The Impact of AI on Custom Software Development

AI is radically transforming custom software development, but not in the way people often think. The key point is not that developers are being replaced en masse, but that the economic logic of software companies is changing. McKinsey has already concluded that software developers can perform certain tasks up to twice as fast using generative AI. Those gains are primarily in documentation, code generation … Read more

The Overall Development of Private Equity in the IT Sector

Private equity remains one of the key drivers of deal activity in the IT sector, but the rules of the game have changed. Bain reports that the buyout market will still have significant dry powder at its disposal in early 2025: although the volume of uninvested capital fell slightly from USD 1.3 trillion to USD 1.2 trillion, the share of “old” dry powder—four … Read more

Increasing Deal Activity & Rising Valuations: Cybersecurity as a Hotspot for M&A 

The cybersecurity sector is one of the most dynamic markets today. Growing cyber threats, digitalization, and stricter regulations (including NIS2) are making security a strategic priority. This is reflected in an explosive surge in merger and acquisition (M&A) activity. While 2024 already showed signs of recovery, 2025 confirms that the market is moving full steam ahead. For entrepreneurs, this is the perfect time to … Read more

Is AI putting pressure on SaaS valuations? Not everywhere. 

Larry Fink warns that AI could become the next crisis for the new generation of workers. “AI is changing at a rapid pace, and we’re not adapting fast enough,” said the CEO of BlackRock, the world’s largest asset manager. For several years now, SaaS companies have been the holy grail in M&A when it comes to added value and high valuations. Yet that seems to be changing. Or is it … Read more

One-on-one processes: how a transaction that seems quick and simple often takes longer 

We see this happen regularly in the market: an entrepreneur who has been approached by an investor or a strategic partner. They sing each other’s praises, talk about a quick deal, and everything seems to be going smoothly. In practice, however, things turn out to be more complicated: requests for information keep piling up, speed turns into delays, and in the worst-case scenario, one party pulls out. … Read more

Longer M&A Processes: How Entrepreneurs Can Stay in Control 

A well-known data room provider recently issued a statement: “Deals are taking 23% longer.” This comes as no surprise to anyone active in the M&A market. Whereas transactions used to be completed in nine months, twelve months is now the rule rather than the exception. The market is in flux, and as a result, buyers perceive greater risk, even though … Read more