid-market space. As always, we welcome your feedback-to share your thoughts, reply to this message or email Matthew Putzulu at mputzulu@martinwolf.com.
Click here to view the latest edition of MW VDI.