Erdemi M&A | Corporate Finance Advisory

🌐 Trump's "triumphal win" will have negative impact on the European mergers & #acquisitions market. Or should we be more optimistic? His policies would lead to more turbulence in energy prices and trade tensions with China, which is an important trade partner of Europe. Those are almost certain impacts. The European economies, who have already had macroeconomic challenges, will be facing more severe conditions. M&A markets cannot be thought independently from the macroeconomic environment. However, is there going to be a hit? Or would it create more consolidation opportunities? Especially, in the #technology space, numerous startups or SMEs had better to look for partnering up with other competitors. In parallel with the customers' demand for one-stop-shop IT solutions, the consolidation would be a good way to navigate through the "upcoming Trump storm in #Europe". -------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: Buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management with 12+ years of M&A experience.

📈 #Digitalization is the main buy-side driver for acquisition (M&A) activity in Europe according to the survey by Statista. While 17% of the respondents name digitalization as a key driver for the dealmaking in the next 12 months, "increased appetite from foreign acquirers" and "distressed/ turnaround opportunities" are mentioned as other key drivers (each 14%). Not interesting to see that there is an increase in the pct. of respondents who name "undervalued targets" as a key driver. "Buyer's market" is quite observable: There is an increase from 9% last year to 14% this year. Any other key drivers do you observe? (Below in the graph >> Black: 2023, Blue: 2024 Sep) -------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: Buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management with 12+ years of M&A experience.

🌐 Positive news for private equities who are facing "exit" challenges.. The new fund by Mubadala addresses the growing demand by PEs, while the window for IPO exits has been too narrow for a while. The uncertainties, which lead to stock market fluctuations and to decreasing investment appetite by investors who are interested in publicly listed companies/ public equity markets, are expected to stay at least in the mid-term. Mubadala's fund, along with the others which are planned or already existing, will ease PEs' exit approach. While this applies to large ticket #deals, we might observe an increasing number of this type of secondary deals in the SME markets. What do you think? -------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: Buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management with 12+ years of M&A experience.

✨ c. $80bn of #investments have targeted #ai as of September this year. $70bn was the total value in the full year of 2023. Below in the picture, you see the most active AI investors by number of deals... According to Aventis Advisors report, "the investor universe is not limited to the bigwigs of the VC industry. Across the ~53,000 funding rounds (since 2010), more than 200 funds were invested in 10 or more AI companies, suggesting a vast investor landscape. The investor locations were also not limited to the USA, but many were from emerging tech hubs, such as London, Berlin, or Paris." On the other hand, it is also obvious from the data that there are now less but larger financing rounds. This year, the total number of rounds is expected to be around 5000, compared to c. 5700 in 2023. In all other sectors as well, we observe the same thing: Larger businesses have higher chances to get investments. Smaller businesses should really have something niche. Agree? -------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: Buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management based on 12+ years of M&A experience. https://lnkd.in/eQrfeCSH

❓ Can we really talk about the recovery in the European mergers & #acquisitions markets? According to S&P Global Intelligence Unit, transaction values for the 2024-Q2 period increased 29% despite the volume of deals dropping by 15% (3,524 to 2,986 deals). On the other hand, Pitchbook also released a report on European PE deals market in 2024-Q3, which shows "the market is on track for significant yearly growth, with a projected 27.5% increase in deal value and 11.5% in deal count". Both reports show that megadeals are dominating the markets, whereas we cannot observe a strong recovery in the smaller deals. I accept the fact that those two reports have different periods but as I had stated previously, the true recovery is about to come only in 2025-26. Despite that, #investors are less hesitant to make #technology deals in 2024. Confusing signals in the M&A markets.... what do you think? -------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: Buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management. https://lnkd.in/eQrfeCSH

🎖Honoured to be in list of "Best of LinkedIn - Private Equity and M&A" with my post about #ai and its implications on mergers and #acquisitions advisory... Tuluhan Erdemi ---------------------------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: With 12 years of international M&A experience, providing buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management.

✌️ We had a fruitful business trip in Lisbon - Sevilla - Cordoba. Didn't we Salvador Klein? Several meetings with current & prospective clients... and investors.. A number of #datacenters are lined up to meet the increasing demand thanks to #ai! More to come! ✌️ ---------------------------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: With 12 years of international M&A experience, providing buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management.

✈️ Atlantic Convergence (#datacenter event) in Lisbon! I will be in Portugal and Spain 1st-10th October with my business partner Salvador Klein. Let us know if you would like to meet! -------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: Buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management.

🌐 Global investment in #datacentres reached $36bn last year with $22bn invested in the first five months of 2024 year alone, according to analysis by global law firm Linklaters. 🔸️European markets account for 29% of the investment volume.. up from 20% in 2023. The main reason for this is the expected annual growth of +15% in the European #ai market, which is attracting #investors from all over the world. Datacenters space is booming.. ❓️❓️What do you think? ---------------------------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: Buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management. Tuluhan Erdemi

🦾 Not only large banks or consulting firms but also solo #acquisitions advisors or boutqiues could benefit from #AI.. UBS has been using a tool to scan potential acquisition opportunities since last year, across its database of 300k firms in 20 seconds... There are increasing number of AI tools, which advisors are getting used to. Especially, independent advisors (like me) could better manage its costs when it comes to the analyst-level tasks such as preparation of reports, financial modelling etc.. On the other hand, even solo advisors would need one or two team members to train and to have a sustainable advisory business. It would not be reasonable to leave the negotiations of M&A clauses incl #valuation to a computer, when you have many projects to run. New generations should have the chance to develop themselves. ❓️❓️What do you think? ---------------------------------------------------- ✅ ️Like and Comment to exchange ideas! ✅ Follow Erdemi M&A | Corporate Finance Advisory: With 12 years of international M&A experience, I provide buyside and sellside advisory services including identification of #investors & targets, #valuation & business planning, negotiations, #duediligence and integration management. https://lnkd.in/eaQuMUfY