Sumeru Equity Partners Acquires MDSL and Combines with Telesoft

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Title Page: SEP Acquires MDSL
SEP Acquires MDSL

Note: Updated August 2nd with coverage links from Sumeru, MDSL, Telesoft, AltAssets, AOTMP, Crunchbase, PEHub, and Pitchbook.

In case you missed the announcement, as of July 31st, Sumeru Equity Partners has acquired MDSL and is joining Telesoft with MDSL to form a single Technology Expense Management company. I had a few opinions about the new MDSL that didn’t fit into my more formal analysis because they’re observations rather than directional guidance. If you haven’t read the formal Market Milestone yet, please check it out.

First, Sumeru Equity Partners has an interesting portfolio of companies that could be accretive to the new MDSL company. Take a look at their current portfolio:

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How does the 2017 version of HPE support enterprise IT departments?

Meg Whitman at HPE Discover 2017

Meg Whitman at HPE Discover 2017
Meg Whitman at HPE Discover 2017
Recently, Amalgam Insights attended HPE Discover, HPE’s semi-annual show devoted to its enterprise offerings. Our firm was especially interested in seeing how HPE would position itself after having divested much of its software portfolio to Micro Focus and then spin-merging its Enterprise Services division with CSC to form DXC Technology on April 1st of this year.

In HPE’s General Session and subsequent presentations, several key themes emerged in HPE’s positioning. The most obvious is that, in consolidating HPE’s offerings to servers, storage, and networking, the company is now focused on being the arms dealer for hybrid IT support. This is based both on the core HPE portfolio of technology and services as well as removing the business services and complementary technologies that were previously seen as competitive to potential HPE competitors. This fundamental change should serve HPE well.

How HPE found its focus

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