Constellation Software: A Competitive Analysis
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Over the last 6 months, we have identified 34 private VMS consolidators competing with Constellation and 43 senior M&A executives that have left CSI in the last 3 years.
We have privately interviewed multiple executives who left CSI and joined competitors to understand more about their strategy, the VMS competitive landscape, and potential risks to CSI.
This competitive analysis shares what we found and explores the potential impact on CSI’s ROIIC and capital redeployment rate.
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