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Sector Brief - March 25, 2025

The architecture, engineering, and construction (AEC) software sector is on a positive trajectory for 2025, with rising demand for digital tools that enhance efficiency, profitability, and safety in building processes. Despite ongoing geopolitical uncertainty and fluctuating raw material costs, there are strong underlying market fundamentals across the AEC software sector, including the permeation of GenAI, harnessing of data, rise of sustainability, increasing pressure for safety requirements, and digital twin technology advancements. Access our 1H brief for more on the latest themes driving M&A opportunities and other insights, including:

  • Sector observations and key trends 

  • Public company performance 

  • Valuation metrics