Archive for Category: Newsletter

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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Jun 22, 2018

Data Analytics Is Getting More Intelligent. Our June 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 June Enterprise Data & Analytics Market Update. Data analytics is a necessary first step in the evolution to having machines prescribe solutions to vexing real world problems. It is the foundation to move up the technology curve through things such as natural language processing, process automation, machine learning, and ultimately artificial intelligence (“AI”).  Gartner talks about the analytics “maturity model” – a chain of…

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May 18, 2018

Not Your Father’s Stock Exchange: Our May 2018 Fintech Market Update

Fintech, In the News, Newsletter, Uncategorized 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 May Fintech Market Update. One of those sectors is made up of firms that facilitate the trading, settling and clearing of securities trades – “Securities Exchanges”. As you will see on Page 15, enterprise-value-to-revenue multiples in this segment are among the strongest of any segment we follow. The average company on the S&P 500 trades at around 2.2x revenue. Canada’s TMX Group…

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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 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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