ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Constellation Software: Altera Acquisition Analysis"
Episode Synopsis
We discuss the year-1 performance of Altera, CSI's largest acquisition to day, and share our learnings from 6+ hours of interviews with Former Altera / Allscripts executives and CSI M&A execs who worked on the deal. We explore:
Why Altera's customer churn could be higher than expected
Challenges meeting meaningful use regulations and new product development on Altera's R&D budget
Impact on CSI's potential levered and unlevered IRR
Comparison with Acceo, CSI's first LBO in 2018
Why Altera's customer churn could be higher than expected
Challenges meeting meaningful use regulations and new product development on Altera's R&D budget
Impact on CSI's potential levered and unlevered IRR
Comparison with Acceo, CSI's first LBO in 2018
More episodes of the podcast IP Fieldwork
Danaher: Cytiva & Bioprocessing Moats
21/12/2024
AMZN Retail & IP Company Learning Journeys
23/01/2024
IP Podcast: Diploma PLC
28/06/2023
Ashtead Investor Day 2024
08/07/2024
Primary Research Methods: Vetting Executives
24/02/2025
Bergman & Beving
05/05/2023
Primary Research Methods: Our Process
21/12/2024
Ashtead & Equipment Rental
29/06/2023
In God we trust