Archive for Tag: Market Update

Disruption leads to paradigm shifts

Mar 13, 2016

Disruption is here to stay. Get used to it.

Enterprise Data, Fintech, Healthcare IT, Market Update, Newsletter , , , 0 Comments

For several years now, the dozen plus information technology sectors that we support have been strong for some, while quite disruptive for others. In Fintech, the press has focused on the digital revolution in customer behavior and the wave of virtualization currently sweeping financial services. It has to make the traditional providers nervous. In Enterprise Data, the buzz has been around the rise of big data analytics and how they are changing the way we understand the world. In Healthcare IT the talk has been about the increasing use of technology, information, and tools that may fundamentally change the doctor-patient relationship. These are disruptive times. Get used to it.

Feb 23, 2016

Where are we headed with Big Data M&A. Are values at risk?

Enterprise Data , , 0 Comments

The New Year started out with a bang for companies in all four segments of the Enterprise Data & Analytics space. More than a dozen transactions of significance were announced including deals by Bessemer, Bloomberg, IBM, Moody’s, Oracle and Thoma Bravo. EV-to-revenue multiples as well as EV-to-EBITDA multiples for all four segments remained relatively strong, despite a backdrop of volatility in the capital markets. There was one cautionary note, however.

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