2019 M&A Round-Up - Tech, Media, and Telecoms - Thematic Research

2019 M&A Round-Up - Tech, Media, and Telecoms - Thematic Research

Summary

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 in recent years, assess the impact of COVID-19 on the M&A market, provide an overview of M&A activity across the TMT industry , before highlighting potential takeover targets, explaining who is likely to buy them and why.
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.

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 three 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 three years.

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 three 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.


  • Thematic drivers of M&A strategy
    • Running any business today requires an understanding of all disruptive threats
    • Companies who invest in the right themes become success stories
      • Table Companies who invest in the right themes become success stories
    • Half of the top 20 M&A deals in 2019 were driven by tech themes
  • How will COVID-19 impact the M&A market?
    • In the short term, M&A activity will fall
    • In the medium term, the market correction could create attractive M&A opportunities
    • All 17 TMT sectors will be negatively impacted by COVID-19 in 2020
    • No technology sector is immune to the effect of COVID-19, but some will fare better than others
  • M&A activity in the TMT sector over the last three years
    • In 2019, M&A activity in the TMT sector grew 20% to $737bn
    • M&A deals over the last three years: semiconductors
    • M&A deals over the last three years: component makers
    • M&A deals over the last three years: consumer electronics
    • M&A deals over the last three years: IT infrastructure equipment
    • M&A deals over the last three years: telecom infrastructure equipment
    • M&A deals over the last three years: industrial automation
    • M&A deals over the last three years: application software
    • M&A deals over the last three years: security software
    • M&A deals over the last three years: gaming software
    • M&A deals over the last three years: IT services
    • M&A deals over the last three years: cloud services
    • M&A deals over the last three years: ecommerce
    • M&A deals over the last three years: social media
    • M&A deals over the last three years: advertising
    • M&A deals over the last three years: music, film, &TV
    • M&A deals over the last three years: publishing
    • M&A deals over the last three years: telecom services
  • Future acquisition targets in the TMT sector
    • Our track record in predicting M&A targets is strong
    • Our 2020 theme map helps predict tomorrow's M&A targets
    • Future M&A targets: semiconductors
    • Future M&A targets: component makers
    • Future M&A targets: consumer electronics
    • Future M&A targets: IT infrastructure equipment
    • Future M&A targets: telecom infrastructure equipment
    • Future M&A targets: industrial automation
    • Future M&A targets: application software
    • Future M&A targets: security software
    • Future M&A targets: gaming software
    • Future M&A targets: IT services
    • Future M&A targets: cloud services
    • Future M&A targets: ecommerce
    • Future M&A targets: social media
    • Future M&A targets: advertising
    • Future M&A targets: music, film, and TV
    • Future M&A targets: publishing
    • Future M&A targets: telecom services
  • Deal selection methodology

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