Marketplace Apps Annual Report 2025

Marketplace Apps M&A Activity

USD Mn

Select FE Advised Deals

19

6.9%

Salesforce Payment Solution

16

Sold to

13

17.2%

12

11

10

10

10

B2B SaaS Shopify App

8

2024

Sold to

5

10.3%

iOS Data Privacy App

3

3

65.5%

Sold to

22 21

20242824 14 257538 8 17

Q1

Q2 Q3 Q4 Q1

Q2 Q3 Q4 Q1

Q2 Q3 Q4

B2B SaaS​ Shopify App

2022

2023

2024

Sold to

<25Mn 25Mn to 50Mn 50Mn to 100Mn 100Mn and above

Average Deal Value

Count

• Deals valued under $25M continued to drive M&A activity in this sector with ~66% of the total deals in 2024 under $25M. • Although the total number of deals in this space has decreased over the years, the industry is poised for growth, driven by anticipated lower interest rates, renewed interest in application development fueled by growing business needs, and emerging trends such as AI, blockchain, and virtual reality.

• The average deal value over the quarters since 2022 ranges between $8M to $38M (bearing Q1 2024) which fits well in the lower middle market - where FE International specializes. • The average deal value in Q1 2024 was higher than the previous quarters because of the acquisition of an app-based e-mobility solutions company.

25

Source: Pitchbook as of 31 December 2024.

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