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  • A 36 Page Tear Down of Google’s Strategy

    CBInsights recently published a deep dive of Google’s current strategy.  At 90% share of the search market, Google dominates today – but what about tomorrow?  This piece does a great job of describing Google’s current strategies based on published materials, execs speeches, earnings calls, and public filings.  The post includes: Alphabet’s structure and background Google’s […]

  • PE Multiple Expansion 2000-2018

    Private equity EV/Revenue multiples have increased 70% since 2000. They averaged 10.3x for the first three quarters of 2018 versus 6.6x in 2000. AS a result of these higher valuation expectations, the traditional private equity playbook of acquire, cost restructuring, and flip based on financial engineering are being disrupted by growth equity PE players like Vista who demonstrated the success of this model through the acquisition and sale of Marketo. Vista acquired a struggling Marketo in 2016 for $1.75B, improved it, and sold to Adobe a little more than two years later for $4.75B.

  • Marketo: A Growth PE Success Story

    A post about how Vista Equity’s $1.79 billion purchase of Marketo turned into a $4.75 billion exit to Adobe in a little more than two years. They didn’t use the tradition tech private equity playbook.

  • Dear Agile, I’m Tired of Pretending

    Charles Lambdin recently published a piece on Medium titled “Dear Agile, I’m Tired of Pretending”. In the post Charles talks about his frustrations with the current state of Agile practice.

  • I Made My Shed the Top-Rated Restaurant on TripAdvisor . . . And then served customers frozen dinners on its opening night.

    The story of the infamous Shed at Dulwich is a great example of how Internet marketing techniques can scam the unsuspecting public. The Shed at Dulwich was a fake restaurant created by Oobah Butler to prove the gullibility of today’s Internet user. I have been involved in technology marketing and sales for almost 20 years.  […]

  • Features vs Technical Debt: An Agile Product Management Balancing Act

    Product Managers and Product Owners face a constant challenge of balancing priorities. New features or technical debt elimination? The priorities between feature creation and technical debt elimination change as a product moves through its’ evolution.. This post talks about technical debt and some best practices to help teams manage it.

  • Software Equity Group 3Q18 SaaS M&A Update

    The Software Equity Group has published their 3Q18 SaaS M&A Update.  SEG regularly publishes comprehensive free research on the state of M&A in the tech space.  It is invaluable resource in tracing the key trends and development in the market.  A few of the key findings include: Aggregate software industry M&A deal volume (including SaaS, […]

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