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12 handpicked stocks

Private Equity AI Finance Software Targets 2025

Hg Capital's $6.4 billion privatization of OneStream signals intense private equity interest in AI-driven enterprise finance software. This major acquisition could boost the valuations of competing publicly traded software companies, positioning them as the next potential targets.

Author avatar

Han Tan | Market Analyst

Published on January 7

Your Basket's Financial Footprint

The basket's total market capitalisation is $50.30B. A few large-cap positions anchor the basket, suggesting a concentrated, generally stable profile.

Key Takeaways for Investors:
  • Large-cap dominance tends to mean lower volatility and steadier returns, resembling broad-market behaviour.
  • Suitable as a core holding for diversified portfolios rather than a speculative, concentrated growth bet.
  • Expect steady long-term value rather than rapid, short-term upside; growth is likely moderate.
Total Market Cap
  • FICO: $37.93B

  • UPST: $4.93B

  • ACIW: $4.69B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Private equity giant Hg Capital's £6.4 billion acquisition of OneStream at a 31% premium demonstrates intense investor appetite for AI-powered enterprise finance software. This major deal could trigger a wave of similar acquisitions, making competing publicly traded companies attractive takeover targets or beneficiaries of increased market attention.

2

What You Need to Know

This group focuses on companies developing AI-driven software solutions for corporate finance functions like planning, reporting, and analytics. These businesses automate complex financial processes and are increasingly valued by private equity for their recurring revenue models and growth potential in the digital transformation of enterprise finance.

3

Why These Stocks

Each company was handpicked by professional analysts based on their position in the enterprise finance and AI software sectors. They represent potential acquisition targets or competitors positioned to benefit from the heightened interest following Hg Capital's significant OneStream investment, offering exposure to this emerging trend.

Why You'll Want to Watch These Stocks

🎯

Prime Takeover Targets

With Hg Capital paying a 31% premium for OneStream, these AI finance software companies could be next in line for lucrative acquisition offers from cash-rich private equity firms.

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AI Revolution in Finance

These companies are at the forefront of automating corporate finance functions with artificial intelligence, a rapidly growing market that's attracting billions in investment.

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Follow the Smart Money

Private equity giants are betting big on enterprise finance software. This group lets you invest alongside the professionals who spot tomorrow's winners before they go private.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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