by Robert Solomon | Jun 16, 2016 | B2B Software, Matchmaking, Travel, Vertical Cloud
It’s fun to see two different business models go head to head in the same market. It’s also fun to watch a gigantic marketplace change its business model. Both of these phenomena are happening in the C2C lodging space. Airbnb and HomeAway have different...
by Robert Solomon | Jun 11, 2016 | B2B Software, Travel
Occasionally we all need a break from thinking about enterprise software, right? So I’ve decided to begin a periodic series of (hopefully) amusing posts about my travel experiences. Why business travel? It is something I know well (1.5 million miles on United for...
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...
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