The Global Education Financescape

Evolving Financialization of the Global Education Industry

Research by Alex Makosz

April 2021

How is the financialization of global education evolving, and what are the implications of current trends?

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Introduction

This research explores the ongoing evolution of the global education financescape, defined as the collective activity in venture capital (VC), private equity (PE), angel investing, mergers and acquisitions (M&A), initial product offerings (IPO), and special purpose acquisition corporations (SPAC) taking place in the global education industry (GEI).

The objective is to track how the global education financescape has developed since the publication of The 2016 World Yearbook of Education, identify trends, and consider implications for global education development in the current decade.

Research Questions

  • How is the amount of private capital in the education financescape changing?
  • What and where are the major sources of financing in the education financescape?
  • What trends are there in financing by region and by education sector?

Methodology

This research utilizes the CB Insights investment database to describe the evolution of the global education financescape, supplemented by data from HolonIQ and EY Parthenon. The analysis covers investment scale, year-over-year growth trends, and sector comparisons between internet-based and non-internet-based education investments.

Key Findings

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0 B USD

Average Quarterly Financing

Combined average financing of internet and non-internet education businesses per quarter

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0 deals

Average Quarterly Deals

Combined average number of deals per quarter across all education sectors

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0 %

Internet EdTech Growth

Year-over-year growth in internet/mobile education businesses (2-year trend)

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0 B USD

EdTech Unicorns Value

Combined estimated value of 22 ed-tech unicorns as of mid-April 2021

Sources of Financing

Investor Types Comparison

Non-Internet/Mobile Education

Governments & Foundations
57%
Private Firms
43%

Internet/Mobile Education

Private Firms & Corporations
97%
Government (PPP)
3%

Geographic Distribution of Top Investors

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United States

17 Internet/Mobile
21 Non-Internet
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China

8 Internet/Mobile
2 Non-Internet
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Canada

0 Internet/Mobile
3 Non-Internet
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Others

5 Internet/Mobile
4 Non-Internet

Emergence of Education SPACs

Special Purpose Acquisition Corporations (SPACs) have emerged as a new financing vehicle for education companies, serving as an alternative to traditional IPOs.

6 Education-focused SPACs
$1.26B Combined size (USD)

Notable Education SPACs (March 2021)

  • Adit EdTech Acquisition Corp.
  • Class Acceleration Corp.
  • Edify Acquisition Corp.
  • EdtechX Holdings Acquisition Corp. II
  • Excolere Acquisition Corp.
  • OCA Acquisition Corp.

Implications & Future Outlook

Rise of Ed-Tech Giants

22 Ed-tech unicorns
$67B Combined value
$14B Total funding received

Global Distribution

🇺🇸 United States 10 unicorns
🇨🇳 China 9 unicorns
🇮🇳 India 2 unicorns
🇨🇦 Canada 1 unicorn

Key Implications

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Global Shift

The integration of global finance and education is accelerating a shift towards increased influence of ed-tech corporations, particularly internet-based and mobile providers.

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New Power Dynamics

Creation of new powerful actors in education with substantial representation from the Global South, reshaping traditional education governance structures.

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Technology Focus

Educational software and technology solutions show resilience and continued growth, even within traditional education sectors.

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Market Maturation

The education financescape is no longer emergent but has developed into one of the most prominent tech investment spaces.

Conclusion

The rapid financialization of education, particularly in ed-tech, is fundamentally reshaping the global education ecosystem. This trend, driven by significant capital flows and the emergence of powerful new actors, will continue to shape global education governance throughout this decade. The increasing influence of ed-tech corporations, often funded by the Global North while operating in emerging markets of the Global South, represents a significant shift in how education is delivered and governed globally.

Citations & References

Primary Sources

1
Verger, A., et al. (2016). The Emergence and Structuring of the Global Education Industry. In The 2016 World Yearbook of Education. Routledge.
2
Santori, D., et al. (2016). Financial Markets and Investment in Education. In The 2016 World Yearbook of Education. Routledge.

Data Sources

3
CB Insights. Investment Database. Various dates, including 2014 data, 5-year trends preceding Q1 2021, 2-year trends since Q1 2020, and investor data. CB Insights Platform.
4
HolonIQ. (March 2021, April 2021). Education market research data, including education SPACs and ed-tech unicorns data. HolonIQ Platform.
5
EY Parthenon. Publicly available market development data and analysis. EY Global.

Research Methodology

This research was conducted following the end of Q1 2021, building upon the work done by authors in The 2016 World Yearbook of Education. The study examines the scale, sources, and destinations of capital flows through financing, M&A, IPOs, and SPACs in the global education financescape over a five-year period.

Data analysis focused on year-over-year growth trends, sector comparison between internet-based and non-internet-based education investments, and identification of main investors based on capital investment amounts and geographic distribution.

About the Research

Author: Alex Makosz

Publication Date: April 2021

Research Focus: Global Education Industry Financialization

Data Period: 5-year analysis preceding Q1 2021