Blog

Mar 23, 2018

Private Equity is Bullish on Enterprise Data and Analytics. Our March M&A Update.

Enterprise Data, Market Update 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 March 2018 M&A update. A month ago, we noted the acquisition of 55% of Thomson Reuters by Blackstone Group – valuing the firm at $20bn. In a news cycle that includes Qualcomm‘s attempted/aborted $130bn takeover of Broadcom, the Thomson Reuters deal didn’t give rise to much press. But we noticed. In the Enterprise Data and Analytics world a $20bn transaction is huge.…

Read More

Mar 14, 2018

Capital Markets Infrastructure: Unsexy – and Yet Hot. Our March 2018 Fintech Market Update

Fintech, In the News, Market Update 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 see our March Fintech report here. Close followers of our Fintech newsletters will know that one of the Fintech sectors we follow closely is Capital Markets Infrastructure. It may not be a sexy segment. But, from an m&a perspective, it’s hot. A few weeks ago, McKinsey came out with a 30-page report on the segment – titled: Fintech Decoded:  Capturing the opportunity in capital markets infrastructure.…

Read More

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;…

Read More

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…

Read More

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…

Read More

Back to Top