Timothy is an Operating Partner at Three Hills. He joined the fund in March 2024. He works across the portfolio to drive value creation within the finance function. He focuses mainly on reporting, cost optimisation and working capital improvements. He previously worked with Sun Capital Partners in the Performance Improvement Team and for Aurelius Equity Opportunities. He was also a Director at AlixPartners in the Turnaround and Restructuring practice. He has worked across Europe, the US and Africa and has held various interim management positions.
Following several high-profile industry developments, SaaS's dominance in the enterprise productivity space is increasingly being challenged by large language models and agentic AI capabilities. For private equity investors, this debate goes far beyond hype. It raises critical questions about portfolio resilience, pricing models, defensibility, and where the next wave of technology value will be created. In this session, value creation leaders will challenge some of the prevailing narratives around AI and SaaS and explore what this shift could mean for operators and investors.
• Will AI agents replace the Saas model?
• Is the SaaS "seat-based" model breaking? How to increase the gross margins as companies shift from SaaS to AI based models?
• Are companies shifting the "Buy" vs "Build" strategies?
• How will AI-enhanced products adapt through new pricing, contracting and commercialisation models?
• Where will the next generation of defensible software companies emerge?
Panel members include:
James Craig, Portfolio Growth Director, Growth Capital Partners
Gideon Shmuel, Operating Partner, Foresight Group
Slava Shafir, Operating Partner, Corsair Capital
Check out the incredible speaker line-up to see who will be joining Timothy.
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