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Market Views

AI Implications for Software in Direct Lending Portfolios

Mike Patterson headshot
Michael Patterson
Founding Partner, Co-President
John Christmas
Co-Head of Business Development and Investor Relations
Published on: March 18, 2026

The effects of AI are likely to vary dramatically across the software sector/industry, and many companies may actually be beneficiaries, according to Mike Patterson, an HPS Founding Partner and Co-President. He shares the characteristics of software companies he believes are best positioned to handle disruption in this interview with John Christmas, HPS’s Co-Head of Business Development and Investor Relations.

AI Implications for Software in Direct Lending Portfolios - HPS Partners