• Recent Posts: Influencer Relations

    Is this how the Quadrant lost its Magic?

    Is this how the Quadrant lost its Magic?

    Gartner’s Magic Quadrant is the most influential non-financial business research document. In the late 1980s, it was a quick and dirty stalking horse to provoke discussions. Today it is an extensive and yet highly limited process, based on the quantification of opinions which are highly qualitative. The early evolution of the MQ tells us a lot about the challenge of industry […]

    Saying farewell to David Bradshaw

    Saying farewell to David Bradshaw

    A funeral and celebration for David Bradshaw (shown left in this 2000 Ovum awayday photo, arm raised, with me and other colleagues) is to take place at West Norwood Crematorium, London SE27 at 2.45pm on Tuesday 23rd August and after at the Amba Hotel above London’s Charing Cross Station, on the Strand. David considered that that Ovum in that incarnation was […]

    David Bradshaw 1953-2016

    David Bradshaw 1953-2016

    David Bradshaw, one of the colleagues I worked with during my time as an analyst at Ovum, died on August 11. He led Cloud research in Europe for IDC, whose statement is below. David played a unique role at Ovum, bridging its telecoms and IT groups in the late 1990s by looking at computer-telecoms integration areas like CRM, which I […]

    AR managers are failing with consulting firms

    AR managers are failing with consulting firms

    Reflecting the paradoxical position of many clients, Kea’s Analyst Attitude Survey also goes to a wide range of consultants who play similar roles to analysts and are often employed by analyst firms. The responses to the current survey show that consultants are generally much less happy with their relationships with AR teams than analysts are. The paradox is that as […]

    Fersht: some IIAR award-winners “just tick the boxes”

    Fersht: some IIAR award-winners “just tick the boxes”

    Some of the firms mentioned by the IIAR’s analyst team awards fall short of excellence. That’s the verdict of several hundred analysts who took our Analyst Attitude Survey, and of the CEO of one of the top analyst firms. Phil Fersht left the comment below on our criticism of the IIAR awards. We thought we’d reprint it together with the […]

Is there an acquisition coming in the analyst ecosystem?

SageCircle has been picking up signals that there is a potential announcement about the acqusition of an analyst firm by another analyst firm. This announcment could occur as early as today, Thursday, October 8th.

  • 10/8/09 9:07 am PT — Initial post
  • 10/8/09 9:53 am PT — Added section about Forrester CEO’s comments at investor conference
  • 10/8/10:37 am PT – Added section about Gartner
  • 10/8/09 11:43 am PT – Added section about IDC
  • 10/8/09 12:13 pm PT — Added section Ovum

Ovum could use more heft to take on “The Big Two”

Ovum is seriously taking a run at the big two advisory firms, Gartner and Forrester (see  Ovum-Datamonitor Restructuring: Sufficient Critical Mass to Take on the “Big Two”?). However, it still needs more analysts and sales reps to accelerate its growth in the enterprise advisory research space. Acquisitions would be a logical complement to organic hiring to quickly grow.

Don’t discount IDC as a potenial buyer in an M&A event

While IDC has had three layoffs in the last 18 months (see this post), that does not mean it could not pull off a large acquisition. There is a difference between managing costs during a recession and having the financial strength to invest in the future. Remember, IDC acquired Meridien Research in November 2002 during the last recession. IDC could certainly be looking at bulk up one of its Insights companies to compete more effectively in the end user market.

Gartner is sitting on approximately $100 million in cash

Gartner has the financial strength (approximately $100 m cash plus $250 m line of credit), dedicated M&A team and success with acquisitons to make it a logical player in any analyst ecosystem acquisition event. During each quarterly earnings call, CEO Gene Hall makes it a point to discuss M&A strategy and opportunities, though obviously not specific targets.

Could Forrester be ready to pull the trigger on a purchase?

At the William Blair & Co. Emerging Growth Stock Conference on Tuesday, October 6th, Forrester Research Chairman and CEO George F. Colony mentioned several times about how acquisition targets are getting to be more realistic (worn down by the recession) and are starting to discuss attractive deal prices.

Colony also pointed out how three of Forrester’s four major acquisitions were very successful, which is a higher success rate than normal. He said that Forrester is very careful about M&A and that they “would look at a thousand balls before swinging.”

Forrester has $275 million in cash and short term securities as of 6/30/09 so it certainly has the resources to acquire most any firm except Gartner and IDC.

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