Tim Burroughs, Mergermarket
Pemba Capital Partners featured in Mergermarket, May 2026
We were recently profiled by Mergermarket on how we are approaching artificial intelligence as an investment lens across the lower mid-market.
The discussion explores how AI is reshaping sector dynamics, influencing investment priorities, and changing how we think about long-term resilience and growth across our target niches.
Themes covered in the article include:
- How Pemba is reassessing sector and niche attractiveness in light of AI-enabled efficiencies and disruption risk
- Areas expected to benefit most from AI adoption, including software, healthcare, financial services, and education
- Increased caution around parts of professional services, consulting, and data businesses facing automation pressure
- Pemba’s thematic investing approach and focus on identifying resilient growth niches early
- The evolution of Pemba from a sector-agnostic investor to a specialist lower mid-market growth investor
- Our buy-and-build philosophy and long-term partnership approach with founders and management teams
- Pemba’s track record in software and cybersecurity investing, including early Fund I investments
- The firm’s direct origination model and relationship-led approach to sourcing opportunities
- Growth of the platform across three funds, more than 50 platform investments, and over USD 1.5bn in assets under management
You can read the full Mergermarket article via the link below.
