p/e firms Posts

Who would be the best acquirer of Salesforce.com?

Who would be the best acquirer of Salesforce.com?

Rumors are swirling about the possibility of Salesforce.com finally becoming food rather than the feeder it has been through twenty or so small and mid-sized acquisitions. Analysts seem to agree that the possible acquirers are limited to four or five suspects – SAP, Oracle, Microsoft, IBM, and HP. This note examines in brief which of these five would be the closest to being the “right” acquirer of the company in strategic terms…

2014’s Top 20 Trends & Disruptions in Enterprise and Consumer Markets

2014’s Top 20 Trends & Disruptions in Enterprise and Consumer Markets

2014 brought us a number of intriguing developments in business and consumer tech. Here’s a list of my Top Twenty trends and disruptions that I found most significant, not only during 2014, but providing pointers for 2015 and beyond.