Industry Insights | Stax
Learn About the Latest Trends, Topics, and Issues in Business and Management
Software and Technology
Stax experts Marc Malott and Athul Ravunniarath share Stax's experience in evaluating clients AI integration efforts, as well as several key areas SaaS companies can benefit from AI. Learn more.
The increasing number of EVs, alongside tech advancements and government programs, has led to a surge in popularity for EVs with drivers (and investors). Click to learn more.
Joe Anderson, Associate Director at Stax, expands upon Software 2.0, a new type of software that, according to its creator, Andrej Karpathy, “is written in [a] much more abstract, human-unfriendly language".
Healthcare
Stax hosted investment professionals from healthcare-focused private equity firms in New York to discuss investment themes in specialty-specific practice management / EHR software. The event was co-sponsored with investment banking advisory firm Evercore and regulatory and reimbursement advisory firm Farragut Square Group. The discussion was facilitated by Stax Healthcare group lead Rob Larson. Demand for purpose-built specialty practice management software has grown over the last ~5-10 years as these solutions continue to take share from large incumbents with limited specialty workflows. Private capital deal activity has supported growth and innovation as there is a broad range of strategies to pursue by software type or medical specialty. Stax’s breakfast briefing took a deeper look at considerations for evaluating investment in the space, including common pitfalls we’ve seen supporting transactions over the years. In addition, Evercore provided recent transaction history and valuation multiples, as well as identifying assets expected to come to market in the next 12-24 months. Further, Farragut Square Group added commentary covering regulatory considerations, including reimbursement expectations and their potential implication to investment strategies. The discussions covered the following topics:
Stax has witnessed several trends in patient support services, including the emergence of data-focused solutions amongst other factors. Click to learn more about the trends we are seeing patient support service investments.
Pharmaceutical companies are seeking ways to modernize their practices, whether it be through improving sales models or utilizing cutting edge technology. Click here to learn more.
Business Services
Stax Associate Director Ben Bugg has observed an increase in consolidation in the U.K. accounting services sector and emerging trends as smaller firms merge “upwards”. Learn more.
Stax believes there’s a strong growth trajectory for both domestic and global PEOs, despite investors struggling to unpack the market and business risks. Learn more.
Post-pandemic B2B event subvention strategies White Paper published by AMR International featured by CMW.
Industrials
Stax experts Joel Slater and Sam McCabe share their insight on the market and value chain for waste management/recycling and how to approach the investment landscape.
Stax Managing Director Phil Dunne shared his thoughts with Electrical Apparatus, a digital magazine, about the future of EVs. Read more.
Blockchains have created a unique opportunity for the production and handling of goods. Click here to learn about the value and efficiency blockchains provide.
Consumer Products and Retail
A diversifying U.S. population and consumer preferences have spurred the growth of international foods in the U.S. market. Stax Associate Director Shoaa Ansari highlights changing trends and demand in the market. Learn more.
Stax experts Dhruv Yadav and Sameer Tejani share their insights into the changing dynamics within the traditional gym market, and its implications for investors interested in entering this space.
In the dynamic landscape of retail and consumer packaged goods (CPG), retailers and brands alike have been adopting increasingly sophisticated analytic tech stacks to optimize business operations. As a result, shelf intelligence solutions are emerging as a key area of interest. Shelf intelligence solutions can supplement and contextualize the insights offered by other layers of retail and CPG firm tech stacks. In addition, they provide granular, and in some cases, real-time insight on shelf activity and customer behaviors that can supplement other data and analytics solutions employed by both retailers and CPG brands. For example:
Events
In this three part series, Stax experts Athan Siah and Harry Stuart dive into customer closeness and how investors can develop insight into participant objectives when assessing B2B event organizers. Read more.
Stax Events industry experts Carole Boletti and Athan Siah share five reasons they believe you should invest in the events ecosystem. Click here to learn more.
As the events industry evolves, AI is a tool that will enhance the value proposition for participants while also delivering benefits to organisers. Learn more.