Partner Interview
Published February 25, 2025
Asseco: M&A Strategy & Pricing Power
inpractise.com/articles/asseco-manda-strategy-and-pricing-power
Executive Bio
Former Healthcare Director at Asseco Poland
Interview Transcript
Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.
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The forward or backward? Could you clarify what you mean by that?
I'm referring to the fact that Asseco, for roughly the past 10 years, has primarily been a platform for acquiring new companies rather than developing their own solutions from scratch. They excel at maintaining their position and are adept at purchasing new companies to expand their portfolio. However, they are not as proficient in developing and broadening their product portfolio. They do not invest heavily in research and development, but rather focus on maintaining their area of expertise or acquiring new companies.
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Why were they unable to raise prices back in 2012?
As I mentioned earlier, the barriers to entry are quite high. So, it's really difficult to replace ecosystems if they are already implemented. It's hard to replace them and they're quite good, I believe. That's why.
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Why were they unable to raise prices back in 2012?
Especially in the health sector, there is significantly more money now. Hospitals and other practices are able to pay much more than they could eight or 10 years ago. They are able to raise prices, at least in the health sector, but probably also in others.
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