My initial take on ICE-Ellie Mae deal: ① It looks like ICE overpaid for an asset once again, but w/low rates, does it matter? ② Will market now care about mortgage growth more than data growth? ③ ICE always beats their synergy targets, i expect no different here.
-
DB1 will do to the European investment funds services market what ICE is doing to the US mortgage market.
Interesting take, you mean from an M&A perspective, a broader digitization perspective, or both?
-
-
Both, huge market dominated by banks that don’t see it as a core competency
Thanks. Twitter will use this to make your timeline better. UndoUndo
-
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.