Enterprise SaaS & Cloud - Coverage Report Q2 2019

Published on: 06/13/2019

The latest issue of our Enterprise SaaS & Cloud Industry Report, highlighting trends in M&A, financing, IPOs and capital markets for private and public companies in the SaaS & Cloud sector, is now available. 

Highlights from this report include:

  • Record merger & acquisitions (M&A) activity with 1,917 deals totaling over $200 billion during the last twelve months
  • IPO activity slowed in Q1 with just two deals compared to seven in Q4 2018
  • Private M&A targets were valued at a median revenue multiple of 4.6x LTM, above historic norms but slightly below the 5.0x we saw for 2018
  • Stock prices jumped 25% for the SaaS & Cloud 160 public company universe, outpacing the NASDAQ’s 16.5% gain as the market rebounded from Q4 2018’s drop
  • M&A activity remains strong with no immediate signs of a reduction in buyer appetite
  • There is risk that a market correction in the next 12-24 months would put downward pressure on M&A activity levels and valuations

Key Contacts

Teak Murphy

Director

David Michaels

Managing Director