供应链自动化报告_ 2022年第四季度（英）

1SUPPLY CHAIN AUTOMATIONQ4 2022NEW YORK | LONDON | PARIS | MUNICH | SAN FRANCISCOLOS ANGELES | BERLIN | DUBAIINDUSTRY UPDATEwww.drakestar.comPROVEN TRACK RECORD IN M&A AND GROWTH FINANCING ADVISORY2CONTACT THE SUPPLY CHAIN AUTOMATION DEAL TEAMMANAGING PARTNERNEW YORK+1 917 757 0212james.turino@drakestar.comJAMES TURINOKAIS BAKERPARTNERMUNICH+49 89 1490 265 26kais.baker@drakestar.comANALYSTNEW YORK+1 904 315 1715chase.gibbs@drakestar.comCHASE GIBBSSTEVEN DANAPARTNERNEW YORK+1 646 594 0633 steven.dana@drakestar.com(1)Drake Star Securities LLC is regulated by FINRA and is a member of SIPC. All securities in the UK, are transacted through Drake Star UK Limited (FRN 942020) an appointed representative of Kession Capital Ltd (FRN 582160) which is authorized and regulated by the Financial Conduct Authority.(1) Led by partner prior to joining Drake StarData & Logistics Softwarewww.drakestar.comWelding AutomationDRAKE STAR COVERAGE – SUPPLY CHAIN AUTOMATION3MARKET MAPEnabling Systems & TechnologyPost ProcessDesignPrintAGV/AMRSafetyCobotsCybersecurity IOTConnectivity IoTApplications / End of Arm ToolingRobotic Programming Laser SystemsIntegrators & ServicesAR/VRNote: All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them. Additive ManufacturingProduct Design & DevelopmentProcurement ManagementYield Optimization & Condition MonitoringOperationalQuality InspectionManufacturing / Operations LayerHMI & SCADASupervisoryEnd-of-Line AutomationPalletizingPackagingMES/MOMInventory Tracking & ValidationPickingVertical SoftwareIndustrial ElectrificationCPQ Softwarewww.drakestar.com625Deals announced and/or closed$32.1BDisclosed value for announced and/or closed dealsQ4 Summary$21.2B$9.6B$1.3BMARKET OUTLOOKDRAKE STAR COMMENTARYDeal CountDeal Value ($B)•2022 has been a record year in supply chain automation with 625 deals announced and/or closed totaling $32B+ in total deal value. Deal volumes exceeded breakout activity in 2021 when 600 deals were announced / closed. •Deal values continued an upward trend as compared to the trendline from prior years but dropped significantly from unprecedented levels seen in 2021 ($78.2B): 5 times the levels seen in prior years. The major driver of the change in total deal values was the reduction of “mega-deals” which dominated 2021 (AspenTech, Blue Yonder, Coherent, and others), which accounted for more than 70% of total announced deal value in 2021. Automation services and industrial software subsectors were the most active segments for M&A. Notable deals include the take-private of Coupa by Thoma Bravo and the acquisition of Altra Motion by Regal Rexnord.•Private placement activity nearly matched record-shattering levels of 2021 with 412 deals announced and / or closed in 2022 with a deal value of $9.6B. Robotics and industrial software accounted for more than half of the private placements tracked across our ten co