Archive for October, 2021

2021 has been a banner year for M&A in the technology sector. In Q3 alone, according to 451 Research, there were 1170 technology deals for a total deal value of $341B. Even with Zoom pulling its $15B bid for Five9, the 2021 total tech M&A deal value is on track to reach $1 trillion by the end of October. With the high-tech transactions over the amounts of available capital, increased competition, and innovative technologies, elevated valuations and deal activities are expected to continue through the end of the year, at least.
In 2011, many PE firms were focused on more traditional sectors outside of technology; fast forward ten years and PE firms are actively seeking platform and add-on investments in tech. In 2011, one in ten technology deals involved a PE firm or a PE-backed portfolio company; thus far, in 2021, one-third of deals have involved a PE firm. Buyout shops and their portfolio companies have announced over 9,100 transactions in the last decade. In addition, with the need for PE firms to put their record amounts of capital to work, combined with some of the most receptive loan markets, Q3 tallied the most PE deals in history, with PE firms expected to continue as influential candidates in all tech M&A discussions.
Q3 2021 ViewPoint Released
Our Quarterly ViewPoint for the quarter ended September 30, 2021, has been released. The ViewPoint is a summary of trends, stock index performances, public valuation multiples, and relevant M&A activity in the services, software, and communications sectors.
Andy Agrawal Managing PartnerDecisionPointo: 704.759.6162 f: 704.973.7800
DecisionPoint Advisors | 704-248-1111 | DecisionPointInt.com
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Love the classic sounds of Frankie Valli, The Drifters, The Del Vikings? Ever wonder what Maroon 5 would sound like if they had lived in the Doo Wop era?

The Doo Wop Project begins at the beginning, tracing the evolution of Doo Wop from the classic sound of five guys singing tight harmonies on a street corner to the biggest hits on the radio today. In their epic shows DWP takes audiences on a journey from foundational tunes of groups like the CrestsBelmonts and Flamingos through their influences on the sounds of Smokey RobinsonThe Temptations, and The Four Seasons all the way to DooWopified versions of modern musicians like Michael JacksonJason Mraz and Maroon 5. Featuring stars of Broadway’s smash hits Jersey Boys and Motown: The Musical, the Doo Wop Project brings unparalleled authenticity of sound and vocal excellence to recreate—and in some cases entirely reimagine—some of the greatest music in American pop and rock history!

We went to see them last night with friends and “they rocked the night away”. A must see.


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A unique graduate school for Diplomats, Warriors and Spies

John Lenczowski may be the greatest American national security strategist you never heard of.  His reputation has never gone much beyond the beltway. Yet, as President Reagan’s NSC Advisor for European and Soviet Affairs from 1983-87, he was among the principal architects of the Cold War strategy.  

Led by the United States, the West defeated the Soviet Union and liberated millions of souls in one of the greatest victories of modern history. That it ended with a whimper and not a bang is a testament to an extraordinary Grand Strategy, including a wide range of hard and soft power in a coordinated effort to defeat the adversary economically, technologically, diplomatically, militarily, but also psychologically, by winning hearts and minds of entire populations behind the Iron Curtain.  This is how to win without war, which the ancient Chinese strategist Sun Tzu deemed the acme of skill. 

Based on his experience, in 1990 forward-thinking Lenczowski founded The Institute of World Politics (IWP), a fully accredited independent graduate school of national security, intelligence, and international affairs. He saw that no school was teaching coordinated grand strategy in any comprehensive way, and that this was vital to overcoming the silo effect of insulated policy makers in the defense, intelligence, diplomatic and other agencies, as well as the legislative branch.  

Lenczowski also wanted his students to have a clear-eyed view of the global strategic environment, an appreciation for American history and founding principles, and a sound foundation in ethics and character formation.  He wanted to educate informed patriots, under the belief that one cannot defend a country that one does not understand and love. 

A crown jewel of IWP is the 45-member faculty, comprised almost entirely of scholar-practitioners, who have deep practical experience in the arts of statecraft they teach.  Many possess rare and precious knowledge of statecraft arts which have been poorly resourced or otherwise neglected since the end of the Cold War, including for example counterintelligence, public diplomacy, and strategic influence, so critical today with the revival of great power competition.  

Like many brilliant ideas, the intellectual architecture of the Institute seems obvious after the fact.  Yet IWP is virtually alone in its comprehensive curriculum and faculty composition.

Today hundreds of the school’s alumni are serving in some of the most sensitive leadership positions in the national security arena.  They have helped author recent National Security and National Defense strategies, commanded all the land troops of NATO, led a highly successful effort to stop the theft of intellectual property in Silicon Valley, and won the highest FBI agent awards, among many other achievements.  

This month The Institute of World Politics celebrates its 31st anniversary.  Cold War architect John Lenczowski is stepping aside as President but remains as Chancellor. IWP demonstrates that leadership and expertise in national security may flow from wellsprings far removed from the brand-name universities.   The courage and vision of one man devoted to the essence of Western values and democratic principles will persevere — and help to shape the next generation of young leaders educated in the arts of effective statecraft.

The Hon. James Anderson is President of The Institute of World Politics and former Deputy (and then Acting) Under Secretary of Defense for Policy.  John Lovewell is  Chairman of IWP’s Board of Trustees.

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Gerbsman Partners has been involved with numerous national and international equity sponsors, senior/junior lenders, investment banks and equipment lessors in the restructuring or termination of various balance sheet issues for their technology, life science, medical device, cyber security, solar and cleantech portfolio companies. 

These companies were not necessarily in crisis, but had cash (in some cases significant cash reserves) and/or investor groups that were about to provide additional funding. In order to stabilize their Go-Forward-Plan and maximize cash resources for future growth, there were specific needs to address Balance Sheet and Contingent Liability issues as soon as possible. 

Some of these areas where Gerbsman Partners has assisted, these companies have been in the process of termination, restructuring and/or reduction of:

Prohibitive Executory Real Estate Leases, Computer and Hardware-related Leases and Senior/Sub-debt Obligations

            Gerbsman Partners was the “innovator” in creating strategies to terminate or restructure prohibitive real estate leases and senior and sub-debt obligations.  To date, we have terminated or restructured $810 million of such obligations for private and public companies, and which has allowed them to return to financial viability. 

Accounts/Trade Payable Obligations

            Companies in a crisis, turnaround or restructuring situation typically have account and trade payable obligations that become prohibitive for the viability of the company on a go-forward-basis. Gerbsman Partners has successfully negotiated mutually beneficial restructurings that allowed all parties to maximize value based on the reality or practicality of the situation.

Software and Technology-related Licenses

            As per the above, software and technology-related licenses need to be restructured/terminated in order for additional capital to be invested in restructured companies. Gerbsman Partners has a significant, successful track record in these areas.

About Gerbsman Partners

Gerbsman Partners focuses on maximizing enterprise value for stakeholders and shareholders in underperforming, undercapitalized and undervalued companies and their intellectual properties. Since 2001, Gerbsman Partners has successfully maximized the values of 113 companies in a wide and diverse spectrum of industries. In the process, GP has successfully restructured/terminated over $810 million of real estate executor contracts and equipment lease/sub-debt obligations, and has assisted in over $2.3 billion of financings, restructurings and M&A transactions.

Gerbsman Partners has offices and strategic alliances in Boston, New York, Washington DC, McLean VA, San Francisco, Orange County, Europe and Israel. 

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