Den Howlett & Brian Sommer
SAP and Elliott - 12 open questions and 4 action plan items
Elliott Management is hoping to influence the SAP board to become more capital efficient. This raises questions for customers which we set out here, along with suggestions customers should consider.
The Elliott Management track record in tech deals
Prior deals by Elliott Management could offer insights into how it is approaching SAP and its board. Here’s the background of three notable, prior Elliot Management deals.
Elliott Management and SAP - the background and Elliott playbook
Elliott Management is the world's most successful activist investment firm, taking down pretty much all who come across its path. SAP is its latest target but there are bigger issues at stake.
All you need to know about Workday in the mid-market
Workday surprised some of us by recently announcing a mid-market offering. Following a deep dive briefing, Den and Brian offer their perspectives on what this means for both U.S. and European markets.
