Tim Burroughs, Mergermarket
- Wave of consolidation opportunities driven by sustainable appraisal in sector leverage
- Pemba moves into software, animal health, accounting influenced by global PE models
- Fund sizes creeping upwards, but GP committed to sub-AUD 50m EV/EBITDA entry point
Pemba Capital Partners featured in Mergermarket, May 2026
We were recently profiled on how we are approaching artificial intelligence as an investment lens, not just a theme.
The piece explores our process of re-examining the portfolio strategy in light of AI’s impact across our five target sectors. We mapped which niches stand to benefit from AI-enabled efficiencies, and which face material disruption risk, including parts of professional services, financial services, and information and data businesses where automation is already reshaping competitive dynamics.
The profile also covers our evolution as a firm: three funds, more than 50 platform investments, and a track record that includes early positions in software and cybersecurity through Fund I. With Fund III now deployed and more than USD 1.5bn in assets under management, we continue to focus on founder-led, growth-oriented businesses where we can make a genuine difference to trajectory.
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