Software M&A Update

IN THIS ISSUE:

Enterprise Software Market Dynamics The overall software market is experiencing a respectable recovery with most analysts pointing to an uptick in corporate IT spending. However, the enterprise applications market will likely… read more >>   Public Equity Performance Looking back starting from the beginning of 2005, most enterprise application companies have enjoyed healthy stock price appreciation that handily outpaces the NASDAQ index. However, SCM-focused vendors have not… read more >>   M&A Activity The M&A environment for enterprise applications is seeing smaller and targeted tuck-in acquisitions to fill out technology and vertical gaps, and sporadic larger deals such as… read more >> Infrastructure Software Market Dynamics As we have pointed out in a previous publication, we believe that there are a confluence of business and technology trends that are forcing enterprises to significantly evolve the management and… read more >>   Public Equity Performance Over the last four months we have observed a marked shift in the relative performance of larger and small cap infrastructure management companies… read more >>   M&A Activity For most of 2005, Infrastructure Management M&A exhibited steady volume and increasing valuations. Over the last 2 quarters, trend lines for both the volume of deals and the related valuations are… read more >>   Featured Sector: Intelligent Storage Management The development of storage management solutions was shaped by a unique set of factors including: (i) the “siloed” and dedicated nature of traditional storage architecture, (ii) the proprietary nature of the storage systems… read more >> Public Company Valuations Relevant financial data for publicly traded enterprise and infrastructure software companies, including the following sub-sectors: Software-as-a-Service, Supply Chain Management, CRM, ERP and Network & Systems Management… read more >> Software M&A Transactions Selected enterprise and infrastructure software company M&A transactions, including deal values and multiples, when disclosed… read more >>