Recent Research from Brenon Daly

• A pivot turns into a face-plant

  By Brenon Daly October 17 2017 | Market Insight

  With its attempt at a pivot having turned into face-plant, Synchronoss will unwind its massive, bet-the-company acquisition of Intralinks by divesting the collaboration software vendor to PE firm Siris Capital Group. The buyout shop will pay about $1bn for Intralinks, which Synchross acquired last December for $821m. The divestiture ends a pairing that faced skepticism from the very start, with Synchross shares having lost two-thirds of their value since the deal was announced.

  Data Platforms & Analytics Workforce Productivity & Compliance

• Stuck startups

  By Brenon Daly October 13 2017 | Market Insight

  Startups are increasingly stuck. The well-worn path to riches - selling to an established tech giant - isn't providing nearly as many exits as it once did. In fact, based on our calculations, 2017 will see roughly 100 fewer exits for VC-backed companies than any year over the past half-decade. This current crimp in startup deal flow, which is costing billions of dollars in VC distributions, could have implications well beyond Silicon Valley.

  Datacenters & Critical Infrastructure Storage Systems & Software Infrastructure Networking Information Security Data Platforms & Analytics Development, DevOps & IT Ops Customer Experience & Commerce Managed Services & Hosting Cloud Transformation European Services Multi-Tenant Datacenter Workforce Productivity & Compliance Mobile Telecom Internet of Things

• Survey: Steady as she goes for tech M&A

  By Brenon Daly October 11 2017 | Market Insight

  Undeterred by the recent slowdown in M&A activity, tech acquirers have largely left their bullish forecast for dealmaking unchanged. For the third consecutive time, essentially half of the respondents to the semiannual M&A Leaders' Survey from 451 Research and Morrison & Foerster indicated that they expected an acceleration in acquisition activity. The results lined up very closely with the sentiment from both the year-ago survey as well as our previous survey in April.

  Datacenters & Critical Infrastructure Storage Systems & Software Infrastructure Networking Information Security Data Platforms & Analytics Development, DevOps & IT Ops Customer Experience & Commerce Managed Services & Hosting Cloud Transformation European Services Multi-Tenant Datacenter Workforce Productivity & Compliance Mobile Telecom Internet of Things

• Survey: Tech M&A forecast holds, even as deals decline

  By Brenon Daly October 10 2017 | Market Insight

  Undeterred by the recent slowdown in M&A activity, tech acquirers have largely left their bullish forecast for dealmaking unchanged. For the third consecutive time, essentially half of the respondents to the semi-annual M&A Leaders' Survey from 451 Research and Morrison & Foerster indicated that they expected an acceleration in acquisition activity. The 51% that forecast a pickup over the next year in M&A in our most-recent edition is more than twice the 19% that projected a decline.

  Datacenters & Critical Infrastructure Storage Systems & Software Infrastructure Networking Information Security Data Platforms & Analytics Development, DevOps & IT Ops Customer Experience & Commerce Managed Services & Hosting Cloud Transformation European Services Multi-Tenant Datacenter Workforce Productivity & Compliance Mobile Telecom Internet of Things

• Barely a ripple in the pool of tech buyers

  By Brenon Daly October 10 2017 | Market Insight

  New companies are constantly wading into the tech buying pool. As welcome as those new entrants are, however, their arrival has barely caused a ripple in the overall tech M&A market. Unconventional buyers have come up far short in offsetting the dealmaking absence of the mainstay tech acquirers. The result? This year is on track for the lowest overall tech M&A volume in four years.

  Datacenters & Critical Infrastructure Storage Systems & Software Infrastructure Networking Information Security Data Platforms & Analytics Development, DevOps & IT Ops Customer Experience & Commerce Managed Services & Hosting Cloud Transformation European Services Multi-Tenant Datacenter Workforce Productivity & Compliance Mobile Telecom Internet of Things

• ForeScout detected filing for an IPO

  By Eric Ogren Brenon Daly October 4 2017 | Market Insight

  The path to an IPO hasn't been a particularly well-trodden one for security vendors. ForeScout, founded in 2000 with a network security appliance, has officially filed its S-1 after quietly exploring IPO options for several months. Looking ahead to its debut, we don't expect the company to stumble when it steps onto Wall Street.

  Information Security

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