Technology, Media & Telecommunications
PRIVATE EQUITY
Investing in growing technology platforms that enable digital transformation, solve critical business problems, and facilitate global connectivity.
Our technology, media & telecommunications (TMT) strategy focuses on growing mission-critical technology platforms with durable competitive advantages.
We partner with experienced management teams to drive organic growth while identifying acquisition opportunities and supporting product or geographical expansion.
We Invest In
Our TMT investments primarily focus on five subsectors.
FOCUS AREAS
Enterprise Software & SaaS
Software-as-a-Service (SaaS) and enterprise technology platforms delivering mission-critical functionality:
- Vertical and horizontal SaaS solutions across industries
- Business process automation and workflow platforms
- Data analytics and business intelligence software
- Artificial intelligence and machine learning applications
- Cloud infrastructure and platform services
- Compliance and governance solutions
- Data protection solutions
Digital Infrastructure & Connectivity
Essential infrastructure supporting digital communication and data transmission:
- Fiber optic networks and broadband infrastructure
- Data centers and cloud computing facilities
- Wireless infrastructure and tower assets
- Network equipment and telecommunications systems
- 5G infrastructure and related technologies
- IoT platforms and edge computing
Data & Information Services
Businesses providing data, insights, and information to enterprises and consumers:
- Financial and market data platforms
- Business intelligence and analytics providers
- Specialized data collection and aggregation
- Directory and information services
- Digital media and content platforms
- Pricing and procurement intelligence
Cybersecurity
Companies protecting enterprise and consumer digital assets:
- Enterprise cybersecurity and threat detection
- Identity and access management
- Data security and encryption
- Application and cloud security
- Endpoint and IoT security
Media
Businesses that own media rights or advertising mediums
- Out of home (OOH) advertising
- Digital advertising mediums
- Broadcasters and streaming services
- Sports media and media rights
- Music media rights and royalties
- Interactive media and gaming
We Focus Our Investment Strategy On:
Recurring Revenue Models
Prioritize businesses generating predictable, recurring revenue streams
Digital Transformation Tailwinds
Support businesses benefiting from accelerating enterprise digital adoption and digital infrastructure requirements
Competitive Moat Protection
Strong network effects, high switching costs, proprietary data, and differentiated technology
Operational Excellence & Scale
Drive revenue growth, margin expansion, and operational efficiency through support of sales and marketing optimization and operating leverage
TMT investments are at the forefront of digital transformation and innovation. We back companies that are mission-critical to enterprise and consumer operations, partnering with talented teams to grow resilient businesses and unlock long-term value.
SAI DEVABHAKTUNI | Senior Managing Director, Private Equity