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.
FinTech market disruption has led to a bifurcation of FinTech providers - Lions and Lambs. See our "Lions & Lambs" company list with commentary at the end of this note. The FinTech space - whether it be the Capital Markets flavor or the Payments variety - is undergoing rapid change. Within Capital Markets - alternative … Continue reading Acquire or Be Acquired: FinTech Lions and LambsPremium
Many insurers are hesitant to invest aggressively in AI & ML initiatives given that the ROIC is difficult to quantify. This conservatism combined with market disruption bodes well for technology & service providers that offer an Outsourcing option with a demonstrable ROI. Examples include Accenture, EXL Service, IBM Global Services and SS&C Technologies. Plus - … Continue reading We Expect Outsourcing Providers to Gain Traction with Insurance CarriersPremium
For the past few years I've poked around the machine learning ("ML") and artificial intelligence ("AI") space. I advised Boston-based DataRobot back in 2014 when they started to build their machine learning platform. I've thought about how we at CEORater may leverage ML to score CEOs and companies. Typically when we read about ML and … Continue reading SS&C Technologies: Multi-Tenant Machine Learning at Scale
Regular readers know that we are partial toward Technology Founder CEOs vs. hired CEOs as a general rule. Our experience is that founder CEOs are generally better than hired CEOs at anticipating customer market needs, in many cases before customers know they have a need. Founder CEOs care deeply about details of the business that … Continue reading CEORater Technology Founder CEO Index Significantly Outperformed YTD
The 5 top performing FinTech stocks year-to-date (as of 11/08/18) that are led by founder CEOs. This list is based on an extract from the CEORater database (CEORater.com). Access PDF version HERE. Square (ticker: SQ) YTD stock price performance: 108.0% Green Dot (ticker: GDOT) YTD stock price performance: 55.8% Virtu Financial (ticker: VIRT) YTD stock … Continue reading CEORater FinTech Founder 5
Successful CEOs possess each of the attributes described below. This is an unscientific analysis based upon my prior experience covering and acquiring companies (equity research analyst; M&A executive) as well as my current role as founder of CEORater. It is important to recognize that while these attributes are qualitative in nature they do impact the … Continue reading Successful CEOs Share These Six Attributes (hint: Communication is Key)