Apr 20, 2017

The revolution is right around the corner. Our April 2017 Enterprise Data & Analytics Market Update

Enterprise Data, Market Update, Newsletter 0 Comments

Dear Clients and Friends, Our April 2017 EDA Market Update on m&a trends for the four segments of the Enterprise Data & Analytics sector that we follow, and sometimes lead, can be found here. Increasingly, it’s starting to look like the early phases of a revolution. The way in which some modern businesses are managed – using massive amounts of data and analytic tools to determine what they will buy or sell, through what channel, at what price, etc. – is much talked about and yet, for at least three reasons, the revolutionary power of these tools has not yet been fully…

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Apr 12, 2017

What needs to change in the healthcare spending formula? Our April 2017 HIT Market Update

Healthcare IT, Healthcare Newsletter, Newsletter, Uncategorized 0 Comments

Please click here for our April 2017 HIT Market Update. If the U.S. healthcare were an economy, it would be larger than the GDP of Italy. So  what are some of the key drivers that can contract the size of our healthcare “GDP”? It sounds counter-intuitive. Nations strive to expand their GDP, but when it comes to healthcare, we have to reverse our thinking before it overwhelms us. The formula behind calculating GDP is: C + G + I + NX; where C stands for private consumption or consumer spending, G is the sum of government spending, I is the sum of…

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Apr 10, 2017

Politicians and Radical Deconstructionists probably won’t kill this market. Our April 2017 Market Update

In the News, Market Update, millennials, Newsletter 0 Comments

Dear Clients and Friends, Our report found here tracks deals and trends in the dozen+ segments of the information technology universe that we follow, and sometimes lead. Read more of our April Market Update here. As any pundit will tell you, in most of the developed world the m&a market and the overall economy are strong – and have been since 2010. There are plenty of people who are willing to take risks (a sine qua non in this business); and who are willing to pay high prices for companies that have scale, unique defensible products, and a track record…

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Mar 23, 2017

Where will the smart fintech money go next? Our March 2017 Fintech Market Update

Fintech, Market Update, New M&A Addition, Newsletter 0 Comments

Dear Clients and Friends: The Fintech M&A Report found here tracks deals and trends in the seven sectors of the fintech universe that we follow, and sometimes lead. Please find it here. If you are an avid reader of fintech m&a investment news and analyses as we are, you may have noticed an interesting shift in tone over the past year. (And I’m not referring to national politics.) For one, at a macro level, after seeing investments into fintech increase at dizzying rates between 2010 and 2015, the total amount invested into fintech in 2016 seems to have plateaued to…

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Mar 16, 2017

March Madness, politics, war, spring blizzards, the economy and m&a for mid-market tech companies – it’s all going strong. Our March 2017 Market Update

Market Update, Newsletter, Uncategorized 0 Comments

Dear Clients and Friends, Our latest report on the m&a trends, transactions and values in the dozen+ sectors of the information technology universe that we follow and sometimes lead can be found here. It’s the middle of March. The groundhog promised us that spring would soon be in the air. (Pay no attention to the blizzard raging as I write this. He’ll be right – eventually.) The bull market is 9-years on and still going strong; and so are four wars in the Middle East. No end in sight for any of it. Interest rates and oil prices are still…

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