I'm sure you're right. What I meant is that it's odd for VCs, who tend to look for 100x opportunities. There definitely is money in "small but stable" (SBS)! It just isn't how the "great minds" of business tend to work.
There are plenty of stories of VCs pulling the plug on companies that had achieved a few $M in steady revenue but weren't growing fast enough (FSVO "fast enough"). VCing takes some time/focus, so I'm not saying this is completely insane; but it does seem to be the more typical mindset. If BigBand really just wants to be a holding company for SBS companies, more power to them! As this thread has discussed, getting eaten by a big player is rarely a good thing for employees, products, or customers. -----Original Message----- From: IBM Mainframe Discussion List <[email protected]> On Behalf Of ITschak Mugzach Sent: Saturday, February 1, 2025 4:41 AM To: [email protected] Subject: Re: Izzi Software acquires ColeSoft Not sure it is an odd requirement. What these companies are looking for is a stable ARR to buy for less (see Charles email) and a growing potential. We were contacted by about four holding companies from the US and Canada. ---------------------------------------------------------------------- For IBM-MAIN subscribe / signoff / archive access instructions, send email to [email protected] with the message: INFO IBM-MAIN
