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Blog

May 5, 2016

Salesforce – It ain’t just CRM anymore.

Enterprise Data, Startup , 0 Comments

Salesforce is the 4th most valuable software company in the world, and by far the youngest of the top four. It got to this vaunted position in part because of its superior service. We’ve been loyal users of Salesforce to help power our marketing efforts at M&A for more than 10 years. But also, much as Apple has encouraged others to develop apps for its iPhone and iPad, Salesforce has grown by encouraging other firms to leverage its presence and capabilities to build value added software on top of the Salesforce platform. This is the Salesforce Ecosystem. It isn’t just about CRM any longer.

Apr 29, 2016

Is Clinical Quality Language (CQL) the next Black Swan of the HIT industry?

Healthcare IT, Healthcare Newsletter , 0 Comments

In the dynamic world of healthcare, the sheer magnitude of innovations and the capital behind actualizing the vision of our entrepreneurs is enough to keep us fully occupied. We continue to see significant activity in the areas of value based reimbursement, consumerism, mobility and informatics. These technologies aim for the double play of increasing quality while reducing costs. At the same time, we see a Black Swan lurking in the background which is not getting the attention it deserves. Clinical Quality Language (CQL) will spur the creation of a whole new set of players and may propel our industry to a new level of automation and efficiency.

Apr 20, 2016

SaaS + Services: An Underappreciated Combination

Fintech, Startup , 0 Comments

We love to advise companies with high levels of recurring revenue, robust renewal rates and strong potential for profit. In many cases, this describes companies that deliver solutions through a centrally hosted Software as a Service (SaaS) model. Many founders and entrepreneurs believe that a pure SaaS model is one of the best ways to quickly create value. Sometimes that’s true; sometimes it’s a solution looking for a problem.

Apr 18, 2016

Fintech: It’s Changing Everything – M&A April Fintech Market Update

Award, Blockchain, Fintech, International, Newsletter, Startup , 0 Comments

It’s a busy time for fintech dealmakers. Not only are people investing in disruptive fintech companies in the US and the UK, but entrepreneurs with new approaches in China, Germany, Sweden, Singapore, India and a dozen other countries are also seeing massive action. We’ve always taken a global approach to advising clients and this week we were pleased that the M&A Advisor named us as the Boutique Investment Bank of the Year at their 8th Annual International M&A Awards fete.

Apr 14, 2016

Is Greed Still Good? – Implications of the Proposed DOL Fiduciary Rule Change

In the News , , 0 Comments

Last Wednesday the US Department of Labor (DOL) released a several hundred page ruling that essentially requires investment advisors who advise people on investments for their retirement accounts (IRAs, 401(k) plans, etc.) act in the client’s best interest – or at least to disclose potential conflicts. (You wouldn’t think it would take them hundreds of pages.) The DOL has been working on this since 2010. They did so under their authority for enforcing the Employee Retirement Income Security Act (ERISA) of 1974, although some believe they have overstepped their bounds and encroached on the SEC’s turf. Nevertheless, the Office of Management and Budget (OMB) has approved the rule and President Obama endorsed it.

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