What Education Investors Are Looking for in 2026 | GSVtv Podcast

Vivek Kamath, Partner at Tyton Partners Investment Banking, joined NU Advisory Partners' Meredith Rosenberg at the 2026 ASU+GSV Summit to dissect what investors and buyers are looking for in today's education market and how AI disruption, shifting valuations, and changing capital dynamics are shaping M&A.

Recorded live at the 2026 ASU+GSV Summit, this GSVtv interview explores the state of education investment and M&A in 2026. Vivek Kamath discusses where deals are still getting done, why tech-enabled services and mission-critical software continue to attract buyers, how AI is changing the way investors evaluate businesses, and what separates companies that successfully close deals. From growth and profitability to customer concentration, retention, and net revenue retention, the conversation breaks down the metrics that matter in today's market.