IN THIS ISSUE: This edition of the Infrastructure Software M&A Update reflects a modification in our coverage of the infrastructure software sector in response to ongoing fundamental changes in technology disrupting existing deployment approaches and business models and creating new emerging growth opportunities. We have broadened our coverage of public companies and M&A transactions from IT operations and management to also include application infrastructure. Where vendors in IT Operations & Management are focused on optimizing, monitoring and managing the IT components that support the delivery of enterprise applications and services, Application Infrastructure vendors (as we define them) are focused on application development, testing and integration. The emergence and adoption of Services Oriented Architectures ("SOA") and software-as-a service ("SaaS") in combination with the increasing complexity and heterogeneity of IT infrastructure has resulted in renewed interest and compelling emerging growth opportunities for vendors addressing the Application Infrastructure segment. In addition, we expect to see convergence and consolidation between these two sectors providing another source of support for continued M&A in the Infrastructure Software sector more broadly. Public Equity Performance: Infrastructure Software Companies Significantly Outperform NASDAQ
Publicly-traded companies within the Infrastructure Software sector (which we define to include two sub-sectors: IT Operations & Management and Application Infrastructure) continued to significantly outperform the NASDAQ over the past year… read more >> M&A Activity: Shifting Buyer Universe
M&A transactions within the Infrastructure Software group as a whole have continued at a rapid pace while deal multiples have continued to expand… read more >> Seismic Shift Toward SOA: Major Driver of Future M&A
The seismic shift toward SOA across much of IT is one of the key drivers of disruption and emerging growth within Infrastructure Software. With SOA, “services” can be combined into loosely-coupled composite applications… read more >> Application Infrastructure Comparables
Relevant financial data for Updata’s index of publicly-traded application infrastructure software companies and recent M&A transactions, including deal values and multiples, when disclosed… read more >> IT Operations and Management Comparables
Relevant financial data for Updata’s index of publicly-traded application IT operations and management companies and recent M&A transactions, including deal values and multiples, when disclosed… read more >> Updata Infrastructure Software Transactions
Recent infrastructure software transactions completed by Updata Advisors... read more >> | 
