1PitchBookData,Inc.NizarTarhuniExecutiveVicePresidentofResearchandMarketIntelligencePaulCondraHeadofEmergingTechnologyResearchInstitutionalResearchGroupAnalysisPublishingDesignedbyJoeySchafferDataMatthewNacionalesDataAnalystpbinstitutionalresearch@pitchbook.comPublishedonJuly18,2024EMERGINGTECHRESEARCHTheStateofEnterpriseSaaSM&AAnalyzingtheimpactandreverberationsoftheCOVID-19pandemiconSaaSM&AdealsPitchBookisaMorningstarcompanyprovidingthemostcomprehensive,mostaccurate,andhard-to-finddataforprofessionalsdoingbusinessintheprivatemarkets.DerekHernandezSeniorAnalyst,EmergingTechnologyderek.hernandez@pitchbook.comKeytakeaways:•EnterpriseSaaSM&Ahasstabilizedandbeguntoshowearlysignsofanupwardinflection,particularlyindealcount,overthepastseveralquarters.Meanwhile,dealvalueremainsrestrainedbyacombinationoflowervaluationsandmorelimiteddisclosures.•PEbuyoutsandLBOshavebeenagreaterproportionofthisrecoveryindealcount,eclipsingtheactivitybycorporateM&A,whichremainsrestrainedevencomparedtopre-pandemiclevels.OurestimatedbuyoutandLBOdealcountinQ12024,totaling59deals,isslightlyabovetheestimateddealcountsachievedinthepriorpeaksofQ42020(56deals)andQ12021(53deals),whilethenumberofM&Atransactionshasfallentoabout20%belowpre-pandemiclevels.•Since2018,thelargestportionofenterpriseSaaSM&AhasbeenfromVC-backedcompanies(1,342transacti...
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