The current interest rate environment, paired with macroeconomic headwinds and geopolitical risk, has spawned a sea change in the way software companies are valued. In this episode of The Insight, Ryan Nolan, global head of software investment banking, describes how the interplay of these factors has created a fundamental shift across the sector – and ultimately, an entirely new operating environment for software companies.   

As a result, Nolan expects an M&A supercycle to emerge in order to meet evolving investor appetite – including mega-cap companies focused on strategic acquisitions, restructuring in private markets and more.

Source: FactSet