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Archive for: July 2015

Jul 30, 2015

McGraw Hill Financial To Acquire SNL Financial For $2.2 Billion: M&A Analysis

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Earlier this week, McGraw Hill Financial (“MHFI”) announced its intention to acquire Charlottesville, Virginia-based SNL Financial (“SNL”) for $2.225 billion. The sellers included New Mountain Capital, which acquired 60% of SNL Financial in July 2011, Reid Nagle (founder) and other members of SNL management. We see this as a very strategic transaction for MHFI. SNL Financial has a number of very deep industry specific data sets with accompanying analytics that are unique in the market data sector. SNL began by providing in-depth data related to the U.S. savings and loan industry (hence the name ‘SNL’). The company’s products enabled specific…

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Jul 30, 2015

Marine Corps Discipline And The M&A Process

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A few weeks ago The Suit, an online magazine, interviewed our founder, Ken Marlin, for their July issue. They focused on the many ways in which my 10 years as a Marine shaped the way my firm approaches business in general and the m&a process in particular. As noted in the article, it is all about focus, expertise, commitment, and developing smart people who use repeatable approaches to problem solving. That is a disciplined approach that I learned as a Marine and one that we practice at our firm. Our approach works. That is why Marlin & Associates is one…

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Jul 21, 2015

What Is The End Game For The Health Insurers? Here Is Our Opinion

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There are many reasons companies engage in M&A activity. Achieving revenue or cost synergies usually tops the list. But more and more we are seeing companies use M&A to transform their business all together. In the case of Aetna’s $37 billion acquisition of Humana, the financial reasons are obvious. The combination creates a company with revenues of $115 billion and over $3.0 billion of cash flow; with a goal of generating $1.2 billion of synergies by 2018. Together the companies will create the second largest managed care company by revenue and bringing together Humana’s growing Medicare Advantage business with Aetna’s…

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Jul 8, 2015

Why Greece Matters

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Greece matters! In our report this month our Managing Partner, Ken Marlin, writes about why Greece matters – see his commentary below: I am worried about Greece. I am not worried about Greek clients, we do not have any. We have worked with information technology companies in 26 countries – but we have never had a Greek client, buyer or investor for one of our clients. Italy, Ireland, India yes; but not Greece.role Personally, I feel bad for the Greek citizens but, from a business perspective, I am not directly affected by Greece’s economic problems, although I know that they…

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