2717 Partners calls for a review of strategic alternatives at Logility Supply Chain Solutions https://lnkd.in/eiBJ6sn3
2717 Partners, LP
投资管理
San Francisco，California 302 位关注者
Helping technology and business services businesses unlock their potential
关于我们
2717 Partners, LP engages in fundamental value‐based investing with the ability to become active in situations to create asymmetric risk/reward opportunities. The firm invests in global, small and mid cap companies operating in the software, fintech, and tech-enabled services sectors. Our longer‐term investment horizon, concentrated portfolio construction, and industry expertise enable focused due diligence and research. Our outcome oriented approach and deep-bench of operating advisors enable us to assist our portfolio companies in value-creation. Headquartered in San Francisco, CA with an office in Greenwich, CT.
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- San Francisco，California
- 类型
- 合营企业
- 创立
- 2023
地点
-
主要
获取路线
2001 Van Ness Ave
US，California，San Francisco，94109
2717 Partners, LP员工
动态
-
Another UK "Misfit" P2P. $LTG.L is in the EdTech space with a focus on corporate training, an attractive end-market for private equity. https://lnkd.in/euPfnp3x
-
As we approach year-end, SaaS has continued to exhibit revenue growth deceleration. The continued transition for former VC-backed companies with a "growth at all costs" mindset into capital-efficient, cash-flowing businesses is still early. As companies continue to finalize 2025 budgets, early indications are that more layoffs/RIFs are around the corner. We expect Q1 to see a rebound in M&A volumes, specifically take-privates. https://lnkd.in/e7ahdEcy
-
Zuora is our eleventh takeout since March. Many more to come! https://lnkd.in/e4CUnA6r
-
Smartsheet was our tenth takeout since launch. See the link below for our work from back in March of this year. We expect that Q1 will see a rebound in deal activity, with private equity pressured to deploy a record level of dry powder. https://lnkd.in/eeGxFeg9
-
Another one. With Small Cap SaaS trading down in the public markets, the second half of the year will see a resurgence in P2P transactions. https://lnkd.in/e-jPkvUi
-
We haven't seen many Israel takeouts recently. Strategics and PE Funds are beginning to dig into US listed entities with headquarters in Israel. https://lnkd.in/eqtQe2GF
-
Another Misfit acquired. https://lnkd.in/dXVUyiD7