Vista Point bankers provide thoughts and insights into technology M&A, transactions and their implications, and the world of boutique investment banking

Category Archives: Analysis of Recent M&A / Investments

Thoughts on Thermo Fisher / Life Technologies

Thermo Fisher’s $13.6 billion acquisition of Life Tech has largely been a validation for Ion Torrent, Life Tech’s next-generation sequencing business, which Life Tech acquired in 2010 for ~$725m.  Although Life Tech has several businesses across life sciences (specialty diagnostics, lab tools, biological consumables, etc.), this deal is the clearest indication that large-cap diagnostics players

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Thoughts on Google / Waze

Google, the world’s leading Internet company, has agreed to acquire Waze, the  Israel-based company behind the popular mobile mapping and traffic information app used by approximately 50 million users. The transaction exemplifies the power of going non-exclusive in buyer negotiations and having multiple bidders in a process. After having reportedly rebuffed Facebook’s $1.0 billion offer

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Thoughts on Salesforce / ExactTarget, the world’s largest SaaS CRM company, paid a massive premium for marketing software maker ExactTarget. The acquisition, the largest ever for Salesforce, has raised some eyebrows and investors are taking a dim view of the purchase. Shares of Salesforce are down over 8% in mid-day trading. So why ExactTarget? Salesforce already placed strategic bets on

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Thoughts on Yahoo/Tumblr

A few quick thoughts on the Yahoo/Tumblr transaction.  Anytime a company with less than $50 million in revenue gets a $1 billion+ valuation everyone takes notice.  The deal has the ability to significantly increase Yahoo’s audience.  Tumblr’s reach is massive: ▪       300 million monthly unique visitors ▪       120,000 signups every day ▪       900 posts a

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Vista Point Advisors Quarterly M&A Updates

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