From: Joseph Esposito <[log in to unmask]>
Date: Wed, 25 Nov 2015 21:37:05 -0500Subject:
I lost track of this thread, but wanted to ask a follow-up question.
Would the librarians on this list care to name some of the deals
(mergers & acquisitions) among publishers that they find puzzling? I
would be curious to know what deals make sense in a librarian's eyes.
Joe Esposito
On Sun, Nov 15, 2015 at 8:56 PM, LIBLICENSE <[log in to unmask]> wrote:
>
> From: Ann Shumelda Okerson <[log in to unmask]>
> Date: Sun, 15 Nov 2015 20:25:14 -0500
>
> Joe, I didn't mean to suggest either that "portfolio is dead" means
> the end of acquisitions, or that EBSCO, ProQuest, and numerous other
> companies are not strategic and smart -- they are, very.
>
> Perhaps what I'm saying, indirectly, is that to folks like me, who are
> not industry specialists, some of the purchases these smart and
> strategic companies make are puzzling. We librarians (or this
> librarian) scratch our chins and say, "now why did they buy THAT one?"
> So, yes, I can think of some to designate as "non-core" but obviously
> I'd be wrong. Or perhaps the meaning of "core" is not all that
> evident. Cheers, Ann
>
>
> On Sun, Nov 15, 2015 at 7:37 PM, LIBLICENSE <[log in to unmask]> wrote:
> > From: Joseph Esposito <[log in to unmask]>
> > Date: Thu, 12 Nov 2015 21:57:06 -0800
> >
> > To say that "the portfolio is dead" doesn't mean the end of
> > acquisitions. Indeed it is likely that we will see heightened deal
> > activity in the coming year or two. David Worlock's excellent analysis
> > is about the shedding of noncore assets. When you look at the
> > properties controlled by EBSCO and ProQuest, which would you designate
> > as non-core? It seems to me that both of those companies are pretty
> > smart about their acquisitions.
> >
> > Joe Esposito
> >
> > On Thu, Nov 12, 2015 at 4:37 PM, LIBLICENSE <[log in to unmask]> wrote:
> >>
> >> From: Ann Shumelda Okerson <[log in to unmask]>
> >> Date: Thu, 12 Nov 2015 13:07:33 -0500
> >>
> >> http://thomsonreuters.com/en/press-releases/2015/november/explore-strategic-options-ip-science-business.html
> >>
> >> When this news hit the streets yesterday, David Worlock wrote a blog
> >> posting that's more enlightening than the opaque TR release could
> >> possibly be. David is one very smart puppy and business analyst; this
> >> posting is worth a read.
> >>
> >> http://www.davidworlock.com/2015/11/get-smaller-to-grow-bigger/
> >>
> >> I was particularly interested in his last paragraph speculation that
> >> portfolio may be dead. If so, what are we to make of the other
> >> acquisitive companies in our business, such as ProQuest, Ebsco, etc?
|
