AGC Partners

A global technology investment bank focused on middle market M&A and growth equity financings. We Work Hard and Smart: 540+ Deals Closed

[AGC Partners @agc_partners]

AGC Partners has published its mid-year AI & Software market update on the forces reshaping tech capital markets: record AI infrastructure investment and PE dry powder, constrained exits, and growing strategic demand for AI-forward software businesses.

https://t.co/r4IupULvmL

[AGC Partners @agc_partners]

Figma files for its mega IPO with roughly $1B in revenues, 40% growth, and 80% on Ro40 (using FCF). Do not be surprised if this one trades above 20x, beating the Adobe valuation with lots of upside down the road😊

https://t.co/qlALTek8F4

[AGC Partners @agc_partners]

We are pleased to share with you our latest thoughts on the tech capital markets from AGC's Co-Founder & CEO, Ben Howe.

To request a download, please click on the link below.

https://t.co/XDvowWa08V

[AGC Partners @agc_partners]

We are excited to share with you our 2024 Restaurant Technology Year-End Market Update. Read more below: https://t.co/PLadppsezy

[AGC Partners @agc_partners]

There was significant funding activity this week which saw Databricks raise $10B in a late-stage VC round led by Andreessen Horowitz. Read More here: https://t.co/Jn6jIuyTnr

[AGC Partners @agc_partners]

We are pleased to share with you our 2024 Tech Capital Markets Year-End Report.
To request a download, please click on the link below
https://t.co/PkRQm4soB7

[AGC Partners @agc_partners]

We are excited to present our latest report on the Cybersecurity market. Read more here: https://t.co/xiwBvInfGG

[AGC Partners @agc_partners]

AGC’s SaaS Index fell over 4% this week. Just Eat Takeaway bought GrubHub in 2020 for $7.3B and dumped it this week to Wonder for $150M in cash and $500M in seller notes. Read more here: https://t.co/D0z7RiCxxw

[AGC Partners @agc_partners]

AGC’s SaaS index rose by 4% this week, in line with the global stock market boost from the Trump victory. Investors kept their checkbooks closed, with the largest disclosed software buyout reaching $43M. Read more here: https://t.co/Rv2WaK4Uro

[AGC Partners @agc_partners]

AGC’s SaaS index jumped 2% this week while the job market reported a cool 12K jobs for October. There were two >$1B deals this week, one by European tech conglomerate Siemens, and another by Francisco Partners. Read more here: https://t.co/HDLQU93qQN

[AGC Partners @agc_partners]

We are excited to present our latest report on the Software market in the United Kingdom. Read more here: https://t.co/0nzS5L3Hud

[AGC Partners @agc_partners]

AGC’s SaaS index jumped 3% this week while Zuora announced that it has been acquired by Silverlake and GIC for $1.7B. This represents an 18% premium to the Company’s previous 30-day closing price and 3.8x revenue. Read more here: https://t.co/IJw4YV2oi8

[AGC Partners @agc_partners]

AGC’s SaaS index projects 12% growth for Q3 ’24, marking its slowest rate since the Q1 ’09. The 10-year Treasury yield has risen from 3.65% to 4.10% since Powell lowered the Fed Funds rate by 50bps, signaling higher borrowing costs, not lower. Read more: https://t.co/jfM8nvdCVc

[AGC Partners @agc_partners]

Can the Fed keep the 10-year rate down?

[AGC Partners @agc_partners]

We are excited to present our latest report on the Field Service Management (FSM) software market. Read more here: https://t.co/UXnUloSBNb

[AGC Partners @agc_partners]

We are excited to share with you our latest report on the state of Physical Security Technology. Read more here: https://t.co/7foDD1aUnP

[AGC Partners @agc_partners]

AGC Partners is pleased to announce that its client, VALD, a global health technology company and the system of choice for musculoskeletal (“MSK”) health professionals, has received a significant growth equity investment from FTV Capital. Read more here: https://t.co/N7u5qOC6tS

[AGC Partners @agc_partners]

We are excited to share with you our latest report on the state of Manufacturing Software. Read more here: https://t.co/lEfWLEhAYj

[AGC Partners @agc_partners]

AGC Partners is pleased to announce that its client, Splash (https://t.co/n73cA8xw9x), a leading global event marketing technology company, has agreed to be acquired by Cvent, a portfolio Company of Blackstone. Read more here: https://t.co/2OWlIPzDmM

[AGC Partners @agc_partners]

We are pleased to share with you our latest thoughts on the tech capital markets from AGC's Co-Founder & CEO, Ben Howe. Read more here: https://t.co/AZKYCIycqS