After years of rapid expansion and innovation, the HealthTech mid-market is undergoing a structural shift. 2025 has marked a clear pivot from fragmented growth to transformational consolidation. According to PwC’s Global Health Industries 2025 mid-year update, global healthcare M&A volumes… Read More »European HealthTech: The Shift from Growth to Scale
This year has seen a subtle but meaningful shift underway in capital allocation: US investors are looking more favourably toward the UK and Europe. One early indicator is the $10.6 billion that flowed into European ETFs in just the first… Read More »US Investors Increasingly Turning to the UK and Europe
As highlighted in our July newsletter, European governments and industries are increasingly targeting high-tech TMT sub-sectors to strengthen defence capabilities and strategic autonomy across the continent. Technology is now the decisive factor in defence spending, making the TMT sector a… Read More »TMT in Defence Tech: AI, Cyber, Quantum and Beyond
US markets have dominated global IPO activity in recent years, attracting European companies with greater liquidity, higher valuations, and more extensive analyst coverage. London, Frankfurt, and Paris have struggled to compete, with London raising only $208 million in the first… Read More »The Track back to European IPOs
The healthcare software sector continues to see consolidation. According to Capstone Partners, deal activity in the healthcare IT sector increased for the third consecutive year in 2024, with over 260 transactions recorded globally.
In May we highlighted the “Silver Tsunami,” the wave of baby-boomer founders preparing to sell their businesses. The pipeline of opportunities is significant, but from our experience advising both entrepreneurs and investors, acquiring the business is often the easier part.
Artificial intelligence is steadily becoming a key tool for SMEs. Rather than grand, enterprise-level deployments, most SMEs find AI’s power in everyday problem solving. A University of St Andrews study from April suggests that AI adoptions could increase productivity… Read More »AI Integration in SMEs
Europe’s technology, media, and telecommunications (TMT) industry is experiencing increased market consolidation. Geopolitical tension and economic fragmentation are pushing major players to join forces, seeking scale, resilient infrastructure, and future-proof digital assets.
Vendor due diligence (VDD) is a sell-side, independent review prepared before deal launch and shared with potential buyers under NDA to provide initial assurance over the information they receive. In the UK mid-market, it can shorten timetables, widen the buyer… Read More »Vendor Due Diligence: Pre-Empting the Red Flags Buyers Always Find
Defence is back as a top priority in Europe, with tech at the core. This allows investors to tap rising budgets and political backing. Those who align with Europe’s strategic goals and navigate the new rules can unlock long-term returns.
