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November 8, 2014
martinwolf Valuation and Deal Insights

MW VDI, 4Q14 Edition

 

Welcome to the latest edition of Valuation & Deal Insights, our quarterly newsletter tracking M&A activity across the IT industry.

We continue in the new format announced for the previous issue, intended to serve as a quick resource for the current state of valuations and other financial metrics in the IT space.

Today's Viewpoint by Marty Wolf provides context by identifying the major new and continuing trends affecting the macro economy. Continuing from last quarter, we see success in India - but it is increasingly contrasted by trouble in the other BRIC countries, particularly Brazil and Russia. And Europe remains an overall anchor on the global economy, dragged down by stagnant investment and terrible fiscal policy.

But even with these difficulties, we're seeing a real market, with cheap debt for the forseeable future and conditions favoring buyers and sellers. There's plenty of opportunities for companies to find success, whether by splitting up (see: HP) or acquiring higher growth companies (see: SAP). It's a great time for M&A, and the upcoming year will be shaped by the companies that have seized the many opportunities on the table.

 

As before, Marty's column is followed by an overview of year-to-date M&A by industry and geography, financial metrics by sector and an updated list of the top ten disclosed transactions this year across the various sectors we track.

 

 For more information, click here to bring up the latest issue of MW VDI.

 

About martinwolf    

 

                
                Walnut Creek, CA                                                Bangalore, India

With offices in the San Francisco Bay Area and Bangalore, India, martinwolf is a leading middle market M&A Advisory focused on companies in the IT Services, IT Supply Chain, IT-Enabled Business Process Outsourcing and Software as a Service (SaaS) space. Since 1997, our team has completed more than 125 transactions in sixteen countries and sold seven divisions of Fortune 500 companies. 

 

The firm is also a presenting sponsor of the Global IT M&A Forum.   

 

martinwolf is a member of FINRA and SIPC. For more information, visit www.martinwolf.com.  

 

To learn more about martinwolf, contact Matthew Putzulu at mputzulu@martinwolf.com.

 

© martinwolf 2014

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