Insights

Successful Tech M&A Starts with Great Due Diligence

[Contributed by David Wong, Managing Director | Bulger Partners] Given the accelerating pace of change, and the challenge many organizations face driving organic growth, it isn’t surprising that acquisitions activity is at historic pace in the tech sector.  However, the success rate of acquisitions has been much lower than what organizations…

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Strategic Investors: They’re back… and you may want them in your next round.

[Contributed by Mike Mackeen, Managing Director | Bulger Partners]When we develop a strategy for a private capital financing, it usually includes a client discussion on the benefits of including strategic investors in the round.  Large tech companies fled the minority investment game 10 years ago, but they have come back…

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Public Investors Getting SaaSy with Valuations – A Spanking May be in Order

Any tech investor can all riff through stratospheric SaaS valuation multipes like playing the air-guitar, and we often get asked by SaaS company CEO’s and investors the very reasonable question, “What Revenue multiple applies to the valuation of my company?”Public markets are usually a good place to look for guidance,…

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Platform as a Service (PaaS):

Why the leaders haven’t even scratched the surface yet [Contributed by Jeffrey Vogel, Managing Director | Bulger Partners]PaaS (Platform as a Service) is a new name for an old product category.   PaaS vendors are springing up everywhere, providing application stacks, middleware, application development tools, and provisioning and scaling capabilities for…

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Multi-Tenancy: New definitions emerge for a core tenet of SaaS delivery

Why Multi-tenancy is more than just a technology strategy [Written by Jeffrey Vogel, Managing Director | Bulger Partners]Recently we have run across a slew of inquiries regarding multi-tenancy strategies.  A little research indicates that the definition of multi-tenancy has evolved quite a bit since it was first applied to SaaS…

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Beyond Recurring Revenue

Technological Advantages of Migrating to SaaS For ISVs, the conversion to SaaS has long been known to hold several widely agreed upon benefits. Regular “recurring” revenue is something that Wall Street has embraced, as evidenced by the 4-8x multiples enjoyed by most SaaS firms while their “regular” counterparts enjoy multiples…

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The Knowledge Network: M&A Imperative for Innovation

I recently had dinner with a leader from one of the top technology companies in the world.  He was just back from the World Economic Forum in Davos – so I asked him what he had learned.   The first thing that sprang to his mind was the pronounced difference between…

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“Big Data” and the “Cloud” are Rip-offs, Moore & Metcalfe should sue!

In the midst of the hyperactive dialogue about the incredible technology revolution, new ideas are so very rare, rip-offs are too common.I’m not against new models and jargon – just ask my colleagues.  But, it discredits current technology thought leaders when they coin a new term that is a pure…

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Morgan Stanley vs. Texas Longhorns – which one drives the economy?

WSJ reported today that Morgan Stanley was king of the tech IPO world and they had topped the underwriter charts with $115 million in revenue.  That’s good news?  Is this a sign of health in the Tech IPO world?  I spent many years leading lots of IPOs at Robertson Stephens,…

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Steve Jobs – He knew “It was Personal”

In the mid 90’s the biggest technology companies in the world all knew that the revolution was over and that the “PC” business had matured – the innovation phase had ended and it was all about cost reduction and marketing.Then, IBM saw that its CEO/CIO clients had lost interest in employee…

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