Timo Nentwich’s Post

🚀 Technology and Software M&A Update July 2024 🚀 As of Q1 2024, the Technology and Software sector has witnessed significant activity, with a median transaction value of $45M. Notably, 95% of the deals involved strategic buyers, highlighting the aggressive push for growth and consolidation in the space. Here are some key publicly announced M&A transactions from 2024: 🔹 Blue Yonder Group| acquired One Network Enterprises for $839M in March. 🔹 Francisco Partners| secured Jama Software for $1.2B in March. 🔹 Renesas Electronics Corporation| completed a $5.9B deal for Altium Limited in February. 🔹 Synopsys| acquired Ansys for an impressive $33.5B in January. 🔹 Hewlett Packard Enterprise| closed on Juniper Networks for $15.4B in January. The tech landscape continues to evolve at an unprecedented pace. Strategic buyers are seizing opportunities—2024 is shaping up to be a record year for M&A activity in the sector. #MergersAndAcquisitions #TechnologyM&A #Software #Growth

🚨 This week the Technology M&A team at Sortino M&A Group highlights Synopsys Inc's landmark $35 billion acquisition of Ansys, a move that stands as the tech sector's most significant deal since Broadcom's acquisition of VMware. 💡 The acquisition seeks to create a seamless design and simulation process for semiconductors, with a completion target of early 2025. 🌐 The report was led by our Technology Head of Division Daniel Faria Ribeiro with the collaboration of our analysts Alvin C., Anoushka Panchal, Ilinca O., Luka Delic, and Siya Goyal. ✨ Stay tuned for next week’s M&A Report! #sortinomagroup #mergersandacquisitions #finance #investmentbanking #tech #synopsys #ansys

Curious about the intersection of advanced engineering and environmental sustainability in the semiconductor industry? Join us at the GSA European Executive Forum to gain deep insights into how cutting-edge technologies are shaping sustainable practices: Softwarization: Transforming the design and manufacturing process to optimize resource use and reduce waste. Generative AI: Enhancing efficiency and precision in semiconductor production, leading to significant reductions in energy consumption. Chiplet Ecosystems: Innovating in chip architecture to improve performance and energy efficiency simultaneously. Our expert speakers, including Brett Bonthron Sanjiv Agarwal and Loïc Hamon will explore these themes, demonstrating how technological advancements are crucial for achieving sustainability goals in the semiconductor sector. Discover how these technologies are revolutionizing the industry and what this means for the future of semiconductor engineering. Register now on our site to engage with the forefront of engineering innovation: https://bit.ly/4520njB Shiv Tasker Prem Kumar Jonathan Nussbaumer Dr. Mourad Aberbour Yatin Trivedi Rahul Arya Kunal Khan Elaine Outler Laura Immonen-Beatty Gaytri Khandelwal Frédéric Arquier Shahesta Khan Akshay M Vignesh Krishnamoorthy Komal Shantharam Saumya Abhinay Christina Tealdi Malti Shukla Rupal Patel, MBA Nina Spasojević Claudia Hytrek Erik Roelofs Emma Karlsson Isabelle Fougeras Derek Lam Ricardo Bastos Dias suvarna goel Elisha Valekar (Meshram) Capgemini Capgemini Engineering Capgemini High Tech #EngineeringSustainability #SemiconductorInnovation #GSAForum

Cyient has been recognized as the Star Performer and Major Contender in the 'Semiconductor Engineering Services PEAK Matrix® Assessment' by the Everest Group. This prestigious recognition reflects our commitment to delivering top-notch semiconductor engineering solutions that drive innovation, efficiency, and sustainable growth in the rapidly evolving tech landscape.   The Everest Group Semiconductor Engineering Services PEAK Matrix® is a highly regarded evaluation that assesses service providers within the semiconductor engineering sector. This recognition reflects our ability to support—from chip to cloud—through strong design capabilities and the deep library of IPs Cyient has built over the years, extensive test infrastructure across geographies, and the robust design and manufacturing partner ecosystem globally. All of these have helped deliver pioneering chips for state-of-the-art applications across industries. A big kudos to all the Cyient leaders, our customers, and our stakeholders for pushing boundaries and leading the way in Semiconductor Engineering, delivering Intelligent Engineering solutions for a Digital, Autonomous, and Sustainable Future. Krishna Bodanapu, Karthikeyan Natarajan, Meenu Bagla, Rajaneesh Kini R, Anand Parameswaran, Pavan Sannuti, Sunil Walia, Sathish Kumar Ganesan, Namrata Gadhok #EngineeringExcellence #SemiconductorEngineering #EverestGroup #Innovation #Growth #Semiconductor #DigitalTransformation #PEAKMatrix2024 #IntelligentEngineering #DesigningTomorrowTogether #Cyient

Siemens shares down 0.8% after it announces its biggest acquisition in four years ⚙️ Siemens to Acquire Altair Engineering in $10.6 Billion Equity Deal. Brief Intro - German tech leader Siemens AG is set to acquire U.S.-based software firm Altair Engineering, boosting its industrial software portfolio with this significant $10.6 billion (Rs. 89,000 crores!!) deal. Consideration and Deal Structure - The transaction will be executed as an all-cash deal valued at $113 per share, reflecting an 18.7% premium on Altair’s last traded price on Oct 21. The acquisition will be fully cash-financed from Siemens’ existing resources. Rationale for the Buyer - For Siemens, the acquisition aligns with its growth strategy, deepening its presence in digital solutions and bolstering offerings in industrial software to meet rising market demands. Altair produces simulation software helps predict how products would work in the real world. Rationale for the Seller - For Altair, the sale provides substantial shareholder value with an attractive premium of 18.7% from current market price of shares and positions the company within a global powerhouse, fostering further innovation and market reach. Other Points - This acquisition will also make the group a more credible rival to chip-design company Synopsys, which agreed to buy design software firm Ansys earlier this year, as well as Cadence Design Systems. Is it overpriced? Or it will help Siemens capitalise on the AI wave in Software engineering? Let us know in the comments what are your views on this transactions #Siemens #Altair #Acquisitions #Softwareengineering

The Pros and Cons of Going Public – Siemens becoming a stock company Taking your own company public was just as big a decision then as it is now. It set the desire for investment returns in opposition to the need for autonomy. The key question was (and still is) what is more important? Business security through the possibility of easier financing through the sale of shares, but also the relinquishment of complete control, or the freedom to run your business as your ideals and goals require? And is there any way to bring the two into harmony? Our founder Werner von Siemens must have thought about this fairly often. As early as 1867 he first considered whether to get his company listed on the stock exchange. But eventually he decided not to, so he could maintain full control of his firm. What was most important to him as an inventor and manufacturer was to apply outstanding technical innovations to generate social added value combined with the freedom to decide independently on the direction of his company. Yet at the same time, he recognized the financial added value of listed stock corporations. For instance, technical milestones like the Indo-European telegraph line of 1870 and laying the transatlantic cable in 1874 were financed by way of stock companies founded especially for the purpose. For various reasons, in 1897, a few years after Werner von Siemens' death, his company Siemens & Halske itself was converted into a stock corporation. It was a historic turning point that proved to be worthwhile. Today, Siemens' share is doing better than ever in its history, trading at a record high of €169 per share in December 2023. The picture shows Werner von Siemens in front of the Siemens & Halske office building in Berlin, Markgrafenstraße 94 – a historical place where important financial decisions affecting Siemens’ outcome had been made between 1852-1905. #siemens, #siemenshistory, #siemenshistoryinobjects Find out more below:   A look into history – The first Siemens Annual Shareholders’ Meeting after WWII https://lnkd.in/drWDrHqN   Ahead of its Time – The first Siemens & Halske Trademark https://lnkd.in/dU4ggJBn   A Tale of Pioneering Spirit – Siemens’ one and only Airship https://lnkd.in/dvN9ejuH

As more CFOs communicate beyond numbers—to educate, inspire, and connect with diverse audiences—Shelagh Glaser of Synopsys Inc brings it home. She frames the future of semiconductors in ways that resonate with everyone, showing Synopsys as a bridge to innovation. Every tech breakthrough starts with their software. Or so CFO Glaser tells us. Nice! This is leadership for all stakeholders, not just investors. CFO THOUGHT LEADER#FinanceLeadership #InvestorRelations #TechInnovation" https://lnkd.in/e569ah9q

Rumors and Gossip about Infineon Technologies in a Nutshell **Infineon Technologies AG** has been the subject of various market rumors and speculation, which can influence investor sentiment and stock performance. Here are some of the latest rumors and gossip surrounding the company: #### Acquisition Speculations: - **Potential Acquisitions**: There have been ongoing rumors about Infineon looking to acquire smaller semiconductor firms to expand its product portfolio and market reach. These acquisitions are speculated to be part of Infineon’s strategy to enhance its capabilities in key growth areas such as automotive electronics and power semiconductors. #### Strategic Partnerships: - **Collaborations with Automotive Giants**: There are whispers in the market about Infineon forming strategic partnerships with major automotive companies. These collaborations are expected to focus on developing advanced driver-assistance systems (ADAS) and electric vehicle (EV) technologies, which could significantly boost Infineon’s revenue and market share in the automotive sector. #### Financial Performance and Forecasts: - **Upbeat Financial Projections**: Some market analysts and insiders have hinted at Infineon potentially surpassing its financial targets for the next quarter. Improved demand in the semiconductor market and successful cost-cutting measures are believed to be the driving factors behind this optimistic outlook. #### Innovation and Product Development: - **Breakthrough Technologies**: Rumors suggest that Infineon is on the verge of launching breakthrough semiconductor technologies that could revolutionize several industries. These new products are expected to enhance the company’s competitive edge and open up new revenue streams. #### Stock Movements: - **Insider Trading Speculations**: There have been occasional speculations about insider trading activities at Infineon. Such rumors, although often unsubstantiated, can create short-term volatility in the stock price as investors react to potential changes in the company’s leadership or strategic direction. ### Market Impact: - **Investor Reactions**: These rumors and gossip can lead to increased market activity and volatility in Infineon's stock price as investors react to the potential implications of these speculations. - **Strategic Moves**: If some of these rumors, particularly those regarding acquisitions and partnerships, materialize, they could significantly impact Infineon’s market position and financial performance. While rumors and gossip should be taken with caution, they can provide insights into market expectations and potential future developments for Infineon Technologies. Investors should consider these alongside official announcements and financial reports when making investment decisions.

The semiconductor industry plays a significant role in shaping our technological future. Are you curious about the technologies driving this industry? Join us at the Global Semiconductor Alliance European Executive Forum where leaders meet to gain deep insights into how cutting-edge technologies are shaping sustainable practices: • #Softwarization: Transforming the design and manufacturing process to optimize resource use and reduce waste. • #GenerativeAI: Enhancing efficiency and precision in semiconductor production, leading to significant reductions in energy consumption. • #Chiplet Ecosystems: Innovating in chip architecture to improve performance and energy efficiency simultaneously. Our expert speakers, including Brett Bonthron, Sanjiv Agarwal, and Loïc Hamon, will explore these themes, demonstrating how technological advancements are crucial for achieving sustainability goals in the semiconductor sector. Register now to engage with the forefront of engineering innovation: https://bit.ly/4520njB #Software #EngineeringSustainability #SemiconductorInnovation #GSAForum

A new wave of innovation is gaining momentum in the #semiconductor industry. To meet the growing demand for specialized chips, Capgemini's new transition moves away from hardware-designed and towards software-defined. With this mantra we can utilize basic chips for more complex functions, keeping chips, well, as cheap as chips. Want to ride this wave with us? Follow the link to our POV: https://bit.ly/3U5K41k #Semiconductors #Innovation #Softwarization