GP Bullhound：2022年第四度数字服务行业报告（英文版）（24页）.pdf

1、Digital Servicessector update Important disclosures appear at the end of this reportGP Bullhound Corporate Finance Ltd and GP Bullhound Asset Management Limited are authorised and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRAGP Bullhound Luxembourg S.R.L.is regul

2、ated by the CSSF in LuxembourgQ4 2022Qualitative insights into broader Digital Services trends and public and private valuations across the transaction spectrum,and interviews with todays leaders transforming the sector.2Note:Please see following slides for sourcesTHE VIEWQ4 Digital Servicesperspect

3、ives from GP BullhoundTakeawaysDigital transformation has become a top strategic priority for senior business leaders,initially driven by the pandemic which accelerated the need for digital initiatives,but now considered a fundamental practiceStrong M&A demand in cloud consulting with particular foc

4、us on ServiceNow and Salesforce implementationMSPs are becoming increasingly crucial to the long-term IT strategies of large enterprisesA market poll showed existing MSP providers are highly active,with over a quarter of them indicating they are seeking to make an add-on acquisition in the next 24-3

5、6 monthsMarket leaders are utilising consolidation to further cement their market share and investors are taking noticeGlobal value of social commerce will likely reach$2.9tn in 2026,up from$992bn todayIn 2019,about half of US Millennials and Gen Z consumers shopped on social media,making it a key f

6、ocus for brandsConsolidators are looking to acquire specific capabilities in the social platform space to meet the ever-changing demands of their clients as well as the increasing share of ad wallets going hereSOCIAL COMMERCE A HUGE DIGITAL SERVICES OPPORTUNITYCONTINUOUS GROWTH IN DIGITAL MATURITY P