Archive for Category: Newsletter

Sep 17, 2018

Blockchain: A Capitalist Tool: Our September Infotech M&A Update

Market Update, Newsletter 0 Comments

Dear Clients and Friends, Summer is over! (Not that we slowed much.) As you will see from our report found here, last month was busy in the dozen+ segments of the information technology industry that we follow and sometimes lead. Please click here for our September Market Update. Interest in Blockchain-related applications was a continuing theme over the summer. A recent article in Barron’s noted that something like $1.5 billion was invested in Blockchain initiatives in 2018. For some tech writers, Blockchain is all about shifting power to the masses, whether it’s the power of central monetary authorities or the…

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Aug 23, 2018

This Rising Tide is Lifting Some Boats (Not All). Our August 2018 Fintech Market Update

Fintech, In the News, Market Update, Newsletter 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 August Fintech Market Update. One of those trends we have previously noted is that we are in a “strong” m&a market – especially for Fintech companies. As you can see in our report found here – it’s true – sort of. Transaction multiples certainly are up – for many companies – but not for all. And that’s the rub. Everyone seems to believe that…

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Aug 21, 2018

IPOs and Fool’s Gold: Our August Infotech M&A update

Market Update, Millennials, New M&A Addition, Newsletter 0 Comments

Dear Clients and Friends, Our latest report on the values and trends in the dozen+ segments of the information technology industry that we follow, and sometimes lead can be found here. Please click here for our August Infotech Update. Recently, two CEOs of mid-sized information technology companies asked our opinion about taking their company public. In both cases, our advice was the same: Don’t do it, you are too small. It’s Fool’s Gold. Close followers of our reports may note the gradual reduction of the number of public companies worldwide. A recent New York Times article noted that “…in the…

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Aug 16, 2018

Trump, Tariffs, and Process Automation: Our August Report on M&A in the Enterprise Data and Analytics Industry

Enterprise Data, Market Update, New M&A Addition, Newsletter 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 August Enterprise Data & Analytics Update. The news these days is filled with predictions by pundits about the impact of tariffs – and the potential for trade wars. As we watch, we realize that whatever else comes out of the current round of trade negotiations, all this attention to the costs of production is likely to further spur a trend that we have written…

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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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