Insights that drive deals.

Perspectives on software M&A trends, market shifts, and dealmaking intelligence.

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Data “Supply Chain” Replacing MDM

For the last two decades, master data management (MDM) was treated like a category. Pick a platform, hire a systems integrator, harmonize a few domains,...

ALSPs: The Industrialization of Legal Work

The legal services market is no longer a monolith. It has bifurcated into two fundamentally different categories of work: “Bet the Company” and “Run the...

Inside the Analytics Platform Market

Analytics platforms have evolved from passive observation to active guidance, from summarizing what happened to recommending what to do next. They now serve as the...

GPO Evolution

While Group Purchasing Organizations (GPOs) were initially founded to secure discounts through aggregating buying volume, they have evolved into software-enabled platforms that supplement procurement groups...

M&A Strategy Built on RazorHelm

We built RazorHelm in 2Q25 to fundamentally shift how we approach M&A strategy formulation with our clients. In fragmented software markets with thousands of potential...

Hospitals Demand Proof Not Tools

Hospitals are racing to unify credentialing, competency, and compliance under one roof. Healthcare providers are navigating a maze of evolving regulations, workforce shortages, and digital...