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😊 s3.us-east-1.amazonaws.com/images.agcpart…

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. agcpartners.com/insights/agcs-…

We are excited to share with you our 2024 Restaurant Technology Year-End Market Update. Read more below: agcpartners.com/insights/agcs-…

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: linkedin.com/feed/update/ur…

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 agcpartners.com/insights/agcs-…

We are excited to present our latest report on the Cybersecurity market. Read more here: agcpartners.com/insights/agcs-…

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: linkedin.com/feed/update/ur…

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: linkedin.com/feed/update/ur…

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: linkedin.com/feed/update/ur…

We are excited to present our latest report on the Software market in the United Kingdom. Read more here: agcpartners.com/insights/agcs-…

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: linkedin.com/feed/update/ur…

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: linkedin.com/posts/agc-part…

Can the Fed keep the 10-year rate down?

We are excited to present our latest report on the Field Service Management (FSM) software market. Read more here: agcpartners.com/insights/agcs-…

We are excited to share with you our latest report on the state of Physical Security Technology. Read more here: agcpartners.com/insights/agcs-…

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: agcpartners.com/transactions/a…

We are excited to share with you our latest report on the state of Manufacturing Software. Read more here: agcpartners.com/insights/agc-i…

AGC Partners is pleased to announce that its client, Splash (SplashThat.com), a leading global event marketing technology company, has agreed to be acquired by Cvent, a portfolio Company of Blackstone. Read more here: agcpartners.com/transactions/a…

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: agcpartners.com/insights/agcs-…

AGC Partners is pleased to announce that its client, Cyberint, has entered into an agreement to be acquired by Check Point Software Technologies ("Check Point"). Read more here: agcpartners.com/transactions/a…