by Robert Solomon | Aug 19, 2015 | B2B Software
Over thirty years ago, working at The Boston Consulting Group taught me that one of the best ways to think about a business or market is as a competitive game. Thinking this way means understanding the “rules of the game” (economics) and understanding the...
by Robert Solomon | Aug 17, 2015 | CPG/Retail, Matchmaking
The week before last, I blogged about the “take rates” associated with various B2B Commerce Platforms. The two key points were that take rates: depend on the services that the marketplaces offer marketplaces that connect buyers and suppliers who were...
by Robert Solomon | Aug 14, 2015 | B2B Software, Consolidating Competition, Electronic Payments, Global Trade Management, Procure to Pay, Supply Chain Finance, Valuation
It’s been quite a week in the supply chain software market with buyouts, new rounds, and interesting business expansions. In no particular order: Infor buys GT Nexus for $675 million. Application buys a platform. Link Envestnet buys Yodlee for $590 million....
by Robert Solomon | Aug 13, 2015 | B2B Software, Indirect Spend, Procure to Pay
I reviewed my five most popular posts of 2015 to date to see what I could learn, as well as to easily recycle some old content! (Ahh, the dog days of Summer!) I learned a little about blogging and a lot about human nature. The Top Five Posts Here are the top five...
by Robert Solomon | Aug 11, 2015 | B2B Software, Consolidating Competition, Financial services, Industry Cloud
Yodlee, which I just wrote about on Friday and when it went public a year ago, announced it was being acquired for $18.88 in cash and stock from Envestnet (ENV). This represented about a 50% premium over Yodlee’s stock price on Friday. Envestnet sells cloud...
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