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Archive for Category: Uncategorized

Aug 26, 2016

Rational expectations (mostly) continue driving info tech M&A values upward.

Fintech, Healthcare IT, Market Update, Uncategorized , , , , , 0 Comments

The US equity markets are now officially in the midst of the second longest continuous rise ever – and they just keep on ticking. It’s been more than 2,700 calendar days since the 2009 bottom – without a 20% pull back. Can it continue? Can we surpass the to 3,452 day bull market that ended with the tech market crash in 2000? Maybe we can – at least in the dozen+ sectors of the information-technology industry that we follow and sometimes lead. Every week, we talk to the CEOs, Board members, investors and others connected with a wide range of…

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Jun 29, 2016

Risk and compliance tools are of limited value without incorporating a way to combat cybercrime.

Fintech, International, Uncategorized , , 0 Comments

I was having lunch the other day with a leader of a company that provides software to help financial institutions comply with various rules and regulations. The focus was around acquisition opportunities. A good discussion ensued, as there are lots of interesting, fast-growing companies in what we call the “GRC” space (Governance Risk and Compliance) that naturally lend themselves to being part of a larger organization. But the main takeaway of our discussion was the growing emphasis on cyber security as part of a GRC solution. “One can’t be all things to all people,” he said, but “we can’t go visit a company without a proposition for their cyber security needs.” This is telling, and fits with our sense of the world in which we live today.

Jun 21, 2016

To Win at Negotiating: Seize the High Ground

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In the early 1970s, I attended what the Marine Corps calls “The Basic School” or “TBS”. That’s where newly minted Marine Corps officers learn how to lead men in ground combat. I learned a lot at TBS as well as over the next decade that I served on active duty: war fighting leadership; field skills and more. But TBS is also where I learned about one of the most important elements of successful negotiating. It is a lesson that has never left me.

May 18, 2016

We Love to Win – It’s in our DNA.

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I believe that our attitude – our expectation of success is one reason that people choose us to advise them. We not only are experts in our field and know how to get deals done, we also don’t quit. Perseverance is one of our mantras. It’s one thing to simply “broker” a deal – to introduce parties and get a deal conversation started – it’s quite another to bring the deal to closure. We are mere “brokers.” We’re full-fledged strategic and financial advisors.

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