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The Economic Times features Vivek Subramanyam’s insights Vivek’s insights on the evolving private equity landscape in India’s software and IT services sector.

Vivek Subramanyam, Founder and CEO of TH Global Capital, shares his perspective on the evolving private equity landscape in India’s software and IT services sector.

In this article, Vivek explores how PE investors are shifting from traditional buyouts towards growth and expansion investments, with greater focus on founder-led, software and AI-native businesses with differentiated IP and recurring revenue models. He also discusses how disciplined valuations, AI-led productivity and changing delivery models are reshaping investment strategies and creating a more founder-friendly market.

Read more here.

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