Tag: Acquisitions

Build. Acquire. Repeat.

Build. Acquire. Repeat.

Some companies execute smart, strategic acquisitions better than others. Here’s a short list of publicly-traded FinTech & Info Services companies that do M&A well: CoStar Group (tkr: CSGP), Intercontinental Exchange (tkr: ICE), IHS Markit (tkr: INFO) SS&C Technologies (tkr: SSNC) and Verisk (tkr: VRSK). Click Here for Revenue, EBITDA and related metrics. We love FinTech … Continue reading Build. Acquire. Repeat.

Now Is the Time for Apple to Acquire SoundCloud<span class="badge-status" style="background:red">Premium</span> 

Now Is the Time for Apple to Acquire SoundCloudPremium 

Podcasts (and Music) Provide Apple an Opportunity to Gain Market Share  Apple wishes to boost its iCloud business which lags AWS, Google and Microsoft's cloud offerings. In addition, Apple Music lags Spotify. In podcast land, the Apple Podcast directory commands approximately 70% market share. Other directories include Google Podcasts, Stitcher, iHeartRadio and many others. The … Continue reading Now Is the Time for Apple to Acquire SoundCloudPremium 

Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A

Autonomous Teaser, Uber Data Breach, More M&A In this edition of the CEORater Podcast we cover: 1.) Autonomous driving teaser.. 2.) Perhaps Microsoft (MSFT) ought to acquire Anaplan and other SaaS/cloud Financial Management tools to create an upgrade glide path for Excel? We think so. Infor would do well to follow a similar M&A path. … Continue reading Autonomous Teaser, Uber Data Breach, More M&A

Culture Is King in Strategic M&A

Culture Is King in Strategic M&A

Cultural fit between merger/acquisition partners is essential in order to maximize the probability of a successful transaction. We define successful M&A transactions as those where the parties who agree to merge/be acquired have engaged employee bases that are motivated to work and create new products and services together. To engage with customers together. This goes … Continue reading Culture Is King in Strategic M&A

A CEO Analysis: Part II

A CEO Analysis: Part II

My recent CEORater Podcast where I discussed various Attributes on the CEORater platform that speak to a given CEO’s leadership style. We cover two Attribute groups: "Strategy & Tactics" and "Investor-Related": We have incorporated these and other CEO Attributes into the CEORater platform (42 Attributes in total). The CEO Attributes are based on my experience as an Equity Research Analyst where … Continue reading A CEO Analysis: Part II

The Three “I”s for Selecting Board Members

The Three "I"s for Selecting Board Members: 1.) Intellectual Curiosity 2.) Industry Experience 3.) Inquisitive IBM lacks Board members that have Software industry experience other than CEO Ginni Rometty. We recommend that IBM turn over its Board and replace BoD members with new members who have significant Software industry experience given that Software - particularly … Continue reading The Three “I”s for Selecting Board Members