Robert Kugel's Analyst Perspectives

Reorganized Epicor Has Strategy for Competing

Posted by Robert Kugel on Jan 19, 2012 7:42:48 AM

I recently received an update from ERP software vendor Epicor, my first since it was acquired in May 2011 by Apax Partners, a private equity company, and simultaneously merged with Activant, an ERP and point-of-sale software company serving midsize retailers and distributors. In my view, taking the company private is a good idea since it will have to make ongoing investments that would not have been treated kindly by the stock market. Bringing Epicor and Activant together (and perhaps adding other companies to the portfolio) could allow the entity to spread some development costs over a broader base of revenues, but software combinations are difficult to execute well.

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Topics: Big Data, Microsoft, Mobile, SAP, Social Media, ERP, Operational Performance Management (OPM), Dynamics, Epicor, Sage, Analytics, Business Analytics, Business Collaboration, Business Mobility, Cloud Computing, Oracle, Business Performance Management (BPM), CRM, Financial Performance Management (FPM), Infor, Supply Chain Performance Management (SCPM), Workforce Performance Management (WPM), Social, Financial Performance Management