Constellation Software: Altera Acquisition Analysis
Update: 2023-08-11
Description
We discuss the year-1 performance of Altera, CSI's largest acquisition to day, and share our learnings from 6+ hours of interviews with Former Altera / Allscripts executives and CSI M&A execs who worked on the deal. We explore:
Why Altera's customer churn could be higher than expected
Challenges meeting meaningful use regulations and new product development on Altera's R&D budget
Impact on CSI's potential levered and unlevered IRR
Comparison with Acceo, CSI's first LBO in 2018
Why Altera's customer churn could be higher than expected
Challenges meeting meaningful use regulations and new product development on Altera's R&D budget
Impact on CSI's potential levered and unlevered IRR
Comparison with Acceo, CSI's first LBO in 2018
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