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Download the FOCUS Telecom Business Services Quarterly: Winter 2016 Report

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In public markets, while the FOCUS Telecom Business Services Index (TBSI) managed to get back to a positive return for our winter reporting period, it did so by a relatively slim margin. The TBSI gained only 0.5% over the past three months. This significantly trailed both the 6.5% gain in the S&P 500 and the 8.4% gain in the NASDAQ over the same time frame. The TBSI had a mixed performance compared to the broader indices for the full year of 2015. The TBSI’s 2.1% gain for the year compared favorably to the 0.7% drop in the S&P 500 but lagged the 5.7% gain in the NASDAQ…

While not quite as strong as our fall reporting period, the final three months of 2015 were still an active time for M&A with 38 total transactions. Once again, we failed to see a signature large transaction in the period, and total announced transaction dollar volume for the past three months was only $144 million. For the full year, the 155 announced transactions in 2015 made this the most active year for M&A in any of the last five.

Download the Government, Aerospace and Defense Group’s Winter 2016 Report

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The latest issue of the FOCUS Government, Aerospace, and Defense Group Report — highlighting aerospace and defense — is now available. The new GAD Report includes: Major Q4 2015 Deals in the GAD Sector Performance: S&P 500 vs. GAD Government Sector Q2 2015 Performance: S&P 500 vs. GAD (01/02/15 – 12/31/2015) M&A Activity in the… Read more »

Download the FOCUS Healthcare and Life Sciences Report: Winter 2016

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Global Healthcare M&A was very robust in 2015 with $725 billion in transaction value (up 66 percent from 2014) driven by mega deals in pharma and insurance. The middle market was strong as well, with heavy activity in healthcare IT and the consolidation of provider prac- tices into integrated healthcare provider organizations. These acquisitions have… Read more »

Download the FOCUS Carrier-Focused Telecom Technology Quarterly: Winter 2016 Report

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In public markets it was a solid three-month period for the FOCUS Carrier-Focused Telecom Technology Index (CFTTI) with returns coming in on par with the broader indices. The CFTTI gained 6.1% this three-month period, slightly higher than the 5.5% gain in the S&P 500 but slightly lower than the 7.0% gain in the NASDAQ. Gains… Read more »

Download the FOCUS Enterprise-Focused Telecom Technology Quarterly: Fall 2015 Report

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  The FOCUS Enterprise-Focused Telecom Technology Index (EFTTI) dropped 3.0% in our fall reporting period, which underperformed both the 1.2% drop in the S&P 500 and the 1.5% drop in the NASDAQ. This was the second straight reporting period where the EFTTI underperformed the broader indices. On the bright side, the EFTTI continues to maintain… Read more »

Download the FOCUS U.S. Communications Service Provider Quarterly: Fall 2015 Report

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After a modest gain in our summer report, the FOCUS Communications Service Provider Index (CSPI) swooned along with the broader market in this most recent three- month period. The CSPI dropped 6.7% in the last three months, putting it roughly on par with the S&P 500 (which dropped 6.9%) and slightly ahead of the NASDAQ… Read more »

Download the FOCUS Telecom Business Services Quarterly: Fall 2015 Report

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In public markets, the FOCUS Telecom Business Services Index (TBSI) finally saw its streak of three consecutive reporting periods with a positive return broken by the turmoil in the public markets. The TBSI was down 1.4% for the three-month period. On the bright side, even with this loss the sub sec- tor significantly outperformed both… Read more »

Download the FOCUS Information Technology Group’s Fall 2015 Report

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The FOCUS IT Team has been extremely busy as 2015 is turning out to be an exceptional year for M&A. This Fall 2015 Report features the market for mobile app development and user experience (UX) firms, examining trends toward M&A activity in this sector as large enterprise companies across multiple industry sectors move toward mobile-first… Read more »

Download the FOCUS Carrier-Focused Telecom Technology Quarterly: Fall 2015 Report

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In public markets, it was a tough three month period for the FOCUS Carrier-Focused Telecom Technology Index (CFTTI). While it was not surprising to see the CFTTI decline given the trends in the broader market, the 13.0% fall in the CFTTI was more than double the 5.6% loss in the S&P 500 and the 4.8%… Read more »

Download the FOCUS Healthcare and Life Sciences Report: Fall 2015

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The FOCUS Healthcare and Life Sciences Group brings readers key insights into the healthcare and life sciences investment market from the point of view of FOCUS partners and senior advisors. The new FOCUS Healthcare and Life Sciences Report includes: Aid and Innovation in the Time of Ebola by Jim Hawkins, PhD, Managing Director, FOCUS Investment Banking… Read more »