Archive for Category: Market Update

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 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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Apr 27, 2018

“Do No Harm”: The Role and Responsibilities of EDA Tech Giants. Our April 2018 Enterprise Data and Analytics 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 and deals in the Enterprise Data and Analytics sector that we follow and sometimes lead. Please click here for our April Enterprise Data & Analytics Update. As companies adapt to being data-powered organizations, data analytics is fast becoming a core driver for decision making. By and large this is a good thing. Except when it isn’t…. As Mark Zuckerberg has seen, the world of data & analytics is viewed with increasing suspicion by some – as Facebook, Cambridge Analytica and others are chastised for…

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Apr 13, 2018

Info-Tech and Free Trade: Our April 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 April Market Update. In 2017, the US exported $2.3 trillion in goods and services while it imported $2.9 trillion, leaving a trade deficit of roughly $566 billion – 12% higher than last year. That’s not good. $375 billion of that deficit is with China – up 8% over 2016. Also not good. Some see deficits as a sign of unfair trade practices including…

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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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