Press releases, current trends, perspectives

ARTHOS Industry Insight – Semiconductor 11/2023: In the current market environment, valuations of public companies vary a lot. But two segments are driving valuations by growth because they are successfully addressing IoT applications: Semiconductor Equipment and Semiconductor IoT.

From 2 – 4 November 2023 the AICA members from Europe, Middle East and Africa met in London, UK, for the 14th AICA EMEA Conference. The ARTHOS managing partners Arne Tödt and Arno Pätzold participated and contributed to the event.

The shareholders of MOTHERSHIP (Cologne, Germany), a leading German agency specializing in video games marketing and digital entertainment, have sold a majority stake to You First (Madrid, Spain), to expand MOTHERSHIP’s service strategy and offering on a global scale.

ARTHOS Industry Insight – Digital Services Sector Report Q3/2023: The digital transformation cycle is driving the Digital Services M&A market growth. In this report we focus on Digital & Marketing Agencies, which could benefit from the new technologies and trends related to AI and data platforms.

ARTHOS Industry Insight – Vision Technology 06/2023: Consolidation in the LiDAR ADAS segment takes place at lower valuations than in the past. This is a vivid example of the importance of timing in M&A transactions. What can we learn from this for the preparation of M&A transactions?

ARTHOS Industry Insight – Software Sector Report Q2/2023: Software stocks generally increased throughout 2023, with Engineering Software providers in particular benefiting from the emerging industrial digitisation trend and exhibiting high valuations compared to the general software market.

ARTHOS Industry Insight – Vision Technology 04/2023: Financial sponsors have started to invest in the non-visible market segment, and they are not just investing but also developing the market. Anyone who wants to participate needs to act soon because timing for M&A transactions became critical.

From 4 – 6 May 2023 the AICA global meeting took place – the highlight of the AICA year, where more than 80 M&A professionals from all over the world came together to network and share opportunities. The ARTHOS managing partner Arne Tödt and Arno Pätzold participated and contributed.

ARTHOS Industry Insight – Digital Services Sector Report Q1/2023: The Digital Services M&A market proved to be resilient in Q1 2023 despite economic and geopolitical turmoil. Especially the IT Consulting sector is benefiting from the major trend of digitization and has strong growth potential.

ARTHOS Industry Insight – IT Hardware Q1/2023: Operation Technology (OT) players are consolidating the IoT market by acquiring SW companies. We believe mid-size companies will also need to offer integrated HW/SW solutions and that M&A is a successful way to complete the product portfolio.