Archive for Category: Market Update

Feb 27, 2018

What Does Healthcare Have In Store for 2018 – Part II? Here Are Our Predictions.

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

Dear Clients and Friends, Read more from our February 2018 HIT Market Update here. Last month we shared Part I of our predictions for the New Year covering new risk models, EMR as a platform, and blockchains as the new infrastructure. Here is Part II of our outlook for the year. Valuations of mid to late stage companies could see lower altitudes. Even though 2017 was a banner year for digital health funding at a record $5.8 billion, in many ways, it fell short of expectations. There were no IPOs in the digital health space in 2017, and M&A volume…

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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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Feb 15, 2018

Pigs Get Slaughtered. Our February 2018 Market Update

In the News, Market Update, Newsletter, Uncategorized 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 latest February Market Update. There’s an old saying in our business: Bulls and Bears make money; Pigs get slaughtered. We are living in good times: in spite of a recent pull back, global equity markets are still up more than 20% over the past 12 months; there is something like a trillion dollars of unspent capital committed to financial sponsors and in the…

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Jan 21, 2018

What Does Healthcare Have In Store for 2018? Here Are Our Predictions.

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

Dear Clients and Friends, Read more from our January 2018 HIT Market Update here. Once again it is time to try our hand at predicting the trends that will shape the course of the New Year. Here is our Part I. A different approach to risk management will drive the largest partnerships and M&A transactions. The pending CVS/Aetna and Humana/Kindred acquisitions are not about reducing duplicate costs or adding customers to increase scale. They are about the need to offer a more complete service. The argument is that control over value chain will translate into a more efficient organization with…

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Jan 18, 2018

The Fintech Finance 40: Ken Marlin

Award, Fintech, In the News, Market Update, New M&A Addition, Press Release, Trends 0 Comments

For the fifth year in a row, Institutional Investor has named Ken Marlin as one of the most influential people in fintech finance. Marlin wrote in his 2016 book, The Marine Corps Way to Win on Wall Street, that “successful deals come about as a result of disciplined planning, preparation, and execution — not luck,” and he considers that a guiding principle of Marlin & Associates, the New York–based boutique investment bank he formed in 2002. He reflects, however, on how chance occurrences caused him to change a plan that would have put him on the 106th floor of the…

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