by Robert Solomon | Jan 14, 2020 | B2B Software, Healthcare, Industry Big Data, order to cash, Procure to Pay
Sometimes you see a deal that makes you scratch your head and wonder “What were they thinking?!” And sometimes the logic is immediately compelling. GHX’s acquisition of Lumere is the latter. Allow me to explain. But first I have to tell you about...
by Robert Solomon | Nov 12, 2019 | Healthcare, Payments, Virtual cards |
Last week I reviewed the companies I wrote about in the 1st half of 2019. Now let’s review the companies from the second half of the year. Fiverr Fiverr had it’s IPO in mid-June. It went public at $21.00, opened at $26.00, and closed its first day up 90%...
by Robert Solomon | Jul 1, 2019 | B2B Software, Healthcare, Payments
My last post was partly about healthcare payments in the form of Change Healthcare’s Intelligent Healthcare Network. I did not set out to write another post about healthcare payments, but reading Phreesia’s S-1 compels me to. Phreesia has three...
by Robert Solomon | Jun 25, 2019 | B2B Software, Healthcare, Industry Cloud, Payments, Vertical Cloud
Change Healthcare is going public (again). The IPO provides another opportunity to examine a massive B2B inter-enterprise network, Change Healthcare’s Intelligent Healthcare Network. I previously wrote about this network when it was called Emdeon (see here). ...
by Robert Solomon | Oct 30, 2017 | B2B Software, Electronic Payments, Healthcare, Media
Two recent articles reminded me how important it is to “follow the money” when understanding software platforms. Many software platforms have a “free” (or subsidized) side and a “money side”. The money side is where the revenue...
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...
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