CA's Acquisition of Orchestria
We're Seeking Input
We're writing an analysis of CA's recent acquisition of Orchestria. We'd like to hear from anyone that can help us with the following:
- Orchestria's revenue and profit/loss history
- Terms of the deal
- The main business problems Orchestria faced over the last two years
- How Orchestria sought a buyer, and how the negotiations with CA proceeded
- External funding received by Orchestria during its history
- The main challenges CA will face in making the acquisition a success
- Comparable transactions. We know about McAfee/Reconnex, Symantec/Vontu, EMC/Tablus, and Websense/PortAuthority
- Related acquisitions by CA: price paid, and price/revenue multiple. We know about Netegrity and iLumin
- Any Orchestria technology that will be made redundant as a result of the acquisition. Ie, Orchestria technology that won't be used by CA
- CA's identity and access management revenues
- Any other information that's relevant!
Contact David Ferris on +1 415 367 3436, or email@example.com. Unless you indicate otherwise, we will assume that all communications are confidential. In return, let us know any transaction information you would like to have, and we will try to return the favor.
Thanks and hope to hear from you.
Mailprotector: Malware SaaS
We've just heard about Mailprotector, an in-the-cloud email threat control service. Main features are:
- Spam control
- Virus, phishing, malware control
- Policy and compliance enforcement
- Data loss prevention
- Encryption--inbound and outbound via TLS
- Availability and continuity
- Hosted messaging and collaboration
Pricing varies from around $4/user/month down to $0.65/user/month, depending on volumes.
Mailprotector does around $2M/year in revenues, and has been in existence since 2002. The business is obviously very small compared to the established market leaders such as Google/Postini, Symantec/MessageLabs, and MX Logic. Mailprotector feels its main strengths include ease of use, good accessibility to technical support, and easy contractual terms. Its main focus is on SMBs.
Overall thought: If this company has good technology, then probably the best thing would be for it to sell through OEM partners, and perhaps be acquired by a major one that can give it good leverage. ... David Ferris