Northstar Analytics

Enjoy life’s candles, light up your path with decorations, share success with gifts, burn away evils with firecrackers, sweeten success with treats, and thank God with worship. Have a joyous and prosperous Diwali! 🪔🎁🍬🎉 Happy Diwali ! Tirthank Shah, CFA Shweta Shah, CFA

We are looking to hire talented team members ➡ Majors in Finance (post graduates) ➡ Total work experience of 18+ months (pre-MBA work experience is also fine) for post graduates ➡ For non-postgraduate students, relevant work experience of 18+ months after graduation in investment banking, private equity, equity research is mandatory ➡ Preferred, but not mandatory - CFA level 2 and above ✍ Role: In a nutshell, you'll work with buyside firms (PE firms, VC firms, Family offices, Independent Sponsors) and/or sell side firms (M&A advisors) across the deal cycle. Drop an email with your CV on hr@ns-analytics.com We would be grateful if you could share this with your network. #mba #financejobs #investmentbanking #privateequity #cfa #ca #equityresearch

This Dussehra, let’s celebrate the victory of righteousness. May you be blessed with happiness and success! Wishing you a joyful Vijayadashami! Tirthank Shah, CFA Shweta Shah, CFA

#hiring #batchof2024 #batchof2023 We are looking to hire talented team members ➡ Majors in Finance (post graduates) ➡ Total work experience of 18+ months (pre-MBA work experience is also fine) for post graduates ➡ For non-postgraduate students, relevant work experience of 18+ months after graduation in investment banking, private equity, equity research is mandatory ➡ Preferred, but not mandatory - CFA level 2 and above Role: In a nutshell, you'll work with buyside (PE firms, VC firms, Family offices, Independent Sponsors) and/or sell side firms (M&A advisors) across the deal cycle. Drop an email with your CV on hr@ns-analytics.com We would be grateful if you could share this with your network. #mba #financejobs #investmentbanking #privateequity #cfa #ca #equityresearch

Michhami Dukkadam and Ganesh Chaturthi: Two festivals, one profound lesson. Michhami Dukkadam - It underscores the significance of forgiveness and reconciliation in our lives, fostering inner peace and harmony. Ganesh Chaturthi - It symbolizes new beginnings, removing obstacles, and embracing fresh opportunities. Key Message of these festivals is Forgiveness is the path to inner freedom, and every new beginning brings a chance to rewrite our stories. Shweta Shah, CFA Tirthank Shah, CFA

The Enterprise SaaS M&A Landscape: Resilience and Growth in 2024 The Enterprise SaaS M&A landscape is experiencing a notable resurgence in 2024, demonstrating remarkable resilience and adaptability. After weathering pandemic-driven surges and subsequent economic tightening, the sector now shows encouraging signs of stabilization and renewed growth. Key insights from our latest analysis: ✨ Valuation Rebound: After consistent valuation declines in 2022 and 2023, Q2 2024 has marked a significant uptick in valuation multiples, with median EV/TTM revenue multiples increasing for the first time in over two years ✨ Increased Deal Activity: Recent quarters have seen a rise in deal counts, driven particularly by private equity buyouts and LBOs. Economic conditions have influenced deal valuations, though the full impact is partially obscured by limited transaction detail disclosures ✨ Private Equity Prominence: Private equity buyouts and leveraged buyouts have gained traction, especially as corporate M&A activity remains somewhat restrained Major segments performance (Jan 2023 to Mar 2024): ✨ Enterprise Resource Planning (ERP): ca $44bn deal value (29% of total deal value), driven by demand for operational efficiency ✨ Analytic Platforms: ca $44bn (29% of total deal value), focusing on data-driven decision-making ✨ Customer Relationship Management (CRM): ca $38bn (25% of total deal value), fuelled by digital transformation Notable Transactions: ✨ Cisco's $27.3bn acquisition in network & systems management software, Splunk ✨Bain Capital’s $5.6bn acquisition of PowerSchool, a leading provider of cloud-based software for K-12 education ✨Clearlake Capital Group and Francisco Partners in a deal valued at $2.1 billion brought Synopsys Inc’ software integrity (SIG) unit ✨CoStar Group acquires Matterport, a global leader in artificial intelligence for the real estate industry, for $1.6bn ✨Vista Equity Partners acquired Model N, a leader in revenue optimization and compliance for pharmaceutical and MedTech for $1.25bn ✨SAP acquires WalkMe™, a leader in digital adoption platforms (DAPs) for $1 bn ✨Nemetschek Group acquired all shares in GoCanvas Holdings, Inc., a leading provider of field worker collaboration software for $770mn ✨American Express acquired Tock, a restaurant reservation company, for $400mn Northstar Analytics, with deep expertise in the Enterprise SaaS sector, is well-equipped to guide you through the intricacies of this market. We provide specialized support in executing innovative deals and uncovering private market opportunities. #EnterpriseSaaS #TechM&A #DigitalTransformation #SaaSM&A #EnterpriseSoftware #TechAcquisitions #DigitalTransformation #CloudComputing #BusinessIntelligence #ERP #CRM #AnalyticPlatforms #SupplyChainManagement #FinancialManagementSystems #MarketAnalysis #TechInvestment #PrivateEquity #VentureCapital #MergersAndAcquisitions #AIinSaaS #CloudMigration #DataAnalytics #MachineLearning

#hiring #batchof2024 We are looking to hire business school students, available to join immediately, who ➡ Are from the batch of 2024 ➡ Have done specialization in finance ➡ Have prior professional work experience of 18 months+ ➡ Preferred, but not mandatory - CFA level 2 and above You'll work with buyside (PE firms, VC firms, Family offices, Independent Sponsors) and/or sell side firms (M&A advisors) across the deal cycle. Drop an email with your CV on hr@ns-analytics.com We would be grateful if you could share this with your network. #mba #financejobs #investmentbanking #privateequity

FoodTech is one of the most important VC funding sectors. The combined value of FoodTech startups has grown 40x in the last decade to $1.2tn in 2023. Most of this value is still in the private market. The FoodTech sector continues to evolve rapidly, showing resilience and potential for growth despite recent challenges. Key highlights include: ✏ Market Overview: Despite downturns in the past two years and a slight decline in VC investment in Q1 2024, FoodTech saw $2.2bn invested across 246 VC deals, with expectations of stabilization in subsequent quarters. ✏E-commerce Dominance: Despite seeing a massive drop in investments in 2022 and 2023, online grocers received the highest venture funding ($595.7mn), reflecting the projected growth of the global online grocery market to $2.8tn by 2032. Major companies include Ocado Group, Instacart, Zomato, Swiggy, etc., with some key innovators in this sector being Picnic Technologies, WeCook, Gousto, Weee! etc. Additionally, F&B incumbents such as Carrefour, Tesco, Tmall Supermarket, also have their online supermarkets. ✏Other Key Segments: ✏✏Restaurant & Retail Tech: Leveraging AI and analytics for enhanced operations and customer experiences. Major companies include Toast, Square, Shopify, Revel Systems, Olo, Lightspeed Commerce, etc. with some key innovators in this sector being Miso Robotics, Botrista, Inc., Choco, etc ✏✏Alt-proteins: Projected to grow from $76.3bn in 2023 to $423bn by 2033, driven by sustainability concerns and consumer demand. Major companies include Beyond Meat, Impossible Foods, Quorn Foods, UPSIDE Foods etc. with some key innovators in this sector being Remilk, BlueNalu, etc ✏✏Food Production: Focus on AI-driven product development and sustainable packaging solutions. Major demand is driven by Nestlé, Cargill, ADM, Tyson Foods, Danone, JBS, etc. with some key innovators in this sector being Tastewise,Pairwise , FoodLogiQ etc   Northstar Analytics, with extensive deal experience in the FoodTech sector, can assist in navigating through these complexities, offering expertise in facilitating creative deal success, exploring private market opportunities, and integrating tech strategies for long-term success in the evolving economic landscape. #USFoodtech #EuropeanFoodtech #GlobalFoodInnovation #FoodtechTrends #FoodInnovation #AgriTech #FoodTech2024 #VentureCapital #StartupInvestment #MarketAnalysis #FoodIndustry #FutureOfFood #SustainableFood #AIinFoodtech #RestaurantTech #AlternativeProtein #FoodEcommerce #SupplyChainInnovation #BusinessIntelligence #MarketInsights #IndustryOutlook #StrategicGrowth #InnovationManagement #EmergingTechnologies #Picnic #PerfectDay #Starship #Amazon #Walmart #BeyondMeat #ImpossibleFoods #DoorDash #UberEats #Uber #Instacart #NorthstarAnalytics #Zomato #Swiggy #Nestle #BeyondMeat

#hiring #batchof2025 #mba #bba #bms #baf #bcom Hi campuses, We are starting our campus placement drives for #graduates and #postgraduates (only for #mba students with majors in finances). Request the campus representatives to get in touch with HR on hr@ns-analytics.com Tirthank Shah, CFA

Independent sponsors are reshaping the M&A landscape, especially in the lower middle market. These experienced dealmakers offer a compelling alternative to traditional private equity, bringing deep industry knowledge and tailored solutions to each transaction. With their flexible approach, independent sponsors are attracting sellers and investors alike, offering personalized attention, operational expertise, and creative deal structures. A recent survey shows 75% of their deals occur in the lower middle market, highlighting their growing influence. As businesses seek more agile and aligned partners, independent sponsors are poised to play an increasingly significant role in the years ahead. #IndependentSponsors #MandA #PrivateEquityAlternative #LowerMiddleMarket #BusinessGrowth #DealMaking #InvestmentStrategy #EntrepreneurialFinance #ValueCreation #ExitStrategy