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1、Drake Star Securities LLC is regulated by FINRA and is a member of SIPC.All securities in the UK,are transacted through Drake Star UK Limited(FRN 942020)an appointed representative of Kession Capital Ltd(FRN 582160)which is authorised and regulated by the Financial Conduct AuthorityThe Drake Star Pa

2、rtners Global Digital Services team is pleased to present the 8thedition of our quarterly Digital Services Report.This provides updates on industry happenings such as important news and events,mergers and acquisitions activity,and insights into the present and future trends impacting major areas of

3、investment within the industry,including:DIGITAL TRANSFORMATION CLOUD MIGRATION TECH-ENABLED SERVICES SECURITY SERVICES BUSINESS INTELLIGENCE&DATA ANALYTICS+49 173 +33 6 87 99 05 +44 777 305 2247 +1 646 245 35503While 2023 has been challenging for the economy,digital transformation remains at the to

4、p of IT agendas.The financial burden and security concerns of tech debt continues to drive inorganic growth strategies as corporates turn to buy vs.build in-house digital capabilities.Throughout Q2,we have seen strong appetite from the buyer community especially in the mid-market for Digital Service

5、s assets with resilient business models enabled by disruptive technologies and service offerings;with 290+M&A deals&$2.3bn+disclosed and 250+fundraises&$3.4bn+disclosed in Q2 20231,including:NexusTek transacted with ICCS for an undisclosed amount,advised by Drake Star Partners Globant acquired Penta

6、log for an undisclosed amount Ricoh acquired PFH Technology Group for an undisclosed amount Evroc raised an undisclosed amount of seed capital from EQT Ventures and Norrsken VC Sourcepass raised$65m of development capital from Metropolitan Partners Group Labrys raised an undisclosed amount of ventur

7、e funding from MD One Ventures and Offset VenturesLooking ahead to the second half of the year,we anticipate an uptick in dealmaking as capital markets stabilise and unlock financing opportunities.We expect competitive tension for assets in industries benefiting from Generative AI as Strategics look

8、 to turbo-charge digitalisation and growth and PEs double down on value creation.(1)Drake Star Analysis based on M&A and Private Placement data4Unilever Becomes a Cloud-Only Enterprise Following Massive MigrationConsumer Goods,Apr 04,2023JPMorgan has spent over$2bn building new cloud-based datacentr

9、es The Stack,April 12,2023Google Launches Biggest Cloud Migration Program Ever:6 Key Things To KnowCRN.com,May 03,2023Accenture Makes a$3bn Bet on AIThe New York Times,Jun 13,2023Capgemini to acquire BTC,a leading Digital Services provider in JapanTelecom TV,Jun 26,2023Wipro expands partnership with

10、 Google Cloud and to integrate Googles full suite of AI products&servicesBusiness Today,May 24,2023Diageo partners with SAP and IBM on five-year global digital transformation programmeD,May 24,2023Generative AI:The Next Inflection Point For Digital TransformationForbes,Jun 26,2023Infosys joins hands

11、 with Danske Bank to accelerate Banks digital transformation initiativesS,Jun 26,2023Microsoft launches unified analytics platform Microsoft Fabric to unlock the potential of data in the era of AIAzure.Microsoft,May 23,2023Frances Mistral AI blows in with a$113m seed round at a$260m valuation to tak

12、e on OpenAITechCrunch,June 13,2023Business intelligence market size to grow by$12bn from 2022 to 2027yahoo!finance,May 15,2023Daisy completes acquisition of ECSC to further strengthen cybersecurity servicesCRN,Jun 23,2023IT infra provider Kyndryl unveils Cybersecurity Incident Response and Forensics

13、 ServiceMSSP Alert,Jun 12,2023Thales to strengthen cybersecurity with the acquisition of security consultancy Tesserent Army Technology,Jun 14,2023Note:Drake Star Partners did not act as financial advisor on the transactions listed on this pageSource:Similar Web,Capital IQ,Pitchbook,LinkedIn,Company

14、 WebsitesNote:Apart from those indicated as such,Drake Star Partners did not act as financial advisor on the transactions listed on this page5Year foundedEmployeesSub-sectorTotal Website VisitsApril 3rd2023ACQUISITION BYRicoh Europe acquired PFH Technology Group for an undisclosed amount.The acquisi

15、tion helps Ricoh Europe to offer a full spectrum of services to its clients.Digital infrastructure and managed services company,providing IT and communications as a service in a range of areas including cybersecurity and digital transformation,helping businesses to design,implement and manage IT sys

16、tems to support their operations and drive efficiency.Paul Hourican Founder&ChairmanPaul Callaghan CEODublin198557929.4kDigital Transformation,Cloud&Security ServicesMay 16th,2023TRANSACTED WITHNexusTek transacted with ICCS for an undisclosed amount,advised by Drake Star Partners.The transaction giv

17、es NexusTek further presence in the northeast US and capability in public/hybrid cloud.Provider of IT,telecom and managed services including customised IT,cloud solutions,business continuity,structured cabling and technology solutions to support the diverse business requirements of its clients,helpi

18、ng businesses of all sizes grow by providing innovative solution design,implementation and support services.Isaac Braca Co-Founder&CEOMorris Braca Co-Founder,CFO&COO199931n.a.Tech-Enabled ServicesNew York CityMay 6th,2023ACQUISITION BYGlobant acquired Pentalog for an undisclosed amount.The acquisiti

19、on will support Globants plans to expand its footprint and services in France.Provider of software development and digital services.The company specialises in offering customer-oriented IT support services in application and website development,infrastructure management and embedded system engineeri

20、ng,thereby helping companies access high-quality and cost-effective digital services.Frdric Lasnier Co-Founder,CEO&ChairmanDenis Lavaud-CFOLa Chapelle-Saint-Mesmin19931,17075.1kTech-EnabledServicesYear foundedEmployeesSub-sectorTotal Website VisitsSource:Similar Web,Capital IQ,Pitchbook,LinkedIn,Com

21、pany WebsitesNote:Drake Star Partners did not act as financial advisor on the transactions listed on this page620229June 6th,2023PRIVATE PLACEMENT Cloud Servicesn.a.Provider of next-generation cloud services intended to offer networking and computing services.The companys cloud infrastructure helps

22、to control the geographic location and the security of data in order to deliver a cloud infrastructure which enables clients to get sustainable European data sovereignty.Mattias strm Co-Founder&CEOAndreas Birnik Co-Founder,VP Strategy&Sustainability The company raised an undisclosed amount of seed f

23、unding from EQT Ventures and Norrsken VC.The funds will be used to build companys launch team in anticipation of a$3.2bn fundraise.StockholmThe company raised an undisclosed amount of venture funding from MD ONE Ventures and Offset Ventures.Developer of information and operational services.The compa

24、nys platform provides the tools needed to dynamically manage individuals and teams of any type or size,in any environment,enabling clients to visualise their people and networks globally in real-time.August Lersten Co-Founder,CEO&Board MemberLuke Wattam Co-Founder,COO&Board Member 20176April 1st,202

25、3LondonPRIVATE PLACEMENT Tech-Enabled Servicesn.a.2020267May 2nd,2023PRIVATE PLACEMENTDigital Transformation&Security Services11.9kThe company received$65m of development capital from Metropolitan Partners Group.The funds will be used to further advance their strategic initiatives and to fund acquis

26、itions.Operator of an IT services company designed to empower small and mid-sized businesses to develop and execute IT strategies that enable their future growth.The company offers managed IT services,digital transformation,cybersecurity,physical security,consulting services and web services.Chuck C

27、anton Co-Founder,CEO&ChairmanRoli Points Co-Founder&VP of Strategic AlliancesHuntingtonUndisclosed16.05.23Provider of IT,telecom and managed services including customised IT,cloud solutions,business continuity,structured cabling and technology solutionsUndisclosed15.05.23Provider of software develop

28、ment and digital servicesUndisclosed03.04.23Provider of consulting services including IT,data management,data centre and management,digital workspace,cloud and infrastructure and cybersecurity services$4.8bn29.03.23Provider of tech-enabled CRM outsourcing servicesUndisclosed24.03.23Tech-enabled prov

29、ider of business intelligence and data-driven IT talent solutions to blue-chip global financial services,technology and life sciences clientsUndisclosed01.03.23Provider of data and technology services intended to transform digital businessUndisclosed13.02.23Provider of CRM consulting services intend

30、ed to create innovative experiences that connect customers and organisationsUndisclosed11.02.23Developer and provider of cyber defence and risk management$75m05.01.23Provider of professional and managed services to accelerate salesforce eCommerce growthUndisclosed05.01.23Provider of software develop

31、ment and digital services7Source:Similar Web,Capital IQ,Pitchbook,LinkedIn,Company WebsitesNote:Apart from those indicated as such,Drake Star Partners did not act as financial advisor on the transactions listed on this pageUndisclosed06.06.23Provider of next-generation cloud infrastructure and servi

32、ces intended to offer networking and computing services$65m02.05.23Provider of managed IT services,digital transformation,cybersecurity,physical security,consulting services and web servicesUndisclosed01.04.23Developer of information and operational services for dynamically managing people and teams

33、,globally,in real timeUndisclosed08.03.23Provider of specialised technology consulting services and solutions including application managed services,implementation and consultingUndisclosed02.03.23Provider of IT management services intended to design,develop and manage complex critical application l

34、andscapesUndisclosed01.03.23Provider of data engineering consultancy services and other business services$47m24.02.23Developer of local data centres,offering construction,monitoring and operative responsibility$50m08.02.23Developer of a cybersecurity management platform that addresses security chall

35、enges in large,complex networks$119m26.01.23Operator of a cloud-based platform for providing integrated services including network interface and database managementUndisclosed23.01.23Provider of digital transformation services including cloud structures,microservices infrastructure and application m

36、igration8Source:Similar Web,Capital IQ,Pitchbook,LinkedIn,Company WebsitesNote:Drake Star Partners did not act as financial advisor on the transactions listed on this page-20%-10%0%10%Apr-23May-23Jun-2318.0%16.4%14.1%-20.0%-22.0%-24.4%9SecureKloud(+18.0%)has benefitted from the buzz surrounding Clou

37、d Services,recovering ground from its price collapse in Q1SysGroup(+16.4%)announced positive end of financial year results,with revenues up by 47%Endava(-22.0%)fell following the release of their quarterly report estimating a drop in revenuesEPAM(-24.4%)stock fell following an announcement of reduce

38、d Q2 revenue and earnings forecasts,owing to slower than expected business growthNote:Price-weighted indexes calculated as the simple average of the share prices;Capital IQ as of June 30th2023Digital Transformation&Tech-Enabled Services:HCL,Accenture,Wipro,Cognizant,DXC,Capgemini,TCS,Elixirr,Fujitsu

39、,Sopra Steria,Infosys,Genpact,Gird Dynamics,EPAM,Endava,Atos,WavestoneCloud Hosting,Infrastructure&Service Providers:SecureKloud,Cloudflare,LTI Mindtree,OVHcloud,Ionos,SysGroupCloud Hosting,Infrastructure&Service ProvidersDigital Transformation&Tech-Enabled ServicesS&P 5006%8%3%10*Denotes transactio

40、ns led by current partners at Drake Star Partners,prior to joining the firmSALE TOHAS RECEIVED INVESTMENT FROMSALE TOSALE TOINVESTMENT IN&MERGER WITHPRIVATE PLACEMENTSALE TOAND ROLLOVER OF MANAGAMENT SHARESSALE TOSALE TOSALE TOHAS RECEIVED INVESTMENT FROMHAS RECEIVED INVESTMENT FROMSALE TOSALE TO*SA

41、LE TO*SALE TO*SALE TOSALE TORECAPITALISATIONSALE TOSALE TOHAS RECEIVED MAJORITY INVESTMENT FROMSALE TOSALE TOSALE TOTRANSACTED WITH11*Denotes transactions led by current partners at Drake Star Partners,prior to joining the firmHAS ACQUIREDMAJORITY SALE TOSALE TO*SALE TOSALE TO*SALE TOPRIVATE PLACEMENTSALE TO*SALE TOSALE TOSALE TOSALE TOSALE TO*SALE TO*RECAPITALISATION WITHSALE TOSALE TO*MAJORITY GROWTH INVESTMENTMAJORITY SALE TOAND ROLLOVER OF MANAGEMENT SHARESSALE TO*SALE TO*SALE TOSALE TO*ACQUISITIONS&COMBINATION OF12New YorkMunichLondonDubaiBerlinParisSan FranciscoLos AngelesSan Francisco