Further ERP Consolidation on the Horizon?
Lawson Software, one of the larger makers of Enterprise Resource Planning software, may soon be a target for acquisition by one of its rivals as activist investor Carl Icahn has taken an 8.5% stake in the company. As detailed in this Bloomberg Businessweek article, Icahn’s stake in Lawson means likely push for sale, Lawson is generally considered to be well-managed and it is not entirely clear that Icahn will push for a sale. His prominence as a shareholder, however, almost certainly signals changes ahead for Lawson.
With recent strategy changes at SAP, perhaps Lawson’s prominence in the healthcare sector would be attractive.
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