Insights

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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A Technical Perspective for Evaluating Software Companies, Part II

What makes a good software company? In Part I of this series, we looked beyond the top level metrics that define a “good” software company and dug into the deeper technical elements: the business model, the product roadmap, the product architecture, client customization and technical debt. In Part II, we…

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Salesforce Gets Closer to the Customer Through Demandware Acquisition

Salesforce’s announced acquisition today of Demandware is another big step in the company’s path to get closer to the customer. The addition of ecommerce platform capabilities is a logical extension to the existing Salesforce suite and further rounds out the Salesforce platform in its view of the customer lifecycle. However,…

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A Technical Perspective for Evaluating Software Companies, Part I

by Rob Gurwitz, Executive Partner At Bulger Partners, we look at a lot of software companies in due diligence engagements for technology oriented investors. These companies span many vertical market sectors, including healthcare IT, SMB office software, various enterprise application sub-sectors, financial services, and ERP/HCM. There is a lot of…

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FHIR Up Precision Medicine – An Emerging Opportunity for HCIT Applications

On February 25th President Obama at the White House celebrated the one year anniversary of his announcement of the Precision Medicine Initiative. The Initiative, first announced in the President’s State of the Union Address last year, initially invested $215 million in this research approach. Most medical treatments are designed to…

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The Commoditization of CRM and ATS – Yet Salesforce.com Flourishes

A friend in the industry asked me the other day if there were any serious challengers to Salesforce.com’s dominance in CRM (Customer Relationship Management). From almost any perspective, the answer is no, not really. Gartner most recently estimated that SAP, Oracle and Microsoft held 12.1%, 9.1% and 6.2% of the…

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Understanding Value in the Evolving E-Commerce Ecosystem

News this month that Amazon is about to acquire French package delivery service Colis Prive is further evidence that the boundaries of e-commerce are in a significant state of flux. While Amazon is reaching closer to the customer and investing further in the very non-virtual world of warehousing and delivery,…

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Achieving HIPAA Compliance as a Business Associate

In 2009, the HITECH Act mandated that not only covered entities but also business associates would be subject to periodic audits as a means to ensure that both are complying with HIPAA Rules. The first phase of these audits, taking place between 2011 and 2012 and involving 115 covered entities,…

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How PaaS and IaaS are Changing Software Business Models

Traditional software business models have been based on delivering installed software for up front license fees and annual maintenance charges, or more recently, subscription based software-as-a-service (SaaS). In recent years, the SaaS model has become prevalent, due partially to the expansion of mobile applications and pervasive broadband Internet infrastructure. In…

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Integrated or Connected, Part II: Beyond HCM and Why It Matters for Dell/EMC

Last month we examined the evolution of connected applications to integrated applications, specifically within the Human Capital Management software sector. In this article we take a closer look at the underlying technologies that are enabling an integrated approach, and what types of applications might benefit from such approaches in the…

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