TMT

我们的全球TMT团队涵盖电信、媒体和技术的各个方面,经常与公司、投资者和融资客户开展国际合作。

  • 我们的 媒体娱乐和消费者互联网 团队对媒体和娱乐业有深入全面的了解,所有团队成员都具备运营经验。我们的客户包括全球最大的媒体和娱乐品牌,涵盖电视、广播和制作、书籍、报纸和杂志出版业。客户欣赏我们的热情、高超的理解和沟通能力以及与他们携手合作的方式。
  • 我们的 商业信息服务和媒体团队 在商业媒体的所有领域与全球企业和投资者合作,涵盖出版物、数据、会议、网络教育和培训,业绩卓著。
  • 通信和技术 -我们为快速变化的通信和技术行业带来了深刻的商业和金融洞察力。在这一领域,我们被广泛认可为供应商和投资者在战略、运营和并购问题上的领先顾问。

我们拥有全方位的经验,其中既有长期、可持续的战略设计,也包括在业务层面实现价值和转变。我们与客户的合作方式兼具高度分析性和务实性,并因此而闻名。

我们熟悉并理解TMT行业,在世界各地面向快速变化且不断组合的各种领域开展工作

我们的思考

2024年2月6日

Cybersecurity’s next winners – Specialist Service Partners and MSPs/VARS

Cyber security is notoriously high-growth and acyclical so it rightly attracts significant attention from investors. However, the space is increasingly complex and rapidly changing - the goalposts keep moving for traditional business models and while some will come under pressure, others are especially well placed to win going forward.

2023年9月26日

Mind the Gap

Structural skill gaps faced by businesses today are driving a change in approach to learning and development (L&D), fast. This includes both what the learning goals are, as well as how that learning occurs. A number of key human capital challenges - low productivity, difficulties recruiting & retaining talent, alongside a shortening tech cycle – and a need to drive mission-critical digital transformations are putting skill development at the top of the C-suite agenda.

2023年8月3日

Generative AI in Consumer Media & Internet

We all know that Gen. AI is the most disruptive innovation since the birth of the internet – the question is, what does that mean for your business? There are an ever-growing number of ways Gen. AI can be deployed in consumer media. These can present valuable opportunities for those to deploy it to their advantage, but it can also pose an existential threat to some businesses unless they act fast.

2023年3月16日

From rags to riches

Fifteen years ago, when we heard the word ‘second-hand’, car boot sales and charity shops sprung to mind. Today, it’s come to mean something very different. The second-hand goods market (outside of China) is worth $180bn, dwarfed by the second-hand market for autos, but still as large as the GDP of Greece. This growth began with the internet, but it was the shift to online marketplaces that revolutionised the sector.

2023年3月13日

Investing in Sport: A Slam Dunk?

Sport is a vast, complex market – and it will continue to grow.  With evolving fan behaviours, increasing demand for rights and technological innovation driving growth, the industry is expected to surpass $800bn by 2027. There are many areas of untapped potential, as well as growth hotspots, ranging from OTT streaming services to gambling, gaming and eSports.

2022年11月8日

Sound Investing

Music is roaring back as an asset class. In our latest insight we explore the value chain and industry structure, identify key trends shaping the market and unpick investment opportunity areas.

2022年9月20日

Investing in Winners

The world faces a monumental challenge over the next decade in order to avoid more than 1.5C of warming and there’s increasing recognition of the crucial role that technology and software must play in enabling this decarbonisation.

2022年7月28日

Succeeding in a squeeze

With inflation at its highest rate in over 40 years, and consumers reassessing their spending, businesses will have to work harder – and smarter – for the money in people’s pockets.

2022年2月17日

Private Equity & Transactions 2021

2021 was a record year for transactions globally – as activity remained exceptionally strong despite the ongoing challenges of the COVID pandemic, global supply chain issues and the challenges of rising inflation and energy prices during the year.

2022年2月2日

Making Direct Contact

The traditional barriers between consumers and content producers are breaking down. To remain relevant in the future, all broadcasters require a strategy and operating model to manage the shift to direct-to-consumer (D2C) across the industry.

2022年1月19日

Trading Places

Just fifteen years ago, the biggest threat to traditional commerce was the internet. Brands that were quick to launch transactional websites (and later apps) emerged as victors. Now those same brands face losing out to the emerging dominance of online marketplaces – the disruptor has become the disrupted.

2021年8月16日

Investing in the News: opportunities in a challenged market

The news industry – and TV news in particular – is a strange place to invest on face value. Nevertheless, there are opportunities for investment as incumbents seek to evolve to keep hold of their audiences, and outsiders seek to disrupt.

2021年3月29日

Facebook Marketplace

Facebook Marketplace represents one of the most widely publicised and credible threats to traditional classified business models to have emerged in recent years

2020年10月28日

Into the vortex

The most critical trend we observe today in software companies is a growing tendency for SaaS ‘power brands’ to keep on winning. Here's the secret to their success...

2020年7月7日

B2B Pricing with COVID-19

Lockdowns have had huge immediate impact on business activity with great uncertainty on when “normality” will return, combined with the prospect of a longer-term recession. Many companies are facing severe short-term pressures, and understandably look to pass this on to their suppliers via price negotiations. So how should B2B companies think about reacting to pricing pressures?

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