AI Strategy and Guidance QUESTIONS FOR THE BOARDROOM To access a comprehensive list of questions around AI, please download the report here Download the report Should every company have an AI strategy? Absolutely. Every company needs an AI strategy, not just as a tech initiative, but as a core part of business planning. As NEDs, you need to ensure your companies aren’t just reacting to AI, but proactively leveraging it for competitive advantage. AI will continue to change how businesses and markets operate. This doesn’t mean a complete overhaul right away, but rather a thoughtful integrat ..read more

Technology 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 buyers’ confidence in pursuing M&A strategies across the technology sector. Despite a few high-profile regulatory blocks on large-cap technology deals, we remain highly optimistic about the UK mid-marke ..read more

FCA Publishes Final Rules for Reformed Listing Regime By Cavendish “We strongly support these changes – any initiative promoting UK listings is beneficial for the market. The FCA’s rule changes, combined with the proposed measures to boost investment in UK equities, represent a significant step towards revitalising the UK’s capital markets. These initiatives aim to create a more dynamic and attractive environment for both domestic and international companies considering listing in the UK, potentially leading to increased economic growth and job creation in the long term.” JULIAN MORSE CO-CEO ..read more

Update to the QCA Code 17th october 2024 In association with Register here Update to the QCA code Laura Nuttall, Director and Head of Department Governance, Compliance and Company Secretarial at One Advisory will discuss updates to the QCA’s Corporate Governance Code and Natalie Bell, Fund Manager at Liontrust will overlay her insights in respect of the practical application of the Code. Follow us X Mail LinkedIn Back to news & insights Our recent transactions Industrial Technology Billington Life Sciences Intelligent Ultrasound Group Consumer Venus Wine & ..read more

Shareholder Activism and Engagement 19TH september 2024 #image_title Register here Shareholder Activism and Engagement Alongside members of the Cavendish team, Harry Thimont and Will Chalk from Ashurst will be discuss trends in shareholder activism and associated board strategies for shareholder engagement. Follow us X Mail LinkedIn Back to news & insights Back to top Our recent transactions Industrial Technology Billington Life Sciences Intelligent Ultrasound Group Consumer Venus Wine & Spirit Merchants plc Technology sales-i Tec ..read more

CAVENDISH IN SCOTLAND Sector Update – Technology 21st august 2024 at 4pm Register now Sector experts will introduce an overview of key trends in the technology sector and how we see the outlook for the sector moving forward. Other events in Scotland Sector Update – Technology 21st August 2024 at 4pm Economic Update September 2024 The IPO Market & Investor Demand October 2024 Follow us X Instagram LinkedIn Back to news & insights Back to top Ready to start a conversation? Contact us The post Sector Update – Technology first appeared on Cavendish ..read more

Meet the New Chair of the AIC In association with #image_title Register Now Meet the new Chair of the Association of Investment Companies Gordon Humphries, new Chair, will introduce himself and discuss recent initiatives, including written dialogue with NEDs on ‘Cost Disclosure.’ Richard Stone, CEO since September 2021, will update on AIC strategy, focusing on ‘Support, Promote and Engage,’ followed by an interactive Q&A session. Follow us X Mail LinkedIn Back to news & insights Back to top Meet the New Chair of the AIC Cavendish Tech Chat | We love regulation ..read more

Technology 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, Midsummer’s Day, Michaelmas Day, and Christmas Day. Lady Day, March 25th, was the first day of the new year: hence 31st December 1700 was followed by 1st January 1700; whereas 24th March 1700 was followed by 25th March 1701. In 1 ..read more

Consumer Consumer Quarterly Report Sub-Sector in Focus: Beauty And Personal Care Download the report 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 the Beauty and Personal Care sub-sector amidst economic downturns, along with the resulting surge in investment interest. For any enquiries or discussions, feel free to reach out to any member o ..read more

Technology 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 like a game of “where are they now” – 3D TV is the most striking “big thing” to have withered on the vine (albeit like a televisual yoyo it has made an appearance every decade since CES started in 1967, even predating it; and Toshiba has a glasses-free mod ..read more