The EIA predicts that global energy demand will increase nearly 50% by 2048. In order to support that growth, less expensive, more plentiful, and cleaner forms of energy will have to be used – making natural gas a likely candidate for the fuel of the future. The United States is the world’s top producer of…
By Duane Donner The oilfield water management market is a $26.7 billion industry, expected to grow ~30% from 2017 – 2020. Shifts in drilling techniques aimed at lowering breakeven prices have increased water usage per well by an average of 85% across all major shale basins, leading to a major ripple effect (pun intended) on…
As reported in the Q1 2017 Industrials Update, we discuss two major tailwinds affecting the sector; an aging U.S. infrastructure and deferred maintenance on industrial companies. We believe that President Trump’s proposed $1 trillion infrastructure spending plan will be a key business driver over the next decade, and Private Equity Firm’s willingness to deploy capital…
In the Founders’ Q1 2017 SaaS Update we explore recent transactions, analyze key performance indicators for owners to benchmark against, and share interesting quotes from leaders in the space. Also included is a brief literature review of some of the top SaaS related articles we’ve read recently, an overview of our upcoming SaaS and Internet…
As reported in the first quarter Oilfield Service (OFS) Newsletter, 2017 has been a great year for those servicing the oilfield. OPEC’s decision to reduce output by 1.2MM bo/d in November of 2016 kicked off an energy rebound that has brought a renewed sense of security to those servicing the industry. Rig counts have increased…
By: Zane Tarence In this edition of the SaaS Market Newsletter, we discuss the power of incentives as our Quarterly Tip. At Founders’ fourth annual SaaS & Internet Summit, one of the mentors, Matt Hamilton of Summit Partners, shared how he and the Summit team view the power of incentives and their ability to influence…