By: Michael White Another piece to the puzzle relating to Amazon’s plans for the healthcare space fell into place today with the announcement that Amazon was acquiring an online pharmacy, PillPack, for ~$1 billion. The online pharmacy sorts prescriptions by dosage and ships the medications to consumers that are managing multiple prescriptions. The acquisition of…
Welcoming new analysts and summer analysts, the Founders team gathered to enjoy America’s favorite pastime. It was a great game in the middle of a five-game set against the Chattanooga Lookouts, where the Barons shut out the Lookouts with a 3-0 victory. [Best_Wordpress_Gallery id=”27″ gal_title=”2018 Bullpen Barons Night”] About Founders Founders Advisors (Founders)…
By: Brad Johnson LTV:CAC – What is it? Lifetime Value : Customer Acquisition Cost (LTV:CAC) is the measure of return a SaaS business is generating on its customer acquisition spend. This can be thought of as the ROIC (return on invested capital) of customer acquisition spend. While there are many ways to calculate LTV:CAC, below…
By: Michael White On Friday, May 25th UnitedHealth and Aetna announced that beginning on January 1, 2019 both LabCorp and Quest will become in-network labs for both of the insurers. LabCorp will continue its role as United’s exclusive national laboratory provider through the end of 2018 and Quest will do the same for Aetna. Beginning…
By: Zane Tarence In the Founders’ Q1 2018 SaaS Update, we explore recent transactions, analyze key performance indicators for owners to benchmark against, and share interesting quotes from leaders in the space. Also included is a brief literature review of some of the top SaaS related articles we’ve read recently and an overview of our…
By: Duane Donner Given the high correlation between oil prices and oilfield service M&A activity, OPEC’s decision to curb production will likely have a positive effect on the U.S. Energy M&A market. Transaction volumes through the first quarter of 2018 were up 22% over Q1 2017 levels, and sentiment surrounding stability in the market remains…