Chris Perry, Co-lead of Bain's private equity TMT practice, shares his insights on the tech sector's recovery and the impact of AI. He discusses the cautious optimism surrounding recent big-ticket deals and ongoing valuation challenges. The conversation dives into the complexities sellers face in asset sales, balancing profitability with growth, and the strategic mindset needed for success. Perry emphasizes the dual role of AI as both a challenge and an opportunity, urging tech investors to adapt and innovate to stay competitive in this evolving landscape.
