Oaklins DeSilva+Phillips

AI is reshaping TMT M&A—and changing what buyers value. This dynamic sector 𝘀𝗮𝘄 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁 𝘀𝗵𝗶𝗳𝘁𝘀 𝗶𝗻 𝘁𝗿𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗳𝗼𝗰𝘂𝘀 𝗶𝗻 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗵𝗮𝗹𝗳 𝗼𝗳 𝟮𝟬𝟮𝟲, 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗿𝗮𝗽𝗶𝗱 𝗱𝗲𝗽𝗹𝗼𝘆𝗺𝗲𝗻𝘁 𝗼𝗳 𝗔𝗜 𝗮 𝗸𝗲𝘆 𝗱𝗿𝗶𝘃𝗲𝗿. Oaklins’ new global TMT report features perspectives from three Oaklins DeSilva+Phillips leaders: Joanna Stone on North American deal activity and continued demand for high-quality, differentiated businesses in media, technology and marketing. Jay Kirsch on digital media and the creator economy, where direct audience relationships, proprietary content and scalable monetization models are driving value. John Matthews on AI M&A, as buyers prioritize vertical applications, proprietary data, workflow integration and defensible enterprise value. The takeaway: capital remains available, but buyers are increasingly selective. Businesses with market leadership, differentiated assets and measurable AI-driven value creation will be best positioned to command premium valuations. Read the full Oaklins TMT Spot On: 2Q 2026 report: https://lnkd.in/dYznEXiS #Oaklins #OaklinsDeSilvaPhillips #TMT #MergersAndAcquisitions #AI #DigitalMedia #CreatorEconomy #technology

"The next wave of value in restaurant tech won't come from novelty — it will come from platforms that turn AI into measurable margin for operators and a meaningfully better experience for guests. That's what's driving the consolidation we're seeing today, as strategics and PE race to assemble the operating system of modern hospitality." — Joanna Stone, Partner, Oaklins DeSilva+Phillips Restaurant tech is entering its M&A moment, and our latest Spot On unpacks what that means for founders, operators and investors — with insights shared by Jordan Boesch (7shifts), Jimmy Frischling (Branded Hospitality Ventures) and Bryan Solar (SpotOn) in our recent webinar. Inside: ▪️ Why the real AI story is back-of-house ▪️ Why the 70% independent operator segment is the biggest prize left ▪️ Where PE and strategic acquirers are deploying capital Read the full piece → https://lnkd.in/gQcnPwM4 #RestaurantTech #MandA #HospitalityTech #VerticalSaaS #TMT

We're proud to have Howard Givner as a Senior Advisor at Oaklins DeSilva+Phillips. David Adler just published a deep profile on Howard — well worth the read. Howard founded and sold two event companies, built and sold the Event Leadership Institute, and most recently convened 98 event agency CEOs for the inaugural Event Agency C-Suite Growth Summit. He has sat at the M&A table from every seat: founder, operator, seller, and advisor. That breadth is exactly why we wanted him on our team. The events and experiential sector is in the middle of its most significant financial repositioning ever. PE has arrived. Consolidation is accelerating. And founders who've spent decades building great agencies are now navigating decisions they've never faced before. Howard brings the credibility, the relationships, and the firsthand experience to help them get it right — and a key part of the team as ODP continues building one of the leading M&A advisory practices in the TMT and marketing services space. https://lnkd.in/g4z5rMYk

Excited to have Partner Joanna Stone land on this week’s The B-List by Branded Hospitality. Branded's B-List is truly an A-List for those in hospitality and restaurant and technology. This group is building, connecting, and moving things forward. Earlier this week, Joanna hosted an insightful conversation about AI, M&A and the restaurant tech consolidation wave. If you missed it, you can find the replay here: https://lnkd.in/eeY2ij_6 #Leadership #Business #Entrepreneurship #TheBList

Tomorrow: Restaurant Tech's Next Consolidation Wave is Taking Shape The average restaurant still relies on multiple software systems to manage operations—from POS and labor to ordering, payments, loyalty, and guest engagement. As AI increases the value of connected data and integrated workflows, operators are demanding fewer vendors and more unified platforms. The result? One of the biggest consolidation cycles the restaurant technology sector has seen. The question isn't whether consolidation is coming. It's which companies will emerge as the platforms that own the operator relationship. Join us tomorrow for 𝐒𝐭𝐚𝐜𝐤 & 𝐒𝐜𝐚𝐥𝐞: 𝐀𝐈, 𝐌&𝐀 𝐚𝐧𝐝 𝐭𝐡𝐞 𝐑𝐞𝐬𝐭𝐚𝐮𝐫𝐚𝐧𝐭 𝐓𝐞𝐜𝐡 𝐂𝐨𝐧𝐬𝐨𝐥𝐢𝐝𝐚𝐭𝐢𝐨𝐧 𝐖𝐚𝐯𝐞, where some of the industry's leading voices will discuss what's driving investment, M&A activity, and platform convergence across restaurant technology. Featured speakers: Jordan Boesch, Founder & CEO, 7shifts Jimmy Frischling, Partner, Branded Hospitality Ventures; Senior Advisor, Oaklins DeSilva+Phillips Bryan Solar, Chief Product Officer, SpotOn Moderated by: Joanna Stone, Partner, Oaklins DeSilva+Phillips We'll discuss: 🔹 How AI is reshaping the restaurant technology stack 🔹 Why consolidation is accelerating across workforce management, POS, payments, ordering, and guest engagement 🔹 Where strategic buyers and private equity investors are deploying capital 🔹 What founders should be doing today to maximize strategic value and exit options 🔹 Which categories are attracting premium valuations Whether you're a founder, CEO, operator, investor, strategic acquirer, or corporate development leader, this discussion will provide valuable insight into where the industry is headed next.  📅 June 10, 2026  ⏰ 10:00 AM ET | 4:00 PM CEST   👉 Register here: https://lnkd.in/eTGqPY3B #RestaurantTech #HospitalityTech #AI #MergersAndAcquisitions #PrivateEquity #VerticalSaaS #FoodTech #CorpDev #GrowthEquity #OaklinsDeSilvaPhillip

Restaurant tech is at an inflection point, driven by AI — and the M&A wave is accelerating.  Join us on June 10 for Stack & Scale: AI, M&A and the Restaurant Tech Consolidation Wave — a candid conversation on where capital is going, which categories are commanding premium multiples, and where the next roll-ups will happen. Jordan Boesch, Founder & CEO, 7shifts joins Jimmy Frischling, Partner, Branded Hospitality Ventures and Bryan Solar, CPO, SpotOn in a conversation moderated by Joanna Stone, Partner, Oaklins DeSilva+Phillips. Whether you're a founder, CEO, or board member building in restaurant tech, or a PE investor, strategic acquirer, or corp dev leader shaping the consolidation — this one is for you. June 10, 2026 | 10:00 EST / 16:00 CEST Register today:https://lnkd.in/eTGqPY3B #RestaurantTech #HospitalityTech #MandA #PrivateEquity #VerticalSaaS #AI

Preparing for a successful exit doesn't start when you hire an investment banker—it starts years earlier with the decisions you make while building your business. Tomorrow at #NYTechWeek, Oaklins DeSilva+Phillips Partner and Co-Lead of our Global TMT Practice, Joanna Stone, will join fellow M&A, legal, and accounting advisors for a discussion on "Preparing Today for a Strong Exit Tomorrow." The conversation will explore: ▪️ What buyers are looking for in today's market ▪️ The factors that drive valuation and deal terms ▪️ How founders can increase enterprise value before going to market ▪️ Operational, financial, and legal steps that improve exit readiness ▪️ Common mistakes that can impact transaction outcomes ▪️ Lessons learned from real-world M&A transactions For founders, CEOs, and investors considering growth, capital raises, or a future liquidity event, this session will offer practical insights into how to build optionality and maximize value. 📆 Thursday, June 4 | 12:00 PM ET 📍 Rosie Dunn's Victorian Pub, Midtown East, NYC Last chance to register: https://lnkd.in/eDEr3FcU #NYTechWeek #MergersAndAcquisitions #MandA #ExitStrategy #TechFounders #TMT #InvestmentBanking #PrivateMarkets #Oaklins #OaklinsDSP #BusinessGrowth

Restaurant tech is entering a major consolidation cycle — and AI is accelerating the pace of change. As operators rethink their tech stacks and investors race to back scalable platforms, the market is rapidly shifting from fragmented point solutions to integrated operating systems for modern hospitality. Join Oaklins for our upcoming TMT Webinar Series event: STACK & Scale: AI, M&A and the Restaurant Tech Consolidation Wave 📆 Wednesday, June 10, 2026 🕛 10:00 AM EST | 4:00 PM CEST We’re bringing together leading operators, investors and technology executives to discuss: • Where AI is creating real consolidation pressure • Why POS, ordering and guest engagement are verticalizing fast • What buyers are actually paying for in today’s market • How founders should position for growth, capital raises or exit Featured speakers include: • Joanna Stone, Partner, Oaklins DeSilva+Phillips • Jimmy Frischling, Partner, Branded Hospitality Ventures • Bryan Solar, Chief Product Officer, SpotOn • Additional speakers to be announced If you are a restaurant or hospitality tech founder, operator, investor, board member or strategic buyer, this is a conversation you won’t want to miss. 👉  Register here: https://lnkd.in/eTGqPY3B #RestaurantTech #HospitalityTech #AI #MergersAndAcquisitions #PrivateEquity #SaaS #POS #FoodTech #DigitalTransformation #Oaklins #Hospitality

We are partnering with Level Up Ventures at Hearst for an upcoming webinar focused on PREP: Pre-M&A Readiness and Exit Planning — a practical discussion designed to help founders strengthen valuation, increase strategic flexibility, and prepare for opportunities before they arise. Whether or not an exit is on your immediate roadmap, understanding how to position your company today can create significantly stronger options for the future. Join our experts as we discuss: ✔️ How to maximize enterprise value before a transaction ✔️ What founders should do if an unexpected buyer approaches ✔️ The operational and strategic steps that improve optionality ✔️ How preparation can drive stronger outcomes in any market environment Featuring: • Jonathan Guttenberg, Managing Director, PREP • Marci Weisler, Managing Director Business Development • Erica Gruen, Senior Advisor 📅 Thursday, June 4 🕐 1:00–2:00 PM ET 📍 Virtual via Zoom Register today: https://luma.com/tvx6lijb

Join Oaklins for our upcoming webinar, "Strategic Horizons Live: Global Markets and M&A Outlook", featuring Joanna Stone alongside senior Oaklins experts from across the globe. As cross-border dealmaking continues to evolve amid shifting macroeconomic conditions, this session will explore the trends shaping M&A activity, capital markets, and investor sentiment across key regions. We’re especially excited to hear global perspectives on the current M&A landscape and what strategic buyers, investors, and founders should be watching in today’s market. Topics include: • Global economic trends impacting deal activity • Regional and sector-specific M&A dynamics • The outlook for strategic and financial investors • Debt market conditions and financing trends Featured speakers: • Roger Lee – Oaklins Cavendish • Frank de Hek – Oaklins Netherlands • Joanna Stone – Oaklins DeSilva+Phillips • Bas Stoetzer – Oaklins Netherlands Moderated by Juan Pablo Bayter (Oaklins Axia) 📆 Wednesday, May 20, 2026 🕛 11:00 EDT | 17:00 CEST   🔗 Register here: https://lnkd.in/ehDYsQqs #Oaklins #MergersAndAcquisitions #MAndA #GlobalMarkets #StrategicHorizons #InvestmentBanking #MiddleMarket #CorporateFinance