IMAP Germany AI PE Survey
Investor sentiment regarding current AI topics in relation to software investments
IMAP Germany recently conducted a survey among 30 financial investors on their current investment behavior in the software sector, particularly in light of the ongoing discussions around AI.
The overall sentiment is very positive: investors see numerous opportunities in the current market environment and remain actively looking for attractive companies. It is particularly interesting to see the strong interest in selected software subsectors, which are currently attracting significant attention from investors. For the coming months, respondents also expect a stable and consistent deal flow in the software market.
If you would like to dive deeper into the results, feel free to join our webinar next Wednesday at 10:00 AM. You can register by email at [email protected]
Plase download the full report with all insights here.
Jurgis V. Oniunas
IMAP Chairman
At the start of the year, the outlook for Q1 was highly optimistic, with expectations of slowing inflation, lower interest rates, and improving growth projections. Unfortunately, we live in interesting times. Early in the year, speculation around the disruptive impact of AI on traditional SaaS business models triggered a significant revaluation in parts of the Software sector. More recently, escalation in the Middle East conflict has introduced fresh volatility – pushing oil prices higher, adding upward pressure on inflation, and creating supply-chain uncertainties. While it is too early to tell how these new shocks will eventually affect the global M&A market, we can be sure that our dealmakers around the world are on the ground every day – negotiating, re-evaluating, adjusting positions, and adapting to whatever the environment throws at them to deliver the best outcomes for their clients. They’ve done it for over 50 years, and that’s exactly what they’ll continue to do, no matter the conditions.
