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Where to Expect Software Consolidation: Investment Committee
Barclays estimates software now makes up about 20% of all loans held by BDCs, making it their largest sector exposure. This week's investment committee on "Bloomberg Deals" discusses the possible pain points in software. Guests include: Nenad Milicevic-Helac, Americas co-leader of TMT Alixpartners, Songyee Yoon, founder and managing partner of Principal Venture Partners, and Anura Rana, Bloomberg Intelligence. (Source: Bloomberg)
βhttps://www.bloomberg.com/news/videos/2026-02-18/where-to-expect-software-consolidation-roundtable-video
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