Wir verfügen über hohe fachliche Expertise und ein exzellentes Netzwerk in unseren Fokus-Sektoren, als M&A-Verantwortliche in großen M&A-aktiven Konzernen und Unternehmer mit Exit-Erfahrung kennen wir die Bedürfnisse und Ziele unserer Mandanten aus eigener Erfahrung.
Wir arbeiten in international besetzten Sektor Teams an grenzüberschreitenden Transaktionen und tauschen uns regelmäßig in unseren Treffen und Telefonkonferenzen zu Markt- und M&A-Trends aus. Auf dieser Seite geben wir Ihnen eine Übersicht zu unseren Köpfen, Themen und Transaktionen in unseren Fokus-Sektoren.
M&A trends & market analysis
During the Milan 2017 Globalscope conference, the network’s global Technology, Media & Telecoms (TMT) sector team met to discuss recent transactions and the evolving underlying structural drivers of the global sector M&A landscape.
A key theme is the potential of AI and machine learning to become more commonplace in day-to-day life. More details can be obtained from team members or regional heads – see contact details below.
Notable recent transactions
Intel to acquire Mobileye
Leading integrated chip manufacturer Intel has announced its intention to acquire Mobileye for $15.4bn, to create one of the world’s leading suppliers of autonomous driving systems. This acquisition accelerates Intel’s diversification away from traditional PC and server chipsets.
Cisco pre-empts AppDynamics IPO
Cisco has snapped up application performance monitoring software vendor AppDynamics for $3.7bn, moments before its long-awaited IPO. For Cisco, the deal represents further efforts to provide enterprises with a holistic view of their network.
CenturyLink to buy Level 3 Communications
CenturyLink is acquiring internet service provider Level 3 Communications in a deal valued at $34bn, which will extend CenturyLink’s proprietary fiber network by 200,000 miles.
Lower-mid market observations
Activation of Virtual Technologies
The expanding presence of augmented reality (AR) and virtual reality (VR) represents a spirited vision for mid-market businesses. Mid-sized firms are aggressively competing alongside bigger players to deliver their products in a more tangible and experiential manner than ever before.
Mergers and acquisitions will soar over the next 12 months, as companies in a wide array of industries seek to improve efficiency in business processes and increase protection against cyberattacks.
China to Grow
China’s TMT M&A deals overseas grew by a CAGR of 27% from 2012 to 2016, far exceeding North America, Europe and other regions, and is expected to grow steadily in 2017 as Chinese tech companies try to acquire foreign high-tech and realize their globalization strategies, according to Deloitte.
OTT and “Skinny Bundles”
Google’s launch of YouTube TV, alongside the continual growth of over-the-top (OTT) content providers such as Netflix and Amazon, has led to a growth of pared-down, less costly subscriptions. Some commentators believe TV’s days are numbered.
AI & Machine Learning
The world’s biggest internet companies, including Google, Facebook and IBM, are investing heavily in AI-based tech – this is set to continue at an increasing rate. 2017 has already seen Amazon buy data security firm harvest.ai for $20m, and Baidu acquire AI voice assistant platform Raven Tech.