TMT

Nossa equipe global de TMT cobre todos os aspectos nas áreas de telecom, mídia e tecnologia – colaborando regularmente de forma internacional com nossos clientes.

  • Comunicação e Tecnologia – Temos profundo conhecimento em tecnologia e telecomunicações e somos consultores reconhecidos no setor, auxiliando fornecedores e investidores a enfrentar seus desafios estratégicos, operacionais e de M&A; bem como órgãos reguladores nacionais do setor.
  • Nossa equipe de Mídia para Negócios e Serviços de Informação possui um forte histórico de trabalho com empresas e investidores globais – de publicações a dados, de conferências a redes, além da expertise nas áreas de educação e treinamento.
  • Nossa equipe de Mídia e Entretenimento conhece essa área de forma ampla, com vasta experiência operacional. Nossos clientes incluem alguns dos principais nomes mundiais em mídia e entretenimento em áreas como televisão, produção e broadcast, literatura e publicação de jornais e revistas. Somos elogiados por nossa paixão, pela maneira como falamos a língua dos clientes e por nossa forma de trabalho em parceria.

Nossa experiência cobre áreas como desenvolvimento de estratégias sustentáveis de longo prazo, incluindo a gestão de mudanças e turnaround. O que sustenta todos esses serviços é nossa abordagem altamente analítica e pragmática no trabalho com nossos clientes.

Nós vivemos e respiramos TMT, trabalhando em domínios de rápida mudança e re-combinação em todo o mundo

Nosso pensamento

terça-feira, 6 de fevereiro de 2024

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.

terça-feira, 26 de setembro de 2023

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.

quinta-feira, 3 de agosto de 2023

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.

quinta-feira, 16 de março de 2023

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.

segunda-feira, 13 de março de 2023

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.

terça-feira, 8 de novembro de 2022

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.

terça-feira, 20 de setembro de 2022

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.

quinta-feira, 28 de julho de 2022

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.

quinta-feira, 17 de fevereiro de 2022

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.

quarta-feira, 2 de fevereiro de 2022

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.

quarta-feira, 19 de janeiro de 2022

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.

segunda-feira, 16 de agosto de 2021

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.

segunda-feira, 29 de março de 2021

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

quarta-feira, 28 de outubro de 2020

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...

terça-feira, 7 de julho de 2020

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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