IP Fieldwork Podcast
Published July 11, 2023
Constellation Software & VMS Competition
inpractise.com/articles/constellation-software-and-vms-competition
Why is this interview interesting?
We discuss the 6-month research project that led to our report on CSI's competitive risks. We discuss why it seems everyone today is rolling up VMS and the potential risks to CSI, including:
- How many CSI copycats we found across US / EU
- How their strategy differs to CSI
- How increased competition may increased CSI ROIIC
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.
This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week.
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Other CSI Resources
- Constellation Software, Allscripts, & CSI 2.0 | In Practise - Analysis of the Allscripts acquisition and what it means for CSI’s FCF deployment.
- Valuing Constellation Software & Lumine Spin | In Practise - Investors discuss the Lumine spin, CSI’s terminal value and talent retention.
- Halma, Danaher, CSU & Serial Acquirer Org Structures | In Practise - Analysis of different organizational structures for serial acquirers and what it means for scalability of M&A.
- Constellation Software Competitive Risks with Former CSI M&A Executive
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