Conversations with Anthony Caporrino: Software Investing and the New Rules of Value Creation

As software and technology investors navigate a rapidly evolving market, evaluating opportunities has become far more complex than identifying growth alone. In this episode, Alvarez & Marsal Global Transaction Advisory Group Managing Directors and U.S. Technology Industry Group Co-Leaders, Kacey Coles and Sean St. Germain join Anthony Caporrino to discuss how investors are assessing software and technology businesses in an environment shaped by AI, cybersecurity, shifting valuation dynamics, and heightened scrutiny around recurring revenue and scalability. From AI adopters to cybersecurity, fintech, and the growing importance of technology diligence, this conversation offers a practical look at what's driving investment decisions and value creation across software and technology today.