Last Saturday, our Annual Founders Family Lake Day was held at Lake Martin. The Founders team, along with their families and a few friends of the firm, enjoyed a beautiful day on the water filled with good food and fellowship. As in years past, several of our analysts were brave enough to take a leap…
By: Michael White Amazon has taken another step towards its goal of reinventing health care with the recent announcement of its acquisition of One Medical. Amazon announced the $3.9 billion acquisition on July 21, 2022 and it follows a spate of acquisitions and announcements beginning in 2017 related to their interest in healthcare. One Medical, a…
Multi-Unit Buzz: Despite Soaring Inflation, Buyers & Sellers Remain Active “It’s a once-in-a-century experience with a different economy than it was a century ago. There’s just no road map.”–Diane Swonk, Chief Economist at Grant Thornton “We’re in a really difficult position, because we don’t have successful precedents for having an economy this red hot in…
By: Chris Weingartner There is perhaps no industry being transformed more rapidly than IT Services and Managed Service Providers. Several private equity groups have planted their flags with investments in large platforms and are almost universally executing on a strategy to identify complimentary add-on acquisition targets. As a result, MSP owners and operators are receiving tidal waves…
By: Neal England For millennia, learning has taken place in a shared space. Teachers and students were together—perhaps in a classroom, lecture hall or laboratory. The evolution of e-Learning has now provided unique opportunities for students to learn online and on their terms whether minutes or hours away from their instructor. With a less-structured setting…
By: Billy Pritchard What is Deferred Revenue? If a software company offers its customers the ability to prepay on longer-term contracts, Deferred Revenue becomes an important consideration during the transaction process. Generally, a prepayment from the customer creates a future liability for that company to service the customer over the life or term of the…