FT Partners FMS-CEO每月市場更新與分析：財務(wù)管理解決方案Jan 2024-英

Featuring:FTPartners

|January

2024CEOInterviewCEO

MONTHLYMARKETUPDATE&ANALYSISFinancialManagement

SolutionsEnterpriseResource

Management

●

Risk

Management

●

HR

&Payroll●

Accounting,

Tax&Budgeting

Solutions●

Receivables

ManagementTheOnlyGlobal

Investment

BankFocusedExclusively

onFinTechSteve

McLaughlin|Founder,CEO,

ManagingPartnerContact:steve.mclaughlin@

|415-385-9318?2024Financial

Management

Solutions

Market

Update

&AnalysisContentsFTPartners

–FocusedExclusivelyonFinTechFTPartners

isThrilled

to

Sponsor

Fintech

Meetup

2024March

3

–6,2024The

Venetian,

LasVegasFintech

Meetup

hasrevolutionized

howthe

FinTech

sectorconnects,collaborates

anddoes

business

together.

Theconferencebrings

together

5,000+

attendees

andfacilitates45,000+

meetings

through

proprietary

event

technology,

inwhatis

thelargest-ever

FinTech

meetings

program.Join

FTPartners

next

Marchandstaytuned

forexclusiveupdates

onthe

conference

and

co-hosted

events.Details

&RegistrationFTPartners

–FocusedExclusivelyonFinTechFinancial

Management

Solutions

SectorCUSTOMERSSUPPLIERSOPERATIONSACCOUNTINGCEEMPLOYEESINVESTORSFTPartners

–FocusedExclusivelyonFinTechSelected

Transactions

–Superior

Industry

Knowledge

and

Execution

HistoryFTPartners

–FocusedExclusivelyonFinTechSignificant

Experience

Advising

LargeFinancing

RoundsCompanyAmount

RaisedCompanyAmount

RaisedSelectedProminent

Investors

inFTPartners

LedRoundsFTPartners

–FocusedExclusivelyonFinTechFTPartners

Advises

Payzer

on

its

$250million

Sale

to

WEXOverview

of

Transaction????Significance

of

Transaction??FTPartners’

Role?????FTPartners

–FocusedExclusivelyonFinTechFTPartners

Advises

C

on

its

Series

C

FinancingOverview

of

Transaction????Significance

of

Transaction??FTPartners’

Role??FTPartners

–FocusedExclusivelyonFinTechFTPartners

Advises

Capital

onTap

onits

Funding

fromAtalayaOverview

of

Transaction??Significance

of

Transaction??FTPartners’

Role??FTPartners

–FocusedExclusivelyonFinTechFTPartners

Advises

Kantox

onits

Sale

to

BNP

ParibasOverview

of

Transaction????Significance

of

Transaction?FTPartners’

Role??FTPartners

–FocusedExclusivelyonFinTechFTPartners

Advises

Velocity

Global

onits

$400

million

Series

BFinancingOverview

of

Transaction????Significance

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SpotOn

onits

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F

FinancingOverview

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Transaction?????Significance

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Transaction?FTPartners’

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Advises

Urjanet

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Transaction???Significance

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Transaction??FTPartners’

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–FocusedExclusivelyonFinTechFTPartners

Advises

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SAPOverview

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–FocusedExclusivelyonFinTechFTPartners

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Divvy

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–FocusedExclusivelyonFinTechFTPartners

Advises

AvidXchange

onits

$388million

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FinancingOverviewofTransaction???Significance

ofTransaction??FT

Partners’Role???FTPartners

–FocusedExclusivelyonFinTechFTPartners

Advises

Wave

on

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H&RBlockOverviewofTransaction???Significance

ofTransaction???FT

Partners’Role???I.

Exclusive

CEOInterviewFinancial

Management

Solutions

Market

Update

&AnalysisModern

Treasury

Company

OverviewSelectedProducts??????SelectedCustomersFinancial

Management

Solutions

Market

Update

&AnalysisModern

Treasury

CEOInterviewDimitri

DadiomovCo-Founder

&CEOFinancial

Management

Solutions

Market

Update

&AnalysisModern

Treasury

CEOInterview

(cont.)Financial

Management

Solutions

Market

Update

&AnalysisModern

Treasury

CEOInterview

(cont.)Financial

Management

Solutions

Market

Update

&AnalysisModern

Treasury

CEOInterview

(cont.)II.

Public

FinancialManagementSolutionsSector

UniversePublicFinancial

Management

Solutions

SectorsMedian

Price/

Earnings

Multiples2023E

Price

/Earnings

Multiples2024E

Price

/Earnings

MultiplesPublicFinancial

Management

Solutions

SectorsMedian

Enterprise

Value

/

EBITDA

MultiplesEnterpriseValue/2023E

EBITDA

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EBITDA

MultiplesPublicFinancial

Management

Solutions

Sectors2023Eand

2024EPrice/

Earnings

MultiplesPublicFinancial

Management

Solutions

SectorsCommonStock

Comparison

–Summary

AnalysisPublicFinancial

Management

Solutions

SectorsCommonStock

ComparisonPublicFinancial

Management

Solutions

SectorsCommonStock

Comparison(cont.)PublicFinancial

Management

Solutions

SectorsCommonStock

Comparison(cont.)PublicFinancial

Management

Solutions

SectorsCommonStock

Comparison(cont.)PublicFinancial

Management

Solutions

SectorsCommonStock

Comparison(cont.)III.

U.S.FinancialManagementSolutionsIPO

TrackerFinancial

Management

Solutions

IPOsU.S.

FinTech

IPO

TrackerAmountRaised($

inmm)CurrentMarketCap($

inmm)IPOPriceCurrentPriceTotalReturnResearchProfileFiling

DateIPODateCompanyVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWIV.

Monthly

DealActivity

InsightsFTPartners’

MonthlyDealActivityInsightsFinancial

Management

Solutions

Financing

StatisticsMonthly

Financing

Volume

andDeal

CountAverage

DealCountPer

Month:44($inmillions)$5,000Dollar

VolumeDeal

CountVismaRaises$4.4

billion6057$4,50056545352$4,000515051514946484645$3,500$3,000$2,500$2,000$1,500$1,000$5004337393933333132$4,5543024$2,184$1,919$1,937$1,495$1,590$373$330$1,225$1,009$933$1,017$840$750$746$799$737$702$0AnnualFinancing

Volume

andDeal

CountSelectedLargestFinancings

in

2023($inmillions)$28,000$24,000$20,000$16,000$12,000$8,000Dollar

VolumeDeal

CountCompanyAmount

($inmm)DescriptionCountryNorwayUSA554533Cloud-based

WorkflowSoftware$4,400500531355Payroll&HRTech293255247300ExpenseMgmt.PlatformUSAHR,Benefits&PayrollPlatform167AustraliaUSA$12,135$4,000CloudPlatformforTrustIntelligence150$0FTPartners’

MonthlyDealActivityInsightsFinancial

Management

Solutions

M&A

StatisticsMonthly

M&A

Volume

andDeal

CountAverage

DealCountPer

Month:24($inmillions)Dollar

VolumeDeal

Count$14,00039$12,000$10,000$8,000$6,000$4,00034313030282726262624222222212121211718181613$5,760$5,806$5,383$2,000$0$731$720$1,809$200$0$145$1,800$0$400$0$7$57$30$0$140AnnualM&A

Volume

andDeal

CountSelectedM&A

Deals

in2023($inmillions)Dollar

VolumeDeal

CountAmount($

inmm)TargetBuyerTargetCountry$50,000$45,000$40,000350$4,0004,0001,5001,2501,200UK256$35,000220210USAUSAUSAUSA$30,000$25,000$20,000$15,000$10,000$5,000$0199193$14,957V.

M&ATransactionsFinancial

Management

Solutions

Sector

M&ASelected

Large

/Significant

M&A

TransactionsMERGERS

&ACQUISMI

TEIROGNESRS

&ACQUISITIONSAmount($mm)Announced

DateTransaction

OverviewCompanySelectedBuyers/InvestorsResearchProfileVIEWVIEWVIEWFinancial

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M&AHighlighted

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M&A

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&ACQUISITIONSDateAcquirer

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(cont.)MERGERS

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M&ASelected

Recent

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(cont.)MERGERS

&ACQUISITIONSAmount($mm)Announced

DateTransaction

OverviewCompanySelectedBuyers/InvestorsVI.

FinancingTransactionsFinancial

Management

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Sector

FinancingsSelected

Large

/Significant

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DateTransaction

OverviewCompanySelectedBuyers/InvestorsResearchProfileVIEWVIEWVIEWFinancial

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TransactionsFINANCINGSDateTarget

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(cont.)FINANCINGSDateTarget

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FinancingsSelected

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OverviewCompanySelectedBuyers/InvestorsFinancial

Management

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Sector

FinancingsSelected

Recent

Financing

Transactions

(cont.)FINANCINGSAmount($mm)Announced

DateTransaction

OverviewCompanySelectedBuyers/Investors?VII.

KeyUpcomingIndustry

ConferencesFinancial

Management

Solutions

Sector

EventsKey

Industry

Conferences

&

EventsDateConferenceLocationWebsiteFINOVATE

EUROPEFINTECH

MEETUP

2024FUTURE

IDENTITY

FINANCE2024NEWYORK

FINTECH

WEEK2024Financial

Management

Solutions

Sector

EventsUpcoming

Industry

Conferences

&EventsDateConferenceLocationWebsiteJanuaryFebruaryMarchAprilVIII.Overview

ofFTPartnersFTPartners

is

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–FocusedExclusivelyonFinTechSelected

FTPartners’

VIPVideo

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in

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FinTechStateofFinTech

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inFinTech

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–FocusedExclusivelyonFinTechFTPartners

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–FocusedExclusivelyonFinTechFTPartners

Research

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Research

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report?FTPartners

–FocusedExclusivelyonFinTechAward-Winning

Investment

Bank

Focused

on

Client

ResultsQEDInvestorsAvidXchangeTruebill“From

the

time

we

began

having

externalconversations

rightup

tothe

moment

wesigned

adefinitive

deal,

FTPartners

wereinvaluable

partners.

They

brought

notonlystrategic

advicebutalso

workedtirelesslyhelping

executeallthewaytoclosing.

Ican’timagine

trying

tonavigate

thisprocesswithout

them.”“We

hired

FTPartners

backin2009,and

our

Boardfeels

thathiring

FTPartners

wasoneofthemoststrategic

decisions

wecould

have

madealong

thisjourney.They

have

been

tremendous

partners

for

us,and

we

are

delighted

withthem

on

every

level.”“Wherever

aboard

or

amanagement

teamhassteered

awayfrom

hiring

FTPartners

italways

seems

toend

up

in

tears.

Here’stoyouandeverything

youdo.”Michael

Praeger,

CEO,

AvidXchangeHaroon

Mokhtarzada,

Co-Founder

and

CEONigelMorris,Managing

PartnerConsistentRecognition

Throughthe

YearsBloombergM&A

Advisor

AwardsSiliconValley’sMostLendItFinTechIndustryTheFinTechFinance

40TheM&A

AtlasAwardsPopularDealmakersAwardsFTPartners’SteveMcLaughlinwas

featured

onBloombergOver

10

awards

includingTechDeal

oftheYear(2019)

andInvestment

Banking

FirmoftheYear

(2016)SteveMcLaughlin

ranked

#1

in2017

and20182020

LargeSPAC

Deal

oftheYearRanked

#2Tech

InvestmentBanker

in2016Top

Investment

BankinFinTechin

2018View

thefull

article

and

watchthelive

TVinterview2020

Corporate

M&ADeal

oftheYearFTPartners

–FocusedExclusivelyonFinTechFTPartners’

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