Archive for Category: Uncategorized

Dec 13, 2017

Alexa – What Is The Future of Healthcare M&A? Our December HIT Market Update

Healthcare IT, Healthcare Newsletter, Newsletter, Uncategorized 0 Comments

Dear Clients and Friends, Please click here for our December HIT Market Update. Some companies engage in M&A to achieve synergies or diversification, while others aim for growth or to eliminate the competition. History is full of examples of horizontal tie-ups amongst  providers, insurers or pharmaceuticals. In the new era of healthcare, however, M&A is all about survival. Our industry is struggling to find new ways to capture and keep customers before some other new world interlopers – like Amazon or Walmart – find a way to take them away from you. The pending acquisition of Aetna by CVS is a…

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Dec 7, 2017

Net Neutrality and Why It Still Matters To M&A. Our December 2017 Market Update.

Market Update, Newsletter, Uncategorized 0 Comments

Dear Clients and Friends, Our latest Market Update report is found here. It contains an update on the 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 December Market Update. It’s been a strong year for information technology companies: revenue and profit are up for most and, as you can see from the report below, so are values. We’ve had a strong year – and it’s not over yet. But instead of recapping of our deals and awards, we are going to use this space…

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Nov 27, 2017

Will AI Take My Job? Our November 2017 Enterprise Data and Analytics M&A Update

Enterprise Data, Uncategorized 0 Comments

Dear Clients and Friends, The report found here covers m&a trends, values and deals in the four sectors of Enterprise Data and Analytics that we follow, and sometimes lead. Please find our November Enterprise Data and Analytics Update here. Stephen Hawking, the world renowned physicist, was recently quoted as being “quite concerned” that artificial intelligence could soon replace humans – completely. He called to mind some of the fears portrayed in the movie “Blade Runner” (one of my favorites). It’s a scary concept. An article by McKinsey last year was a bit less apocalyptic – but it did list 800…

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Nov 7, 2017

Tax Policy, Gridlock, and Infotech. Our November 2017 Market Update

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Dear Clients and Friends, Our latest report is found here. It contains an update on the m&a deals, values, and trends in the dozen+ segments of the information technology industry that we follow and sometimes lead. This week the news is filled with conflicting reports about the purported benefits and drawbacks of the GOP proposal to reform the US income tax code. Predictably, people who may benefit tend to like the proposal (e.g. banks, large multi-nationals, and many in the top 10%); and those who could be harmed denigrate it (e.g. the housing industry and people in high-tax states). Many middle-income Americans are confused;…

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Nov 2, 2017

The “First Mover Disadvantage”- Ken Marlin with Tabb Forum’s Terry Roche.

Market Update, Uncategorized 0 Comments

Our Founder, Ken Marlin, is the keynote speaker at The Tabb Group’s Fintech Festival being held at the New York Hilton on November 2. In advance of the forum, Tabb’s Terry Roche interviewed Ken. A link to video of Part III of the interview can be found here. (Parts I and II were listed earlier this month and can be found here and here.) In Part III of the Interview, Terry and Ken talk about new technology models in Capital Markets and the “first mover” disadvantage. For more on the Tabb Group FinTech Festival please click here. For some of our…

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