FT Partners FMS-CEO每月市场更新与分析：财务管理解决方案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

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LedRoundsFTPartners

–FocusedExclusivelyonFinTechFTPartners

Advises

Payzer

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AvidXchange

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Exclusive

CEOInterviewFinancial

Management

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Update

&AnalysisModern

Treasury

Company

OverviewSelectedProducts•−••−•SelectedCustomersFinancial

Management

Solutions

Market

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&AnalysisModern

Treasury

CEOInterviewDimitri

DadiomovCo-Founder

&CEOFinancial

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&AnalysisModern

Treasury

CEOInterview

(cont.)Financial

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Market

Update

&AnalysisModern

Treasury

CEOInterview

(cont.)Financial

Management

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Update

&AnalysisModern

Treasury

CEOInterview

(cont.)II.

Public

FinancialManagementSolutionsSector

UniversePublicFinancial

Management

Solutions

SectorsMedian

Price/

Earnings

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Price

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Comparison(cont.)PublicFinancial

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Comparison(cont.)PublicFinancial

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Comparison(cont.)III.

U.S.FinancialManagementSolutionsIPO

TrackerFinancial

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TrackerAmountRaised($

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DateIPODateCompanyVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWVIEWIV.

Monthly

DealActivity

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MonthlyDealActivityInsightsFinancial

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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

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in

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VolumeDeal

CountCompanyAmount

($inmm)DescriptionCountryNorwayUSA554533Cloud-based

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

MonthlyDealActivityInsightsFinancial

Management

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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

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CountSelectedM&A

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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.

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KeyUpcomingIndustry

ConferencesFinancial

Management

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EventsKey

Industry

Conferences

&

EventsDateConferenceLocationWebsiteFINOVATE

EUROPEFINTECH

MEETUP

2024FUTURE

IDENTITY

FINANCE2024NEWYORK

FINTECH

WEEK2024Financial

Management

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EventsUpcoming

Industry

Conferences

&EventsDateConferenceLocationWebsiteJanuaryFebruaryMarchAprilVIII.Overview

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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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