Author Topic: CSU - Constellation Software  (Read 236334 times)

Liberty

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Re: CSU - Constellation Software
« Reply #660 on: October 07, 2019, 07:31:31 AM »
New one at Harris:

https://www.bcms.com/gb/en-gb/article/canadian-investor-acquires-uk-healthcare-it-integrator-quicksilva

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Quicksilva has been associated with prestigious projects in the public and private sectors, alongside a big focus on health and social care which built a long association with the NHS. Quicksilva’s interface to the NHS Spine* initiated Spine-in-a-Box, a test harness designed to mimic the functionality of the NHS Spine, enabling suppliers to have a practice run through before going through the compliance process of the Spine.

h/t @pearnick

Update: Another one at Harris, this one in Wyoming:

https://www.harriscomputer.com/en/news/?date=1570420800&article=harris-healthcare-acquires-connecture-inc-

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announced today that it has completed the acquisition of Connecture, Inc. (“Connecture”). Connecture provides SaaS based solutions for Medicare shopping and enrollment and serves customers including insurance carriers, insurance brokers and pharmacy benefit managers.

Connecture’s solutions complement Harris’ existing healthcare information technology portfolio. Harris will continue to develop, sell, implement and support Connecture’s applications.

h/t @pearnick
« Last Edit: October 07, 2019, 12:35:50 PM by Liberty »
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Liberty

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Re: CSU - Constellation Software
« Reply #661 on: October 09, 2019, 10:25:09 AM »
Volaris acquisition:

https://www.volarisgroup.com/news/article/volaris-group-strengthens-foodservice-hospitality-vertical-with-acquisition

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IndiCater Limited (“IndiCater”), a UK-based software provider of process management solutions to help manage the full spectrum of foodservice and hospitality back-office operations. IndiCater joins CaterTrax, a Volaris Group company, in the Foodservice & Hospitality vertical.

IndiCater’s comprehensive portfolio of solutions supports all operational aspects of a business, including finance, profit, employment, stock, recipe, menus, ordering, and procurement management. Over 4,000 system users manage their business and streamline operational processes with IndiCater’s flexible hospitality solutions. Major clients include market-leading contract caterers, buying groups, and distributors throughout the UK.

h/t @pearnick
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EricSchleien

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Re: CSU - Constellation Software
« Reply #662 on: October 09, 2019, 03:05:28 PM »
Has anyone ever looked at Upland Software? Figured some of the people who are familiar with Constellation are familiar with this company too. There was a VIC writeup on it.

https://valueinvestorsclub.com/idea/UPLAND_SOFTWARE_INC/0371366189/messages/151783#description

Liberty

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Re: CSU - Constellation Software
« Reply #663 on: October 09, 2019, 03:20:49 PM »
Has anyone ever looked at Upland Software? Figured some of the people who are familiar with Constellation are familiar with this company too. There was a VIC writeup on it.

https://valueinvestorsclub.com/idea/UPLAND_SOFTWARE_INC/0371366189/messages/151783#description

I’ve looked at them a few years ago and read that writeup. I don’t think the write up is correct in comparing them. Pretty different models. Not mission critical, using more debt and issuing more shares, etc.
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walkie518

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Re: CSU - Constellation Software
« Reply #664 on: October 10, 2019, 10:36:21 AM »
Has anyone ever looked at Upland Software? Figured some of the people who are familiar with Constellation are familiar with this company too. There was a VIC writeup on it.

https://valueinvestorsclub.com/idea/UPLAND_SOFTWARE_INC/0371366189/messages/151783#description
likely better to start another thread... Upland is pretty interesting though to Liberty's point a very different roll-up

Liberty

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Re: CSU - Constellation Software
« Reply #665 on: October 10, 2019, 12:42:24 PM »
New one by TSS in the Netherlands:

https://www.totalspecificsolutions.com/about-us/transaction-updates?tid=49

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For over 25 years, Microcash has been supplying the Dutch specialty retail sector with store- and warehouse automation solutions. The Microcash POS and WMS solution cover the end-to-end need of single and multi-store retailers: from article and stock management, to purchase management, to customer retention options as well as having extensive cash register functionalities.

h/t @pearnick
"Most haystacks don't even have a needle." |  I'm on Twitter  | This podcast episode is a must-listen