Timely access to comprehensive data and information is critical in nearly all enterprise environments. SGE focuses on companies that source, process, and purvey information in a cost-effective manner. SIG constantly relies on the integrity and accessibility of multiple sources of information. Working closely with our IT, sales, trading, HR, and research professionals, we evaluate the implementation, integration, and analytical issues that surround the many services we consider for investment.
We specialize in:
Vertical information providers (financial, health care, energy, legal, etc.)
Databases
Market data and market research
Publishing and events
Research and reference platforms
Lead generation and marketing services
Within these sectors, we are contemplating the following investment themes:
- Economic dislocation of certain industries is serving as a catalyst for new information services leadership, particularly in financial services.
- Incumbent pricing power is diminishing as smaller competitive entrants develop more cost effective ways to source and deliver information.
- Many services are moving away from sponsored/advertiser-supported offerings to subscription or transaction-based services.
- User-generated content is becoming a more acceptable source of reliable information.