Tag: mergers and acquisitions

M&A Activity Continues To Slide

M&A Activity Continues To Slide

Yours truly received some pushback end of last year when I said that higher interest rates and a slowing economy would slow the pace of Tech M&A activity. The number of Tech M&A deals in November was down more than 47% year-over-year. Tech M&A volume has experienced double-digit percentage, year-over-year declines since February of this … Continue reading M&A Activity Continues To Slide

M&A Is The Answer For Snap

M&A Is The Answer For Snap

AR, VR and other new product initiatives are not the answer for fixing SNAP. Ad Revenue lost to iOS changes is not coming back. Further, SNAP lacks META's scale and TikTok's "cool" factor which makes it impossible to command top Ad rates. Last, this is not exactly the optimal environment to be pitching Ads. Small, … Continue reading M&A Is The Answer For Snap

Kroger and Albertsons Rumored Deal Makes Sense

Kroger and Albertsons Rumored Deal Makes Sense

The thin margin grocery business is a scale game. Grocery chain operators will continue to offset rising input costs (primarily food and labor) with higher retail prices and an increased focus on self-service and automation. Walmart (WMT) is the leading grocery chain in the U.S. and only Amazon (AMZN), has the balance sheet to compete. … Continue reading Kroger and Albertsons Rumored Deal Makes Sense

Evaluating M&A Target Products & Services

Evaluating M&A Target Products & Services

One of the most important elements when evaluating an M&A target is the target company's Product & Services portfolio. The ultimate Product question to be answered is: "Does it make more sense to build or acquire?" It is important for the acquiring company to answer a few key questions about the target company's product portfolio. … Continue reading Evaluating M&A Target Products & Services

CEOs That Put Themselves First

CEOs That Put Themselves First

"G" is the most important letter in "ESG" investing. "G" or "Governance" refers to the men and women who comprise corporate management teams and Boards. Management - the CEO in particular - matters a great deal as to the long-term success of any company. Too frequently CEOs and Boards put Executive Compensation ahead of corporate … Continue reading CEOs That Put Themselves First

Amazon Ups Its M&A Effort

Amazon Ups Its M&A Effort

Amazon (ticker: AMZN), has become more aggressive on the M&A front under new CEO Andy Jassy. We have seen this across the Entertainment, Health and Robotics sectors - each highly strategic in our view. Entertainment: Amazon recently closed its acquisition of MGM for $8.5 billion. The MGM acquisition onboards the James Bond franchise - a … Continue reading Amazon Ups Its M&A Effort

Don’t Count On M&A To Bail You Out

Don’t Count On M&A To Bail You Out

CEOs and Institutional Investors should not count on strategic acquirers or PE firms to bail out underperforming stocks (or private company holdings for that matter). Not only is the cost of capital significantly higher for would-be acquirers, but target company revenue and profitability forecasts have substantially less visibility and therefore more risk today than they … Continue reading Don’t Count On M&A To Bail You Out

The Big 3 Cloud Giants Are Poised To Drive M&A

The Big 3 Cloud Giants Are Poised To Drive M&A

AWS, Azure and Google Cloud are poised to drive vertical M&A for years to come. By vertical M&A we refer to M&A transactions that would enable to AWS, Azure and Google Cloud to build a footprint at the application layer across various industry verticals. The obvious acquisition targets would be customers and partners of AWS, … Continue reading The Big 3 Cloud Giants Are Poised To Drive M&A

RPA M&A: SS&C and Blue Prism

RPA M&A: SS&C and Blue Prism

SS&C Technologies' (tkr: SSNC) preliminary approach about a potential offer for U.K.-based RPA ("Robotic Process Automation"), firm Blue Prism is detailed below. Read Blue Prism's deal press release HERE.SS&C's proposal values Blue Prism at approximately $1.6 billion. Blue Prism generated recurring revenue of approximately 154 million GBP in FY'20. Read Blue Prism's 1H 2021 investor … Continue reading RPA M&A: SS&C and Blue Prism