As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.
×

Archive for Category: Market Update

Oct 18, 2017

Automation vs. AI: Our October 2017 Enterprise Data and Analytics M&A Update

Enterprise Data, In the News, Market Update 0 Comments

Dear Clients and Friends, The report found here covers m&a trends, values and deals in the four segments of the Enterprise Data and Analytics sector that we follow and sometimes lead. Please click here for our October 2017 Enterprise Data and Analytics Update. Recently, I wrote a blog piece that referenced the new focus of investor Masayoshi Son (the founder of Softbank) on “AI” (artificial intelligence). It’s the future and we know it. China is investing billions in AI. IBM, Intel, Google, GE, Microsoft, Salesforce, Softbank and so many others are investing in the space. The CIA and the Pentagon are…

Read More

Oct 9, 2017

Will the Europeans Kill Europe? Our October Market Update

In the News, Market Update, New M&A Addition, Newsletter 0 Comments

Dear Clients and Friends, Our report found here contains an update on m&a deals, values, and trends in the dozen+ segments of the information technology industry that we follow, and sometimes lead. As you will see, many recent transactions are cross-border. We care because about half of our transactions involve non-US companies. Last week, buried in the news about the mass killing in Las Vegas, the plight of those affected by hurricanes, Russian hacks of the US Election, the future of DACA, and possible changes to US tax law, was news that the European Commission has ordered Luxembourg to recapture €250mm…

Read More

Sep 29, 2017

What are data crunchers missing in healthcare? Our September 2017 HIT Market Update

Healthcare IT, Healthcare Newsletter, Market Update, Newsletter 0 Comments

Dear Clients and Friends, Please click here for our September HIT Market Update. There is a saying that “In God we trust… but all others must bring data”. We agree. Without data, we trust no one. And we want analytics too. But even that is not always enough because those who crunch data in healthcare sometimes cannot deliver contextual precision. Here are a few examples: Population health management systems are focusing on the wrong population – Data analytics companies strive to identify that segment of the population that consumes the most $$. The concept is logical – crafting tailor made…

Read More

Sep 26, 2017

What do North Korean Missiles, AI and Big Data have in common? Our September 2017 Enterprise Data and Analytics Update

Enterprise Data, Market Update, Newsletter 0 Comments

Dear Clients and Friends, Please find our September Enterprise Data & Analytics Update here. The report found here covers m&a trends, values and deals in the four segments of the Enterprise Data and Analytics sector that we follow and sometimes lead. New York is currently hosting the annual opening of the UN General Assembly. Heads of about 140 nations are in our town and security is tight near our office. Last Tuesday, President Trump opened the session by promising to “destroy” North Korea if that country doesn’t abandon its nuclear weapons program – which they have no plan to do.…

Read More

Sep 14, 2017

Luck Is Not A Plan. But It Matters… Our September Market Update

Market Update, Newsletter 0 Comments

Dear Clients and Friends, Our latest report, found here, contains an update on m&a deals, values, and trends in the dozen+ segments of the information industry that we follow, and sometimes lead. Please click here for our September General Market Update. In my book, I have a chapter titled “Luck is not a Plan”. I wrote that successful deals come about as a result of disciplined planning, preparation and execution – not luck. That approach has worked for us – and has been critical to our success. But lately, as we’ve been watching people impacted by hurricanes, war, and more,…

Read More

Back to Top