In a classic “big fish eating a smaller fish eating a smaller fish” scenario, UK-based UBM announced its plan to acquire Informa. Informa earlier acquired Datatmonitor, which had acquired Ovum and Butler. Ovum, of course, had made three rapid fire acquisitions (i.e., RHK, Summit Strategies, Orbys) of its own before Datamonitor acquired it.
These serial acquisitions are distracting to management and analysts alike so research quality and timeliness could suffer. Also, some analysts will likely think “that’s it” and start developing a personal exit strategy. Because analysts are the core of any firm, anything that could cause them to walk could dramatically impact the relevance of the firm to your AR strategies and analyst lists. Besides the impact on analysts, this latest merger might be the last straw for sales representatives and client service personnel as well. As a consequence, AR teams need to be proactive in ascertaining potential pitfalls and opportunities this latest industry M&A move might provide.
SageCircle Technique: Steps* to immediately take:
- Ascertain whether any of your primary analysts might be affected
- Schedule inquiries with key analysts to (more…)
Filed under: Analyst industry, AR management, News | Tagged: acquires, acquisition, analyst relations, analysts, AR, bought, Butler, Butler Group, Datatmonitor, David Mitchell, industry analysts, Informa, IT analysts, M&A, merger, merger and acquisition, Orbys, oursourcers, Ovum, Ovum Orbys, Ovum RHK, Ovum Summit, RHK, Summit Strategies, UBM | 5 Comments »