3 thinkers, books, and ideas connected to this field.
Canadian software holding company founded by Mark Leonard in 1995 — which acquires vertical market software companies (mission-critical software for niche industries like parking, marinas, transit) and holds them permanently — generating 30%+ annual returns over 25 years.
HP executive who negotiated and executed the $1.6 billion acquisition of Ben Horowitz's Opsware in 2007, providing the exit that validated Horowitz's near-death company turnaround.
American executive who has served as Oracle's co-CEO (with Larry Ellison and Mark Hurd) since 2014 — and who has been Oracle's chief financial and M&A officer since 1999 — overseeing Oracle's acquisition of PeopleSoft, Siebel, Sun Microsystems, and dozens of others.