Archive for Author: Ken Marlin

Jul 16, 2018

The 4th Industrial Revolution is Coming. Our July M&A Report

Market Update, New M&A Addition, 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 July Market Update. Mark van Rijmenam, Founder of Datafloq and one of the global Big Data influencers, recently published his top tech trends in the InfoTech space. Please click here for that. Mark is a smart guy and sometimes makes me think. In his post, Mark referenced the coming “4th Industrial Revolution”. He didn’t coin the phrase. Klaus Schwab founder of the World…

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Jul 9, 2018

FinTech: The End of the Beginning – Our July 2018 Fintech Market Update

Enterprise Data, Fintech 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 click here for our July Fintech Market Update. Recently Capgemini, the consulting, technology and outsourcing services company, in collaboration with Efma, a global non-profit organization, issued its second annual World FinTech Report. The authors may not have intended their report to call the “End of the Beginning” of consumer FinTech, but that is what they have done – and we agree. The Beginning is over. The…

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Jun 11, 2018

Infotech – It’s All About Speed – and Maybe Wireless. Our June M&A Report on the Information Technology Universe

Enterprise Data, Fintech, In the News, Market Update 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 June 2018 Market Update. As we have previously noted, one of the biggest challenges – and one of the largest opportunities – in our industry today revolves around the ability to capture and analyze the massive amounts of structured and unstructured data. A big part of the challenge is that the volume keeps growing. Connected homes, offices, cities and cars, health and financial…

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May 18, 2018

Not Your Father’s Stock Exchange: Our May 2018 Fintech Market Update

Fintech, In the News, Newsletter, Uncategorized 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 click here for our May Fintech Market Update. One of those sectors is made up of firms that facilitate the trading, settling and clearing of securities trades – “Securities Exchanges”. As you will see on Page 15, enterprise-value-to-revenue multiples in this segment are among the strongest of any segment we follow. The average company on the S&P 500 trades at around 2.2x revenue. Canada’s TMX Group…

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May 9, 2018

Powering Through: Our May M&A Report on The Information Technology Universe

Market Update, Newsletter 0 Comments

Dear Clients and Friends, Our m&a 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 see our May General Market Update here. Byron Wien wrote a great piece last week on the perils of debt to the US economy. I encourage you to read it. Find it here. Wien noted that US national debt – at $20tn – is 3x what it was in 2000 – but the interest on that debt is up only 25% – due in part to…

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