by Robert Solomon | Jun 7, 2016 | Automobile, Industry Cloud, Industry Concentration, Supply Chain Automation, Vertical Cloud
Those of you over the age of 40 remember the crazy B2B consortia days of the late 1990s. (For those you under 40, just imagine the sub-prime mortgage lunacy transferred to software!) During that time, the Big Three American auto companies formed two auto consortia:...
by Robert Solomon | Jun 6, 2016 | B2B Software, E-invoicing, Electronic Payments, Healthcare, Insurance
A couple of weeks ago, Cotiviti Holdings went public breaking a long enterprise software and services IPO drought. Never heard of Cotiviti? Me neither, until the IPO. But once I looked into Cotiviti I realized the company is involved in businesses many of you...
by Robert Solomon | May 31, 2016 | B2B Software, Procure to Pay, Public Sector, Valuation
The Wall Street Journal is reporting that Sciquest (SQI) has agreed to be taken private by Accel-KKR for $17.75 per share or about $509 million. This represents a 34% premium to the stock’s closing price on Friday. According to the WSJ, “SciQuest’s board...
by Robert Solomon | May 31, 2016 | E-invoicing, Procure to Pay, Supply Chain Finance
The now not-so-recent news that Opus Capita had purchased Jcatalog, a long time leader in catalog management software, raised several questions in my mind: Who the F— is Opus Capita? Is Opus Capita related to Opus Capital (note the “l” at the end),...
by Robert Solomon | May 26, 2016 | B2B Software, Procure to Pay, Valuation
About a year ago, I posted a piece focused on the Gartner Procure to Pay Magic Quadrant with added valuation information (see here). Since that time: stock prices have gyrated Coupa and Tradeshift raised rounds, and several acquisitions were made by public companies...
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