The Collingwood Market Report
Valuations, investor sentiment, and M&A market trends in Information, Media, and Events.
AI has become the investment gate
Buyers and investors are engaging far earlier to test business defensibility. With data strategy defining long-term value, buyers and investors actively audit AI risk upfront across investment approvals, commercial positioning, and technology diligence, making deal failures happen earlier and less visibly.
Valuations are diverging
While Information businesses remain the most sought after, value is concentrating around AI defensibility. Proprietary, workflow-embedded data continues to command premium multiples, whereas businesses that are easy to replicate face lower valuations, or fail to reach the market entirely.
The market is polarising
A widening divide is opening across the market. As buyers increasingly quantify AI-related costs, operational benefits, new revenue streams and specific competitive threats, capital is concentrating into a narrow pool of defensible assets.
Download the Report
Get the Collingwood Market Report with comprehensive insights, detailed analysis, and actionable recommendations for the current M&A landscape in Information, Media, and Events.
