Global trends & valuations in IoT sector
Webinar recap: The role of IoT in our fast-changing world
During a one-hour webinar, our global panel shared insights about opportunities and challenges entrepreneurially-led firms in Europe, North America and Australia are encountering as they pursue and finance M&A transactions, expansion plans and growth opportunities across different IoT segments.
Internet of things is a game-changer – not only for many industries, but also for our everyday lives. Even now, we are already surrounded by hundreds of devices which are connected to the internet. Fitness watches, cars, even vacuum robots are talking to us. But IoT is not only for consumers. IoT helps companies to become truly disruptive in their industries. Insights from IoT data help to uncover the requirements of customers and improve procedures and processes. In this webinar, we would like to share our M&A experiences and insights with all like-minded IoT enthusiasts.JAN P. HATJE, IoT SPECIALIST, OAKLINS
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Topics
- M&A and valuations: Jan P. Hatje, Oaklins IoT specialist (minute 02:26)
- Deal story Garz & Fricke and SECO – Creating the listed European champion in the IoT-AI market Elias Tuerk, Director, Afinum, Germany (minute 06:21)
- Using IoT to understand consumer behavior and enhance customer experience: John Matthews, Managing Director, Oaklins, NY, USA (minute 22:28)
- IoT in agriculture = big business in Australia: Jonathan Tooth, Director, Oaklins, Australia (minute 33:16)
- A snapshot of European debt markets for middle-market companies: Bas Stoetzer, Debt Advisory Specialist, Oaklins, Netherlands (minute 41:30)
- Q&A and closing remarks (minute 45:43)
- Will IoT for consumers or IoT used in industry be bigger/more significant in the long run and why? (minute 46:10)
- Afinum is investing quite heavily in technology. What are the hot areas? What would be ideal targets to invest in? (minute 48:37)
- Will IoT devices be implemented in our bodies one day? (minute 50:38)
- What is the state of regulatory developments for drones in various regions? (minute 54:18)
Moderators
Managing Partner
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Jan Hatje is a managing partner at Oaklins Germany. He leads Oaklins’ internet of things team as well as the technology team in Germany. With more than 15 years of M&A experience behind him, Jan has particular expertise in the TMT and staffing sectors. A key transaction in staffing was advising the shareholders of Timecraft Group on its sale to Actief Group. Notable TMT deals Jan has advised on are the sale of Garz & Fricke to the private equity investor Afinum, the sale of Höft & Wessel to Droege and the sale of Acutronic to Vyaire, backed by Apax. After working as a researcher and analyst, Jan joined Oaklins Germany in 2003.
Peter Gray is the current president of Oaklins International and is a partner at Oaklins Cavendish, one of Oaklins’ member firms in the UK. He also leads Oaklins’ financial services team. Since joining the firm in 1994, Peter has been involved in the sale of over 70 companies, including many in the financial services sector. He is a frequent lecturer on the subject of mergers and acquisitions, and has written a book on the subject entitled The Definitive Guide to Selling Your Business.
Speakers
Munich, Germany
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Elias Tuerk is a Director at Afinum’s Munich office. Before joining Afinum, Elias worked at Deutsche Bank’s Corporate Finance division in Frankfurt and London, where he focused on M&A projects and capital markets transactions. Elias was and is co-responsible for various investments in Germany and Switzerland with a focus on industrials/tech (e.g., Garz & Fricke, Lemco Precision), consumer (e.g., Ledlenser, Zeit für Brot) and (business) services (e.g., Let’s Go Fitness, SanderStrothmann).
John Matthews is a managing director at Oaklins DeSilva+Phillips in New York. He specializes in technology, SaaS, information services, deep tech and AI, digital media and digital marketing deals. John has 10 years of investment banking experience, focusing on advising middle-market clients on M&A transactions.
Previously, John was a founder, CEO and owner/operator of several fintech and software advisory and technology industry analyst consulting firms, including INFACT Research in London, UK, where his clients included McKinsey & Company (for over 10 years), Boston Consulting Group, Accenture, 3i, General Atlantic, BBC, Hewlett-Packard, Fiserv and Fair Isaac (now FICO). While leading INFACT Research, John was a frequent speaker and acknowledged industry expert and advisor on CRM and marketing technology. Prior to that, he was a senior industry analyst at New Science Associates, where he focused on artificial intelligence. After college, where he earned a computer science degree, John worked at several software companies and digital consulting firms as an artificial intelligence and user experience (UX) software developer and software designer. Early in his career, John also worked on AI and UX for two years in association with the world-renowned technology innovation center Xerox Palo Alto Research Center (PARC).
Jonathan Tooth is a director at Oaklins’ member firm in Australia. He has over 25 years’ professional experience in corporate finance and public markets, with core expertise in ECM and M&A, primarily servicing small to mid-market companies. Jonathan has particularly strong sector expertise in FMCG, financial services and technology. Recent transactions include advising Sensera (ASX:SE1) on its pre-IPO raising and IPO, Hemideina on its seed and series A private capital raisings and Watermark on its divestment to Xenith IP Group (ASX:XIP).
Previously, Jonathan was a director and the head of corporate finance at Austock Group, a role he held for over 10 years. Previously, he worked in the corporate departments of two other tier two brokerage firms in Melbourne and Perth, and with the international firm’s corporate planning and development arm. Currently, he is a non-executive director of ASX-listed companies, namely Generation Development Limited (ASX:GDG), Vita Life Sciences (ASX:VSC) and Sensera Limited (ASX:SE1). He is also a member (chair of the investment committee) of the Melbourne Angels, an early-stage investor group focused on high-growth Australian businesses.
Bas Stoetzer is a partner and co-founder of Oaklins Debt Advisory, part of Oaklins Netherlands. With more than 25 years’ experience in arranging, structuring and negotiating debt packages, he co-leads Oaklins’ debt advisory team.
Previously, Bas worked for Fortis Bank, was involved in setting up the Dutch branch of the Bank of Scotland and co-headed Landsbanki Islands’ branch in the Netherlands, where he gained extensive experience in corporate banking, structured finance, real estate lending and leveraged finance.
