2020年Q1网络服务行业报告.pdf

Q1 2020 Sector Update Digital Services Important disclosures appear at the back of this report GP Bullhound LLP is authorised and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRA 0 Digital services perspectives GP Bullhound is a leading technology advisory and investment firm, providing transaction advice and capital to category leaders We publish this quarterly digital services market report to provide insights into public and private market valuations across the transaction spectrum and qualitative insights into broader market trends. We also feature many of the leading digital services companies and CEOs. In this highly turbulent market, consumer behaviour is rapidly turning towards the major digital channels. A robust strategy is more important than ever for brands and we see opportunity for the digital services providers best placed to emerge even stronger. This quarter we focus on the opportunities and challenges COVID- 19 presents for the digital services sector, the increase in consolidator activity in Latin America, and finally the disruption we are seeing in retail marketing. Based in our London and New York offices respectively, Simon Nicholls and Greg Smith head up our digital services practice with over 50+ years of experience and have completed over 100 transactions for digital services companies globally. We have completed 20 digital services deals in the past 24 months, including: Croud Jellyfish Mindcurv GoKart Labs Insitum Oliver INVESTMENT BY INVESTMENT BY INVESTMENT BY ACQUIRED BY ACQUIRED BY ACQUIRED BY LDC Fimalac Genui & Primepulse West Monroe Accenture Interactive You & Mr Jones