Sageview Capital’s Post

As I’ve noted previously, the disruptions and uncertainty facing private markets do not mean there is a lack of opportunity for management teams or #growthequity investors. Smart players on both sides are already recognizing how to harness a handful of key tailwinds to drive value creation and generate dealflow – check out this Forbes article by Sageview Partner Jeff Klemens for an eye into the signals pointing to a strong 2024.

How generative AI is transforming the private equity landscape

The tech M&A pendulum tends to swing back and forth from SaaS to IT services periodically. IT services once again became a major player in 2023, but industry experts expect SaaS to be more in focus in 2024. The rise of Generative AI products, combined with significantly large amounts of dry powder will likely place focus on this sector in the coming months. Digitalisation is still high on the strategic agendas of many companies as they seek to innovate and adapt in response to, and to take advantage of, disruptive technologies. However deal makers will need to get used to the new normal of high interest rates for at least a while longer, which is expected to maintain increased cost of debt for potential dealmaking. Securing M&A-related financing in the US is expected to become more difficult in 2024, suggesting that complex financing structures may continue to be required at least in the short- to mid-term, and that the private equity funds may keep their powder dry until monetary policy in the US relaxes. #mergersandacquisitions #costofcapital #inorganicgrowth #SaaS #technologyservices

Demand around intelligent automation continues to grow as large market leaders pledge significant investments in #artificialintelligence and private equity firm execute roll-up strategies. Learn more about the M&A dynamics for the #IA industry in our latest update. Nas Chobanov, Ben Elasy, Johnny Lindsey

An overview of what impacted the SaaS ecosystem this year and what's in store for 2024! What interested you this year?

If you weren't aware, Concentrix partners with many verticals: Automotive Consumer Electronics Energy & Public Sector Healthcare Services Media & Communications New Economy & Startups Retail & eCommerce Technology But here's an article on specifically the Banking, #Financial Services & Insurance industry and how we use #generativeai to help them serve their purposes best. #designbuildrun #cxstrategy

Are you looking to enhance your client offerings and differentiate your practice? Join us for our upcoming webinar: Implementing Alternatives: Bringing Value to Your Clients through Private Market Offerings. The growing demand among investors for private market investments, driven in part by the resilience of private asset classes, diversification opportunities, and historical outperformance, has more advisors seeking opportunities to expand their offerings into asset classes such as private equity, venture capital, and private credit. Join us on Thursday, November 9th, at 11 am ET for Implementing Alternatives: Bringing Value to Your Clients through Private Market Offerings. During the session, we'll be discussing: ➡ The benefits of adding private market investments to your client's portfolios ➡ Existing solutions vs. the modern investment experience ➡ Reporting on private market investments ➡ Practical steps and timeline for adding private market investments to your clients' portfolios Register below to secure your spot, or sign up to receive the recording after the session. We hope to see you there! #webinar #privatemarkets #RIAs #advisors

🚀 Are you ready to revolutionize #wealthmanagement? Dive into these crucial questions guiding firms towards leveraging #GenAI effectively. From automation priorities to staying ahead in emerging tech, these insights pave the way for success. Read the full article ➡ https://lnkd.in/dqQ6-Q_a

Is it Big Tech hype or merely a reflection of short-term investor perspectives? Companies should prioritize resilience and long-term growth over share price fluctuations and the pressures of delivering unsustainable quarterly earnings. Good things take time.

"Looking at GenAI through that lens can inform the characteristics of the companies and industry segments that recognize it as a strategic enabler to the business early on. More important, it offers a consistent way to track the impact of GenAI on business and financial performance over time. As GenAI and LLM applications become an embedded part of a business, the only way to measure its impact will be by looking at its impact on overall business outcomes." Karen Webster writes about why measuring the ROI of transformative tech like GenAI is so hard. Read her full piece on PYMNTS: https://lnkd.in/eVVwKHke