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Sector 09 / Technology

SaaS-oriented business models, and the platforms underneath them.

Software and IT services, hardware, telecommunications, semiconductors, consumer electronics and internet services.

Sector overview

Distinct segments, and an accelerating pace of development.

The technology sector encompasses software and IT services, hardware manufacture, telecommunications infrastructure, semiconductors, consumer electronics, and internet services and e-commerce.

The pace of technological development is accelerating. AI and machine learning are transforming how businesses operate, from predictive analytics and automation through to personalised customer experience, and companies across a broad range of industries are making significant investments in them to gain a competitive edge. The return on that investment tends to rest on data architecture, since a model is limited by the data an organisation has captured, structured and made available to it, and much of the work of an AI program goes into that foundation.

The shift to cloud computing is redefining IT infrastructure, offering scalable and cost-effective options for storage, processing and deployment. As the volume of data held electronically expands, cybersecurity has become a first-order priority rather than a technical one.

Market forces

The forces shaping the sector.

Most businesses can only afford to lead on two of these, so the question is usually which two.

01

AI and machine learning

Predictive analytics, automation and personalised experience, with the return resting on the data architecture beneath them.

02

Cloud computing

Scalable, cost-effective storage, processing and deployment, redefining IT infrastructure.

03

5G and connectivity

Faster networks enabling IoT, autonomous vehicles and smart cities.

04

Cybersecurity

Rapid growth in data held electronically, and demand for advanced protection with it.

05

Decentralised technologies

Blockchain explored well beyond currency, from supply chain to secure digital identity.

06

Sustainability and green tech

Renewable energy, energy-efficient data centres and lower-impact technologies.

Selected client examples

Financial modelling, growth strategy and due diligence for platform and payments businesses.

Named clients are withheld. Each of these ran with a small, senior team working alongside the client’s own people.

Financial modelling

Booking platform

Financial modelling and forecasting.

  • Commercial analysis of key financial drivers and outlook
  • Development of a strategic forecasting model
  • Support for the sale of the platform

Growth strategy

Digital payments

Growth strategy.

  • Development of a growth strategy, including new market sector assessments and digital marketing capability
  • Execution support for the growth strategy

Due diligence

PropTech platform

Commercial due diligence.

  • Market research into key commercial drivers
  • Strategy development and execution support

Starting a conversation

Schedule a call.

A 30 minute discussion. We review your current strategy process and identify near-term execution opportunities.

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