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Monday, June 21, 2021

COVID-19 Impact on E-Commerce

Approximately 51% of United States residents are at least partially vaccinated as of June 2021. With the rate of positive COVID-19 cases dipping, we are slowly watching the country return to pre-pandemic life.  As we watch life return to normal, it is clear that there will be potent effects to both retail and e-commerce in […]

Tuesday, January 19, 2021

E-Commerce Valuation and the COVID-19 Bump

COVID-19 is the story of the year 2020.  It had a profound effect on our businesses, politics, health and relationships.  Analyzing the effects on relationships, politics and health should be left to doctors, therapists and pundits.  How it affected business, especially e-commerce, is fascinating. While much of the country was shut down beginning in mid-March […]

Friday, January 10, 2020

It was the Best of Times

It was the best of times, it was the worst of times.  Stock market indices are achieving record highs while nearly 40% of publicly traded US businesses lost money over the last 12 months (according to James Mackintosh of the WSJ). How is that happening?  How do companies like Tesla trade at valuations of billions […]

Friday, March 04, 2016

Global manufacturing struggles in early 2016

The headlines on global manufacturing in early 2016 tell a tough story… Global Manufacturing PMI Signals Stagnation (Seeking Alpha, March 4th) The manufacturing slowdown has spread to the services sector (Business Insider March 2016) Britain’s factories engulfed in global manufacturing slump (The Telegraph, March 1st) Manufacturing: A hard pounding (The Economist, February 18th) China Manufacturing […]

Thursday, February 04, 2016

Mergers and Acquisitions in Manufacturing Automation 2015

2015 was another respectable year for M&A in manufacturing Automation, running ahead of the second half of 2014 from Q2 through Q4, but overall finishing behind the 2014 pace.  For tracked companies Mirus identified 46 acquisitions in 2015 as compared to 50 in 2014 and 59 in 2013.  Mirus continues to attribute this overall adjustment […]

Friday, December 11, 2015

More on M&A and the INTERNET OF THINGS

Last month I wrote about the Internet of Things (IOT) in Manufacturing Automation, but of course this is just the one application domain that is impacted.  So what exactly is the Internet of Things and is this a real trend that will develop its own eco-system leading to significant M&A activity beyond Manufacturing Automation, or […]

Thursday, November 19, 2015

INTERNET of THINGS in Manufacturing Automation

I will be the first to admit that when PTC first declared they were going after the Internet of Things market back in 2013 with their acquisition of ThingWorx for $112M, I was skeptical.  When they spent another $170M the next year to further develop the space with their acquisition of Axeda I was dumbfounded.  […]

Tuesday, September 15, 2015

Mergers and Acquisitions in Manufacturing Automation – H1 2015 Update

In July of 2014 Mirus initiated its coverage of Mergers and Acquisitions in the Manufacturing Automation industry. As it ended up 2014 was strong year for M&A in Manufacturing Automation, and Software in general.  For 2015 Mirus continues to cover the space with the release of it’s new report Mergers and Acquisitions in Manufacturing Automation – H1 […]