Category: Blog

  • H1 2024 Tech Update

    H1 2024 Tech Update
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    H1 2024 Tech Update By Cavendish “2023 posed significant challenges for technology companies, who had to adjust their valuation expectations amidst increased investor caution. However, in H1 2024, demand and investor interest have bounced back. Private equity firms, armed with larger funds, now have substantial capital to deploy. Rising share prices have also boosted strategic…

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  • Cavendish Tech Chat | We love regulation

    Cavendish Tech Chat | We love regulation
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    Cavendish Tech Chat | We love regulation “The three certainties in life are death, taxes, and regulation. Invest in companies that make monitoring of, and compliance with, regulation, effortless.” For anyone who’s ever had to deal with older property leases, you’ll be familiar with quarter days, which were the traditional rent due dates: Lady Day,…

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  • Consumer Quarterly Report Sub-Sector in Focus: Beauty And Personal Care

    Consumer Quarterly Report Sub-Sector in Focus: Beauty And Personal Care
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    Consumer Quarterly Report Sub-Sector in Focus: Beauty And Personal Care Welcome to the latest Cavendish Quarterly Consumer Note. This quarter we have a special focus on the Beauty and Personal Care sector. Our report offers an M&A perspective on key themes impacting operators and investors in the consumer sector. Specifically, we’re highlighting the resilience of…

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  • Cavendish Tech Chat | CES – Artificial Irrelevance?

    Cavendish Tech Chat | CES – Artificial Irrelevance?
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    Cavendish Tech Chat | CES – Artificial Irrelevance? The supposed zeitgeist of the tech world is CES, a glitz-and-glam tech conference in Las Vegas, which started as the Consumer Entertainment Show and now fills the side columns in the newspapers when there isn’t much else going on. Sometimes, looking back at old CES articles is…

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  • Consumer Quarterly Report Sub-Sector in Focus: Hospitality

    Consumer Quarterly Report Sub-Sector in Focus: Hospitality
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    Consumer Quarterly Report Sub-Sector in Focus: Hospitality We are delighted to present the latest edition of the Cavendish Quarterly Consumer Note, with M&A insights into the key themes shaping the landscape for operators and investors in the consumer sector. At the macro level, our focus remains on critical factors such as inflation, interest rates, and…

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  • Cavendish Tech Chat | A winter in AIM

    Cavendish Tech Chat | A winter in AIM
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    Cavendish Tech Chat | A winter in AIM Is winter here? Or is winter still coming? Love it or hate it, Guy Fawkes has been burnt, Michael Bublé is about to reappear and the rip off that is Winter Wonderland opens a week today While we have become battle-hardened over the last year, the inevitable…

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  • Cavendish Tech Chat | Got not gotten

    Cavendish Tech Chat | Got not gotten
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    Cavendish Tech Chat | Got not gotten Things that seem permanent do change; and I have to remind myself that pronunciation, which I can get pointlessly uptight about, is a good example. Knife and Knight used to have their Ks pronounced; alarum was refined to alarm, and murther became murder, with the standardisation of the…

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  • Better boards for growth companies

    Better boards for growth companies
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    Better boards for growth companies We are pleased to share our latest report – Better boards for growth companies, written in conjunction with the Quoted Companies Alliance. The report is based on a study, which surveyed over a hundred Non-Executive Directors (NEDs) of smaller quoted companies. Our survey gathered insights from the NED community regarding…

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  • Which businesses should keep an eye on water scarcity?

    Which businesses should keep an eye on water scarcity?
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    Which businesses should keep an eye on water scarcity? Which businesses should keep an eye on water scarcity? Growing levels of water scarcity pose a significant risk to businesses and the broader economy – it has been estimated that business-as-usual levels of water productivity and economic growth will increase the likelihood of water-related production shortfalls…

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  • Private Equity Outlook April 2023

    Private Equity Outlook April 2023
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    Private Equity Outlook April 2023 Despite a decline in activity in 2022, the UK remains an attractive location for M&A, particularly in energy, technology, and healthcare sectors. Private equity investment is expected to continue driving M&A growth during 2023, and the market is expected to remain relatively slow in the first half of the year,…

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