SI typically does not do analyze of acquisitions and, unlike it’s brethren, does not do public analysis of transactions until the deal is done because it ain’t over until the fat lady sings, or in silicon valley, it ain’t over until the money hits the bank. And even though the chances of this deal not completing are, in the doctor‘s view, extremely small, he’s still going to withhold his analysis until the deal is done.
That being said, there are huge implications for both parties once the deal completes, and just like you should be doing risk mitigation when a potential disruption event is identified in your supply chain, you should be doing a cost/benefit advantage/disadvantage analysis as soon as a large acquisition that impacts your primary platform is announced. Every acquisition brings with it opportunities, but if an organization is highly resistant to change or locked into an existing platform or, even worse, a current (but now no longer) partner solution, there could be disadvantages as well. So do your homework and be prepared to take advantage of any opportunity that arises.
And if you want analysis, Spend Matters US and Spend Matters UK have chimed in already. You can start there. SI is providing these links as information only. While the doctor did provide his insight into the Trade Extensions’ technology platform strengths and capabilities for an upcoming piece on Spend Matters, he is not releasing his views on the merger (announcement) until its done and none of the speculations as to the implications of the merger in that piece are his. (However, the technology assessments of Trade Extensions are likely all his, and as these are not impacted by a business transaction, he will comment on these freely if asked. Great thing about software is it’s code, and code is algorithms, and algorithms is math, and it does what it does.)
Coupa Enters an Agreement to Buy Trade Extensions: A Game Changing Move For Strategic Sourcing by the prophet, Spend Matters US
Coupa Acquires Trade Extensions, Leading Sourcing Optimisation Software Provider by the public defender, Spend Matters UK
The SEC filing is online for those interested.