SAP to acquire SmartRecruiters to enhance talent acquisition offerings

Published 01/08/2025, 11:06
SAP to acquire SmartRecruiters to enhance talent acquisition offerings

WALLDORF/SAN FRANCISCO - SAP SE (NYSE:SAP), a $326 billion market cap software giant with robust financial health according to InvestingPro analysis, announced Friday it has entered into an agreement to acquire talent acquisition software provider SmartRecruiters, aiming to strengthen its SuccessFactors human capital management suite.

The acquisition will integrate SmartRecruiters’ recruiting capabilities, including high-volume recruiting automation and AI-enabled candidate engagement tools, into SAP’s existing HR platform. The combined solution is intended to help companies manage the entire candidate lifecycle from sourcing to onboarding within a single system. This move aligns with SAP’s growth trajectory, as the company has achieved over 10% revenue growth in the last twelve months while maintaining an impressive 74% gross profit margin.

"Hiring the right people is not just an HR priority – it’s a business priority," said Muhammad Alam, member of the Executive Board of SAP SE, in a press release statement. "With this planned acquisition, we will help our customers attract and hire the best talent so they can advance their talent acquisition agendas with speed and agility."

SmartRecruiters currently serves more than 4,000 organizations globally with its Software-as-a-Service recruiting solutions. According to the announcement, SmartRecruiters’ standalone portfolio will continue to be available for the foreseeable future while also being integrated into SAP’s offerings.

Rebecca Carr, CEO of SmartRecruiters, expressed optimism about the deal, stating that joining forces with SAP "presents a tremendous opportunity for enterprises worldwide to benefit from our industry leading approach to talent acquisition."

The transaction is expected to close in the fourth quarter of 2025, subject to regulatory approvals and customary closing conditions. Financial terms of the deal were not disclosed.

J.P. Morgan served as the exclusive financial advisor to SmartRecruiters for the transaction.

In other recent news, SAP SE has announced the acquisition of talent acquisition software provider SmartRecruiters to bolster its SuccessFactors human capital management suite. The acquisition, which is expected to close in the fourth quarter of 2025, did not disclose financial terms, though SmartRecruiters was last valued at $1.5 billion during its Series E funding round in 2021. The company has achieved significant growth, reaching $71 million in sales last year. In addition to this strategic move, SAP’s recent quarterly results have attracted attention from analysts. Barclays has raised its price target for SAP to $322, maintaining an Overweight rating, citing a solid revenue quarter and accelerated cloud revenue. Berenberg reiterated its Buy rating on SAP, despite a foreign exchange-driven revenue miss, and noted the company’s solid Q2 results. KeyBanc also maintained its Overweight rating, highlighting SAP’s successful cloud transition and steady cash flow and margin targets. These developments reflect SAP’s ongoing efforts to strengthen its market position and financial performance.

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