华利安：2023年工业软件市场春季更新报告（英文版）（26页）.pdf

1、Technology GroupIndustrial SoftwareSupply Chain,Engineering,and Manufacturing SoftwareMARKET UPDATE SPRING 2023Representative Industry Subsectors CoveredProcurement ManagementSupply Chain Planning/ExecutionOrder Management and FulfillmentWarehouse ManagementEHSProduct Design and DevelopmentAsset Per

2、formanceand MaintenanceIndustrial Control SystemsDear Clients and Friends,Houlihan Lokey is pleased to present the spring 2023 edition of its Industrial Software Market Update.We have continued adapting to a recovering market and remain active in advising our clients as they pursue M&A,financing,and

3、 other strategic initiatives.We have included industry insights,selected recent transaction announcements,and a public markets overview to help you stay ahead in our dynamic and constantly evolving industry.Market Activity:M&A and financing activity across the sector increased slightly throughout Q1

4、 2023 despite continuing macro headwinds.Additionally,market activity has shown indications for further improvement as we progress further into 2023:$5 billion of LTM financing activity as capital markets remain tight with investors focused on quality over quantity.$11 billion in LTM M&A deal volume

5、(1)in line with a broader M&A slowdown in 2022.M&A and financing activity across industrial software will accelerate in 2023 as macroeconomic conditions improve and end customers look to drive operational efficiency to offset increased cost basis driven by inflation and cost of financing.Regards,Sou

6、rces:PitchB,S&P Capital IQ.(1)M&A$volume includes only transactions with publicly available financial metrics.Manufacturing OperationsTimothy MacholzDirectorTMacholzHL.comRob LouvChairman of U.S.TechnologyRLouvHL.comShane KaiserManaging DirectorSKaiserHL.comSascha PfeifferHead of EU TechnologySascha