Sector spotlight: Deep dive into TMT and the AI investment opportunity
Current economic conditions will continue to affect technology investments and valuations after the mid-2021 boom, although opportunities in this downturn remain present, most notably in areas such as cybersecurity, data analytics, and automation. Indeed, valuations of generative AI companies have been on the rise, although the potential of AI to disrupt the private markets remains a potential cause for concern. Our group of experts and investors will discuss the latest dealmaking trends in the sector and how they are continuing to capture opportunities for long-term strategic growth.
- What have been the main drivers of TMT deal flow, from cybersecurity to software?
- Will the sector see an increase in bolt-on acquisitions and further consolidation in the industry?
- How are GPs using AI internally to maximize operational efficiencies such as through investment diligence and predictive analytics? How can fund managers tap into the AI opportunity set?
- What are the potential dangers of AI disruption on the private markets?
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