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Growth investor working at Tenzing Private Equity. We investment in recurring revenue B2B software and services firms across Europe, partnering with businesses valued between £40m to £400m. We bought a majority shareholding in ScreenCloud in April 2025 to support their growth journey. ScreenCloud has c. $35m ARR, growing 15-20% and with 15-20% profit margins. Historically, the business has grown purely organically through direct sales with a focus on the US and UK. It will now also consider partnerships and acquisitions across US, UK and other new geographies across Europe aand beyond.
Date
The digital signage industry loves to talk about growth - but the real story right now is consolidation, and it’s happening faster than anyone wants to admit.
Private equity is circling, Strategic buyers are hunting scale, Founders are exhausted.
Margins are tightening and the global race for platforms, recurring revenue, and supply-chain control is pushing weaker players to the edge.
On the sell side, owners are facing a harsh reality: valuations aren’t what they used to be, buyers are more selective, and some of the integration promises that once sounded glamorous now look like multi‑year headaches.
On the buy side, acquirers see opportunity - but also risk: cultural clashes, overlapping tech stacks, inflated pipelines, and the eternal question of whether the deal actually creates value… or just adds noise.
We’ll unpack the motives nobody says publicly: Are acquisitions driven by strategy - or panic? Who wins in the new landscape - consolidators, specialized niche players, or the global giants? And what happens to innovation when everyone is busy integrating instead of inventing?
This panel is where the deals, the drama, and the future of the ecosystem get exposed.
