by Robert Solomon | Apr 9, 2024 | B2B Software, CPG/Retail, Foodservice, GPO |
After a relatively sleepy last few quarters, several transactions in the vertical B2B software world have been announced. In no particular, they are: Avetta was sold to EQT, a private equity firm, for a rumored $3 billion, including debt. Buyer’s Edge Platform...
by Robert Solomon | Mar 11, 2024 | B2B Software, Procure to Pay, Public Sector
KKR announced it would acquire MDF Commerce, which is publicly traded on the Toronto Exchange. I have previously written about the company here. About MDF Commerce You are forgiven if you are unfamiliar with the company. It’s headquartered in Quebec and is a...
by Robert Solomon | Feb 12, 2024 | B2B Software, CPG/Retail, Farming, Healthcare, Marketplaces, Retail
Applico recently published its third annual listing of the Top 50 B2B Marketplaces. It’s a quirky list: it only includes product marketplaces, not services it’s based on companies that are private and based primarily in the US the criteria for ranking are...
by Robert Solomon | Jan 29, 2024 | B2B Software |
“The single most important decision in evaluating a business is pricing power.” So sayeth, the greatest investor of all time, Warren Buffett. He added in his typical style: “If you’ve got the power to raise prices without losing business to a competitor, you’ve got...
by Robert Solomon | Jan 12, 2024 | B2B Software, E-invoicing, Tax Software |
A few weeks ago, I posted about Vertex’s offer to acquire Pagero. Pagero is a public e-invoice network headquartered in Sweden. Combining an indirect tax expert (Vertex) with an e-invoice network makes sense. One of the competitors in the indirect tax market,...
by Robert Solomon | Jan 10, 2024 | B2B Software, Financial services, Industry Big Data, Marketplaces
The latest controversy around Carta, the equity management software company, has been a soap opera. There is excellent coverage from Dan Primack on Axios here and here. After summarizing the breathtaking timeline, I provide a few observations: Carta Background Most...
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