IT and media
IT
The IT sector is a dynamic one in which the constant evolution of technology provides a ready source of new opportunities. Moreover, because supply and demand are often out of balance as new applications take off, businesses in this sector with the right capabilities can grow rapidly. This dynamism is underpinned by a range of business models, from licensing, support and software to outsourcing and managed services. These models can be highly scalable and deliver strong and predictable cash generation for companies that successfully build up broad customer bases.
Our investment team:
- Works with a broad range of IT business models, from niche applications to IT services
- Draws on expertise with key industry verticals that use IT products and services (such as Healthcare) to optimise growth strategies
- Has helped many IT companies sharpen and shape their marketing messages, and complement the business case for their products or services among end users
- Can help you transform your business model, develop your offering, expand your presence and increase the value of your company without the undue pressure of an AIM deal
IT industry prospects:
We can help IT companies exploit these and other opportunities:
- Acquisition opportunities are more attractive as previously overvalued companies experience price corrections in the economic downturn
- For IT products, the shift from application to service models continues; the service model incurs fewer start-up costs and can be easier to market
- More corporate clients are outsourcing IT services to reduce their own cost bases
- Security issues are becoming increasingly more important as IT service models become the norm
Media
For the fast-moving Media sector, ISIS has extensive investment experience in related Business Services and Consumer enterprises, including broadcast and digital PR, marketing services, and other online businesses.
Media industry prospects:
The Media sector as a whole continues to experience fundamental structural changes, to say the least:
- The Internet is completely changing the way content is programmed and distributed
- The cost of publishing content online has decreased enormously
- In advertising, it's becoming more difficult to identify user groups as it becomes harder to track when, what and how consumers take in content
- It's unclear what role regulation will play in the future for online media
- Print media faces a legion of challenges due to its limited format and online competition
- Privacy, security, and verification of information online continue to raise challenges