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Peopleclick Authoria – A Perfect Merger or Act of Desperation?
Today, Authoria announce the merger with Peopleclick to create Peopleclick Authoria. Bedford Funding, the private equity firm that owns Authoria is spending $100 million to acquire and merge the...
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Lawson & Issues on two fronts: Earnings and Icahn
Today, Lawson Software (LWSN) announced earnings below analyst expectations. Specifically, profits of $2.6 million were reported (vs. year earlier number of $8.6 million) resulting in a 2 cents/share...
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Friday Rant: Is Private Equity a Better Buyer of Software Companies Than...
Madison Dearborn’s recent Fieldglass buyout (here, here) provides further proof that today’s private equity firms might be better strategic — that’s right, strategic and not financial — buyers of...
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SEC Defines Venture Capital
The SEC fulfilled their obligation under the Frank-Dodd financial reform bill and defined what venture capital is. Represents itself to investors as being a venture capital fund. Only invests in equity...
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Today, Material Change of Control Clauses Really Matter
Remember? Whenever you buy anything big â really big â you need to consider what happens should the vendor/manufacturer be sold or fail outright. Itâs just good business sense to plan for these things...
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The Next Chapter of Socialtext
Today I’m pleased to share that Socialtext has gained a strategic investment by Bedford Funding ($1.4B PE firm) and will integrate with Peoplefluent. They are all gassed up and stepping on the...
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Dell in Deal to Go Private
Just last week I was writing about the importance of sometimes ignoring Wall Street analysts whose focus on quarterly earnings can force a company into neglecting its best interests. Bowing to the...
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Lawson & Issues on two fronts: Earnings and Icahn
Today, Lawson Software (LWSN) announced earnings below analyst expectations. Specifically, profits of $2.6 million were reported (vs. year earlier number of $8.6 million) resulting in a 2 cents/share...
View ArticleClik here to view.
Today, Material Change of Control Clauses Really Matter
Remember? Whenever you buy anything big â really big â you need to consider what happens should the vendor/manufacturer be sold or fail outright. Itâs just good business sense to plan for these things...
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The Curse of the Megaround
With what everyone seems reluctant to call a bubble in late-stage, private financing in full swing, I thought I’d do a quick post to drill into a concept I presented in my 2015 predictions post,...
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A Look at the Tintri S-1
Every now and then I take a dive into an S-1 to see what clears the current, ever-changing bar for going public. After a somewhat rocky IPO process, Tintri went public June 30 after cutting the IPO...
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Trends: Constellation 2018 Enterprise Awards
Awards Recognize Mostly The Pinnacle and A Tinge Of Nadir For Enterprise Tech In 2018, enterprise tech remained fast-paced, innovative, and action-packed. The Constellation Research team attended over...
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Whose Company Is It Anyway? Differences between Founders and Hired CEOs.
Over the years I’ve noticed how different CEOs take different degrees of ownership and accountability when it comes to the board of directors. For example, once, after a long debate where the board...
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Lawson & Issues on two fronts: Earnings and Icahn
Today, Lawson Software (LWSN) announced earnings below analyst expectations. Specifically, profits of $2.6 million were reported (vs. year earlier number of $8.6 million) resulting in a 2 cents/share...
View ArticleClik here to view.
Today, Material Change of Control Clauses Really Matter
Remember? Whenever you buy anything big â really big â you need to consider what happens should the vendor/manufacturer be sold or fail outright. Itâs just good business sense to plan for these things...
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