M&A in TMT – 2019 round-up – Thematic Research

If you really want to understand the themes that drive an industry, just look at the list of recent mergers and acquisitions (M&A). In this report, we analyze how disruptive themes have been driving M&A activity over the last five years, assess the impact of COVID-19 on the M&A market, provide an overview of M&A activity across the TMT industry over the last five years, before highlighting potential takeover targets, explaining who is likely to buy them and why.

Scope

This report provides an overview of merger and acquisitions activity in the global TMT market.

It assesses the impact of COVID-19 on the M&A market

It identifies the M&A deals announced in the TMT market over the last five years and highlights potential acquisition targets that are likely to be acquired over the next three years.

The report provides a comprehensive sector-by-sector analysis of themes driving the key M&A deals across each sector in the past five years.

Key Highlights

The main themes that drove M&A activity across the technology, media, and telecoms (TMT) industry in 2019 were artificial intelligence (AI), the internet of things (IoT), cloud, healthtech, fintech, big data, internet TV, and robotics.

In the first quarter of 2020, a total of 150 M&A deals with a transaction value greater than $50m were announced. Their combined transaction value was $119.2bn, which was flat compared to Q4 2019, but 26% down on the same quarter last year. In Q2 2020, we expect total deal values to slow materially.

Reasons to buy

This report provides an overview of the mergers and acquisitions in TMT market.

It identifies the key themes driving the M&A deals in the TMT market.

The report highlights comprehensive thematic rationales for the key M&A deals announced over the last five years.

It also highlights companies from across the TMT sector that are likely to be acquisition targets over the next three years, as well as identifying potential acquirers.

Companies mentioned

Ambarella

AMD

AMS

Ciena

Cognex

Garmin

GoPro

HTC

iRobot

Lumentum

Micron

Microchip

NeoPhotonics

Nutanix

Parrot

Pure Storage

Qorvo

Roku

TomTom

Ubiquiti

Xilinx

Alteryx

Autodesk

Cornerstone OnDemand

Domo

Fortinet

Palo Alto Networks

Paylocity

Playtech

PTC

Qualys

Rapid7

ServiceNow

Splunk

Workday

Cloudera

EPAM Systems

Genpact

GoDaddy

Indra Sistemas

Shopify

Sopra Steria

Talend

Asos

Boohoo.com

Delivery Hero

GrubHub

HelloFresh

ITV

Ocado

Pinterest

The New York Times

Dish Network

Telecom Italia

US Cellular

Table of Contents

Part 1: Thematic drivers of M&A strategy

Part 2: COVID-19 impact on M&A market

Part 3: M&A activity over the last five years

Part 4: Future acquisition targets

Part 5: Deal selection

Part 6: Glossary

Appendix: Our thematic research methodology

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