• Screenshot 2025 06 24 095727Despite recent economic and geopolitical uncertainty, the long-term outlook for B2B software remains positive with embedded, mission-critical systems creating resiliency across economic cycles.
  • Economic and market volatility has resulted in fewer platform investments with sponsors instead leveraging debt capital markets for strategic add-on acquisitions and dividend recapitalizations.
  • Looking toward the second half of the year, a combination of economic clarity and continued demand from sponsors with incredibly high levels of dry powder is expected to contribute to a more robust software deal market.

 

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