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Blog

Jul 14, 2016

What does Brexit and election year uncertainty mean for m&a? Our July 2016 M&A Market Update

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The report that follows HERE is our latest update on m&a values and trends in the dozen+ sectors of the information technology industry that we follow and sometimes lead. It’s too soon to tell how the consternation in the political world will affect this industry. High levels of liquidity and low interest rates help a lot, but uncertainty doesn’t. And while our sector remains fairly hot – see the report – overall m&a volume and value was clearly down in the first half of 2016 compared to the second half of 2015. Last year, m&a was torrid – with 39 mega deals valued at $10bn or more in the second half alone. So it’s not shocking to see overall m&a values and volume fall off a bit. Political consternation is a concern, however.

Jul 13, 2016

A Shifting Landscape at the Nexus of HIT and Fintech

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The first half of 2016 was the strongest on record for digital health companies. According to StartUp Health, there was nearly $4 billion invested in over 150 early stage deals. For 1H16, the top digital health investment category was patient/consumer experience at $958 million, or nearly 25% of invested capital. StartUp Health notes that over 7,600 startups around the world are working on digital health. And that’s just the startups.

Jul 7, 2016

What is driving the high spending on the elderly in America? Our June/July 2016 Healthcare IT Review

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One of the more sobering facts about our healthcare system is not only its sheer size, but how the spending spreads across various age groups. The U.S. spends over $3.0 trillion, or 17% of its GDP, on healthcare. That compares with about 11% for Germany and France. But if we look at spending across various age groups, the U.S. spend is about the same percentage of GDP for people under 60-65.

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 23, 2016

Fintech: It’s All About the Cloud – Our June 2016 Fintech Market Update

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Our latest M&A update on the recent transactions and values in the seven separate sectors of the fintech market that we follow and sometimes lead is HERE. It’s all about the cloud. One of the larger deals this past month was the sale of Vertafore to Bain Capital and Vista Equity Partners for a reported $2.7 billion.

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