Any personal guesses or bets on which companies will be acquired next? During its last ASM, Thoma Bravo made it very clear that they're actively looking to acquire high-quality software companies with a market cap of $1 billion or more. What do you reckon? Can large PE firms outcompete the very large, usual suspects?
same here, " Slack is a great example.". I guess you wanted to write Salesforce, but Slack sneaked in first :-) Lmk when you update it and I'll delete both comments
Any personal guesses or bets on which companies will be acquired next? During its last ASM, Thoma Bravo made it very clear that they're actively looking to acquire high-quality software companies with a market cap of $1 billion or more. What do you reckon? Can large PE firms outcompete the very large, usual suspects?
same here, " Slack is a great example.". I guess you wanted to write Salesforce, but Slack sneaked in first :-) Lmk when you update it and I'll delete both comments
mini typo, "A while back companies companies built platforms...". Great article, superb blog.