TMT
Our global TMT team covers all aspects of Telecoms, Media, and Technology – regularly collaborating internationally for our corporate, investor and financing clients.
- Our Media Entertainment and Consumer Internet team knows media and entertainment inside out, with operating experience right across our team. Our clients include some of the world's biggest media and entertainment brands in areas including television, broadcast and production, book, newspaper and magazine publishing. They tell us they like our passion, the way we talk their language and work with them hand-in-hand.
- Our Business Information Services & Media team has a strong track record working with corporate and investors globally on all areas of business media – from publications to data, conferences, networks, and education and training.
- Technology - We bring deep commercial and financial insight to a fast-changing sector, where we are widely recognised as a leading advisor to vendors and investors on the strategic, operational and M&A issues they face.
Our experience covers all areas from devising long term, sustainable strategies to delivering value and turnaround at a business level. We are renowned for our highly analytical but pragmatic approach to working with our clients.
We live and breathe TMT issues, working across fast-changing and re-combining domains around the world
Our Thinking
Cybersecurity’s next winners – Specialist Service Partners and MSPs/VARS
Cyber security is notoriously high-growth and acyclical so it rightly attracts significant attention from investors. However, the space is increasingly complex and rapidly changing - the goalposts keep moving for traditional business models and while some will come under pressure, others are especially well placed to win going forward.
The next wave of Digital Marketplaces
In our second marketplaces annual report, we’ve conducted a major study of the world's top 250 digital marketplaces by gross merchandise value (GMV) to understand how they’ve been evolving in a post-pandemic area.
Mind the Gap
Structural skill gaps faced by businesses today are driving a change in approach to learning and development (L&D), fast. This includes both what the learning goals are, as well as how that learning occurs. A number of key human capital challenges - low productivity, difficulties recruiting & retaining talent, alongside a shortening tech cycle – and a need to drive mission-critical digital transformations are putting skill development at the top of the C-suite agenda.
Generative AI in Consumer Media & Internet
We all know that Gen. AI is the most disruptive innovation since the birth of the internet – the question is, what does that mean for your business? There are an ever-growing number of ways Gen. AI can be deployed in consumer media. These can present valuable opportunities for those to deploy it to their advantage, but it can also pose an existential threat to some businesses unless they act fast.
From rags to riches
Fifteen years ago, when we heard the word ‘second-hand’, car boot sales and charity shops sprung to mind. Today, it’s come to mean something very different. The second-hand goods market (outside of China) is worth $180bn, dwarfed by the second-hand market for autos, but still as large as the GDP of Greece. This growth began with the internet, but it was the shift to online marketplaces that revolutionised the sector.
Investing in Sport: A Slam Dunk?
Sport is a vast, complex market – and it will continue to grow. With evolving fan behaviours, increasing demand for rights and technological innovation driving growth, the industry is expected to surpass $800bn by 2027. There are many areas of untapped potential, as well as growth hotspots, ranging from OTT streaming services to gambling, gaming and eSports.
Sound Investing
Music is roaring back as an asset class. In our latest insight we explore the value chain and industry structure, identify key trends shaping the market and unpick investment opportunity areas.
Investing in Winners
The world faces a monumental challenge over the next decade in order to avoid more than 1.5C of warming and there’s increasing recognition of the crucial role that technology and software must play in enabling this decarbonisation.
Succeeding in a squeeze
With inflation at its highest rate in over 40 years, and consumers reassessing their spending, businesses will have to work harder – and smarter – for the money in people’s pockets.
Private Equity & Transactions 2021
2021 was a record year for transactions globally – as activity remained exceptionally strong despite the ongoing challenges of the COVID pandemic, global supply chain issues and the challenges of rising inflation and energy prices during the year.
Making Direct Contact
The traditional barriers between consumers and content producers are breaking down. To remain relevant in the future, all broadcasters require a strategy and operating model to manage the shift to direct-to-consumer (D2C) across the industry.
Trading Places
Just fifteen years ago, the biggest threat to traditional commerce was the internet. Brands that were quick to launch transactional websites (and later apps) emerged as victors. Now those same brands face losing out to the emerging dominance of online marketplaces – the disruptor has become the disrupted.
Investing in the News: opportunities in a challenged market
The news industry – and TV news in particular – is a strange place to invest on face value. Nevertheless, there are opportunities for investment as incumbents seek to evolve to keep hold of their audiences, and outsiders seek to disrupt.
Facebook Marketplace
Facebook Marketplace represents one of the most widely publicised and credible threats to traditional classified business models to have emerged in recent years
Into the vortex
The most critical trend we observe today in software companies is a growing tendency for SaaS ‘power brands’ to keep on winning. Here's the secret to their success...
B2B Pricing with COVID-19
Lockdowns have had huge immediate impact on business activity with great uncertainty on when “normality” will return, combined with the prospect of a longer-term recession. Many companies are facing severe short-term pressures, and understandably look to pass this on to their suppliers via price negotiations. So how should B2B companies think about reacting to pricing pressures?