Digital Commerce Report 2H2020
Since 2013, we’ve been reporting on M&A activity in two interrelated sectors – Digital Marketing and E-Commerce – in separately published reports. Due to the relentless convergence of these once distinct practices and to eliminate overlaps of coverage, we’ve opted to consolidate our research into a single report covering “Digital Commerce”.
Prior to the coronavirus outbreak, the Digital Commerce sector was already in a very positive situation. Our last report highlighted that e-commerce and digital marketing had truly merged into one maturing, consolidating sector, driven by the hegemony of Amazon, B2B e-commerce and the advent of the platform age.
The year 2020 has generated an additional boost for most digital commerce segments – e-commerce, CRM, customer service, gaming and marketplaces/platforms – for software and service providers alike. We expect this boost to last for the next 18 to 24 months.
Hampleton’s Digital Commerce report focuses on subsectors such as Agencies & Service Providers; Digital Commerce Software; Internet Services & Platform Solutions; Online Retail; Media, Social & Gaming. The report includes:
- Trends and analysis of deal activity
- Deal geography
- Top acquirers
- Valuation metrics
Unless stated otherwise, our Digital Commerce report covers the two-and-a-half-year period between January 2018 and July 2020. All totals and median values refer to the entire period unless otherwise stated. Median multiples plotted in the graphs refer to the 30-month period prior to and including the half year.