Jan 9, 2025

The Tech M&A Podcast presents insights into the 2025 market, highlighting key trends and research findings. The conversation covers the CEO's perspective on market dynamics, the top disruptive technology trends shaping the industry, and a comprehensive annual report on tech M&A activities across various sectors. This conversation delves into the latest trends and activities in mergers and acquisitions across various sectors, including financial technology, education technology, healthcare, manufacturing, and cybersecurity. It highlights significant deals, valuation trends, and the impact of emerging technologies like generative AI on the market. The discussion also emphasizes the importance of data utilization and the evolving landscape of blue collar software, alongside strategic considerations for M&A targets in 2025.

• Tech M&A is expected to set records in 2025, especially for privately held companies.
• The youngest baby boomers reaching 60 will drive more tech company sales.
• Education on Tech M&A is crucial for success in the market.
• Gen-AI enablement is the top disruptive trend for 2025.
• People-centric productivity tools are in high demand due to workforce changes.
• Actionable analytics technology is essential for better decision-making.
• Value chain intelligence is critical for maintaining data integrity across processes.
• Embedded cash flow opportunities are expanding in the tech sector.
• Focused managed services are increasingly attractive to buyers.
• The health tech continuum trend emphasizes the need for unified patient data management. M&A activity in financial technology is on the rise with significant acquisitions.
• The EdTech sector is seeing increased investment and consolidation.
• Healthcare technology is becoming a focal point for M&A as companies seek to enhance their offerings.
• Manufacturing and not-for-profit sectors are experiencing notable acquisitions.
• The internet sector is witnessing a surge in revenue valuations and EBITDA multiples.
• Infrastructure sector valuations are rising, indicating strong market interest.
• Cybersecurity acquisitions are critical as companies bolster their defenses against threats.
• Gaming and cloud services are emerging as key areas for investment and growth.
• Generative AI is a pivotal trend that companies must navigate in 2025.
• Blue collar software presents unique opportunities for technological advancement and workforce training.

00:00 Introduction to Tech M&A Podcast

01:19 CEO Insights and Market Overview

07:05T op 10 Disruptive Technology Trends for 2025

20:26 Annual Tech M&A Research Report Overview

33:09 Mergers and Acquisitions in Financial Technology

35:54 Trends in EdTech Acquisitions

37:17 Healthcare Technology M&A Activity

39:08 Acquisitions in Manufacturing and Not-for-Profit Sectors

40:46 Growth in Internet and Real Estate Market Valuations

42:32 Infrastructure Sector Valuations and M&A Trends

44:52 Cybersecurity and Threat Intelligence Acquisitions

46:44 Emerging Trends in Gaming and Cloud Services

49:02 Key Trends for 2025: Generative AI and Data Utilization

56:12 Blue Collar Software and Value Chain Intelligence

01:00:59 Strategic Partnerships and M&A Target Characteristics