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Archive for Category: Newsletter

Dec 22, 2015

2015 December EDA Newsletter

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Dear Clients and Friends, The linked report focuses on our sense of M&A values and activities in the Enterprise Data & Analytics sector. We hope you find it useful. We live in interesting times. Click here for the report A few weeks ago, Michael Dell proclaimed at the Web Summit in Dublin that the “data economy” is the next trillion-dollar opportunity. He preceded that statement by noting that “if you look at companies today, most of them are not very good at using the data they have to make better decisions in real time.” We couldn’t agree more with Mr. Dell.…

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Nov 18, 2015

November 2015 Enterprise Data & Analytics Market Update

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Not long ago, Harvard Business Review heralded data scientists as the sexiest job of the 21st century – talk about revenge of the nerds! But is this still the case? The linked report focuses on our sense of m&a values and activities in the Enterprise Data & Analytics sector. It’s our third report focused on this arena. We hope you find it useful. It’s an intriguing world. Click here for the report With the proliferation of connected devices, widespread adoption of social media, and the ability to accurately interpret unstructured data, businesses are increasingly turning to these data scientists and…

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Jul 21, 2015

What Is The End Game For The Health Insurers? Here Is Our Opinion

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There are many reasons companies engage in M&A activity. Achieving revenue or cost synergies usually tops the list. But more and more we are seeing companies use M&A to transform their business all together. In the case of Aetna’s $37 billion acquisition of Humana, the financial reasons are obvious. The combination creates a company with revenues of $115 billion and over $3.0 billion of cash flow; with a goal of generating $1.2 billion of synergies by 2018. Together the companies will create the second largest managed care company by revenue and bringing together Humana’s growing Medicare Advantage business with Aetna’s…

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Jul 8, 2015

Why Greece Matters

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Greece matters! In our report this month our Managing Partner, Ken Marlin, writes about why Greece matters – see his commentary below: I am worried about Greece. I am not worried about Greek clients, we do not have any. We have worked with information technology companies in 26 countries – but we have never had a Greek client, buyer or investor for one of our clients. Italy, Ireland, India yes; but not Greece.role Personally, I feel bad for the Greek citizens but, from a business perspective, I am not directly affected by Greece’s economic problems, although I know that they…

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Jun 15, 2015

Black Swans Are Coming To HIT: A Piece From June’s H.I.T. Greatest Hits

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We have written extensively about the confluence of advanced technologies and their impact on our healthcare system. Perhaps it is now appropriate to go a step further and think about which high-impact innovations could go beyond our realm of normal expectations and create true Black Swans in our industry. Let’s use a recent article we read about pattern recognition as an example. This article connects the dots between the invention of printing press (a Black Swan for sure) and the discovery of semiconductors, and it goes like this: In 1450, when printing press was invented and people started to read…

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