Blackpeak Capital are pleased to present an update report on the ANZ Healthtech market which includes a market map of participants as well as trends on M&A & financing activity across public & private markets.

The Healthtech market is undergoing a period of rapid transformation with increasing corporate activity driven by a structural shift towards a digitally connected healthcare system. AI is now leading the next phase of disruption with a new wave of AI-native companies disrupting legacy systems and processes forcing incumbents to innovate or risk being left behind.

The Covid-19 pandemic necessitated the shift to virtual & remote care with Telehealth & Remote Patient monitoring now ubiquitous offerings and a shift to preventative care taking shape.

Blackpeak are seeing increasing levels of activity in the Healthtech sector (including $1.6bn acquisition of Eucalyptus announced late last week) and are anticipating an active 2026 across both M&A and capital markets so please reach out to myself or Mark Leddy if you would like to discuss the report.

Please reach out to the Blackpeak team if you would like to discuss the market and opportunities further:
Scott Colvin: scott@blackpeakcapital.com.au
Mark Leddy: mark@blackpeakcapital.com.au

Blackpeak Healthtech market update Feb-26_vFinal

Blackpeak are pleased to present our latest IT Services sector update report.

We are of the view that IT and Managed Services will continue to be an exciting sector for participants and investors, with macrotrends and market dynamics creating opportunities at an accelerating rate. Macrotrends are ever evolving, with the market currently punctuated by rapidly growing demand for AI, Cyber, Data & Analytics and more complex cloud infrastructures. Alongside this continuous evolution of solution portfolios, there are an increasing number of both PE-backed and founder owned companies competing alongside the long-standing giants of the sector across the spectrum of customer end-markets, and many now generating EBITDA of $10m+, and yet the market consolidation opportunity remains seismic.

Recent M&A activity reflects some of these trends – deals have been larger on average than prior years, cyber assets have been particularly sought after and a handful of PE-backed platforms have successfully found new homes and realised good returns. Overall volumes have, however, been lower than recent years with fewer smaller assets traded this year to date, partly due to some remaining disparity of value expectations, particularly when it comes to assets with portfolios weighted towards legacy solutions, as well as founder’s focusing on strategy execution ahead of considering a sale. We believe the coming year will be characterised by both ‘higher value and higher volume’ M&A activity, with a pick-up again in consolidation activity alongside continued demand from both strategic and PE buyers for best-in-class assets and/or in-demand sub-sectors.

Please reach out to the Blackpeak team if you would like to discuss the market and opportunities further:
Scott Colvin: scott@blackpeakcapital.com.au
Phoebe Orr: phoebe@blackpeakcapital.com.au

IT Services Sector Update_Oct2025 vF

Blackpeak are pleased to present a market update on the ANZ CFO-Suite software market which includes key trends on M&A and financings as well as a market map on industry participants.

With increasing technology disruption, the role of the CFO has evolved from a largely compliance-driven role to one that is integral to driving the strategic direction of a business.

Australia & New Zealand have produced an impressive list of success stories with the CFO-suite, with household names like Xero & Technology One becoming global leaders with deep ecosystems. More recently, there has been a new wave of leaders emerging with companies like Phocas, Indebted, Automic and Traild attracting significant investment and driving the next wave of transaction activity in the sector.

Blackpeak have significant experience in the office of the CFO software segment so please reach out to Scott Colvin (scott@blackpeakcapital.com.au) if you would like to discuss the report.

Blackpeak CFO-suite market update (Sep25) vf