My Top Five Posts of 2017
Here are my top five posts of 2017. (Based on reader popularity.) Better late than never.
Oracle Gobbles Up Another Construction Software Company: Aconex
Oracle continued its buying spree in construction software by announcing its acquisition of Aconex. Oracle adds Aconex to Primavera, Skire and Textura.
Automating Complex Business Transactions: Mortgage Origination and Equipment Leases
Two of the most complicated business transactions you will ever see–mortgage origination and equipment leasing are being automated.
Verisk Analytics Buys PowerAdvocate
Verisk Analytics announced it will acquire PowerAdvocate. You’ve never heard of them because they are vertical big data plays. But they are worth studying!
Platforms: Follow the Money
Don’t be distracted by the free stuff. To truly understand the business of software platforms, you need to follow the money side!
Fortune Future 50: Software Will Continue Eating the World
The Fortune Future 50 may say more about the present than the future, either way the list is chock full of enterprise software companies.
Group Purchasing Organization (GPO) Consolidation
GPOs keep consolidating and for good reason: they have a unique business model and often have extraordinary EBITDA. Say hello to the PE firms!
Avendra: A Seventeen Year Road to Unicorn Status
Avendra, a GPO, was purchased by Aramark for $1.3 billion. The big winner was Marriott who invested $13 million and will reap $650 million, albeit 17 years later.
Symphony Versus Bloomberg: Upping the Ante
Symphony, a bank consortium, is starting to get some traction against Bloomberg. Bloomberg is responding very aggressively. Game on.