Recently I decided to take a closer look at consolidation in the industry since late 2012. It goes without saying that consolidation is a hot topic in the industry. We talk about it almost every week here. It also seems that every week a new mega deal is announced where one company buys another company.
Whenever rapid change hits an industry it often causes an emotional reaction. Some argue passionately against consolidation. Others strongly believe consolidation brings much needed improvement. Still others shrug it off with ambivalence.
My opinion of the consolidation trend is agnostic. I attempt to not attach a value judgment to it by labeling it either good or bad. Whether you feel something is inherently good or bad often depends on your position relative to the event. Rather I recognize consolidation is something that is happening. As prudent business people there are lessons to be gathered by analyzing firms who are successfully operating in such an environment.
I prefer to be data driven rather than event driven. So I took a data driven approach to analyzing industry consolidation since late 2012. We analyzed the top 4 consolidators in the industry for a simple reason – their acquisition history is publicly listed on their websites. While we would have preferred to look at the top 10 unfortunately such data is not as easy to come by. Continue reading by clicking here.
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