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gregg dourgarian

Jim, would love to see more coverage like this including the role of private equity.

This deal (Stepstone/MrTed) appears to be of the ham & egg variety i.e. genuinely symbiotic, but I'm always suspicious of the impact on core development teams when equity is restructured.

That impact is almost always disastrous, so much so that in the software business, the best thing that can happen to a competitor is for them to be on either end of an acquisition.

Time will tell.

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