Thoughts?
10 replies (most recent on top)
Perhaps a tech focused, large private equity outfit like Silver Lake Partners, Thoma Bravo or EQT. As for tech companies: Alphabet/Google, SAP are less likely. Anyway, being taken private might do some good and give some rest to re-focus and re-build, just look at Dell, which was taken private a couple of years ago.
HP was interested 5-7 years ago. Not any more. Heard that a deal was being worked with SAP earlier this year but they pointed out that there were too many highly salaried people in PS and other areas. Your guess if that begat the RIF in May.
How about Hewlett Packard? A marriage of losers, but HPC at least gets a new customers. Maybe cross sell ink and analytics
NCR
SAS was the perfect fitting 5 years ago.
Today all the competitors have better solution in cloud .
Nobody until the spin-off or Sales of consulting team
Who would want to?
All the bigger database vendors have made acquisitions in the past.
Any company that is interested would strictly be buying the customer-list.
Any company that is interested would have to fire almost the entire management team (certainly all VPs and Directors).
A dark-horse acquisition could come from non-traditional vendors (e.g., Cisco, Sas) or a startup (poetic if Snowflake bought TDC).
It all boils down to price and with a grossly inflated PE ration, any buyer would have to drive a hard bargain or merely wait for the inevitable fire-sale.
At the current valuation, established buyers playing with real investment funds are unlikely to see a business case.
Perhaps a startup with a huge valuation could be interested so as to show a large leap in growth.
Likely no one. Oracle can now do better and cheaper with modern hybrid solutions. Up and comers are perfect right out of the gate. Could get bought for pennies on the dollar by SAP just for the customers and transition. Stock price needs to come way down and will.
Nobody