Archive for: March 2018

Mar 27, 2018

HIMSS 2018: The Not-So-Obvious Takeaways. Our March HIT Market Update

Healthcare IT, Healthcare Newsletter, Market Update, Newsletter 0 Comments

Dear Clients and Friends, Click here to see the full HIT Market Update including Capital Raise and M&A transactions. Earlier this month, we joined the 45,000 healthcare enthusiasts at HIMSS in Las Vegas. Rather than covering the obvious themes of interoperability, blockchains or the cloud, here are some of our not-so-obvious key takeaways. The tech giants had many representatives who flew undercover – Apple had no booth. Amazon’s booth was not labeled Amazon, but “AWS”, their cloud platform. Google’s messaging was somewhat opaque. Despite the secrecy, these companies appear intent to bring the Silicon Valley innovation culture to healthcare. We…

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Mar 23, 2018

Private Equity is Bullish on Enterprise Data and Analytics. Our March M&A Update.

Enterprise Data, Market Update 0 Comments

Dear Clients and Friends, The report found here gives our sense of the current m&a trends, values and deals in the four segments of the Enterprise Data and Analytics sector that we follow and sometimes lead. Please click here for our March 2018 M&A update. A month ago, we noted the acquisition of 55% of Thomson Reuters by Blackstone Group – valuing the firm at $20bn. In a news cycle that includes Qualcomm‘s attempted/aborted $130bn takeover of Broadcom, the Thomson Reuters deal didn’t give rise to much press. But we noticed. In the Enterprise Data and Analytics world a $20bn transaction is huge.…

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Mar 14, 2018

Capital Markets Infrastructure: Unsexy – and Yet Hot. Our March 2018 Fintech Market Update

Fintech, In the News, Market Update 0 Comments

Dear Clients and Friends, Our latest Fintech m&a report can be found here. It highlights m&a trends and transactions in the seven segments of the Fintech world that we follow and sometimes lead. Please see our March Fintech report here. Close followers of our Fintech newsletters will know that one of the Fintech sectors we follow closely is Capital Markets Infrastructure. It may not be a sexy segment. But, from an m&a perspective, it’s hot. A few weeks ago, McKinsey came out with a 30-page report on the segment – titled: Fintech Decoded:  Capturing the opportunity in capital markets infrastructure.…

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Mar 7, 2018

Politicians, School Shootings, Crypto-Currencies, and Some Would-be Acquirers: Case Studies in Wishful Thinking. Our March 2018 Market Update.

Market Update, Newsletter 0 Comments

Dear Clients and Friends, Our report found here contains an update on m&a deals, values, and trends in the dozen+ segments of the information technology industry that we follow, and sometimes lead. Please click here for our March Market Update. These days the world seems filled with wishful thinkers; politicians who wish away deficits while cutting taxes and increasing public spending; activists who wish two-thirds of the US House of Representatives and Senate (and three-quarters of the States) would vote to repeal the Second Amendment; those who wish school shootings would end while rejecting any meaningful changes to gun-ownership laws;…

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