NewTech Capital

🚀 HR Tech Public Market Update NewTech Capital’s latest review of publicly traded HR Technology companies highlights continued investor confidence in platforms that sit at the core of the latest workforce operating stack. Despite ongoing macro volatility, valuation resilience across the sector reflects the strategic role HR infrastructure now plays in enabling productivity, compliance, and data-driven workforce management. 🎓 Workforce Platforms Are Becoming Core Enterprise Infrastructure Across talent acquisition, payroll, workforce management, learning, and employee engagement, HR Tech is evolving from point solutions toward integrated workforce operating systems. Public market data indicates that investors are increasingly rewarding platforms that control mission-critical workflows, proprietary workforce datasets, and automation layers that drive measurable operating leverage for enterprises. While growth remains important, valuation leadership is increasingly tied to durability of revenue, profitability, ecosystem depth, and data-driven product differentiation. Key Drivers Behind Premium Valuations: 🔹 Workforce Automation & AI Enablement Platforms that automate hiring, compensation benchmarking, scheduling, and workforce productivity analytics. 🔹 Control of Core HR Infrastructure Solutions embedded into payroll, HRIS, compliance, and workforce administration workflows. 🔹 ‘Platformization’ of the Employee Lifecycle Unified systems covering recruiting, onboarding, performance, learning, and retention. 🔹 Enterprise Workflow Ownership Deep integration across finance, operations, and people management systems. 🔹 Data Network Effects Large proprietary workforce datasets enabling benchmarking, predictive analytics, and AI-driven insights. 🔹 Global Workforce Complexity Cross-border payroll, compliance, and distributed workforce management capabilities. As companies continue investing in automation, productivity tooling, and workforce intelligence, HR Tech platforms that combine data scale, workflow control, and AI capabilities are emerging as long-term category leaders. 🤝 If you are considering a corporate transaction, please contact us at www.newtech-capital.com #HRTech #WorkforceTechnology #PeopleAnalytics #Payroll #TalentManagement #HCM #SaaS #B2BSoftware #MnA #NewTechCapital

🚀 NewTech Capital – M&A Insights Fintech Deal of the Month (February): Visa Strengthens Its LATAM Payments & Embedded Finance Footprint 💳🌎 📣 Visa has entered into a definitive agreement to acquire Prisma Medios de Pago and NewPay from Advent. Visa Inc. is accelerating its expansion across the payments value chain through strategic partnerships aimed at strengthening its presence in high-growth Latin American markets and embedded financial ecosystems. The initiative reinforces Visa’s broader strategy of evolving beyond network processing toward platform-level capabilities in payments and financial infrastructure. What this transaction represents for Visa? ✅ Embedded Finance & Consumer Lending Growth Through its partnership with NewPay, Visa is expanding into embedded credit and checkout financing solutions. This increases exposure to installment payment flows and digital commerce financing models in emerging markets. ✅ Acquiring Infrastructure & Merchant Data Access Prisma Medios de Pago strengthens its position within Argentina’s acquiring ecosystem, improving access to merchant relationships and transaction insights. ✅ Payments Stack Expansion Strategy This move reflects a shift toward greater control across the payments value chain, including issuing, acquiring, and embedded finance distribution layers. ✅ Market Positioning & Platform Economics Expansion in LATAM supports long-term transaction growth and reinforces competitive positioning in a fast-growing digital payments region. 🔗 Read more: https://lnkd.in/dBBqVe8k #Fintech #MergersAndAcquisitions #MnA #Payments #EmbeddedFinance #LATAM #DigitalPayments #TechMnA #Visa #NewPay #PrismaMediosDePago #FinancialInfrastructure #FinancialTechnology #NewTechCapital

🚀 FinTech Valuations: Current Public Market Multiples At NewTech Capital, we analyze valuation levels across the FinTech ecosystem. Our Q4 2025 review outlines the valuation multiples currently observed among public companies across key FinTech verticals, within an environment shaped by ongoing macroeconomic and market dynamics. 📊 Key Data Points from Our Analysis: Capital Markets & Wealth Management: Median EV/Revenue: 4.9x | Median EV/EBITDA: 13.3x Payments: Median EV/Revenue: 5.1x | Median EV/EBITDA: 21.1x Banking & Lending: Median EV/Revenue: 2.9x | Median EV/EBITDA: 23.8x 💬 Looking ahead, we expect 2026 to be an active year for FinTech, supported by continued platform development, ongoing digital adoption, and renewed engagement across public and private markets. 🤝 If you are considering a corporate transaction, contact us at www.newtech-capital.com #Fintech #Valuations #InvestmentBanking #CapitalMarkets #Payments #WealthManagement #Banking #PrivateEquity #Innovation #Growth #NewTechCapital #MnA

📊 RegTech Public Valuations 💡 The NewTech Capital RegTech Index, tracking leading publicly traded RegTech companies, currently sits just below its long-term median EV/Revenue multiple of 8.0x, following a recent pullback from its mid-2025 peak near 10.0x. 📈 After a period of elevated valuations driven by strong demand for compliance automation and AI-driven regulatory solutions, the sector appears to be normalizing, reflecting steady fundamentals rather than any structural weakness. 🌍 With regulatory compliance becoming ever more complex across industries, RegTech continues to offer scalable solutions and long-term growth potential for investors and strategic buyers alike. 📊 Looking ahead: Signals indicate that multiples may trend higher again through 2026, as continued adoption of AI and automation solutions supports strong sector momentum. 🤝 Considering a corporate transaction? Reach out at www.newtech-capital.com #RegTech #Valuations #SaaS #AI #ComplianceTech #FinTech #MergersandAcquisitions #PrivateEquity #StrategicBuyers #MnA #NewTechCapital #Cybersecurity #RegulatoryCompliance

🚀 NewTech Capital – M&A Insights RegTech Deal of the Month (January): CrowdStrike to Acquire SGNL in a Strategic Identity Security Expansion 🛡️🤖 📣 CrowdStrike has signed a definitive agreement to acquire SGNL, a leader in continuous identity security, in a transaction valued at approximately $740m. The deal strengthens CrowdStrike’s Falcon platform with real‑time, dynamic identity and access control capabilities designed for hybrid cloud environments and an increasingly autonomous AI era. What this transaction represents for each party? ✅ Next‑Gen Identity Security Leadership By integrating SGNL’s continuous identity and dynamic authorization technology, CrowdStrike extends Falcon Next‑Gen Identity Security to protect human, non‑human, and AI agent identities in real time, eliminating static privileges and reducing risk across SaaS, cloud, and hybrid environments. ✅ Strategic Platform Expansion for AI‑Era Threats SGNL’s real‑time access enforcement layer enhances CrowdStrike’s ability to secure modern attack surfaces where identity has become the new perimeter, especially with the rise of autonomous AI agents that operate at machine speed. ✅ Operating Synergies & Integrated Security Controls The acquisition enables tighter integration between identity security and Falcon’s broader detection, response, and risk intelligence capabilities, supporting continuous authorization decisions based on real‑time risk signals. ✅ Value Creation & Market Positioning This move reinforces CrowdStrike’s leadership in the identity security market, a fast‑growing segment of cybersecurity, and positions the company to capture expanding demand for identity‑centric security solutions as enterprises modernize infrastructure. 🔗 Read more: https://lnkd.in/d-ucRPKm #Cybersecurity #MergersAndAcquisitions #IdentitySecurity #AI #FalconPlatform #ZeroTrust #EnterpriseSecurity #TechMnA #CrowdStrike #SGNL #ContinuousIdentity #DigitalRisk #NewTechCapital #MnA #RegTech

🚀 NewTech Capital – M&A Insights RegTech Deal of the Month (January): CrowdStrike to Acquire SGNL in a Strategic Identity Security Expansion 🛡️🤖 📣 CrowdStrike has signed a definitive agreement to acquire SGNL, a leader in continuous identity security, in a transaction valued at approximately $740m. The deal strengthens CrowdStrike’s Falcon platform with real‑time, dynamic identity and access control capabilities designed for hybrid cloud environments and an increasingly autonomous AI era. What this transaction represents for each party? ✅ Next‑Gen Identity Security Leadership By integrating SGNL’s continuous identity and dynamic authorization technology, CrowdStrike extends Falcon Next‑Gen Identity Security to protect human, non‑human, and AI agent identities in real time, eliminating static privileges and reducing risk across SaaS, cloud, and hybrid environments. ✅ Strategic Platform Expansion for AI‑Era Threats SGNL’s real‑time access enforcement layer enhances CrowdStrike’s ability to secure modern attack surfaces where identity has become the new perimeter, especially with the rise of autonomous AI agents that operate at machine speed. ✅ Operating Synergies & Integrated Security Controls The acquisition enables tighter integration between identity security and Falcon’s broader detection, response, and risk intelligence capabilities, supporting continuous authorization decisions based on real‑time risk signals. ✅ Value Creation & Market Positioning This move reinforces CrowdStrike’s leadership in the identity security market, a fast‑growing segment of cybersecurity, and positions the company to capture expanding demand for identity‑centric security solutions as enterprises modernize infrastructure. 🔗 Read more: https://lnkd.in/d-ucRPKm #Cybersecurity #MergersAndAcquisitions #IdentitySecurity #AI #FalconPlatform #ZeroTrust #EnterpriseSecurity #TechMnA #CrowdStrike #SGNL #ContinuousIdentity #DigitalRisk #NewTechCapital #MnA #RegTech

🚀 RegTech public company valuations remain solid NewTech Capital’s selection of publicly traded RegTech companies shows a median EV/Revenue multiple of 5.2x, underscoring strong investor conviction in compliance-driven, scalable platforms. 🎓 RegTech Valuations Reflect the Rising Strategic Value of Compliance Infrastructure While valuation dispersion persists across sub-segments, from AML and KYC to risk, fraud, and reporting platforms, the data reinforces how scalability, cross-jurisdiction reach, and embedded compliance workflows continue to command premium multiples. As regulatory scrutiny intensifies globally and financial institutions prioritize automation, audit readiness, and proactive risk management, investors appear to reward platforms that deliver defensible compliance infrastructure, predictable revenue, and long-term regulatory relevance over short-term growth alone. What’s getting premium multiples? ✅ AI-powered scale: Automated, forward-looking compliance boosts defensibility ✅ Global applicability: Multi-regime platforms unlock broader revenue ✅ Deeply Embedded Compliance Tools: AML, KYC, and fraud solutions that are operationally hard to replace ✅ Platform consolidation: Unified compliance and risk capabilities ✅ Credible customers: Tier-1 institutions and regulatory alignment ✅ Modern architecture: Cloud-native, and modular design 🤝 If you are considering a corporate transaction, please contact us at www.newtech-capital.com #RegTech #RegulationTechnology #FinancialCompliance #AML #KYC #KYB #RiskManagement #FinCrime #SaaS #B2BSoftware #NewTechCapital #MnA #SaaS

As 2025 comes to a close, the NewTech Capital team sends our warmest wishes to everyone we’ve had the pleasure of connecting with this year. We hope the year has brought you health, growth, and meaningful moments, and that 2026 opens the door to new opportunities and continued success. 🚀✨ Wishing you a joyful holiday season, The NewTech Capital Team

EdTech M&A isn’t slowing down; it’s getting more strategic. From AI-driven learning platforms to corporate upskilling, lifelong learning, and global expansion, buyers are clearly optimizing for: • Scalable platforms • Recurring revenue • Personalization through AI • Early leadership in emerging markets Private equity continues to fuel consolidation, while strategics are acquiring complementary capabilities (not just customers) to stay ahead of rapidly evolving workforce demands. The takeaway: learning is no longer a nice-to-have additional benefit, it’s part of the core infrastructure. 🤝 If you are considering a corporate transaction, please contact us at www.newtech-capital.com #EdTech #EducationTechnology #MergersAndAcquisitions #FutureOfWork #CorporateLearning #PrivateEquity #AIinHR #SaaS #NewTechCapital #MnA

🚀 EdTech valuation multiples remain resilient NewTech Capital’s selection of publicly traded companies shows a median EV/Revenue of 2.7x and a median EV/EBITDA of 14.1x. 🎓 EdTech Company Valuations Reflect a Market Finding Its Balance The latest EdTech public comps show a median EV/Revenue multiple of 2.7x and a median EBITDA multiple of 14.1x, highlighting a sector that continues to mature while maintaining strong investor confidence. While valuation ranges remain wide across different models, from content-driven learning to AI-powered platforms, the data underscores how scalability, recurring revenue, and enterprise adoption continue to drive premium multiples. As hybrid learning models, AI-driven personalization, and lifelong education ecosystems gain traction, investors appear to reward sustainable growth, data defensibility, and monetization clarity over pure top-line expansion. What’s getting premium multiples? ✅ Subscription & Recurring Learning Models: Recurring learners and predictable revenue equal premium valuation multiples💰 ✅ Enterprise & Institutional Adoption: Long-term B2B partnerships drive durable revenue streams and higher enterprise SaaS benchmarks🤝 ✅ AI-Driven Personalization & Engagement: Adaptive learning and real-time feedback enhance retention and justify premiums for proprietary AI capabilities 🤖 ✅ Content–Technology Flywheel: Continuous data-driven iteration compounds brand trust and engagement, supporting growth-tech level valuations 📊 ✅ Segment / Niche Matters (Lifelong Learning, Pro-Dev, etc.): Outcome-oriented, skills-focused platforms command higher multiples versus general EdTech peers 🎯 ✅ Regulatory & Compliance Readiness: Strong governance and privacy alignment reduce risk and lift valuation multiples in sensitive markets ⚖️ 🤝 If you are considering a corporate transaction, please contact us at www.newtech-capital.com #EdTech #EducationTechnology #DigitalLearning #FutureOfEducation #LearningInnovation #Upskilling #LifelongLearning #NewTechCapital #MnA #SaaS