工作日，财务和人力资源解决方案提供商宣布了意图获取Scout RFP冷却5.4亿美元现金。对于在行业中有长期背景的人来说，这可能似乎是一个有点思想的采购提供商的令人难以置信的总和，在早期的B2B采购时代恢复阿里巴购买交易动态的回忆。
But things are a bit different this time, as Scout is bringing rapid growth, material customer numbers (240+ customers) and material ARR growth to the table (we’ll do a back-of-the-napkin analysis of ARR and revenue contribution later in this series). Moreover, it’s an innocuous way for Workday to target procurement without having to go after “the hard stuff” (another key theme we’ll explore).
因此，除了一开始令人震惊的数字之外，如果你剥开交易洋葱，这笔交易就开始变得有意义了。那么让我们开始吧。
As we kick off our analysis in this Spend Matters Nexus series analyzing the transaction, we’ll focus this first brief on providing a quick overview of Scout, graphically explain where it fits in the source-to-pay landscape, explore the provider’s strengths and weaknesses, and then begin to delve into the rationale for the deal from the Workday vantage point.
Later this week, we’ll offer an analysis of the M&A and deal components of the transaction (e.g., estimated multiples), provide deeper insight into the integrations/touchpoints between Workday and Scout, and share an analysis of the impact on the competitive landscape (for competitive ERPs, source-to-pay suites and independent sourcing providers).
Jason Busch担任惠花的董事总经理Nexus，成员，研究和咨询组织服务技术收购者（私募股权，企业发展等）和CEO在采购和金融解决方案市场（包括合同管万博体育下载app理，B2B MarketPlaces / Conceptivity）中，间接采购，服务采购，直接采购，商品管理，支付，贸易融资，GRC /第三方管理及相关邻近部门）。