Sectors Powering the Intelligent Economy

We specialize in technology markets where data, software, and AI converge to redefine competitive advantage.

Advising the Leaders of the Intelligent Economy

Viorum advises lower middle market companies — typically $5–$100 million in revenue — that operate on scalable models, hold defensible positions, and pursue AI-enabled growth.

Perspective on the Intelligent Economy

The Intelligent Economy is driven by the convergence of data, AI, and connected platforms, a shift that is redefining how businesses scale, compete, and create value. Companies are no longer simply digital; they are intelligent — leveraging automation, analytics, and adaptive systems to deliver efficiency, engagement, and innovation.

For emerging growth companies in the lower middle market, this shift brings both opportunity and complexity:

  • New market segments are emerging as companies incorporate data and AI into product and service models.
  • Valuations may be increasingly influenced by data and AI capabilities, including the quality, governance, and applicability of underlying assets.
  • Strategic buyers and private equity firms continue to evaluate platform and service consolidation, particularly where scale and technical differentiation are present.
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Focus Sectors

Sector focus is central to how we advise. We specialize in the subsectors of the Intelligent Economy — from AI and data infrastructure to software platforms and tech-enabled services. These dynamic sectors, while holding significant potential, also face considerable technological, regulatory, and market-adoption risks that require precise strategic navigation.

AI & Data Infrastructure

Platforms that integrate, govern, and apply data — supporting AI readiness, enterprise intelligence, and next-generation voice and applied AI solutions.

Applied AI

Building on the foundations of AI and data infrastructure, our focus includes companies developing applied AI solutions that redefine how humans and machines interact — including voice AI and automation platforms.

Data Infrastructure & Quality

Our focus includes companies building the backbone of enterprise intelligence — from data integration and movement (ETL, iPaaS) to observability, lineage, and governance. These platforms are foundational for AI readiness and compliance and remain a focal point for strategic consolidation.

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Illustration of a laptop showing bar charts and a smartphone displaying a pie chart, with a gear icon below, symbolizing data analytics and mobile integration.

Software & Platforms

SaaS and cybersecurity platforms driving efficiency, compliance, and resilience across industries. These are areas that often see high-growth trajectories and consistent M&A activity.

Vertical SaaS

We focus on SaaS platforms that address specialized market needs through deep functionality, data integration, and embedded intelligence. These businesses often operate in high-value verticals — where domain expertise, high customer retention, and scalability support model durability. As a result, they often attract sustained M&A demand from both strategic and private equity buyers.

Cybersecurity & Identity

Cybersecurity continues to be a highly active M&A subsector, drawing significant interest from strategic and financial buyers. We focus on firms delivering managed security services, identity and access management, and continuous threat exposure solutions — capabilities central to enterprise resilience and investor confidence.

Tech-Enabled & AI-Enabled Services

Professional and engineering services firms embedding AI into strategy, design, and delivery. These firms are developing scalable, high-value solutions based on their specialized expertise.

Professional Services

Advisory firms — across strategy, legal, financial, and compliance domains — are integrating AI into workflows from diligence to document review. These firms are increasingly sought after as global consulting platforms consolidate AI-specialized expertise.

Design & Engineering Services

We advise design and digital engineering firms that build and modernize products. These firms are increasingly embedding AI into prototyping, automation, and development — creating efficiency, scalability, and competitive distinction.

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Select Engagements

The following engagements are provided for illustrative purposes. As each client's situation is unique, these examples are not representative of all client outcomes and do not guarantee future performance or success.

AI

Viorum is advising the Board and investors of Voiceitt as their exclusive financial advisor in the sale of the company’s AI models and proprietary datasets.

Data Analytics

Viorum provided M&A support to Excel Sports Management in its acquisition of Block 6 Analytics.

Vertical SaaS

Viorum provided M&A support to Mainsail Partners in its investment in Zenplanner.

Cybersecurity

Viorum acted as exclusive financial advisor to the founders of Shield IoT as they evaluated strategic alternatives for the business.

Design & Engineering

Viorum served as exclusive financial advisor to the founders and management team of Surfaceink in its acquisition by PwC.
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