With Bitcoin blowing through $10,000, I thought I would share this interesting report from Stephanie Price and Varun Choyah of the CIBC Software & Services Institutional Equity Research team. I certainly don’t mean to make...
Is time moving faster, or is it simply a great technology M&A market? News came this morning that our Fund IV portfolio company Xactly (XTLY:NYSE) has agreed to be acquired by Vista Equity Partners...
Over the course of his nine years as Chief Executive Officer of Waterloo’s Descartes Systems (DSG:TSX), Art Mesher would always remind Canadian institutional investors about the relative valuations of Canadian and U.S.-based software companies. ...
As Bay Street investment bankers closed the books on the Real Matters IPO roadshow, it was clear that many good decisions were made along the way. How else can one summarize a deal that was reportedly...
It’s not often that our firm, or anyone in the venture business, gets to participate in the Initial Public Offering of a “unicorn.” As the order books closed last night on the $157 million...
You might be able to hide from your track record, but you can’t hide from incompetence. Although it was almost nine years ago, it seems like only yesterday that Kevin O’Leary was launching his first Canadian...
As the saying goes, if I’ve heard it once, I’ve heard it 1,000 times. On the heels of a trip to Ottawa earlier this week, I’m reminded how much bureaucratic advice around Canada’s innovation economy is founded on...
Back in the day, I’d share plenty of sell-side research with you from time-to-time. I’m not sure why that stopped, but with the NASDAQ at all-time highs, there’s no time like the present to...
News report: Fitbit is buying Pebble for $34-40 million That Pebble is being sold for “less than [its] debt” serves as a poignant reminder that Crowdfunding is no pollyanna. Folks who invest for a living understand that:...
News report: Private Debt Steps In for Canadian Companies as Banks Pull Back As Bloomberg headlines go, this one is pretty exciting to a private debt fund. Banks pulling back, despite pressure from government, SME interest...
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