Our added value in Software & financial services sector 0725.pdf
1. OUR ADDED VALUE & M&A TRENDS IN THE SOFTWARE &
FINANCIAL SERVICES SECTOR
BUY SIDE – FUNDRAISING - SELL SIDE
JUNE 2025
2. 2
P R I V A T E & C O N F I D E N T I A L
TABLE OF CONTENT
I. Market trends in the software & financial services sector 03
III. Our expertise, added-value & methodology in the software
& financial services sector 14
IV. About GEREJE Corporate Finance 25
II. M&A trends in the software & financial services sector 08
4. 4
P R I V A T E & C O N F I D E N T I A L
Automated ESG reporting via SaaS platforms
▪ Growing ESG tech market (France: +27%) driven by reporting regulatory (CSRD...)
▪ Ex: WeeFin (ESG SaaS) is scaling – 5× ARR in 2 years, 25M€ raised (BlackFin)
SOFTWARE AS A SERVICE (SaaS)
SaaS now drives 60% of software sales and M&A, a key valuation lever through recurring revenues
& vertical expansion (ESG, healthcare, education, finance…)
Build-up for one-stop-shop platforms
(51% of M&A deals are horizontal, 49% are vertical)
▪ Ex: Equasens x Calimed Santé for cloud capabilities and private healthcare reach
▪ Ex: Cegid - 27 acquisitions to build a finance & compliance unified SaaS platform
AI integration is driving profitability
▪ 61% of SaaS companies using AI in operations are profitable, vs. 54% without AI
Sources : numeum, Forbes, EY, GP Bullhound, Xerfi, SaaS Capital, GCP Research
5. 5
P R I V A T E & C O N F I D E N T I A L
The French Edtech market is growing but remains fragmented with 540 players (60% <1M€ sales),
offering strong consolidation opportunities
Sources: EY Parthenon, Edflex, Morgan Stanley, GCF Research
EDTECH CONSOLIDATION OPPORTUNITIES
Demand for compliance training & upskilling
▪ 98% of employees consider upskilling a key challenge for 2025
▪ Growing compliance training needs: CSRD (CS3D), cyber (DORA, NIS2), GDPR
External growth to enhance personalisation
(AI, LMS & content expansion)
▪ Ex: EdFlex raised 12M€ to acquire OfCourseMe for geo & tech (AI) expansion
▪ Ex: Syfadis acquired Callimedia, a tailor-made e-learning content creator
6. 6
P R I V A T E & C O N F I D E N T I A L
AI-enabled FinTech as strategic target
▪ Global AI-enabled FinTech M&A deals increased by 55.3% in 2024 vs 2023
▪ Ex: FinTech Linedata acquired DreamQuark to boost its AI integration
Acquisitions by traditional institutions to build
leaders & financial digital services
▪ 9-year record in M&A FS deal volume in Europe (784 deals in 2024, +22% YoY)
▪ Ex: BPCE's acquisitions of SG Equipment Finance & I Paid That (FinTech)
STRONG FINANCIAL SERVICES M&A ACTIVITY
Digital instant finance & payment acceleration
▪ Stablecoins in international transactions: 2.5T$ annual volume (x10 vs 2020)
▪ Ex: Karmen (RBF-based digital loans) raised 100M€ from Fasanara Capital
The global Financial Services sector shows strong M&A activity (+30% vs 2023), driven by
traditional institutions & FinTechs
Sources: EY, PWC, KPMG, BVNK, Capstone, GCF Research
7. 7
P R I V A T E & C O N F I D E N T I A L
AI boom: startups & fundraising surge
▪ +27% French AI startups (750) vs 2023, 65% have already secured funding
▪ Europe: >3bn€ raised by AI startups (+35% vs 2023) for sovereignty & scaling
European cybersecurity consolidation
▪ Ex: Hornetsecurity acquired Vade, to create a European leader in cybersecurity
Stronger EU regulations (AI & Cyber Act)
▪ EU regulations (DORA, NIS 2…) & standards rollout fuel RegTech adoption
across finance, SaaS & cyber ecosystems
AI & CYBERSECURITY: SOVEREIGN PRIORITIES
Sources : Forbes, Wavestone, French government, GCF Research
AI and cybersecurity are now sovereign technological priorities, driving EU investments (200bn€
for AI), fundraisings & M&A deals, under stronger EU regulations
8. M&A TRENDS IN THE
SOFTWARE & FINANCIAL
SERVICES SECTOR
II
9. 9
P R I V A T E & C O N F I D E N T I A L
M&A TRENDS VALUATION METRICS
ARR growth
▪ A sustained ARR growth rate may be the most important criterion
demonstrating strong business momentum and high valuation
Market & technology
▪ A fast-growing market and strong technological edge both enhance
valuation multiples, especially in sectors with high barriers to entry
Churn rate
▪ Low churn rate strengthens recurring revenues, boosts revenue
predictability, and supports higher valuations; on the other hand, high
churn erodes recurrence and drives lower valuations
The digital market, driven by SaaS growth, relies on key metrics: market & technology, ARR, and churn
rate
10. 10
P R I V A T E & C O N F I D E N T I A L
Date Investor Target Information
Revenue
(target)
More
info
Apr.
2025
Blackfin CP (FR): FinTech PE fund
Weefin (FR): ESG Financial SaaS platform
n.a Here
Oct.
2024
Sami (FR): ESG SaaS platform
Goodsteps (FR): ESG SaaS CSRD compliance
4M€ Here
Oct.
2024
Orisha (FR): European leader in vertical
software
Gregal (SP): agrifood software
n.a Here
Jul.
2024
Cegid (FR): cloud business solution
EBP (FR): billing & accounting SaaS solution
65M€ Here
May.
2024
Bridgepoint (UK): PE fund
LumApps (FR): employee experience SaaS
platform
80M€ Here
Apr.
2024
Septeo (FR): software for professional (CRM)
Ideta (FR): no-code editor (AI, chatbot…)
n.a Here
Mar.
2024
Divalto (FR): ERP & no-code platform
Flexio (FR): no-code automation platform
<1M€ Here
Source : Mergermarket, Fusacq, GCF Research
RECENT TRANSACTIONS IN SOFTWARE
11. 11
P R I V A T E & C O N F I D E N T I A L
Date Investor Target Information
Revenue
(target)
More
info
Jun.
2025
Unikum (SE): vertical Edtech cloud platform
Study Bee (SE): data-driven assessment tool for
schools
SEK 2.4M Here
Nov.
2024
Syfadis (FR): digital learning SaaS
Callimedia (FR): digital learning LMS
4M€ Here
May.
2024
Rise Up (FR): leader in personalised trainings
Domoscio (FR): adaptive learning with AI
n.a Here
Mar.
2024
Edflex (FR): corporate digital learning
Ofcourseme (IT): corporate digital learning
n.a Here
Mar.
2024
Accenture (US): consulting leader with its own
training's platform
Udacity (US): technologic skills online
trainings
n.a Here
Jan.
2024
Kosmos (FR): digital education and professional
training
LMS Factory (FR): custom Moodle-based
corporate e-learning
n.a Here
Source : Mergermarket, Fusacq, GCF Research
RECENT TRANSACTIONS IN EDTECH
12. 12
P R I V A T E & C O N F I D E N T I A L
Date Investor Target Information
Revenue
(target)
More
info
Apr.
2025
BNP Paribas (FR): asset management
AXA Investment manager (FR): asset &
wealth management
1.5bn€ Here
Apr.
2025
Pennylane (FR): financial management
software
Billy (FR): software integration
n.a Here
Dec.
2024
BPCE (FR): multi-asset banking & insurance
I Paid That (FR): invoice & cashflow SaaS
<1M€ Here
Nov.
2024
BPCE (FR): multi-asset banking & insurance
SG Equipment finance activities (FR): finance
n.a Here
Apr.
2024
Plusquepro (FR): financial management
digitalization
Soan (FR): invoice & payment SaaS
<1M€ Here
Mar.
2024
Qonto (FR): B2B neobank & fintech
Regate (FR): accounting & invoice SaaS
n.a Here
Feb.
2024
Crédit Agricole (FR): universal banking &
insurance
Pledg (FR): split payment SaaS
1.63M€ Here
RECENT TRANSACTIONS IN FINANCIAL SERVICES
Source : Mergermarket, Fusacq, GCF Research
13. 13
P R I V A T E & C O N F I D E N T I A L
RECENT TRANSACTIONS IN AI & CYBERSECURITY
Date Investor Target Information
Revenue
(target)
More
info
Apr.
2025
Bouygues Telecom (FR): telecommunication
operator
SecInfra (FR): cybersecurity
n.a Here
Mar.
2025
CyberGuru (IT): cybersecurity awareness
Mantra (FR): cybersecurity awareness
n.a Here
Jan.
2025
Inherent (FR): IT services group
Devensys Cybersecurity (FR): pure-player
cybersecurity
10M€ Here
Nov.
2024
Chapsvision (FR): data processing & AI
Sinequa (FR): AI powered search
n.a Here
Apr.
2024
Thoma Bravo (US): PE fund
Darktrace (UK): AI-driven cybersecurity
USD 689M Here
Mar.
2024
Hornetsecurity (DE): email & cloud security
solutions
VADE (FR): email & threat cybersecurity
23.6M€ Here
Source : Mergermarket, Fusacq, GCF Research
15. 15
P R I V A T E & C O N F I D E N T I A L
OUR EXPERTISE & ADDED VALUE [1/2]
-> We have a solid track record and expertise in the Software & Financial Services industry.
-> We have a direct access to >1 200 companies in this specific sector in Europe, Asia, and
internationally
1. OUR EXPERTISE IN THE SECTOR
-> Multi-cultural team in France + Europe + Asia
-> Partner of 'Business France' (110 countries)
2. CROSS BORDER TRANSACTIONS
-> Consultant entrepreneurs = understanding of operational and strategic issues.
-> Long-term partner for your projects = creativity, responsiveness and adaptability
3. STRONG ‘ENTREPRENEURIAL’ CULTURE CLOSE TO MANAGERS
-> Privileged access to >400 investors (Cap development funds, VC, debt funds, Family
Offices) with a specific interest in this industry
4. OUR PRIVILEGED ACCESS TO STRATEGIC & FINANCIAL PLAYERS
16. 16
P R I V A T E & C O N F I D E N T I A L
OUR EXPERTISE & ADDED VALUE [2/2]
-> CRM owner, investment platform, dealflow & M&A trends online (Link)
5. DIGITAL M&A
-> +100 transactions between €5m and €200m (Ranking Fusacq / Leaders League)
6. TRACK-RECORD
-> Acquisitions (Earn-Out, MBO, OBO, JV, etc.)
-> Financing: strengthening equity capital (investment funds and/or our ‘CLUBS DEALS’)
& optimising debt leverage (banks & bond debt funds)
7. OUR EXPERTISE IN COMPLEX STRUCTURING
-> 100% of the company is owned by the Partners
-> Confidentiality & discretion
8. INDEPENDENT & AGILE ORGANISATION
17. 17
P R I V A T E & C O N F I D E N T I A L
Ex- GoMyPartner
Small Cap companies
~500 companies in Europe, Asia and Worldwide -
listed in our proprietary data base
Mid-Large Cap companies
~700 companies in Europe, Asia and Worldwide -
listed in our proprietary data base
● ● ●
OUR DIRECT ACCESS TO STRATEGIC PLAYERS
Weeloy | Technology and
Marketing Solutions Specialist
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18. 18
P R I V A T E & C O N F I D E N T I A L
Venture Capital based in Paris -
Daphni
OUR DIRECT ACCESS TO POTENTIAL INVESTORS
Being active in the M&A industry since 2007, we have a direct access to ~1 400 investors (PE, VC, CVC, Family
Offices, etc.) with a specific interest in the software and financial services sector - listed in our proprietary
data base
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19. 19
P R I V A T E & C O N F I D E N T I A L
Fabrice LOMBARDO
Founder of GEREJE Corporate
Finance in 2008
Entrepreneur – Investor – Speaker
30 YEARS OF STRATEGIC & FINANCIAL EXPERIENCE
DRIVING SMID & LARGE-CAP COMPANIES GROWTH
➢ Strategic and Operational Commitments:
• President – SILVER, SAS variable capital 8M€: financing the build-up strategy and
digital transformation of the "Netflix" of regulatory & certification B2B training
• President – HALCYON, SAS variable capital 10M€: financing the growth of the
recurring revenue model "WaaS" (Water-as-a-Service) and the build-up strategy of a
leader in PREMIUM PURE WATER
➢ Honorary Consul of Thailand in AURA (Exequatur signed by the French President)
➢ BBA at Oxford Brookes, Grenoble Business School – Executive MBA ESSEC
➢ Speaker & Lecturer at ESSEC, EGE, EDC Paris
+150 M&A TRANSACTIONS (including 30 pre-GEREJE founding)
➢ Fundraising (Equity / Debt)
➢ External growth strategy through build-ups &
Joint-Ventures
➢ Total or partial transfer
➢ Structuring & Valuation
➢ International experience in Europe, Asia, the Middle
East and Africa
➢ Expert in 8 key sectors: Luxury & Lifestyle,
Aerospace & Defence, Education & EdTech, Medical
& Healthcare, Transport & Logistics, Telecoms,
Sustainable Technologies, Software & Financial
Services
20. 20
P R I V A T E & C O N F I D E N T I A L
Jean-Yves BILLON
Partner at GEREJE Corporate
Finance
Expert in Tech (AI, IoT, SaaS)
➢ Leadership and advisory roles in industrial and technology groups across France &
internationally
➢ Graduate of Hautes Études Industrielles de Lille (HEI) – General Engineering with a
specialization in Industrial Computing
➢ + 30 years of experience – seasoned executive
➢ + 30 years advising SMEs and large industrial players (Including ALSTOM, HP, VISIATIV...)
➢ Driving innovation and collaborative growth
➢ Expertise: Strategic planning, international expansion, external growth, industrial
transformation, and multicultural team management
EXPERTISE IN THE SOFTWARE SECTOR
EXPERIENCE & EXPERTISE
21. 21
P R I V A T E & C O N F I D E N T I A L
BUY-SIDE BEST PRACTICES [1/2]
DEFINE a clear & ambitious strategy
-> To be attractive
1
2
BE PROACTIVE to create value
-> Approach actionable targets having a strategic ‘Fit"
3
TIME is the “essence”.
-> Set up a well-defined process and calendar
4
EDUCATE THE TARGET
-> Explain each stage, taking account of cultural differences
1
2
3
4
22. 22
P R I V A T E & C O N F I D E N T I A L
BUY-SIDE BEST PRACTICES [2/2]
“OUT OF THE BOX” STRUCTURINGS
-> Align parties' interestes which are by essence different
5
THINK about the “forward” value creation
-> Evaluate the value creation rather than costs (common BP)
6
ANTICIPATE tax and legal issues
-> Manage and monitor exchanges between lawyers and auditors
7
MOTIVATE the Managers/Shareholders who will remain on board
-> Identify the key Managers/Shareholders
8
23. 23
P R I V A T E & C O N F I D E N T I A L
OPTIMISING AN ACQUISITION PROCESS
Option: Preparation of a "Long-List" of
potential targets according to M&A
criteria (sales, EBITDA, etc.)
Initiate contact between GEREJE and the
target(s) (without giving the name of the
client) to validate their actionability
Coordinate all advice and audits
(financial, legal, etc.)
Strategic and tactical support in the
final negotiations.
Assist in the drafting & proof-reading of
final contracts
Management of client’s questions &
requests (Q&A)
Advise on the optimal structuring
(equity / debt / mix) in the interest of
the shareholders
Preparation of a strategic and financial
note for the client
Drafting, negotiation, and signing of a
Letter of Intent (LOI)
Signing of a Reciprocal Confidentiality
Agreement (RCA)
Meeting between the target and the client
to confirm the strategic fit and the mutual
willingness to enter negotiations
Phase 1 – SELECTION &
APPROACH & RCA
Phase 2 – NEGOTIATIONS &
LOI
Phase 3 – COORDINATION &
TIMING & CLOSING
Advice right up to the signing of the
final contracts.
Optimize the coordination and thus
timing between all parties
Set-up of an electronic dataroom
24. 24
P R I V A T E & C O N F I D E N T I A L
OUR TAILOR-MADE FUNDRAISING & SELL-SIDE PROCESS
Phase 1 – PREPARATION
Financial analysis (past results and
business plan)
Optimize the structuring
(equity/debt/mix)
Blind Teaser online on our web
platform
In order to optimize the process, it is essential to prepare the project seriously, explain the use of the
funds and demonstrate the positive impact on turnover and margins
Phase 2 – SELECTION &
APPROACH & LOI
Identification and approach of
candidates (”long list”)
Checking of candidates’ seriousness, e-
NDA signing, transmission of
documents
Management and optimization of
negotiations with a ”short list” of
qualified candidates
Phase 3 – COORDINATION &
TIMING & CLOSING
Optimize the discussions between all
involved parties, in particular, legal &
audit advisors of both parties
Supervision of financial audits (option)
Optimize on strategies and tactics for
final negotiations
Prepare a Strategic & Financial Note
Negotiation and signature of the Letter
of Intent (LOI), including all the key
terms of the deal
Transition to phase 2 after mutual consent
Set-up of a calendar & deadlines
Advise on the different structuring
schemes (earn out) and final review of
the documents in a M&A point of view
Prepare the executive managers for the
negotiations with the investors in Phase 2
Set-up of an electronic dataroom
26. 26
P R I V A T E & C O N F I D E N T I A L
In the 13th century, the Emperor Kublai Khan awarded
Marco Polo a gold tablet in the form of a long piece of
currency named « GEREGE » along with a password,
which ensured numerous privileges to the beholder.
With this golden passport, Marco Polo obtained all
necessary protections, supplies and assistance which
included horses, food and equipment for his safe return to
Venice accompanied by his immense fortune.
The GEREJE, first diplomatic passport,
ensuring safe and secure cross border
transactions, is a powerful symbol
matching perfectly our mission and goals
GEREJE team members share a common
passion in dealing with cross border
transactions and are united around the
GEREJE symbol reflecting our mind set as
well as our working philosophy.
THE "GEREJE" PHILOSOPHY
27. 27
P R I V A T E & C O N F I D E N T I A L
We are an independent M&A firm with an “entrepreneurial” culture, providing both strategic and financial advisory services,
composed of a multidisciplinary team based between Europe & Asia.
Our Corporate Film
Play
with
solid
ASIA
▪ Singapore
▪ Bangkok
▪ Hong-Kong
▪ Ho Chi Minh
EUROPE
MIDDLE
EAST
ASIA
EUROPE
FRANCE
▪ Paris
▪ Lyon
▪ Nantes
DACH
▪ Geneva
▪ Zurich
▪ Vienna
PORTUGAL
▪ Lisbon
OUR WORLWIDE REACH
28. Fabrice LOMBARDO
Founder & CEO
Icône
LinkedIn
Antoine ALEMANY
Partner, Lisbon
Icône
LinkedIn
Icône
LinkedIn
Laurent GOBINET
Partner, Nantes
Clarisse SUN
M&A Vice President, Paris
Hugo NAOUR
M&A Associate, Paris
28
P R I V A T E & C O N F I D E N T I A L
Diane PIOUX
M&A Analyst, Paris
Patrice DUSSOL
Head of Investor Relations,
Geneva
EXECUTION TEAM ENSURING THE QUALITY OF THE DOCUMENTS
Jean-Yves BILLON
Partner, Lyon
29. François LAURENT
Senior Advisor, Paris / HK
Icône
LinkedIn
Arnaud BEASSE
Senior Advisor, Vienna
Maurice LAM
Executive Director, Singapore
29
P R I V A T E & C O N F I D E N T I A L
SECTOR & GEOGRAPHIC EXPERTS
30. 30
P R I V A T E & C O N F I D E N T I A L
OUR SYNERGETIC SERVICES OFFERING
Strategic & Financial Advisory
• Identifying the growth axis (organic, external, digital & ESG) and how to
optimise the financing
• Obtaining Grants/Subsidies/Debt financing
• Opening new markets through sales contracts (distribution, franchises, …)
Fundraising - Club Deal Growth
Capital 5 M€ - 30 M€
• Privileged access to Private Equity Funds, Venture Capital
Funds, and Private Debt Funds, as well as family & multi-
family offices
• Club Deal: access to >250 potential private investors
participating in financing opportunities & bringing
expertise to the project
M&A: Buy-side & Sell-side
Build-Up: 10 M€ - 250 M€
• Buy mandate / Acquisition / Joint - Ventures: Optimising
cross-border expansion strategies
• Partial or Total Sell mandate: Managing and optimising
to maximise the transaction price
The quality of our services relies on our 100% in-house team, which enables us to manage the entire transaction
process, thereby ensuring efficiency, confidentiality, and tangible results.
31. 31
P R I V A T E & C O N F I D E N T I A L
OUR PROVEN METHODOLOGY
GEREJE is recognized for the quality of its documents (strategic & financial analysis) based on personalized
execution, enhanced by a multidisciplinary team acting under one hat.
Execution
Excellence
Dedicated Team
Proprietary research
Aligned interest
Tailor-made
End-to-end Transactions
Top-notch Reporting
Digital tools
32. 32
P R I V A T E & C O N F I D E N T I A L
OUR RECENT TRACK RECORD
2024
Cross-border
Acquisition
2021
Acquisitions
2022
Financing
Debt/Equity
2024
Financing
Debt/Equity
Cross-border
Acquisition
2022
Cross-border
Acquisition
2023
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Graphique, graphisme,
Police, conception
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Graphique, graphisme,
Police, conception
With +100 transactions, GEREJE supports executives in optimising their growth strategy
(external, digital, organic) in France and internationally: Track record
33. 33
P R I V A T E & C O N F I D E N T I A L
OUR REFERENCES– SMID & LARGE CAP
Click on the logos to access the website.
ALTANA
Vinci – Logos Download
Air Paris
Repeat Cashmere | Questa
Cobham
MEDIAS - Chateau
d'Esclans
Sturia, leader du
Caviar d'Aquitaine,
toutes les étapes de la
fabrication - Assiettes
Gourmandes
Achat direct de vins malbec
Cahors – Boutique officielle du
Château Lagrézette
Nos implantations - Le
réseau mondial du
Groupe BBL
Weeloy
Jakarta -
Home |
Facebook
Une nouvelle identité de
marque reflet de notre
ambition - LACROIX
Nos partenaires – Fondation
du rein
Katrina Group Latest News (SGX:1A0)
| SG investors.io
Gestal
34. 34
P R I V A T E & C O N F I D E N T I A L
OUR STRONG NETWORK OF PARTNERS
French national agency (110 countries):
- foreign investment in France
- international development of French
companies
Business France —
Wikipédia
Community of over 13,000
chairmen, directors and members
of the COMEX of SMEs/SMIs & ETIs
Cluster of + 240 VSEs, SMEs and
mid-cap industrial companies
(Pays de la Loire region)
Home page - Entreprise
DU FUTUR
360° financing offer by
entrepreneurs, for entrepreneurs:
equity, debt, M&A & CFO advice
Strategy consulting and
international development in high-
growth markets (Latin America,
Africa, Middle East, India &
Southeast Asia)
OMVEST - OPENASIA Group:
Strategic and investment advice
in Vietnam
for over 30 years
MFO ASIA, multi-family office
pour HNWI en Thaïlande
Committed partner of the Association Enfant Bleu Lyon – Enfance Maltraitée: Link
35. 35
P R I V A T E & C O N F I D E N T I A L
OUR STRONG NETWORK OF CONSULTANCY FIRMS
Committed partner of the Association Enfant Bleu Lyon – Enfance Maltraitée: Link
Accounting, consultancy and
auditing group
International law firm
Business law firm, based
in Nantes and Paris
Multidisciplinary business
law firm in Paris and Lyon
Advice for companies (HR,
admin, legal & finance)
36. 36
P R I V A T E & C O N F I D E N T I A L
Thank you for the excellent work
done by the GEREJE team.
Mr. Kaci KÉBAÏLI
Founder &
Chairman
TESTIMONIES
Many thanks to GEREJE for their
expertise and support throughout
this project.
M. Willian
AREZKI
Private Equity
Associate
Our sincere thanks go to the
GEREJE team for their
commitment and unfailing
support in this valuable
collaboration.
Mr. Alban
GUYOT
Fondateur & CEO
Many thanks to the GEREJE
Corporate Finance team for their
support!
Mr. Alexandre
HEUZE
CEO AMMG
Group
Click on the logos to access the website.
37. 37
P R I V A T E & C O N F I D E N T I A L
Articles
Surveys
Xerfi – l'Edition des logiciels 2024-2025
Avolta – European Fintech Financing & Exit
Avolta - FrenchTech
ISTF – Digital Learning
EY – Top Editeurs de logiciels France 2024
Ey Parthenon – Etude filière EdTech
Edflex - Baromètre de la formation professionnelle
KPMG – Pulse of FinTech H2 2024
Numeum - Marché du numérique en France bilan 2024 et perspectives 2025
BIBLIOGRAPHY
La Tribune – Fintech Soan rachetée par Plus que Pro
Tool Advisor - Marché du SaaS
Maddyness – Quels enjeux pour la EdTech ?
![15
P R I V A T E & C O N F I D E N T I A L
OUR EXPERTISE & ADDED VALUE [1/2]
-> We have a solid track record and expertise in the Software & Financial Services industry.
-> We have a direct access to >1 200 companies in this specific sector in Europe, Asia, and
internationally
1. OUR EXPERTISE IN THE SECTOR
-> Multi-cultural team in France + Europe + Asia
-> Partner of 'Business France' (110 countries)
2. CROSS BORDER TRANSACTIONS
-> Consultant entrepreneurs = understanding of operational and strategic issues.
-> Long-term partner for your projects = creativity, responsiveness and adaptability
3. STRONG ‘ENTREPRENEURIAL’ CULTURE CLOSE TO MANAGERS
-> Privileged access to >400 investors (Cap development funds, VC, debt funds, Family
Offices) with a specific interest in this industry
4. OUR PRIVILEGED ACCESS TO STRATEGIC & FINANCIAL PLAYERS](https://image.slidesharecdn.com/ouraddedvalueinsoftwarefinancialservicessector0725-250707081237-11d4248a/85/Our-added-value-in-Software-financial-services-sector-0725-pdf-15-320.jpg)
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P R I V A T E & C O N F I D E N T I A L
OUR EXPERTISE & ADDED VALUE [2/2]
-> CRM owner, investment platform, dealflow & M&A trends online (Link)
5. DIGITAL M&A
-> +100 transactions between €5m and €200m (Ranking Fusacq / Leaders League)
6. TRACK-RECORD
-> Acquisitions (Earn-Out, MBO, OBO, JV, etc.)
-> Financing: strengthening equity capital (investment funds and/or our ‘CLUBS DEALS’)
& optimising debt leverage (banks & bond debt funds)
7. OUR EXPERTISE IN COMPLEX STRUCTURING
-> 100% of the company is owned by the Partners
-> Confidentiality & discretion
8. INDEPENDENT & AGILE ORGANISATION](https://image.slidesharecdn.com/ouraddedvalueinsoftwarefinancialservicessector0725-250707081237-11d4248a/85/Our-added-value-in-Software-financial-services-sector-0725-pdf-16-320.jpg)
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P R I V A T E & C O N F I D E N T I A L
BUY-SIDE BEST PRACTICES [1/2]
DEFINE a clear & ambitious strategy
-> To be attractive
1
2
BE PROACTIVE to create value
-> Approach actionable targets having a strategic ‘Fit"
3
TIME is the “essence”.
-> Set up a well-defined process and calendar
4
EDUCATE THE TARGET
-> Explain each stage, taking account of cultural differences
1
2
3
4](https://image.slidesharecdn.com/ouraddedvalueinsoftwarefinancialservicessector0725-250707081237-11d4248a/85/Our-added-value-in-Software-financial-services-sector-0725-pdf-21-320.jpg)
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P R I V A T E & C O N F I D E N T I A L
BUY-SIDE BEST PRACTICES [2/2]
“OUT OF THE BOX” STRUCTURINGS
-> Align parties' interestes which are by essence different
5
THINK about the “forward” value creation
-> Evaluate the value creation rather than costs (common BP)
6
ANTICIPATE tax and legal issues
-> Manage and monitor exchanges between lawyers and auditors
7
MOTIVATE the Managers/Shareholders who will remain on board
-> Identify the key Managers/Shareholders
8](https://image.slidesharecdn.com/ouraddedvalueinsoftwarefinancialservicessector0725-250707081237-11d4248a/85/Our-added-value-in-Software-financial-services-sector-0725-pdf-22-320.jpg)
