I am curious to hear your opinion on the Medical Devices and its M&A Convergent opportunit?
While geographic roll-ups, product / market extension M&A continue to dominate and also M&A appears to be an excellent vehicle as R&D, it will be interesting to see how technology and value chain software will play a M&A strategic role as “industry convergence M&A”, as I truly believe that there will be a wave of M&A around assembling disparate companies that are idiosyncratic and will provide a competitive strategic leverage for large medical device companies.