Analysis of the software industry and private equity deal activities

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

Exploring the current and future trends in the software industry, including increased software spending, more deal activities, and a rise in private equity deal volume. The chapter also covers the dynamics of technology firms owned for longer periods and the competition in seeking optimal risk-adjusted returns.

Enterprise software is a sector with a lot to love if you’re a private credit investor: long-term contracts and sticky customers.

But how will AI impact software companies? And what is the growth outlook in the sector, which has had a tough time over recent years?

In this week’s episode of Cloud 9fin, private credit reporter Peter Benson and Oliver Thym, a partner on Thoma Bravo’s private credit platform, drill down into the value proposition of enterprise software and explain why private credit still can’t seem to get enough of SaaS.