Category: Strategy

SS&C Technologies Is Worth A Look

SS&C Technologies Is Worth A Look

Many investors were waiting for SS&C Technologies (ticker: SSNC) to return to organic revenue growth. The company recently checked that box in Q1 2021 and organic growth accelerated in Q2 (read more HERE). SSNC remains a relative value versus the peer group at 23x Enterprise Value to Trailing Operating Cash Flow. Further, SS&C is generating … Continue reading SS&C Technologies Is Worth A Look

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlight: The Evolving Insurance Industry

TEK2day Spotlights are sponsored reports that focus on a particular industry and/or technologies. M&A Activity & Low Interest Rates, Product & Process Innovation and Digital Transformation & Advanced Automation are some of the catalysts driving change within the global insurance industry. Click HERE to access the full report. Reach us at info@tek2day.com with any questions.

Insurance Giants Aon and Willis Towers Watson Scrap Their Merger

Insurance Giants Aon and Willis Towers Watson Scrap Their Merger

Financial/Professional services firms Aon (ticker: AON) and Willis Towers Watson (ticker: WLTW) mutually agreed to end their proposed $30 billion combination. It will be interesting to see if the new Biden Administration takes a tougher stance not only on Technology combinations, but as it relates to sizeable proposed M&A transactions across industries. The insurance industry … Continue reading Insurance Giants Aon and Willis Towers Watson Scrap Their Merger

How Technology Companies Can Fight Inflation

How Technology Companies Can Fight Inflation

The most liquid measure of the money supply - M1 - is up 4.8x since February 2020. Given the exorbitant inflation of the money supply, we are only in the early stages of price inflation. Cash-rich Technology companies can take several steps to combat inflation. Now is not the time for cash-rich Technology companies to … Continue reading How Technology Companies Can Fight Inflation

Private Equity Continues To Acquire Insurance Assets

Private Equity Continues To Acquire Insurance Assets

Blackstone (ticker: BX) and AIG (ticker: AIG) announced a deal where Blackstone would pay $2.2 billion to acquire a 9.9% stake in AIG's life insurance and retirement services group ("AIG L&R"). The deal will take Blackstone's insurance business to approximately $150 billion AUM. We will have a TEK2day "Spotlight" report on this subject in the … Continue reading Private Equity Continues To Acquire Insurance Assets

Big Tech Firms Will Find It More Difficult To Execute M&A

Big Tech Firms Will Find It More Difficult To Execute M&A

Tickers mentioned: Alphabet (GOOG), Amazon (AMZN), Apple (AAPL), Facebook (FB), Microsoft (MSFT) In May we wrote about Amazon potentially acquiring MGM. That deal was subsequently announced and will be reviewed by the FTC (per the WSJ) under new FTC Chair Lina Khan. We recently mentioned Ms. Khan as being tough on Big Tech. The FTC's … Continue reading Big Tech Firms Will Find It More Difficult To Execute M&A

Investors Should Ask More of Their Management Teams

Investors Should Ask More of Their Management Teams

One of the great distortions caused by the joint fiscal and monetary policy of 2020 and 2021 is that equities and the lowest-rated non-investment grade credits are two of the all too rare places where investors may earn a return. Savers and Fixed Income investors be damned. Many companies are enjoying their stocks trading at … Continue reading Investors Should Ask More of Their Management Teams

Food for Thought: WaterTech

Food for Thought: WaterTech

One of the big macro themes that I am long-term bullish on is availability of clean drinking water, especially as the global population continues to grow. Water technology companies that have the ability to treat and deliver water at the local level become increasingly strategic and valuable when one considers global population growth (Africa, India … Continue reading Food for Thought: WaterTech