Tag: m&a

  • M&A and the Product Model – Silicon Valley Product Group : Silicon Valley Product Group – At tech companies, achieving synergies is very difficult, and predicting if you can do the work is even harder. // “Most people experienced in due diligence have a reasonable understanding of assessing the product – the customers, the financials,…

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  • What does “synergies mean”?

    What does “synergies mean”?

    … I implore you to click on the video above because I live for the views, but if you (like me!) can’t stand video, here is the transcript: Synergies is actually a very useful precise word in the business world but it gets overused and it’s not well understood. What it means is that if…

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  • Link: Merrill Corporation alongside Leading Technology Companies, Launch New Category for M&A Professionals

    “Merrill uses MongoDB technology to build horizontal applications on top of four key pillars: a secure repository, document collaboration, data and machine learning as well as analytics. Pivotal Cloud Foundry is used across all engineering stages – development, testing and production – with a focus on maximizing the microservices infrastructure that arranges the application into…

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  • Link: Bazaarvoice acquisition gets shareholder approval

    “Bazaarvoice’s board agreed in November to be acquired by Marlin Equity Partners in a deal valued at more than $500 million. Under the agreement, Marlin Equity Partners acquired all outstanding common stock of Bazaarvoice for $5.50 in cash for a total of $521 million.” Original source: Bazaarvoice acquisition gets shareholder approval

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  • Link: To detractors, he’s a buffoon; to dealmakers, he’s a boon

    “By a more than two-to-one margin, respondents to the 451 Research Tech Corporate Development Outlook Survey said the Trump White House will help spur M&A in 2018. Specifically, 59% said the current administration will ‘stimulate’ dealmaking this year, compared with just 23% saying it will ‘inhibit’ dealmaking.” Original source: To detractors, he’s a buffoon; to…

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  • Link: Lots of M&A in 2017

    “Worldwide, more than 50k deals went down, worth in excess of $3.5T. More than a quarter of these (13,024) were in the US, up from 11,470 in 2016.” Link to original

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  • Exclusive: Citrix in last-ditch attempt to sell itself – sources

    Exclusive: Citrix in last-ditch attempt to sell itself – sources

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  • Cloud BOGO!

    [Coté Memo] Dell Cloud BOGO, M&A decisions by lunch, behind-the-scenes tech press shenanigans

    Meta-data Hello again, welcome to #20. Today we have 30 subscribers, so we’re +/-0. Stable! I’d love to hear what you like, dislike, your feedback, etc.: memo@cote.io. See past newsletters in the archives, and, as always, see things as they come at Cote.io and [@cote](https://micro.blog/cote). Sponsors Come check out cloud hijinks at 451’s HCTS conference…

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  • M&A doesn’t often work

    [S]tudy after study puts the failure rate of mergers and acquisitions somewhere between 70% and 90%. The second, less familiar reason to acquire a company is to reinvent your business model and thereby fundamentally redirect your company. Almost nobody understands how to identify the best targets to achieve that goal, how much to pay for…

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  • Cisco not looking at Rackspace, doesn’t fit M&A criteria

    “We don’t move into a market unless we think we have a realistic chance of gaining 40% market share with sustainable differentiation,” Chambers said at the Cisco Live conference when asked if the company needs to acquire an established cloud provider like Rackspace to succeed in cloud services. “And we try not to move into…

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  • In the M&A world, you kiss a lot of frogs

    I like this post on what filling up the deal-flow pipeline for VCs looks like. For example, a good bozo bit heuristic: One of the reasons that a meeting doesn’t go well is that the founding team will say they expect $50 million in revenue in 5 years, but they have difficulty articulating how they’ll…

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  • Cash, Paranoia Fuel Tech Giants’ Buying Binge

    Nice pice on disruption fear driven tech M&A: From messaging to watches and thermostats, Facebook and Google, along with Amazon.com Inc. and Apple Inc., each want to own the digital platform where people communicate, shop and seek entertainment. The competition is driven by their ability to pay—their combined market capitalization exceeds $1 trillion—and long memories…

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  • More on the IBM x86 divestiture rationale

    As usual, TPM is extensive, starting with: IBM is selling off the System x business, presumably because it is not profitable, but also because it is something it can sell while at the same time getting approximately 7,500 employees off its payrolls. Lenovo’s Peter Hortensius, who is president of the Think Business Group that sells…

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  • What do “strategy” people do, really?

    Broadly speaking, CSO responsibilities fall into three categories—strategy development, resource allocation, and strategy execution—but activities within these three categories vary widely. (See Exhibit 1.) Most CSOs are responsible for identification of growth opportunities (84 percent of the executives we interviewed), strategic planning (82 percent), and M&A and divestments (82 percent). Other common responsibilities include monitoring…

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  • Verizon Enterprise M&A

    Look at the genealogy here, starting with our first move, the acquisition of MCI back in 2006. That provided us this very expansive global IP backbone network. [Then we moved] on to Cybertrust Managed Security capabilities in 2007, and then further on with Terremark in 2011, then a company called CloudSwitch, then Hughes Telematics, as…

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