90% of these are likely wrong, or too early, but it why not? Best-of-Breed in the $2-10B range continues to consolidate in PE land. Thanks for reading DB Software Musings! Subscribe for free to receive new posts and support my work. Contrary to last cycle when these companies ended up with the Oracle, SAP, Salesforce, I believe the only home for majority of best of breed is now private equity. Reason is simple, these companies rely on their neutrality to thrive and have gotten to a size where you cannot build a clear investment case within a strategic.
Some Predictions for 2023
Some Predictions for 2023
Some Predictions for 2023
90% of these are likely wrong, or too early, but it why not? Best-of-Breed in the $2-10B range continues to consolidate in PE land. Thanks for reading DB Software Musings! Subscribe for free to receive new posts and support my work. Contrary to last cycle when these companies ended up with the Oracle, SAP, Salesforce, I believe the only home for majority of best of breed is now private equity. Reason is simple, these companies rely on their neutrality to thrive and have gotten to a size where you cannot build a clear investment case within a strategic.