Mirus Capital AdvisorsMirus Capital Advisors

Tuesday, March 10, 2015

Why take a PaaS?

Over recent years we have seen a preference of PLM and ERP suppliers to work with a few large System Integrators to implement their products within large customers who demand special attention and substantial resources, often in spikes of demand. Now, with the demand of manufacturing companies for industry specific solutions, proliferation of the cloud, […]

Monday, February 23, 2015

What will become of Supply Chain Management (SCM)?

After completing our analysis of 2014 Mergers and Acquisitions in Manufacturing Automation one standout was that there were very few acquisitions by SCM (Supply Chain Management) companies.  In fact, SCM had the fewest acquisitions of any of the manufacturing automations sectors.  At the same time, it was one of the highest growth sectors we evaluated, […]

Wednesday, January 28, 2015

Mergers and Acquisitions in Manufacturing Automation 2014

In July of 2014 Mirus initiated its coverage of the Manufacturing Automation including PLM, ERP, SCM and System Integration sectors.   We have now updated this report exploring 2014 performance of major public Manufacturing Automation Software companies, related M&A transactions, and trends in the industry.  See Mergers and Acquisitions in Manufacturing Automation 2014 Overall, 2014 was […]

Friday, January 23, 2015

Why do you do what you do?

The primary purpose of this blog post is to ask you if you can articulate WHY you do what you do.   If you can’t, I‘d suggest you take a few moments to check out this link to Simon Sinek’s Ted talk.  https://www.youtube.com/watch?v=l5Tw0PGcyN0.     He is the author of “Start with WHY”, which discusses how starting with […]

Thursday, December 11, 2014

A Compelling Reason to Sell Your Business in 2015

Why should 2015 be the year?  Because valuations are nearing record highs (and trees don’t grow to the sky). Note that I am not referring to the stock market per se, although the S&P 500 and Dow Jones Industrial Average have both reached record highs in 2014.   I’m referring to the price-to-earnings ratio (or […]

Sunday, November 23, 2014

NP Tech: The Non-Profit Sector is Heating Up

When people think of software and technology for the non-profit sector, they generally think of Blackbaud, and more recently, Salesforce.com.  Blackbaud is the biggest player in non-profits for sure, with over $546 million in revenue over the past twelve months, but Salesforce.com (which gives software away to small non-profits through its charitable foundation) is coming […]

Friday, October 03, 2014

SMB CEOs Say: The Economy Has Finally Turned the Corner

The Q3 2014 Vistage CEO Confidence Index just came out, and 75% of the CEOS surveyed anticipate revenue gains over the next 12 months, although only 38% believe that overall economic conditions in the US will be better in the next 12 months.  That seems like a strange contradiction to me; or maybe, it’s just […]

Tuesday, September 16, 2014

The Battle for BOM Control and its Impact on Mergers and Acquisitions in Manufacturing Automation

For years the big PLM and their ERP counterparts have been battling it out for control of the company master Bill of Material (BOM). ERP vendors have traditionally owned the Manufacturing BOM; PLM the Engineering BOM; leaving the end user to determine who owns the master. In our recent white paper that initiated coverage of […]