Insights that drive deals.

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

Categories

I’m no Peyton Manning

Several years ago, we acquired a company for one of our clients. We had just finished a day of onsite due diligence to finalize our...

Theory of the Firm

The nature of work is changing. Firms exist when transaction costs between actors are too high to be efficiently directed by market forces. The gig...

Gig Economy

The nature of work is changing rapidly. Everyone by now has heard the term “gig economy,” but few understand what it really means. The contract...

The Rule of 50

In software and SaaS, it’s well understood that growth is rewarded with high valuations, and high profile exits. However, too often, this results in a...