2025年第三季度全球人力资源技术报告

GLOBAL HR TECHREPORT INDUSTRY UPDATEQ3 2025 NEW YORK|LONDON|MUNICH|PARIS|SAN FRANCISCOLOS ANGELES|BERLIN|DUBAI DRAKE STAR AT A GLANCE WHY OUR CLIENTS CHOOSE US EXTENSIVEM&A ANDCORPORATEFINANCEEXECUTION SKILLS LEADER INMID-MARKET TECHINVESTMENTBANKING INDEPENDENT ANDPARTNER-LED Deep sector expertisein 8 core tech verticals Partner-ownedinvestment bank withan entrepreneurial team Only independentboutique in global top 10* Executing a widerange of transactionsincluding StrategicM&A, PE Buyouts,Private Placements,Buy Side, and CarveOuts deals GLOBAL REACHCOMBINED WITHLOCAL PRESENCE RECOGNIZEDBY THE INDUSTRY STRONGTRANSACTIONTRACK RECORD •10x investmentbank of the year•42x deal of the year•6x leadershipawards One of the largest techteams with over 100professionals in the US,Europe and Middle East Over 500 transactionscompleted incl.numerous tech landmarkdeals OUTSTANDING TRACK RECORD SELECTED HR TECH TRANSACTIONS DRAKE STAR HR TECH TEAM GLOBAL EXPERTISE WITH LOCAL PRESENCE RALF PHILIPPHOFMANNMANAGING PARTNER &MEMBER OF THE EXCOMralf.hofmann@drakestar.com CHRISTOPHE MORVANMANAGING PARTNERchristophe.morvan@drakestar.com JIMHOLZERMANAGING PARTNERjim.holzer@drakestar.com GABYSILVESTRISPARTNERgaby.silvestris@drakestar.com VASILGARVANOVSENIOR ASSOCIATEvasil.garvanov@drakestar.com ALBERT-LOUIS BILGERPRINCIPALalbert-louis.bilger@drakestar.com PABLOLUNDERSHAUSENVICE PRESIDENTpablo.lundershausen@drakestar.com STANLEYBEJANSKIASSOCIATEstanley.bejanski@drakestar.com AT A GLANCE 2025 YTD REFLECTS STRONG HR TECH DEAL ACTIVITY, WITHLANDMARK TRANSACTIONS AS STANDOUT HIGHLIGHTS $22.3bnInvestedcapitalin HR Techglobally in2025 YTD(disclosed values) HR Tech transactionsgloballyin 2025 YTD650+ $40.5bnGlobal expected HR Techmarket volume in 2025e 13.4%Expected annualglobalmarketgrowth until 2027e HR TECH LANDMARK DEALS THOMA BRAVO ANNOUNCES ACQUISITION OFDAYFORCE $12.3bnDeal Size August21th,2025 We are partnering with a truly specialorganization to accelerate our business-with our focus, resources, and productinnovation all laser-pointed on leapingforward as the HCM leader for a world ofwork shaped by AI Deal Announcement The partnership withThomaBravo is expected to help Dayforce toaccelerate growth, increase quantifiable value for customers, and furthersecure its position as a generational AI software company David OssipCEO ofDayforce $181bnAUMas of Jul-2025 Dayforce provides cloud-based HCMsolutions for mid-market and enterprisebusinesses looking to manage their payroll,tax, benefits, and talent intelligence Thoma Bravo is one of the largestsoftware-focused PE investors globally,investing in growth-oriented, innovativecompanies HR TECH LANDMARK DEALS SALE TO SAP ANNOUNCED ACQUISITION OFSMARTRECRUITERS August 1st,2025 “ n.a.Deal Size Customers will be able to manage theentire candidate lifecycle—from sourcingand interviewing to onboarding andbeyond—all in a single system […].“ The acquisition will incorporateSmartRecruiters’ AI-powered,high-volume recruiting and automation into SAP’s SuccessFactorsHCM suite M. AlamExecutive Boardof SAP Strengthening SAP’s all-in-one HCM suite with enhanced tools toattract and retain top talent in a competitive market $36.9bnRevenue2024A SmartRecruitersoperates as a SaaSplatform that develops and provides socialrecruiting software to help companies find,select, and hire SAP, together with its subsidiaries,provides enterprise applications andbusiness solutions worldwide DRAKE STAR MARKET INSIGHTS THE ADOPTION OF AI AND A SHIFT TOWARDS SKILLS DEFINES HR TECHNOLOGY TRENDS FOR 2025 Top 10 HR Tech trends in 2025 Snapshot:skills-based approach Predictive PeopleAnalytics ContinuousPerformanceEnablement AI-Driven TalentManagement 70% of company leaders viewskillsgapsat their company asdetrimental tobusiness performance DEI-DrivenRecruitment(2) Enhanced ESS& MSS(1) Digital-FirstOnboarding ConversationalAI Up-& reskillmakinguse of tech-enabledtrainings Identify skill gapsearlyon Prioritize soft skillsnoteasily replaceable bytechnology Evaluate talentbeyondtraditionalqualifications Ethical AI & DataPrivacy GlobalPayroll&Compliance Unified HCM withExtensibility MarkusKammermeierLead Strategic Advisor DRAKE STAR MARKET INSIGHTSINDUSTRY EXPERT Q&A-WORKDAY Skills-based organizations have become a major focus for HR departments, and Workday isactively addressing this trend. What concrete approaches is Workday pursuing, and how areexisting criticisms being addressed? WorkdayistheAIplatformformanagingpeople,moneyandagents.TheWorkdayplatformisbuiltwithAIatthecoretohelpcustomerselevatepeople,supercharge work,and move their business forever forward.Workdayisusedbymorethan11,000organizationsaroundtheworldandacross industries–from medium-sized businesses to more than65%oftheFortune500. Workday'sapproachtoskills-basedorganisationsisrootedinourcoreplatform,notasaseparateadd-on.We'vebeenonthisjourneyforadecade,launchingWorkdaySkillsCloudin2015.