Operating at the Intersection of Technology and the Capital Markets
Category: M&A
We published our TEK2day Spotlight report - The Evolving Insurance Industry - a few weeks ago. We hosted a follow-up podcast episode with two of the SS&C Technologies (ticker: SSNC), executives that were involved with that effort. You may view the video podcast at the YouTube link below. If any difficulties, simply visit CEORater's YouTube … Continue reading TEK2day Podcast Ep. 441: Insurers & Alternative Asset Investing with SS&C Technologies
If reports are true State Street has lost its way. If State Street (ticker: STT), CEO Ron O'Hanley truly hired Goldman Sachs to help he and the Board think through corporate strategy the company is toast. Any CEO who trusts his company to outsiders has lost his way. Did State Street truly need Goldman Sachs … Continue reading Is State Street Lost At Sea?
Intuit (ticker: INTU), recently announced that it had agreed to acquire Mailchimp, the marketing platform used by small and medium-sized businesses (we are a Mailchimp customer). Intuit is in the business of serving the SMB market. Facebook (ticker: FB), also serves SMBs and made a smart acquisition last year (Kustomer acquisition) to bolster its SMB … Continue reading A Win for Intuit. A Loss for Facebook
What could a PayPal, Interactive Brokers transaction look like? With inflated valuations all-stock deals have become more popular. A traditional, all stock acquisition of Interactive Brokers by PayPal (tkr: PYPL), certainly could happen. However, our preference would be for a "NewCo" structure whereby PayPal would own the NewCo business, or at least own a majority … Continue reading A PayPal, Interactive Brokers Transaction
Should PayPal (tkr: PYPL), want to have a retail trading product, Interactive Brokers (tkr: IBKR), is the answer. IBKR is the one retail trading platform that puts technology and user security first. In our view a "technology first" trading platform that emphasizes cybersecurity should be table stakes today but unfortunately is not so among trading … Continue reading Interactive Brokers Is The Answer To PayPal’s Retail Riddle
AWS, Azure and Google Cloud should leverage proprietary applications as a growth lever, particularly if the Federal Government forces a breakup of these cloud platforms from their respective parent companies. Oracle pioneered the strategy of extending the value of its database and infrastructure software by adding applications to its product portfolio. Oracle chose to grow … Continue reading Applications As A Growth Lever For AWS, Azure & Google Cloud
Our view is that the Fed will only truly pursue an extended tightening course (full wind down of QE followed by rate hikes), if price inflation continues to where the Biden Administration feels it will cost the Democrat Party in the 2022 mid-term elections and/or hurt Biden's chances for re-election in 2024. The Fed is … Continue reading Our View On Fed Tightening and M&A
Google Health's CEO is to become Cerner's CEO. Google will allocate its Health projects to different parts of the organization. This wreaks of government interference. Cerner and Epic are two prime examples of large, established Healthcare IT players that should have been acquired by some combination of Amazon, Apple, Google or Microsoft by now. The … Continue reading Google To Dissolve Google Health
M&A activity continued to increase in Q2 2021. The S&P Global people published a short presentation that covers M&A activity across industry verticals. Click HERE to view. https://soundcloud.com/ceorater
American National Group to Be Sold to Brookfield Reinsurance The WSJ reported that American National Group (ticker: ANAT), is to be sold to Brookfield Reinsurance (ticker: BAMR), for approximately $5 billion. Click HERE to read our recent Spotlight report: "The Evolving Insurance Industry".
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