M&A Update Technology Sector Q2 2023

M&A market developments and valuation environment in the second quarter

The market correction continues in Q2 2023, but we keep seeing highly interesting tech transactions at largely stable valuation levels.

The negative signs of Q1 2023 strengthen significantly in Q2. The number of European transactions has decreased from 652 in Q1 to just 397 in Q2 2023.

 

These significant declines in transaction levels of 39% compared to Q1 2023 and even 49% compared to Q2 last year can be explained by the still challenging macroeconomic framework parameters and the financing environment in particular. Nevertheless, the realized transactions are taking place at a stable valuation level, which we can also verify based on our public peer group. Individual sub-sectors have even seen an increase in transaction activity, accompanied by a significantly higher valuation level.

 

In our M&A update, we analyze the current valuation environment of the tech sector, focusing on the following developments in particular:

 

-        The European M&A activity as well as background information on selected transactions

-        The current valuation level in Europe and Germany

-        Various sub-segments in the Tech stock market

 

Furthermore, we present one of our recent tech deals from Denmark: the sale of Perifon, a market-leading provider of PIM software, to Boyum IT, a Danish accounting software provider.

We hope you enjoy reading the report and look forward to exchanging ideas with you soon.

Your TMT team at Oaklins Germany

Ha 2023 dsc00072
Jan P. Hatje Hamburg, Germany
Managing Partner
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Christoph Rummelt Hamburg, Germany
Director
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Christopher Rahn Frankfurt, Germany
Director
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Florian Engel Hamburg, Germany
Senior Associate
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Felix Daetz Hamburg, Germany
Associate
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Lukas Girke Frankfurt, Germany
Associate
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Kevin Johannes Kambach Hamburg, Germany
Associate
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Felix Stehr Hamburg, Germany
Associate
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