London, UK, September 7, 2022 – JEGI CLARITY, a pre-eminent M&A advisory firm for the global media, information, marketing and technology sectors, headquartered in New York, NY and London, UK, is pleased to announce that Marvin Maerz has joined the firm as Director.
Marvin’s addition to the senior team will further strengthen JEGI CLARITY’s European offering, and is an important step in growing the firm’s DACH practice over the coming years, building on significant deal success in the region over the last 24 months.
Marvin has over 10 years’ experience in advising Digital Media, Software and Tech-Enabled Services companies on M&A and fund raising, with a significant track record advising clients in the DACH region. His previous clients include companies such as Egoditor (marketing software), Jellyfish (digital marketing), Namics (customer experience agency), Bizagi (process automation software), MIQ (programmatic media), TLGG (digital transformation & consulting), and Designit (strategic design).
A German national, Marvin started his career in Investment Banking at Barclays before moving to the technology corporate finance firm Arma Partners. Most recently Marvin was a Director at GP Bullhound in London and New York.
Marvin holds a BSc Honours degree in Business Administration from EBS Universität für Wirtschaft und Recht and an MSc in Accounting and Finance from London School of Economics and Political Science.
Jonathan Goodale Promoted to Chief Business Development Officer
London, UK, March 7, 2022 – JEGI CLARITY, a pre-eminent M&A advisory firm for the global media, marketing, information and technology industries, headquartered in New York, NY and London, UK, is pleased to announce that Jonathan Goodale has been promoted to Chief Business Development Officer, with responsibility for the EMEA region.
Since joining the firm in 2014, Jonathan has spearheaded the firm’s business development, origination and marketing activities in EMEA and APAC.
Jonathan will continue to work alongside the global leadership team to cultivate the firm’s growth strategy and build brand presence by developing relationships with prospective clients, investors and wider network.
Prior to joining the firm, Jonathan was an Associate Director in UBS’s Wealth Management division and before that a Financial Adviser with Bank of America Merrill Lynch.
Jonathan holds a BSc Econ in Economics and Management Studies from Cardiff University and is a CFA Charterholder.
Total equity market value down by2%since July 2021
Following strong growth through early 2021, the Media, Marketing, Information & Technology equity markets encountered some turbulence towards the end of Q3, leading to a drop in value over the period of 2%, in line with benchmark indices which have fallen by 1-3% over the same period.
2021 revenue growth of17%across all sectors
2021 forecast revenue growth remains robust across all sectors at 17% vs. 2020, led by +28% growth across e-commerce and digital media, and in particular verticalized e-commerce and publishers & lead generation.
2021 EBITDA growth of36%across all sectors
Strong outlook for 2021 EBITDA growth continues, with virtually every sector expecting double-digit growth vs. 2020, other than for specific sub-sectors which continue to experience fall-out from Covid-19 (e.g. Events).
Macro-economic growth concerns have led to recent declines in the public equity market, however, Q3 2021 earnings season will provide further sector specific insight into how the wider macroeconomic trends are affecting individual companies across these sectors.
The total market value of the Media, Marketing, Information and Technology Sectors has decreased by 2% since July 2021
Introducing our Power of 5 series. We ask 5 industry leaders 5 questions in 5 minutes to gain insight on how they are succeeding in today’s market.
In this series we focus on Digital Transformation. The rate of technological change is high and constant and global brands are increasingly looking to third party experts to help them keep up. From technology consulting to strategic marketing services, the market continues to grow and continues to focus on all things digital.
Over 5 weeks we interviewed 5 select leaders from global agencies who all serve international brands. Topics of discussion included, current challenges facing clients, learnings from 2020, and M&A criteria going forward.
2020 has accelerated digital transformation across all areas of marketing spend and working practices
Measurability: performance marketing is increasingly important given the race to digital in all facets of the marketing mix
First party data is becoming central to marketing strategies particularly in light of the death of the 3rd party cookie
Ecommerce has gone from important to critically important for clients
Technology and brand need to be aligned more so now than ever before
Cultural fit and strategic alignment remains a key factor for M&A decision making across the board
Dan Gilbert, Global CEO, Brainlabs Rob Pierre, Co-Founder & CEO, Jellyfish Zach Morrison, CEO, Tinuiti Wendy Clark, Global CEO, Dentsu International David Jones, Founder & CEO, You & Mr Jones
Full Interviews Below
Dan Gilbert speaks with Jonathan Davis
Wendy Clark speaks with Marcus Anselm
Zach Morrison speaks with Jonathan Davis
Rob Pierre speaks with Marcus Anselm
David Jones speaks with Marcus Anselm
In today’s era of volatility, there is no other way but to re-invent. The only sustainable advantage you can have over others is agility, that’s it. Because nothing else is sustainable, everything else you create, somebody else will replicate.
Total equity market value up by3%since January 2021
The Media, Marketing, Information and Technology public equity markets continue to perform well, with total market value up by 3% since January 2021, albeit against a broader market backdrop which has seen other benchmark indices up by 7 – 12% over the same period.
2021 revenue growth of17%across all sectors
2021 forecast revenue growth remains robust across all sectors at 17% vs. 2020, led by +27% growth across e-commerce and digital media, and in particular verticalized e-commerce and social media.
2021 EBITDA growth of18%across all sectors
Strong outlook for 2021 EBITDA, with virtually every sector expecting double digit growth vs. 2020, other than for specific sub-sectors which continue to experience fall-out from Covid-19.
Valuation environment remains robust with the Media, Marketing, Information and Technology markets having increased by 3% ($420bn) since the start of 2021. This is underpinned by strong forecast 2021 revenue growth across all sectors, with an average of 17% across the market, representing total incremental revenue across the market of nearly $450bn
The total market value of the Media, Information and Technology Sectors has increased by 3% since January 2021
Following strong growth in 2020, E-commerce and Software have both seen a slight contraction in total market value (TMV)
The main drags on TMV growth through 2021 YTD have been e-commerce and Software. Whilst the growth outlook for these sectors remains positive, both sectors previously saw an exceptionally strong H2 2020, with TMV growth of 30% and 19% respectively
Investor demand for businesses exposed digital transformation solutions and best-in-class CX is similarly reflected in TMV growth in both Tech & Consulting Services (up 6%) and Insights (up 10%)
The Digital Media sector also continues to benefit from powerful tailwinds, including strong and growing demand for digital engagement. It has continued to outperform, up 13% ($3,544bn of TMV) over the period
Forecast 2021 revenue growth of +10% for many sectors
Current market forecasts show robust 2021 revenue growth across virtually all sectors, driven by powerful tailwinds across many sub-sectors and a “bounce-back” in revenues in those sectors most severely affected in 2020
Total revenue growth from 2020 to 2021 is forecast at c.17%, representing an aggregate increase in revenues across all sectors of close to $450bn, with double-digit percentage growth expected across many sub-sectors
Driving double-digit EBITDA growth for 2021
The strongest growth of 36% is expected for e-commerce, showing a limited correlation with the change in TMV
Digital Media is forecast to be the second highest performer with growth of 32%, with Search and Social Media being the key drivers as both audiences and advertising dollars drive growth in the sector
Current market forecasts show that FY21 revenue growth across the Media, Information and Technology sectors is expected to be 17% fueling an 18% average EBITDA growth across the sectors in the same period