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Archive for Category: Newsletter

Jun 9, 2015

A Confident Market Is a Strong Market: Commentaries From June’s Market Update

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Summer is upon us – with no m&a doldrums in sight. The U.S. dollar value of m&a activity in the first quarter was up more than 20% over the same period in 2014, which itself was a strong year. It continues apace. The value of announced global tech m&a deals through May is at the second-highest level on record. The value of announced global healthcare deals through May is at the highest level on record. Despite turmoil in some parts of the world, U.S. buyers continue to hunt abroad as well as domestically (Dealogic says that the value of U.S.…

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May 12, 2015

It Is a Strong Market But It Is Not Crazy

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This month, there were at least a dozen meaningful financings and m&a transactions announced among information technology companies in the areas that we cover. Several of these were at fairly strong valuations. See the list below. It is a strong market but it is not crazy – this is not 1999 redux. Yes, there are those few “unicorns” – those relatively small companies with huge $1 billion+ valuations that the press likes to tout. But unicorns are still rare. Some of those valuations may well be crazy, but for the majority of firms that we see, valuations reasonably reflect solid,…

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Jun 12, 2014

What to look for in June’s Market Update

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Last month, Insidesales.com, the Big Data aggregation and analytics company raised $100mm at a $1bn valuation from some prominent VCs. That followed on the heels of Cloudera and Hortonworks raising $900mm and $100mm, respectively at $1bn+ valuations. Then, in May, SAP bought SeeWhy, the provider of cloud-based behavioral target marketing solutions; and Insight Venture Partners invested $250mm into Campaign Monitor, which provides SaaS-based email marketing and design solutions. Also in May, Bain Capital Ventures invested into Apixio, Inc., a pioneer in Big Data analytics for healthcare; and Zirmed acquired Intelligent Healthcare, which aggregates and analyzes clinical and financial data from…

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May 14, 2014

May Market Update Highlights

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Is it 2007 redux? Cash sitting on balance sheets is at record highs; interest rates are low; and banks are lending at multiples we haven’t seen in years. The result: so far this year there has been more than $49bn in announced m&a transactions, more than double the value in the same period last year, according to Bloomberg. And the big keep getting bigger: Facebook is buying WhatsApp for $19bn and Oculus for $2bn; Google bought NEST for $3.2bn; IBM bought Silverpop on the heels of their March acquisition of Cloudant. It’s not 2007. But it is a busy time.…

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Jan 14, 2014

Marlin & Associates: January Market Update

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Welcome to 2014!  It’s a New Year and a new beginning for many of our friends and clients who transacted in recent months. Click here for our Market Update Each year, we are asked for our forecast for M&A activity and values.  Usually I demur. This year, I’m happy to go out on a limb.  2014 will be a year for extremely strong values – but only for a subset of sellers.  Strategic and financial players have plenty of cash and desire; and banks are willing to lend.  But the demand is primarily for companies with scale, defensible proprietary advantages,…

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