The Megabuyte CEOBarometer Podcast

January 2021 - Company Financials & Trading Update: Stock market highs, a record month for corporate activity, resilience becomes confidence and the arrival of SPACs.

January 2021 - Markets & Deals Update: Stock market highs, a record month for corporate activity, resilience becomes confidence and the arrival of SPACs.

December 2020: Upbeat markets and valuations, the return of mid-market private equity and why NOW is the time to evaluate strategy.

November 2020: The country may be heading into ‘Lockdown 2.0’ but corporate activity and financial performance in the UK tech and digital sector continue to demonstrate remarkable resilience. In particular, mid-market private equity is back with a bang, and M&A activity continues to return to pre-COVID levels, especially in Enterprise Software. I discuss the key deals and valuation trends. Also th...

October 2020: As deal activity continued to recover in September; despite lockdown uncertainty, I take a look at ‘Chapter 2’ investment trends in venture and growth capital as well as recovering M&A and mid-market PE activity. Although share prices were more muted in September after a very strong run, the US IPO market continued its resurgence with some eye-watering valuations to match. Are these...

September 2020: As the summer progresses into its quietest month, there is still plenty to talk about in the tech sector. Mega-deals have returned with gusto, underlining resurgent confidence from management teams and investors alike. I examine the evidence for returning strength in the UK IPO market and how data strategies of every flavour are at the core of much of this activity right now. Meanw...

August 2020: As part of my usual review of key trends in trading, corporate activity and valuations, this month, I draw out the key themes in data showing a resurgence of M&A activity, assess the possibility of green shoots in the UK IPO market, examine news flow in fintech which suggests that it is entering a new, more uncertain phase and update on the recurrent theme of resilience. Last, but def...

July 2020: This month, as IPOs abound in the US, I examine the outlook for valuations in the face of seemingly ever-rising stock markets, with some surprising conclusions. I also give the usual deal stats which show continuing strength in growth capital and some green shoots in mid-market PE and M&A activity. On trading, the news remains good, but our four resilience measures will be even more cru...

June 2020: As our Barometer podcast goes monthly, markets continue to defy gravity, CEOs get more cheerful as they see ‘flat is the new growth’ and there’s mixed news on transaction volumes and valuations. I give my take on the key recent trading, transaction and funding news and to look forward to what that might mean for the outlook - the earthquake may be over, but are we missing the tsunami no...

Friday 1st May: It has been another busy week for trading news but, as expected, corporate activity has slowed to a trickle. This week we focus on a few key results including, Microsoft’s Q3s, talk about the valuation outlook and consider our ongoing theme of resilience. My thought for the week is ‘are you running your business better because of COVID-19?'

Friday 24th April: In another busy week for COVID-19 related news, we discuss trading and corporate news from Blue Prism, Just Eat, Computacenter, BT, GB Group, Alfa Financial Software and GoCo, and our thought for the week centres on the coming digital revolution.

Friday 17th April: Tales of resilient software, VC investor focus and media sector stock market support

Thursday 9th April: Markets bounce, trading updates abound, another busy week for corporate activity and we get granular

Friday 3rd April: A tale of resilience, opportunity and corporate activity despite turbulent times

Friday 27th March: It’s early days, but the impact is already evident: we report on direct hits, collateral damage, near misses, mitigation and more