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Mar 16, 2020

Working From Home – For as Long as It Takes

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Dear Clients and Friends For the next few weeks (at least)  – those of us who normally work in our NY headquarters, are mostly working from home. We will keep working from home for as long as necessary. As an increasing number of schools, government offices, restaurants and other businesses in the New York area as well as other parts of the US AND 150+ other countries close, and as meetings and conferences around the globe get cancelled in an attempt to slow the spread of COVID -19, we have adjusted. Like many others in our industry, we have shifted client meetings to conference calls; moved meetings between our clients and prospective…

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Jan 23, 2020

Maybe Greed Is Not Good? Can Tech Be Successful with a Conscience?

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Dear Clients and Friends, Last year was strong for m&a in the seven segments of the FinTech and Data and Analytics world that we follow and sometimes lead.  As you will see from the report found here, for companies in our world that have achieved scale and strong top-line growth, values were up, as was transaction volume.  We had our strongest year in the 18 years we have been in business – helping clients successfully complete 14 m&a transactions. As we enter a new decade, the market remains strong.  Fears of recession that concerned many a year ago seem to have…

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Dec 16, 2019

Appreciating What We Have: Our December Report on M&A in the FinTech, Data and Analytics Industry

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As we approach the end of 2019, we enter a season where people often take stock of what they have – and hopefully are in a position to smile. We are smiling. Year-end may be hectic and stressful for some– but, for us and many others it is also a time to give thanks – not for the transient pleasures of material goods, but for the more important gifts of friends, family, health and perhaps a level of prosperity. We give thanks for all those things – and for the friends and clients that have given us their trust. These are gifts we…

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Nov 25, 2019

Thanksgiving Thanks

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Dear Clients and Friends: As our Thanksgiving holiday approaches, we take the opportunity to say thank you for one of the best years we have had in our nearly 18 years (!) of advising buyers and sellers of middle-market firms that offer enterprise and vertical application software, services, data and analytics – including the many managers of firms operating in the broad b2b FinTech ecosystem. We thank you for your trust! 2019 has been one for our record books: 12 successfully closed m&a transactions to date (the year isn’t over yet); counterparties in five countries: US, UK, Australia, Canada, and Sweden…

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Nov 14, 2019

Staying Focused on the Prize: Our November Report on M&A in the FinTech, Data and Analytics Industry

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Dear Clients and Friends, The report found here shows recent m&a transactions, trends, and valuations in the seven segments of the FinTech, and Data and Analytics world that we follow and sometimes lead. As you will see, valuations and m&a trends in our industry remain strong, particularly for those who know how to stay focused on a clear long term strategic objective. See, for example, recent transactions involving our UK client StatPro and our Australian client GBST. (For the hard numbers, click here.) There is a well-accepted maxim in economics that rational people will do what is in their own economic…

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