by Robert Solomon | Feb 5, 2015 | Automobile, B2B Software, Surplus Goods
Insight Venture Partners is taking E2Open (EOPN) private in a $273 million transaction (ht to Jason Trevisan). E2open, as loyal readers know, started as a consortium of electronics manufacturers. EOPN built a supply chain network for that industry (and others) as...
by Robert Solomon | Nov 11, 2014 | Automobile, B2B Software, Industry Cloud, Valuation |
In September of 2013, I wrote about the IPO filing of one of the original B2B consortia, Covisint (here). At the time, Covisint was showing good growth, but there were two related concerns: Revenue was 37% services, not higher margin subscription software As an EDI...
by Robert Solomon | Apr 8, 2014 | Automobile, B2B Software, Property Management |
As a very small business owner and consultant to start-ups, I am constantly reminded that for certain small, simple, businesses it is becoming possible to have just three or four cloud IT vendors help you run an entire business in a pretty sophisticated way. You can...
by Robert Solomon | Mar 3, 2014 | Airlines, Automobile, B2B Software, CPG/Retail, Foodservice
(This is the fourth in my series of posts on the nine value propositions offered by B2B platforms/multi-sided markets.) Value Proposition #4: Industry Catalogs There are plenty of catalog-based industries–office products and generic MRO are just two...
by Robert Solomon | Feb 5, 2014 | Airlines, Automobile, CPG/Retail, Healthcare, Industry Cloud
GHX, one of the early industry marketplace consortia (2000 anyone?), announced today that it had been acquired by Thoma Bravo a PE Firm. GHX was originally a consortium of suppliers to the healthcare industry–sort of the opposite of a GPO. Over time GHX added...
by Robert Solomon | Jan 16, 2014 | Automobile, B2B Software, Consolidating Competition, Education, Foodservice, Public Sector
In my last post, I promised a deeper dive into four of my favorite Industry Dominators–companies that have chosen to expand across an entire business process (usually source to settle) within one industry, or portion of an industry. Even though they are in...
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