tag:blogger.com,1999:blog-10485390.post352318238162756430..comments2024-03-01T03:17:37.454-05:00Comments on Dalai's PACS Blog: A Message From The CEO:"Merge Is NOT For Sale"Dalaihttp://www.blogger.com/profile/17775491711029994911noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-10485390.post-74381990146307955142012-09-28T10:45:52.556-04:002012-09-28T10:45:52.556-04:00The Merge Brass says this is just proper financial...The Merge Brass says this is just proper financial due diligence, but that they aren't for sale. Huh? Who does "financial due diligence" for a reason other than buying or selling?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-72992083599643990922012-09-12T18:35:43.457-04:002012-09-12T18:35:43.457-04:00Dr. Dalai:
Merge may be on the block. According...Dr. Dalai: <br /><br />Merge may be on the block. According to the "Deal Reporter" (a Financial Times publication), private equity is interested between $5 and $6. Knowing Ferro, this is probably him telling interested parties what he'll accept. It's quite possible that he's got a bid in the $4 or $4.50 range, but wants more.<br /><br />Thoma Bravo, the private equity firm which lost the Amicas bidding war (but claimed a nice parting gift courtesy of Merge), has been active of late. It just acquired Mediware today for around $200 million. Could be that Thoma will, in the end, get Amicas (along with Merge and all the other properties acquired by Ferro over the past 4 years).<br /><br />These situations create uncertainty among the customer base, which can degrade the asset over time. Also, Merge has another big interest payment due in November. Ferro has pulled the pin, which was a risk. He's got to move, and move fast.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-32702622268216790992012-09-12T03:13:43.952-04:002012-09-12T03:13:43.952-04:00Merge is burning money since years. I was always w...Merge is burning money since years. I was always wondering how long it would take....Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-5715077345820941392012-09-11T20:33:22.314-04:002012-09-11T20:33:22.314-04:00What would some of the other strategic alternative...What would some of the other strategic alternatives be, other than a sale or merger? Taking it private?staceyhttps://www.blogger.com/profile/08872800621811343464noreply@blogger.com