Group Purchasing Organization (GPO) Consolidation
GPOs keep consolidating and for good reason: they have a unique business model and often have extraordinary EBITDA. Say hello to the PE firms!
Avendra: A Seventeen Year Road to Unicorn Status
Avendra, a GPO, was purchased by Aramark for $1.3 billion. The big winner was Marriott who invested $13 million and will reap $650 million, albeit 17 years later.
Symphony Versus Bloomberg: Upping the Ante
Symphony, a bank consortium, is starting to get some traction against Bloomberg. Bloomberg is responding very aggressively. Game on.
Software Platforms: First Celebrated, Now the FANGs are out!
The FANG companies and other software platforms went from great business success stories to under investigation in a flash. Market dominance means oversight!
The Forrester Wave™: eProcurement, Q2 2017
The Forrester Wave: eProcurement, Q2 2017 demonstrates the pitched battle underway for the #3 position in the eProcurement market.
2017 Enterprise Almanac by Work-Bench: A Must Read
Work-Bench’s 2017 Enterprise Almanac is a must-read for anyone involved in developing and marketing enterprise software.
Enterprise Software: The Rodney Dangerfield of Mary Meeker’s Internet Trends 2017 Report
Mary Meeker’s highly anticipated 353-slide presentation on Internet Trends 2017 has only a small section on enterprise software.
As Software Platforms Grow, So Do the Oligopolies
Oligopolies are more and more prevalent in every industry. Consumer software platforms are accelerating this trend.
When Business Models Collide: HomeAdvisor and Angie’s List
Angie’s List’s business model “succumbed” to its competitors who offered free homeowner access to their network of contractors. Did the “right” business model win?
