Our team has experience of working in a huge number of sectors and has over 100 years commercial deal experience. The areas shown on the left cover those markets in which we believe have deep proprietary expertise.
TMT as a sector covers a wide canvass, that said we focus on particular verticals; application software, e-commerce, affinity or subscription business models, B2B media information/publishing and telecoms or businesses within the sector which are disruptive. We look for business with strong intellectual property claims, strong brand perhaps in an unrelated sector or which are the "go to" business in the markets in which they operate or in some other way have a defensible market position or proposition and able to command high margins.
We regularly conduct top-down research within the wider TMT sector, to continue to identify and assess further repeatable investment themes where we can invest our time to develop proprietary expertise.