Archive for Category: Newsletter

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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Mar 7, 2018

Politicians, School Shootings, Crypto-Currencies, and Some Would-be Acquirers: Case Studies in Wishful Thinking. Our March 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 March Market Update. These days the world seems filled with wishful thinkers; politicians who wish away deficits while cutting taxes and increasing public spending; activists who wish two-thirds of the US House of Representatives and Senate (and three-quarters of the States) would vote to repeal the Second Amendment; those who wish school shootings would end while rejecting any meaningful changes to gun-ownership laws;…

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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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