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…

Read More

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…

Read More

Jan 17, 2018

4 Themes Every InfoTech Company Should Be Watching in 2018 – Our January Market Update

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 January 2018 Market Update. As our regular readers know, we follow this market closely – and we see several themes that InfoTech firms should be watching in 2018. Theme #1: A move to recurring revenue models – and fast. Bankers talk about the attractive values afforded to SaaS and Cloud-based software applications. These are attracting investment dollars and customers. But so too are…

Read More

Dec 19, 2017

The Fintech M&A Revolution Continues. Our December 2017 Fintech M&A Report

Fintech, 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 December Fintech Market Update. As 2017 comes to a close it is sometimes useful to reflect on the many evolutionary – and sometimes revolutionary – changes going on in the Fintech world. Clearly, there is a land rush going on for mind and market share. It’s everywhere – in sectors such as wealth management, insurance, commercial banking, business and retail lending, capital…

Read More

Dec 14, 2017

We’re Bullish On SaaS M&A – See Our December 2017 Market Update

Uncategorized 0 Comments

Dear Clients and Friends, The year is almost over. 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. As you will see, it’s been a strong year. Please click here for our December 2017 Enterprise Data and Analytics report. We’ve been advising buyers and sellers of Data and Analytics companies for more than 15 years now – more than 200 transactions – and each deal is still a treat. This week we announced another one: we were exclusive financial and strategic advisor to Tier1CRM,…

Read More

Back to Top