by Robert Solomon | Oct 19, 2017 | Consolidating Competition, GPO, Healthcare, Hospitalty
The recent news that Avendra, a hospitality GPO, was bought by Aramark reignited my interest in GPOs. GPOs are fascinating for a number of reasons: Banding Together. GPOs typically exist in industries where the buy side is fragmented and the supply side is...
by Robert Solomon | Oct 17, 2017 | GPO, Hospitalty, Industry Cloud
Yesterday, Aramark announced that it was acquiring Avendra, the hospitality GPO, for $1.35 billion. If you are not familiar with Avendra, you are not alone. Avendra was formed in early 2001 when the old guard, “industry consortia”, were seeking revenge...
by Robert Solomon | Oct 6, 2017 | B2B Software, Consolidating Competition, Financial services, Industry Big Data
At almost exactly this same time in 2016 and 2015 I wrote about the consortia of banks, Symphony, trying to take on one of the most successful enterprise software platforms of all time: Bloomberg (see here and here). Now comes the 2017 update: the battle is on!...
by Robert Solomon | Oct 2, 2017 | Consolidating Competition, Industry Concentration, Valuation
Do you how many people have said to me “Bob, you have not posted a blog in a long time!”? None. Despite this dispiriting lack of encouragement from you the reader, I soldier on knowing how you really feel! Sky-High Platform Value Creation by FANGs For...
by Robert Solomon | Jul 19, 2017 | B2B Software, Procure to Pay, Valuation |
Six weeks ago The Forrester Wave™: eProcurement, Q2, 2017 was published. (Okay, I’m late.) And if there is one thing my readers seem to enjoy, it is a free Forrester Wave or Gartner Magic Quadrant. Sorry, No Forrester Wave Image Here If you are looking for the...
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