Ecommerce & Consumer Annual Report 2025

Ecommerce M&A Activity

Ecommerce M&A by Year – Lower Middle Market (In Billions of USD)

Lower Middle Market

Total Deal Size in ($B) # of Deals

In lower middle market, the total number of deals in 2024 reached 575. Consistent amount of activity in Ecommerce space hints towards a positive momentum in the coming years.

848

766

673

575

493

Key Trends:

• Anticipating a Major Uptick: The acquisitions of Tirtir and Tomtop, amounting to $109 and $97 million respectively, brought substantial value to Ecommerce M&A in lower and middle market. This heightened level of activity could lead to a significant increase in M&A transactions. • Sector Resilience: Despite economic challenges, consistent deal activity, especially in 2023 and 2024, highlights sustained investor confidence in the Ecommerce sector.

$2.2

$4.6

$3.8

$3.3

$1.5

2020

2021

2022

2023

2024

M&A Volume by Quarter – Lower Middle Market (In Billions of USD)

Total Deal Size in ($B) # of Deals

236 249

192

184

180 176 170 171

Overall, the Ecommerce M&A landscape is showcasing a positive outlook in 2025.

165

161 158 165

159

230

148

147

136

94 106

90

0.3 0.3 0.7 0.8 1.0 0.9 1.1 1.5 0.8 1.3 0.7 1.0 0.8 0.6 1.2 0.7 0.5 0.5 0.2 0.3

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2020 2021 2022 2023 2024

Source: Pitchbook as of 31 December 2024. Note: Companies valued between $5 - $150 million were considered lower middle market.

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