THE LATEST IN TMT M&A

Global trends, AI incidents and impact, and the road ahead

Global technology, media and telecommunications (TMT) M&A became more selective in the third quarter, as deal volumes eased across North America, Europe and Latin America while activity strengthened in Asia Pacific.

Strategic acquirors remain active and cross-border transactions continue to support consolidation. AI is increasingly shaping what buyers pursue and how they assess value, with proprietary data and technology embedded in customers’ workflows drawing particular interest.

In this issue:

AI and software
Why proprietary data and deeply embedded workflows matter to valuations.

IT services
Early signs of recovery as companies seek help putting AI to work.

Agritech
Why farm economics and practical adoption determine which tools can scale.

Sportstech
How exclusive data, recurring revenue and private equity are shaping deals.

Cybersecurity
Why AI agents are putting identity and access solutions in focus.

Read our Spot On

Talk to our TMT team

Joanna Stone New York, United States
Partner
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Jan P. Hatje Hamburg, Germany
Managing Partner
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Bart Delusinne Brussels, Belgium
Managing Director
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Frederik van der Schoot Amsterdam, Netherlands
Managing Partner
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John Farrugia London, United Kingdom
Principal
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John Matthews New York, United States
Senior Advisor
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Richard Glosser New York, United States
Managing Director
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Scott McInnes Melbourne, Australia
Managing Director
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Tarcisio Borges São Paulo, Brazil
Partner
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A selection of closed TMT transactions

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Oaklins hosts an ongoing series of webinars focused on different TMT-related themes — stay tuned for details of our upcoming sessions, and watch the full recordings of past events in our library here.

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