Even in such a volatile stock market and under investor/regulatory scrutiny, going public as a means of getting some capital investment is still an option — the most recent examples being Deltek and NetSuite. On the established public vendor side, CDC Software, Epicor Software, Lawson Software and Oracle (if not even SAP too) would be examples of mostly unrelentingly acquisitive vendors in the enterprise applications space.

On the other hand, there has been a general feeling lately of a money crunch in the private equity and venture capitalist (VC) world for those software companies that still prefer to remain privately-held and yet acquisitive. Some of these vendors have been discussed in my recent “ERP Reincarnations” posts, Part I and Part II.

In other words, can the likes of Infor, Consona Corporation and Solarsoft really continue without running out of steam? Namely, besides Solarsoft’s continued acquisition activity of late (including the offer to acquire the United Kingdom (UK)-based Chelford Group, where the SSI-World’s versatile TROPOS product is a part of the business), once seemingly unstoppable Infor and Consona have lately taken a noted break. Read the rest of this entry »