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Archive for Category: In the News

Jan 27, 2016

Financial Institutions Need To Work Harder – and Faster – To Take Greater Advantage of Third-Party Software Solutions

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For years, financial institutions have been spending billions of dollars per year on internally developed software in an effort to gain a competitive advantage – while talking about switching to third-party-based applications. According to a recent article, a well-known financial services firm has more people on its technology team (9,000+ full-time engineers) than Twitter (~3,600 in 2014) or LinkedIn (~6,900 in 2014). They have about the same number as Facebook’s total employee count (~9,200 in 2014). And that financial services firm isn’t alone. In some cases, chief technology officers at even medium-sized financial services firms are managing technology businesses as…

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Jan 7, 2016

ISIS, Russia, San Bernardino, and M&A

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Earlier this week, to start the New Year, I was privileged to attend a breakfast discussion led by Bo Cutter, Senior Fellow of the Roosevelt Institute; formerly a member of President Clinton’s National Economic Council, President Carter’s Executive Director for Budget, and Chief Economist at Warburg Pincus. Cutter asked another guest to speak, Frank Wisner. Among other things, Mr. Wisner was the U.S. Ambassador to Egypt, Philippines and India; a former Undersecretary of State; and a former Undersecretary of Defense. He served in the administrations of Presidents Reagan, Carter, George HW Bush, and Clinton. In 2011, President Obama asked Wisner…

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Dec 23, 2015

M&A Holiday Reading List

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Dear Clients and Friends: ‘Tis the season!  For many, this is a time to catch up with friends and family – and perhaps on a bit of reading.  In that spirit, the M&A team has complied a short list of what we are reading this holiday season. It’s an eclectic mix, with some intended to help us become more savvy leaders, some focused on  elevating our entrepreneurship skills, some teaching us something new about the world; and a few just for fun. Share your thoughts with us below and let us know if there’s a good read we should add…

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Dec 14, 2015

Looking Past the Unicorns to the Middle Market – The Sweet Spot

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A quick look through today’s business headlines and you’ll see reports of massive capital raises and eye-popping valuations for some of the so called “Unicorns” – young, fast-growing, privately held (VC-backed) technology / technology-enabled companies valued at $1 billion and above. Some of these firms are very impressive, growing more than 100% per annum and raising hundreds of millions from private investors. Some are working on finding an appropriate way and time to give investors liquidity at a suitable value. Few this year have found strategic buyers: Lynda.com (LinkedIn) and Virtustream (EMC), for example. According to CB Insights, through Q3’15…

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Dec 3, 2015

GRC Keeps Rolling

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The term GRC (Governance, Risk and Compliance) has been around for a while now. Gartner has covered it in one form or another since the early 2000’s. The last decade of regulations – Sarbanes-Oxley, HIPPA, Basel III, Solvency II, regional rules and more – have put unprecedented pressure on corporations, leading to the explosion of GRC solutions. Firms have shifted away from spreadsheets and homegrown solutions to GRC focused software vendors as GRC needs become more complex and involve a wider set of stakeholders. This market maturation brings the potential for a new wave of M&A consolidation as vendors race to…

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