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May 15, 2013
MW Intelligence: May 2013

martinwolf Valuation & Deal Insights

  

Dear Friends,    

  

2013 has been a great year for the Dow. So far, it's up 16.11 percent, having just yesterday hit another in a series of all-time highs, closing at 15,215.25.
 
But as a general market indicator, what does the Dow mean for IT companies, especially those in the sectors we serve: IT Services and Business Process Outsourcing, IT Supply Chain, Software and SaaS?
 
In our latest issue of Valuation & Deal Insights, published today, we examine this question in detail in three different articles. We also provide an update on SaaS valuation trends, overall M&A activity in the first quarter of 2013 in the United States, and cross-border M&A activity in India and China over the past 10 years.
 
In addition, we continue our Executive Perspective series with an interview with Tim Crown, Co-Founder and Chairman of Insight EnterprisesInsight began as a hard drive reseller in 1988 and has grown into a global IT solutions provider with 2012 revenue of $5.3 billion and operations in 23 countries. Tim offers his thoughts on the Dow and shares valuable lessons he's learned through Insight's several cross-border acquisitions in recent years.

 

The following articles are featured in this issue:
  1. Executive Perspective with Tim Crown
  2. Viewpoint by Marty Wolf: "The Neighbors are Having a Party and We're Not Invited"
  3. "Out of Favor with Public Markets, Mid Market IT Companies Look to M&A and Private Equity," by Tim Mueller
  4. "The Dow and the MW IT Index: Different Stories," by Walter Yoon
  5. "SaaS Valuations: The Value of Growth," by Sunil Grover
  6. "Q1 2013: A Promising Start to a New Year in the United States," by Geoff Rhizor
  7. "Indian IT Cross-Border M&A: An Update," by Gaurav Sharma
  8. "Chinese IT Cross-Border M&A: An Update," by Hao He

Click here to view the May 2013 VDI

  

Happy selling,

  

    Marty's Signature


 

 

  

To learn more about martinwolf contact Matthew Putzulu at mputzulu@martinwolf.com.  

About martinwolf    

 

     San Ramon Office          
             San Francisco, CA                                                Bangalore, India

With offices in San Francisco and Bangalore, India, martinwolf is a leading middle market M&A Advisory focused on companies with services-based business models. Since 1997, our team has completed more than 115 transactions in seven countries. We are a five-year member of the Merrill Lynch PS Referral Network, and were selected as ICICI Bank's (India's leading private bank) exclusive strategic partner for acquiring U.S. IT companies. martinwolf is a member of FINRA and SIPC. For more information, visit www.martinwolf.com.

   

 

November 6, 2012

Rolta, through its subsidiary Rolta International, Inc. announced that it acquired AdvizeX Technologies, LLC , a US company providing a comprehensive set of IT products and services ranging from roadmap planning to cloud-computing implementation strategy. With the acquisition, Rolta is now one of the top national partners of Oracle, Microsoft, HP, EMC and VMware in the US. Rolta was represented by martinwolf in the transaction. 

Please click here to view the announcement.

 

June 15, 2012

glendonTodd Capital LLC announced that it acquired Aztec Systems, a leading provider of enterprise technology solutions to hundreds of U.S. middle-market companies. Aztec was represented by martinwolf in this transaction. Aztec, a member of Microsoft's Presidents Club, was recently ranked 27th in revenue on Bob Scott's 2012 Top 100 VARS list and serves more than 700 middle-market clients. Terms of the transaction were not disclosed. Please click here to view the announcement.

 

December 1, 2011

Softchoice Corporation (TSX: SO) announced it has it has fulfilled its regulatory requirements under the Competition Act and has now completed the acquisition of substantially all of the assets of UNIS LUMIN, one of Canada's most highly regarded Cisco networking and managed services companies. Softchoice was represented by martinwolf. The acquisition strengthens Softchoice's professional services capabilities while providing the technology foundation to support the Company's future cloud offerings.

Please click here to view the announcement.   

 

martinwolf 2013

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"But how do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions..."

 

Alan Greenspan

 

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