GP Bullhound

Last week marked the launch of the third annual GP Bullhound European SaaS Report, a comprehensive analysis based on surveys conducted with over 100 European SaaS companies. The report sheds light on public market valuations, M&A trends, and fundraising activities specific to the European SaaS sector. It offers a detailed examination of deal activities, quarterly patterns, and country-specific insights, painting a vivid picture of the industry landscape. You can access the full report here: https://lnkd.in/dAyk25tV Alexis Scorer Robbie Lenigas Ben Pittari Zeeshan Ali Amaan Punnu

Join GP Bullhound's Managing Partner and Co-Founder Per Roman, alongside Ben Prade, as they reflect on 2024 and delve into the firm's late-stage venture strategy. They explore how breakthroughs in artificial intelligence and quantum technology, which are driving transformation across sectors and extending applications beyond traditional boundaries, have defined the year's successes and are shaping the outlook for 2025. Listen Now on Spotify: https://lnkd.in/dK2X-KXZ #AI #QuantumTechnology #GPBullhound #2025Outlook #Podcast

GP Bullhound launches its third annual European SaaS report, providing a comprehensive update on performance metrics and deal activity for founders, CEOs, and investors across the region.   In collaboration with Paddle, we surveyed over 100 European SaaS companies, ranging from early-stage ventures to late-stage growth. The report evaluates key performance metrics including growth, revenue retention, and employee productivity, which are critical to navigating the current market environment.   The report also explores public market valuations, M&A trends and fundraising activity in the European SaaS sector. It includes a detailed review of deal activity, highlighting quarterly trends and providing country-specific analysis. Download report here: https://lnkd.in/d6CWih-z Alexis Scorer, Partner at GP Bullhound, commented: “This year’s survey demonstrates encouraging progress across the European SaaS sector, with companies displaying continued improvements in gross margins, operational efficiency, and overall profitability. Nearly half of companies surveyed are now EBITDA positive, highlighting the continued emphasis on capital efficient growth. Despite subdued fundraising volumes, an increase in larger private placements and increasing M&A activity underscores the sector’s adaptability and resilience. With Public market SaaS valuations now above the three-year average and a renewed focus on profitable growth, the industry is well-positioned to benefit from an improving Macroeconomic environment in 2025.” Robbie Lenigas Ben Pittari Zeeshan Ali Amaan Punnu

Yesterday, we were thrilled to host the launch of our Southeast Asia Report, 'Unleashing Southeast Asia Tech: Confronting Realities & Lifting Ambitions,' in Kuala Lumpur, Malaysia. The event featured key report insights presented by Hugh Campbell (Managing Partner and Founder at GP Bullhound), Ravi Ghedia (Managing Director at GP Bullhound), and Shahril Hamdan (Senior Advisor at GP Bullhound). This was followed by an engaging panel discussion on 'Elusive Exits: Redefining Success for Southeast Asian Tech Investments,' joined by Sarah Lim (Investment Partner at OSK Ventures International Berhad), Trevor Lok (CEO at Merimen), and Hazman Hilmi Sallahuddin (Chief Investment Officer of KWAP Malaysia). Explore the future of Southeast Asian tech — download the report here: https://lnkd.in/dn6ptrSN

GP Bullhound is proud to release its latest report, "Southeast Asia Report: Unleashing Southeast Asia Tech: Confronting Realities & Lifting Ambitions" alongside the announcement of our 13th office opening in Kuala Lumpur. Read more at: https://lnkd.in/dn6ptrSN Southeast Asia stands at the forefront of a multipolar world, uniquely positioned to thrive. With record venture capital inflows, a young, tech-savvy population, and a neutral stance in shifting geopolitics, the region is attracting global attention. This report explores the opportunities and challenges shaping Southeast Asia’s tech landscape, offering investor insights into key players, growth sectors, and strategies for unlocking its potential. Featuring insights from leaders like Hazman Hilmi Sallahuddin (KWAP), Hian Goh (Openspace VC), amelia ong (OSK Ventures), Datuk Hisham Hamdan (Khazanah), and Dato' Sri Wong (Malaysia Semiconductor Industry Association) and many more, the report highlights critical forces driving the region’s tech economy. Hugh Campbell, Founder and Managing Partner at GP Bullhound commented: “The Southeast Asia tech ecosystem has rapidly accelerated, navigating a somewhat challenging tech cycle over the past fi ve years. While some standout companies have emerged as leaders in their market, there’s no shortage of valuable lessons to be learned. We look forward to involving ourselves more in this vibrant ecosystem as it continues to develop and flourish over the next decade, and beyond.” John Moore Ben Prade Callum Stewart, PhD Joseph Quiligotti Shahril Hamdan Ravi Ghedia Veronica Bartolome Noriega

Applications Now Open for The GP Bullhound Future Stars 2025 Spring Week! Future Stars is a week-long spring insight programme running from 7-11 April 2025, hosted across our global offices in Berlin, London, Manchester, and Paris. This unique opportunity is open to 20 university students or recent graduates eager to learn more about GP Bullhound and gain firsthand experience in technology advisory and investment. Applications close on Thursday, 2 January 2025. https://lnkd.in/d5q6Xi7q Joshua Warren (Assoc CIPD)

We're thrilled to welcome Brandon Overmyer as the newest Partner at GP Bullhound, leading our Enterprise Software practice. With 15 years of experience in technology investment banking and a focus on Gen AI and emerging tech, Brandon brings a wealth of expertise to further elevate GP Bullhound’s leadership in the software sector. We had the opportunity to sit down with Brandon to hear his insights on the future of Enterprise Software, the impact of Gen AI, and upcoming trends that will shape the industry. Read full interview: https://lnkd.in/ddSudj2m

We sat down with Eric Crowley, Partner at GP Bullhound, who leads the firm’s Consumer Subscription Software (CSS) practice. Eric recently advised Flo Health on its $200+ million Series C investment from General Atlantic, which propelled Flo Health’s valuation past $1 billion, marking it as the first purely digital women’s health app to reach unicorn status. In this interview, Eric shares key insights from GP Bullhound’s recent CSS report, covering topics from the rise of the "Chief Household Officer" to strategies for managing churn, offering valuable takeaways for companies in this dynamic space. Read full interview: https://lnkd.in/dyEbuYDM

This is a friendly reminder to participate in GP Bullhound's third annual European SaaS Survey, closing this Friday, November 8. https://lnkd.in/ggrySdWc   Why Participate? By completing the survey, your company will also be considered for shortlisting in the 2025 GP Bullhound Allstar Company Challenge, where some of Europe’s most prominent growth-stage technology companies will present their innovations to a panel of investors. See a video from this year’s event in London. https://lnkd.in/d7Dr_HR6 If you work for a software company headquartered in Europe, don’t miss this opportunity to contribute to a landmark survey and gain exclusive access to insights and detailed analysis on the state of the European SaaS landscape.  The anonymised results will be shared with participants before a wider release later in 2024. Alexis Scorer

GP Bullhound is pleased to announce its role as the exclusive financial advisor to Croud, a global full-service digital marketing agency, on its sale to ECI Partners . Read more: https://lnkd.in/dYeWtFaz Luke Smith, Founder & CEO of Croud, shared: “GP Bullhound ran a highly competitive process, with multiple suitors across both the US and UK, in order to find the right partner for us. This is the second time that we have chosen GP Bullhound to advise us and we are once again delighted with the outcome.” Simon Nicholls, Partner, and Alessandro Casartelli, Managing Director at GP Bullhound, added: “Croud’s operating model is innovative, globally unique and enabled by its proprietary technology platform. It is rare to find a digital agency that is so clearly differentiated and we believe the business is well set for further success both in the UK and the US.” Freddie Dodge Laurence Devriese Jaime Alba