Archive for Tag: Mergers & acquisitions

Aug 26, 2016

Rational expectations (mostly) continue driving info tech M&A values upward.

Fintech, Healthcare IT, Market Update, Uncategorized , , , , , 0 Comments

The US equity markets are now officially in the midst of the second longest continuous rise ever – and they just keep on ticking. It’s been more than 2,700 calendar days since the 2009 bottom – without a 20% pull back. Can it continue? Can we surpass the to 3,452 day bull market that ended with the tech market crash in 2000? Maybe we can – at least in the dozen+ sectors of the information-technology industry that we follow and sometimes lead. Every week, we talk to the CEOs, Board members, investors and others connected with a wide range of…

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Jul 14, 2016

What does Brexit and election year uncertainty mean for m&a? Our July 2016 M&A Market Update

Fintech, In the News, International, Market Update, Newsletter, Report , , , , 0 Comments

The report that follows HERE is our latest update on m&a values and trends in the dozen+ sectors of the information technology industry that we follow and sometimes lead. It’s too soon to tell how the consternation in the political world will affect this industry. High levels of liquidity and low interest rates help a lot, but uncertainty doesn’t. And while our sector remains fairly hot – see the report – overall m&a volume and value was clearly down in the first half of 2016 compared to the second half of 2015. Last year, m&a was torrid – with 39 mega deals valued at $10bn or more in the second half alone. So it’s not shocking to see overall m&a values and volume fall off a bit. Political consternation is a concern, however.

Jun 14, 2016

Quick Turnaround for Bain Nets 3x Return on Security Play Blue Coat

In the News, Valuation , , , 0 Comments

On Sunday, Symantec (NASDAQ:SYMC) announced the acquisition of Blue Coat Systems, a leading provider of cloud security technologies, for $4.65bn. It is Symantec’s largest deal in a decade. For Bain Capital, the private equity firm that controls Blue Coat, it is a very impressive tech exit with the firm earning 3x its investment in less than 18 months.

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