Tangoe Acquires MOBI to Strategically Expand Enterprise Mobility Capabilities

On December 5th, 2018, Tangoe announced the acquisition of MOBI, a leading managed mobility services organization based in Indianapolis, Indiana in the United States. With this acquisition, Tangoe increases its IT spend under management to over $40 billion, increasing its lead over other spend management vendors with multiple billions of dollars of enterprise technology under management including Flexera, Snow Software, Microsoft Azure Cost Management, CloudHealth by VMware, Calero, MDSL, Cass Information Systems, and Sakon.

Key questions to consider for this acquisition include:

  • Why did Tangoe decide to buy MOBI at this time? For its customer base? Corporate culture? Technology?
  • How does this acquisition affect enterprises seeking toolsets to assist with the orchestration and accounting of digital transformation initiatives?
  • How will work be split and coordinated between Tangoe’s Austin logistics warehouse and MOBI’s Indianapolis-based facilities?
  • What will Tangoe do with MOBI’s Robotic Process Automation initiative of Mobots?
  • Will Tangoe keep MOBI’s staff or will there be a bunch of high-quality mobility and support staff available?
  • What happens to MOBI partners who may compete with Tangoe?
  • Will MOBI customers be moved to the Tangoe Matrix platform immediately?
  • Will Tangoe contribute to the burgeoning Indianapolis tech scene that is currently one of the hottest startup spots in the country?

To learn more about which of these questions can be answered and which of these questions require greater due diligence, please read my full analysis, which is available at: https://amalgaminsights.com/product/amalgam-insights-market-milestone-tangoe-acquires-mobi-to-enhance-mobility-management-capabilities

5 Stages of The Technology Expense Management Market (re: Calero Acquires Veropath)

In my recent Market Milestone, Calero Acquires Veropath to Bolster its Global Role in Technology Expense Management, I made a quick comment about Veropath as an “accretive acquisition target.” But then I realized that I hadn’t explained what that meant from an Amalgam perspective. From Amalgam’s perspective, the Technology Expense Market (aka Telecom Expense Management, although…

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Calero Purchases European TEM Leader A&B Groep: What to Expect?


Note: This blog contains excerpts from Amalgam’s Due Diligence Dossier on Calero. To get the full report, click here.

In January 2018, Calero announced two acquisitions, Comview and A&B Groep. These acquisitions have increased Calero’s headcount by over 70 employees, added geographic footprint, demonstrated a specific profile for acquisition, and demonstrates the willingness for new owners, Riverside Partners, to quickly take action within 120 days of acquiring Calero. This combination of acquisition, execution, and stated focus result in the need to re-evaluate Calero in context of these significant changes.

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Calero Flexes PE Muscle in Acquiring TEM Stalwart Comview

Calero Logo

On December 29th, 2017, Calero Software acquired Comview, an experienced telecom expense management and call accounting software and services provider. Financial terms were not disclosed. From Amalgam’s perspective, this acquisition is important in demonstrating the plans of Calero under its new ownership, Riverside Partners, and in establishing Comview’s role in the Technology Expense Management market. With this acquisition, all Comview personnel other than Founder John Perri are expected to move to Calero. Calero has committed to supporting Comview’s solution for the immediate future. Comview is expected to run as “a Calero company” with independent development and operations in the short term.

Overall, Amalgam is bullish on this acquisition as it combines the strengths of a veteran TEM provider, Comview, with strong customer service and an integrated platform with the scale and breadth of Calero’s capabilities.

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The Enterprise Opportunity in Apple’s Slowdown

From Pixabay


On December 28th, Apple released a statement regarding the fact that it was planning to lower the battery replacement costs for Apple 6s and 7s from $79 to $29 as a followup to a December 20th statement made to Techcrunch in which Apple described how it was slowing down iPhone 6s and 7s. This piece provides guidance to enterprise IT, mobility, and procurement managers on what this issue is and how to take full advantage of this situation to improve your enterprise mobility environment.

Recommended Audience: CIO, Chief Procurement Officer, IT Procurement Directors and Managers, Mobility Directors and Managers, Telecom Directors and Managers, IT Service Desk Directors and Managers

Vendors Mentioned: Apple, Samsung, Huawei, Calero, DMI, DXC, Ezwim, G Squared Wireless, Honeywell, IBM, Intratem, MDSL, MOBI, Mobichord, MobilSense, Mobile Solutions, NetPlus, Network Control, One Source Communications, Peak-Ryzex, RadiusPoint, Stratix, Tangoe, vCom Solutions, Visage, Vox Mobile, Wireless Analytics

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IT Asset Management Must Change to Cut SaaS Costs by 30%

Money Bubbles in the Clouds
You Must Change Your LIfe ~ Ranier Maria Rilke
You Must Change Your Life

A generation of IT has been trained on the practice of Software Asset Management, which has been built on the focus of audit-based license agreement compliance. As the enterprise software market has moved to SaaS, the need for regular audits has decreased because of a fundamental shift from vendor-driven contract enforcement to client-friendly policies for adding new licenses and services.

As software shifts from being a license-based capital expenditure asset to a usage-defined operational expenditure service, the foundational nature of software management must change as well. Rather than managing software as a sunk cost with the goal of squeezing the maximum utilization out of an initial license before the software becomes obsolete, companies must now treat Software as a Service as a constantly renewing and updated functionality aligned to specific business roles.

The trade-off for the ease-of-use and support for SaaS is that enterprise software contracts are harder to negotiate because a number of buyers may end up purchasing SaaS and the purchase cycle is built to support consumerized purchases through P-cards, expense accounts, and line-of-business operational budgets rather than through a formal IT process.

As a result, the traditional world of SAM compliance and top-down procurement is being replaced with the need for cost management solutions that focus on:

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Sumeru Equity Partners Acquires MDSL and Combines with Telesoft

money-graph
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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The Definitive Guide to the Asentinel-Tangoe Merger: Marlin Equity Partners Agrees to Acquire Tangoe

Marlin Equity, Asentinel, and Tangoe
Asentinel-Tangoe Merger brings together much of TEM's history.
Asentinel-Tangoe Merger brings together much of TEM’s history.

[Updated May 3rd with links to additional coverage from AOTMP, Blue Hill Research, Oracle Dispatch, StraTEM Consulting, and the Wall Street Journal]

On April 28, Marlin Equity Partners, an investment firm with over $3 billion in capital under management and the current owner of Telecom Expense and Enterprise Mobility Management vendor Asentinel, announced entering an agreement to purchase Tangoe for $6.50 per share for a transaction estimated at $242.6 million in cash.

Continue reading “The Definitive Guide to the Asentinel-Tangoe Merger: Marlin Equity Partners Agrees to Acquire Tangoe”