High-Growth Tech Investor: Apax Digital’s Dave Evans

Apax Digital's Dave Evans explains the firm's focus on growth equity and buyout investments within high-growth enterprise software, consumer internet, and tech-enabled services. Evans differentiates Apax Digital through its dedicated team and focus on the lower middle market, emphasizing a thematic approach leveraging the broader firm's operational resources. He addresses AI's impact, viewing it more as an opportunity than an existential risk, particularly within services and data. Evans highlights portfolio companies like Petvisor, Dealer DMV and Accurate Background, illustrating Apax's strategy of unifying platforms, integrating AI for efficiency, and navigating challenges like the pandemic's impact on hiring. He also underscores Apax's collaborative culture and operational excellence practice, which offers functional experts to portfolio companies on a pull model basis.