Archive for Category: Enterprise Data

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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Feb 23, 2018

5 Rules A Marine Would Use To Ensure A Tech M&A Deal Adds Value. Our February 2018 Enterprise Data and Analytics M&A Update

Enterprise Data, Market Update, Newsletter 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 February 2018 Enterprise Data and Analytics M&A update. A recent BCG study analyzed 37,000+ tech m&a deals over the past few years and concluded that only about half of them generated positive “Cumulative Abnormal Returns” (“CAR”). To us, that implies that acquirers are victims of chance. We beg to differ. Marines know that “luck” has little to do with…

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Jan 26, 2018

The Chinese Are Coming. Our January 2018 Enterprise Data and Analytics M&A Update

Enterprise Data, Fintech, Newsletter 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 January Enterprise Data and Analytics Market Update. There can be no doubt that this market is large and growing. Harvard Business Review recently said that 85% of those surveyed in the Fortune 1000 have started, or plan to start, Big Data usage. According to IDC, global revenues for Big Data and business analytics are estimated to grow 12% annually…

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Nov 27, 2017

Will AI Take My Job? Our November 2017 Enterprise Data and Analytics M&A Update

Enterprise Data, Uncategorized 0 Comments

Dear Clients and Friends, The report found here covers m&a trends, values and deals in the four sectors of Enterprise Data and Analytics that we follow, and sometimes lead. Please find our November Enterprise Data and Analytics Update here. Stephen Hawking, the world renowned physicist, was recently quoted as being “quite concerned” that artificial intelligence could soon replace humans – completely. He called to mind some of the fears portrayed in the movie “Blade Runner” (one of my favorites). It’s a scary concept. An article by McKinsey last year was a bit less apocalyptic – but it did list 800…

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Oct 18, 2017

Automation vs. AI: Our October 2017 Enterprise Data and Analytics M&A Update

Enterprise Data, In the News, Market Update 0 Comments

Dear Clients and Friends, The report found here covers 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 October 2017 Enterprise Data and Analytics Update. Recently, I wrote a blog piece that referenced the new focus of investor Masayoshi Son (the founder of Softbank) on “AI” (artificial intelligence). It’s the future and we know it. China is investing billions in AI. IBM, Intel, Google, GE, Microsoft, Salesforce, Softbank and so many others are investing in the space. The CIA and the Pentagon are…

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