Rubenstein Justman Management Consultants

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.