Mar 31, 2016
Healthcare IT, Healthcare Newsletter, Newsletter 0 Comments
A few weeks ago, like many of our colleagues in our industry, we put on our comfortable shoes and trotted along the long aisles of the exhibit halls at HIMSS in Las Vegas. We visited many booths, and talked to multiple vendors, regulators and clients. Here are a few of our key takeaways.
Mar 21, 2016
In the News, International, Market Update, Press Release 0 Comments
In one of the more interesting transactions in the information space of late, Colorado-based IHS (NYSE:IHS) and London-based Markit (NASDAQ:MRKT) announced their intent to merge yesterday. Based upon March 18, 2016 closing prices, the transaction values IHS and Markit at about $7.5bn and $5.2bn in equity value (or $10.4bn and $5.9bn in enterprise value), respectively. Upon completion of the merger, the combined company will be renamed IHS Markit. We’re still trying to figure out what it all means.
Mar 21, 2016
Fintech, In the News, Newsletter 1 Comment
We are in the business of helping B2B technology and data services companies to sell, acquire, and raise capital. One of our focus areas is known as enterprise data & analytics, which encompasses firms providing advanced analytics, big data, business intelligence, data management, and information services. We regularly publish a newsletter with updated m&a statistics focused on the space – you can see the latest here: February 2016 EDA Market Update.
Mar 16, 2016
Uncategorized 0 Comments
In a conversation with a client earlier this week, we talked about the successes that many of our clients have found after deals are completed – and the failures we occasionally see. We noted that, in many cases, the credit or the fault stems not from the price people paid but rather from the success (or failure) of the integration – which, in our view, in turn stems from the amount of work they put into integration investigation, planning and execution before the transaction is complete. Everyone seems to know that integration is important. And nearly everyone we work with pays some attention to planning for it. But some firms are just better at the process than others.
Mar 14, 2016
Award, Fintech, Newsletter 0 Comments
It’s an interesting time to be in the business of facilitating m&a in the fintech space. Last week, my partner Jason Panzer wrote a blog post on the ongoing effort by fintech companies to help financial services firms lower costs and improve quality by taking humans out of structured and unstructured processes. One fully intended consequence of this movement has been downward pressure on transaction prices. That’s good for the users – not always so good for the service providers. It’s disruptive.