Software Equity Group Q2 2021 M&A Update
The Software Equity Group continues to publish excellent research on software-related M&A activity. Q2 2021 showed a modest decline in SaaS operating metrics. There was a sequential increase in Enterprise…
Software Equity Group Q1 2021 M&A Update & SaaS Public Market Update
The Software Equity Group’s Q1 2021 M&A Update & SaaS Public Market Update show continued record valuations for both on-premise and SaaS firms. Median EV/Revenue multiples for public SaaS companies…
Product Managers: Build/Buy/Partner. Do You Really Have a Choice?
There is a ton of information from thought leaders about product managers build/buy/decision making. Do product managers really have a choice?
Why Product Managers Should Become Best Friends with Finance Team
Product managers should have basic financial literacy, but the implications of new accounting policies like ASC 606 and ASC 606-340 exceed most product manager’s finance capabilities. Instead product managers should…
How Does a M&A Exec Look at Your Product Management Organization?
The pace of mergers and acquisitions is accelerating due to the record valuations in today’s market. The chance that your organization could be acquired is greater than ever. Prudent product…
Why are Private SaaS Companies Valued Less Than Public Peers?
I talk with SaaS companies that are looking to buy other SaaS companies or sell their own each month. For the past year their comments have been the same. The…
Run a Business, not a Backlog Webinar
Join Jon Gatrell and me for a webinar entitled “Run a Business, not a Backlog” on Wednesday February 10th, 2021 at 11AM PST, 2PM EST, 7PM GMT hosted by Product…
Software Equity Group Q3 2020 SaaS Valuation Update
SEG's Q3 2020 SaaS Index report shows record valuations in spite of Covid-19 crisis
Will 2020 Be Sequoia’s RIP Good Times Redux?
Will the impending recession in 2020 prompt another version of the infamous Sequoia 2008 RIP Good Times presentation?
Private Equity Dividend Recaps are Rising Again
Private Equity Dividend Recaps are Rising Again. What product managers should know