Thanks everyone again for the enthusiastic response to my Tibco-Netrics post. Given the feedback and number of readers to the article it’s like Rachel says in the sitcom Friends:
“And hey, just so you know — it’s NOT that common, it DOESN’T happen to every guy, and it IS a big deal!”
While Rachel was referring to another more sensitive matter, that statement could equally apply to MDM M&A. And any acqusition is a big deal. With a select list of best of breed vendors out there, as well as a few companies offering a full MDM solution we can do a little M&A speculation.
So to make it interesting, I’m giving away a new Flip Video HD to anyone who posts a comment at the end of this article AND correctly guesses the next MDM acquisition combo:
The rules are:
- Both the acquirer and acquiree must be accurately stated PRIOR to the event via a comment on this blog post (this is the way to register your guess)
- The guessor must NOT BE an employee of either acquirer and acquiree in their guess
- The combo must come from the combination of the companies listed below (if you feel a company is missing that should be included in the lists, let me know and I will add it) and listed in the form “Tibco will acquire Kalido” (JUST AN EXAMPLE – but if you see my MDM vendor landscape diagram you’ll see relationships with Netrics)
- Only one submission per person
- If there are duplicate submissions from different guessors, the first one to have posted by date and time is the winner
- You have to register to comment with your real email address (otherwise if you win I don’t know how to contact you to get you the Flip Cam)
- Judges (me) decision is final on who wins (if there is a winner). No arbitration requests or complaints please.
Thanks to Henrik Liliendahl Sørensen who is a Practice Manager at Omikron Data Quality who was kind enough to send me these linkedin statistics on the location and employees of other match and DQ vendors who are still out there and waiting for “the call”. Quite a few of which I didn’t have in my MDM Landscape picture. Henrik is a guy that clearly knows and understands his competition and the DQ market, check out his Liliendahl on Data Quality blog here.
- Human Inference, Nijmegen Area, Netherlands = 100 employees
- Infoglide Software, Austin, Texas (US) = 30
- Datactics, United Kingdom = 11-50
- DataMentors, Inc., Tampa/St. Petersburg, Florida Area = 25
- Datanomic, Cambridge, United Kingdom = 58
- Melissa Data, Greater Los Angeles Area (US) = 105
- Omikron Data Quality, Stuttgart Area, Germany = 65
- S3 Matching Technologies, Austin, Texas (US) = 33
- Syslore Oy, Finland = 30
- Uniserv GmbH, Stuttgart Area, Germany = 110
To complete the list here are the MDM providers:
- Kalido, Greater Boston Area = 125
- Orchestra Networks Paris Area, France = 20
- Talend, Paris Area, France = 200
- Visionware, Glassgow, UK = 51-200
- Data Foundations, New Jersey (US) = 50
If you are keeping score geographically Europe 9, USA 6!
So what of the potential suitors? Disclaimer: Commentary in parenthesis is my speculation entirely with no inside info whatsoever.
- DnB (Happy with Purisma?)
- EMC (Focused more on unstructured w/Documentum?)
- HP (Bigger fishing in other software ponds)
- IBM (Always shopping)
- Informatica (All holes plugged after Siperian buy?)
- Microsoft (No action since Zoomix way back in 2008)
- Oracle (Waiting in the weeds and about to make a Mega move?)
- Pitney Bowes (May be acquired themselves by Mega Mega Vendor?)
- Progress Software (Has all the integration tools and database technology, natural fit to get in the MDM game?)
- QAD (No activity since Fulltilt buy. Content to be in Product MDM land?)
- SAP (Asleep at the wheel?)
- SAS Institute (Like to build their own?)
- Software AG (Rumor has it they are shopping?)
- Trillium Harte-Hanks (May be acquired themselves by Mega Mega Vendor?)
- Tibco (Netrics just the start?)
Submit your guess at a chance to win the Flip Video HD! Or if you just want to vote your opinion do so below:
Cloud ‘N Clear Poll – You Make The Call!
Your Votes: [poll id=”17″]
Your Votes: [poll id=”18″]
All viable candidates for M&A, but my money is on a bigger play. I say HP buys Informatica before the end of 2010. Crazy?