by Robert Solomon | Feb 10, 2025 | B2B Software, Payments, SMB Software, Travel, Valuation, Virtual cards |
Last week, two major players in B2B payments, Bill.com and WEX, reported earnings. The companies promptly lost 33% and 20% of their market capitalizations, respectively. Both companies lowered their guidance on topline growth and mentioned difficulties monetizing...
by Robert Solomon | Nov 19, 2024 | B2B Software, Construction, Industry Concentration |
ServiceTitan filed to go public yesterday. Finally, an exciting IPO for those who follow vertical SaaS and B2B software! ServiceTitan Background You likely know ServiceTitan, so I will briefly describe it. It’s one of those canonical vertical SaaS companies,...
by Robert Solomon | May 28, 2024 | B2B Software, Healthcare, order to cash, Payments, Vertical Cloud |
Waystar, a healthcare software and payments company that filed to go public last October, now appears ready to enter the market. Waystar is a competitor to Change Healthcare and may take advantage of that system’s disastrous cyberattack to time its IPO. For most...
by Robert Solomon | Apr 9, 2024 | B2B Software, CPG/Retail, Foodservice, GPO
After a relatively sleepy last few quarters, several transactions in the vertical B2B software world have been announced. In no particular, they are: Avetta was sold to EQT, a private equity firm, for a rumored $3 billion, including debt. Buyer’s Edge Platform...
by Robert Solomon | Mar 11, 2024 | B2B Software, Procure to Pay, Public Sector
KKR announced it would acquire MDF Commerce, which is publicly traded on the Toronto Exchange. I have previously written about the company here. About MDF Commerce You are forgiven if you are unfamiliar with the company. It’s headquartered in Quebec and is a...
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