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Big Data and Data Analytics. Can m&a values keep rising? Our March 2017 Enterprise Data & Analytics Market Update

Mar 2, 2017

Big Data and Data Analytics. Can m&a values keep rising? Our March 2017 Enterprise Data & Analytics Market Update

Enterprise Data, Market Update, Newsletter 0 Comments

You will find our latest report on m&a trends values and deals in the four segments of the Enterprise Data and Analytics sector that we follow and sometimes lead, here.

As you will see from our report, values in all four sectors remain strong, albeit slightly off of their 2016 highs as growth rates have moderated a bit. A recent report by IDC predicted that in 2017, the “big data and business analytics” market will grow at a rate of about 11% over 2016 and continue growing at or above that level through 2020.

Analysis of “unstructured data” continues to be the holy grail sought by many. It makes sense since something like 90% of the data that businesses would like to consume does not fit neatly into relational databases – including video, social media, RSS documents, etc. There are literally scores of firms working on solving this complex problem – applying artificial intelligence, machine learning, data visualization, and other tools that did not exist a few years ago.

As the cost of computing power and storage capacity continues to plummet, and the power and very nature of these tools increases, breakthroughs happen almost daily. We love the idea of “imbedded BI analytics”, “behavior analytics” and “prescriptive analytics”. (More on this latter phenomenon as it applies to the healthcare world in our recent Healthcare IT newsletter here.) It’s an exciting time to watch this world.

Some of the more interesting m&a transactions in this space are described in our report, found here. A few of them include:

  • Axway (Euronext:AXW.PA) agreed to acquire Syncplicity in an all-cash deal from Skyview Capital,
  • Elsevier, a subsidiary of RELX (LSE:REL), acquired Plum Analytics from EBSCO Information Services for an undisclosed sum,
  • comScore (OTCPK: SCOR) acquired Compete Media Reporting for $29mm in cash. The transaction occurred in April 2016 but was not reported until late February 2017,
  • CrediFi (New York, NY) raised $13mm in Series B funding led by Liberty Israel Venture Fund and included participation from other new and existing investors,
  • Moody’s (NYSE:MCO) acquired the structured finance data and analytics business of SCDM for an undisclosed sum.

We will be attending The Quirk’s Event in New York on March 21-22. To arrange a meeting there, please contact Michael Maxworthy at max@marlinllc.com.

Ken Marlin

Ken Marlin

Ken Marlin is Managing Partner and Founder of Marlin & Associates and the author of "The Marine Corps Way to Win on Wall Street: 11 Key Principles from Battlefield to Boardroom" (St. Martin's Press 2016).

Over the course of more than 30 years Ken has advised scores of U.S. and international middle-market technology enabled firms on the best ways to buy, sell, grow and thrive. Along the way, he's been an entrepreneur (three times), a tech company CEO (twice), a senior corporate executive (twice) and an investment banker.

Seventeen years ago, Ken embarked on a journey to create a different sort of investment bank - one that would meld the investment banking skills he learned over 20 years on Wall Street with lessons he learned as a tech entrepreneur and the principles he learned during the decade he spent on active duty as a U.S. Marine Corps infantry officer. Today, Marlin & Associates is one of the most active M&A advisers in the information technology arena.

Institutional Investor Magazine has five times named Ken as one of II’s “Tech 50” and the II “FinTech 35” - both of which honor the most influential figures in the financial technology data and analytics sector.

Outside the office, Ken is a trustee of the Madison Square Boys and Girls Club, which serves underprivileged kids throughout the five counties of New York City; and an active supporter of the Phoenix House Foundation, The Wall Street Warriors Foundation, The Marine Corps Heritage Foundation, University of the People, the Hurricane Island Outward Bound School, and Outward Bound Peacekeeping.

Ken’s book has garnered strong reviews and is consistently ranked among the top in governance, finance and leadership. One reviewer called it a compelling vision to improve Wall Street by returning to solid core values like taking the long view, behaving with honor, delivering excellence and working for a cause greater than money.

Ken earned a BA from the University of California (Irvine), an MBA from UCLA, and a post-MBA Advanced Professional Certificate in Corporate Strategy from New York University. He lives in New York City with his wife, daughter, a dog, a cat and turtle.

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