Category: Technology Industry

Process Matters: How Underlying Productivity Issues Can Derail Tech Companies

When considering an investment in a software company, what are the most important factors to weigh? Investors, VC and PE alike, tend to prioritize analysis of multiples and revenue projections that determine whether the company can deliver a satisfactory ROI. Often these calculations rely on the flawed assumption that the…

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The Strategic Buyer as an Endangered Species

About a year ago, we published an article titled “Why Tech Companies are Favoring Private Equity Over IPOs” in which we described the shift from public to private markets as a source of liquidity for shareholders. What we didn’t discuss then is the third and most common route to liquidity,…

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5 Best Practices That Boost Development Effectiveness, Part I

The Non-Technical Practices What can my organization do to improve its development productivity? That question is on the mind of many a manager when faced with the aggressive timelines borne of a competitive market. Almost every software project will miss at least one milestone, and the factors that contribute to…

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3 Reasons Cybersecurity Buyouts Are On the Rise

Attracting over $12B in venture capital funding and 10 times that amount in various high-profile buyouts and PIPE deals over the five years leading up to 2017, it is no secret that cybersecurity software has been a hot sector across capital markets. Among others, Bain Capital acquired and then sold…

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Why an Integrated Approach to Diligence Gives Software Investors an Edge

Our last article discussed some of the peculiarities of the software sector, and how they impact the priorities of commercial diligence on a software company vs. a target in a different space. In prior articles (Part I and Part II), we have also discussed the value of conducting diligence on…

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4 Factors That Every Software Investor Needs Their CDD Advisers To Address

While commercial due diligence (CDD) is as established and professionalized as private equity investing, investors’ recent run in the tech sector warrants a closer look at the particularities of CDD on software companies and software enabled businesses. In addition to the traditional CDD work streams, there are additional dynamics unique…

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The Promise (and Challenges) of Data Driven Talent Management

For two decades now I’ve been observing the evolution of HR technology. First as an investment banker, then as an investor, an operator, and finally as an investment banker again. As anyone in the industry can attest, it’s been a wild ride, fueled by technological innovation, changing attitudes and needs,…

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Tell Me About Your “Next Gen”

Do Fusion, Unity and Next Gen get the job done? “An architect’s first work is apt to be spare and clean. … The general tendency is to over-design the second system, using all the ideas and frills that were cautiously sidetracked on the first one. The result, as Ovid says,…

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Why SMBs are the Next Growth Opportunity for Marketing Automation

Over the past ten years, marketing and ad tech has been an exciting sector to watch. We have seen a steady stream of innovation and market dynamics, and the sector has been a powerful growth enabler for B2C and B2B businesses. Over time, innovation in the category has moved closer…

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Why Tech Companies Are Favoring Private Equity Over IPOs

Over the past few weeks, the primary story in the financial media, from Barron’s to CNBC, FT and Fortune, has been the IPO market, or the lack thereof. Fortune referenced our research in their cover story “So Long, Wall Street” – specifically, the fact that recently within the tech sector,…

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