Our latest B2B Information Services report explores how investor priorities are evolving across the sector and where we’re seeing the strongest activity and valuation support today.

Drawing on recent transactions, market data and our deal experience, the report highlights a clear shift toward defensibility, domain expertise and assets that can withstand increasing AI disruption.

What’s driving activity in the sector?

• Events M&A has returned at pace. Over £4bn has been invested in the events industry in recent months, with multiple large-scale transactions bringing major operators into new ownership. At a time when AI continues to reshape digital content, this renewed investment highlights the ongoing value of live experiences and in-person connection.
• Defensibility is now critical to value. Investor scrutiny on data assets is increasing. Businesses are no longer assumed to be differentiated – they must prove it. Assets that demonstrate clear AI resilience, proprietary data ownership and strong integration into customer workflows are commanding the most attention.
• Specialist information providers continue to attract capital. Verticalised businesses with deep domain expertise, unique datasets and mission-critical use cases remain highly attractive. In an increasingly commoditised content environment, these characteristics are translating into stronger growth, pricing power and sustained investor interest. Recent transactions, including Sedex, Kpler and Ampere Analysis, underline this trend.