Investment Strategy
Market Opportunity: Our potential acquisition targets may span a wide spectrum of business models and financial performance, from rapidly growing startups to established companies with stable revenues and cash flow. While we remain open to opportunities in all sectors, we believe that the Fintech, Software-as-a-Service (“SaaS”), and Artificial Intelligence industries (our “Target Industries”) offer the most promising potential for acquisitions due to their strong growth and strategic alignment with our business goals. The key drivers and sectors within these industries include:
Recent Disruptions in Financial Services:
Retail Banking (mobile payments, Neo-Banks)
Payments processing for consumers and businesses, including unattended Point of Sale payment systems
Wealth Management (robo advisors)
Digital Marketing
Digital Assets
Exchanges and Trading Platforms
Big data moving to the cloud, APIs, data security
Blockchain Technology
Generative AI:
During the past decade, the public has witnessed the rapid development of Generative AI. With significant improvements in computing power and data accessibility, increasingly complex AI algorithms and models are being integrated into corporations' daily practices, aiming to help companies with improving their operations and achieving business milestones. Meanwhile, AI has also penetrated the general public's everyday life, from the tech powering smartphones to autonomous driving features on cars to the tools that enable interaction between retailers and consumers. According to an estimate by Fortune Business Insights, the global Artificial Intelligence ("AI") market size was valued at $515 billion in 2023, and is projected to grow from $621 billion in 2024 to $2,740 billion by 2032, growing at a CAGR of 20.4% during the forecast period (4).
Generative AI Market Size 2025E – 2032E ($B)(5)
$294B+
2025E Global
Artificial Intelligence
Market Size(5)
$1,772
2032E Global
Artificial Intelligence
Market Size(5)
✓ Machine Learning
✓ Deep Learning
✓ Generative AI
✓ Big Data
✓ Autonomy
✓ Chatbot
✓ Hyperparameter
✓ Supervised Learning
Fintech:
The global fintech industry continues to experience rapid innovation and growth, driven by the adoption of cutting-edge technologies and enhanced security measures. McKinsey’s research shows that revenues in the fintech industry are expected to grow almost three times faster than those in the traditional banking sector between 2023 and 2028(1). We believe Fintech has transformed specific segments of the financial services industry through their innovative, customer-focused offerings and collaborative partnerships, which enable the market to endure even in disruptive times. According to an estimate by Fortune Business Insights, the global fintech market was valued at $295 billion in 2023, and is projected to be worth $340 billion in 2024 and reach $1,152 billion by 2032, exhibiting a CAGR of 16.5% during 2024 and 2032(2).
FinTech Market Size 2024E – 2032E ($B)(6)
$340B+
2024E Global
Artificial Intelligence
Market Size(6)
$1,152B+
2032E Global
Artificial Intelligence
Market Size(6)
✓ Digital Banking
✓ Mobile Payments
✓ Lending Platform
✓ Blockchain
✓ Cryptocurrency
✓ Insurtech
✓ Digital Wallets
✓ Algorithmic Trading
Software-as-a-Service(“SaaS”):
The global Software-as-a-Service industry (“SaaS”) is witnessing unprecedented growth and transformation, and the consistent profitability as well as the solid fundamentals of SaaS companies have made them a popular investment choice for both public and private markets. Major value-added traits of the SaaS market include cost-effectiveness and affordability, scalability and flexibility, ease of implementation and maintenance, accessibility and collaboration. Serval factors can be attributed to the notable growth in the SaaS market, such as rise in adoption of public & hybrid cloud-based solutions, integration with other tools, and centralized data-driven analytics. In addition, key players creating business strategies through partnerships and collaborations for business development will create ample market growth opportunities. According to an estimate by Fortune Business Insights, the global Artificial Intelligence market size was valued at $274 billion in 2023, and is projected to growth from $318 billion in 2024 to $1,229 billion by 2032, exhibiting a CAGR of 18.4% during the projection period (3).
SaaS Market Size 2024E – 2032E ($B)(7)
$318B+
2024E Global SaaS
Market Size(7)
$1,229B+
2032E Global
SaaS Market Size(7)
✓ Scalability
✓ Recurring Revenue
✓ Accessibility
✓ Customer Oriented
✓ Predictable Costs
✓ Visibility
✓ Content Optimization
✓ Low Capex Requirement
(1) Mckinsey & Company, Fintechs: A new paradigm of growth, October 24, 2023
(2) Fortune Business Insights, FinTech Market Overview with Size, Share, Value, October 14, 2024
(3) Fortune Business Insights, Saas as a Service (SaaS) Market Size, October 14, 2024
(4) Fortune Business Insights, Artificial Intelligence (AI) Market Size, Share, Trends, October 14, 2024
(5) Fortune Business Insights, Artificial Intelligence [AI] Market Size, Share, Trends, January 14, 2025
(6) Fortune Business Insights, FinTech Market Overview with Size, Share, Value, December 30, 2024
(7) Fortune Business Insights, SaaS as a Service [SaaS] Market Size, December 30, 2024