Archive for Category: Newsletter

Dear Clients and Friends, Our report found here contains an update on the dozen+ segments of the information industry that we following and sometimes lead. Please click here for our August M&A Update. When I was about 16, I read Robert Heinlein’s book, “The Moon is a Harsh Mistress”. Besides espousing some libertarian ideas that I thought were pretty interesting at the time, it also was my first exposure to what we now call “artificial intelligence”. In the book, a series of linked self-learning super computers becomes a single self-aware being – called Mike. A few years later we got HAL, the self-protective, self-aware…

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Dear Clients and Friends, Our report found here contains an update on m&a deals, values and trends in the industries that we follow and sometimes lead. Please click here for our full June Market Update. Recently, we saw an interesting set of charts put out by PitchBook on m&a trends in the PE industry. We like PitchBook and respect their work. But sometimes, their data overwhelms us. Several of the recent charts were put under the heading “An expensive market contributes to declining activity”. It showed that transaction multiples for PE-related deals have risen from 8.1x EBITDA in 2010 to…

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