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Valuations, Visas & Venture Pullback: An Equity + M&A Overview of the Education Sector in Q1 2025
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1.1k Views17 Jun 2025 23:23
SUMMARY
- The education sector remains resilient despite headline privatisations, with market cap only slightly down to US$142bn after the removal of PowerSchool Holdings (PWSC US) and Instructure Holdings (INST US).
- AI disruption is reshaping the landscape, with key players like Chegg Inc (CHGG US) collapsing while innovators like Duolingo (DUOL US) surge, highlighting a potential shift in investor focus.
- M&A and IPO activity is reawakening, with KinderCare Learning (KLC US) 's IPO, India's robust upcoming pipeline, and renewed private equity interest pointing to a cyclical upturn.
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- Valuations, Visas & Venture Pullback: An Equity + M&A Overview of the Education Sector in Q1 202517 Jun 2025
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