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2026-02-21 01:00:56
[Apollo: Private Equity Industry to Face Deep Adjustment in Software Investment] David Sambur, co-head of private equity at Apollo Global Management, stated that acquisition firms are facing a major reshuffle in the software industry, as the market previously failed to fully anticipate the disruptive impact of technologies such as AI on the software sector. "Until recently, the market has only realized that a concentrated adjustment is imminent in software investment… If one had remained rational in 2022, this trend would have already been evident." As investors reassess the profitability models and long-term growth expectations of software companies, the industry needs to prepare for the upcoming valuation restructuring.
