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✨ Constellation Hathaway Capital Profile
✨ Constellation Hathaway Capital

@NotMarkLeonard

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🌌 Gazing at the $CSU Constellation Software universe one insight at a time 🇨🇦Small-Caps📈 $TOI.V Topicus $LMN.V Lumine Group💙 of 🏒⛳️ 🔭 🎶

Toronto, Ontario
Joined February 2023
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Kids get Lego why not me 🤓 $CSU.TO
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
As @Speedwell_LLC mentions in the podcast on $CSU.TO Leonard 🧙‍♂️ wrote a quarterly newsletter 📰 it was called Opportunity Above All - Tracking the Vertical Market Software Industry. 👀Here is the first edition - 4th Quarter 1998 - “To Sell or Not to Sell - Valuing VMS Companies
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@Speedwell_LLC
Speedwell Research
5 months
*New Company Podcast Episode Released* In this 90 minute discussion we cover everything Constellation Software, From Mark Leonard’s key insight he learned at Venture West To an in-depth discussion on capital deployment And much, much more! Links in Next Tweet! 👇
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$CSU.TO acquisitions by year 2017 - $329 million 2018 - $631 million 2019 - $688 million 2020 - $628 million 2021 - $1,517 million 2022 - $1,875 million 2023 - $2,609 million 🚀
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$TOI.V - Smartiks, which produces solutions in customer relationship management systems, business intelligence, e-commerce applications and mobile applications, announced that it is in investment negotiations with Total Specific Solutions (TSS). $28 million $USD market cap.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$CSU.TO Q4 '23 Earnings 🚀: ▫️ Rev +26% YoY to $2.32B, 6% organic growth 🌱 ▫️ Net income -7% to $141M, $6.64 EPS ▫️ Acquisitions $463M in Q4, $654M committed in 2024 💼 ▫️ CFO +28% at $511M 💰 ▫️ FCFA2S +12% to $325M 💵
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$CSU.TO has a message for Canadian venture-capital backed software companies that are no longer on a trajectory to reach US$1-billion "unicorn" valuations and struggling to raise funds: 💫 Come join our galaxy.🌌
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@ThaDoubleB
DoubleB
5 months
Canadian diversified software company Constellation Software looks to ‘experiment’ by buying VC-backed companies: #Invest #PersonalFinance $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
$CSU 📰 April 6, 2006 “Constellation plans $40-million IPO”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$TOI.V latest earnings at 10 Billion Market Cap 🆚 $CSU.TO in 2015 at 8.6 Billion Market Cap Correct comparison now ☕️ needed
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Lumine Group $LMN.V 🌟Q3 Cash flows from operations (“CFO”) ⬆️ $32.4 million to $44.5 million compared to $12.1 million in Q3 2022, ⬆️ 269%. Free cash flow available to shareholders (“FCFA2S”) ⬆️ $28.3 million to $39.6 million compared to $11.3 million in Q3 2022, ⬆️251%.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
$CHG.DE Chapters Group mentioned on the $CSU call via question about a Danaher 👀 co-founder (Mitchell Rales) backing a mini-CSU buying VMS businesses in 🇩🇪 +
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$CSU Acquisitions $654M committed in 2024
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@NotMarkLeonard
✨ Constellation Hathaway Capital
25 days
CHAPTERS Group AG $CHG.DE Announces Establishment of 2 New VMS Platforms $TOI.V Jens Buchloh and Jan Regenbogen. Both were with Total Specific Solutions (TSS), Jens selling his business to TSS and becoming a portfolio manager. Jan is a driven M&A leader in the DACH region 👀 🇩🇪
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@NotMarkLeonard
✨ Constellation Hathaway Capital
11 months
Constellation has been named as🥇on Corum Group’s list of top strategic acquirers 6 years in a row: 2017 - 32 acquisitions 2018 - 38 acquisitions 2019 - 75 acquisitions 2020 - 82 acquisitions 2021 - 88 acquisitions 2022 - 132 acquisitions 🚀 2023 - 70+ so far
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
📈 Lumine Group Q1 2024 $LMN.V 💰Revenue Growth: 🆙 48% to $141.1M 💼 Operating Income: More than doubled to $44.5M, a 105% increase 📊 💸 Cash Flows from Operations: Increased $20.0M to $35.0M 🆙 134% 🔼 FCFA2S: Increased $17.1M to $28.8M 🆙 146% 💪
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
Lumine Group Inc $LMN.V earnings ➡️revenue up 95% to $499.7M 💼, CFO soaring 213% to $108.2M 💸, and FCFA2S jumping 193% to $88.8M 📊
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@NotMarkLeonard
✨ Constellation Hathaway Capital
11 months
🚨Breaking news🚨 New(old) photo of Mark Leonard of $CSU.TO located during some research for a new piece on the history of $CSU. From July 3 2002 Globe and Mail.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
📈 Topicus $TOI.V Q1 2024 Highlights: - Revenue up 16% to €306.6M, with 5% organic growth 🌱 - Net income rises to €28.3M, €0.22/share 🆙34%💰 - Strong cash flow: CFO at €227.5M, up 31% 💧 - Free cash flow to shareholders up 32% at €133.4M 💸
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
Boring small cap 🇨🇦 No earnings calls or really any IR 💙 Hammond Manufacturing $HMM.A operating since 1917: Masters of the quiet game in electronics. No buzz, just business - building components and spinning off $HPS.A both hitting ATH 📈 ⬆️volume ⚡️ #Electrification of 🌎 🔋
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@NotMarkLeonard
✨ Constellation Hathaway Capital
8 months
$CSU.TO Modaxo Inc (Volaris Group) a global technology organization focused on moving the world’s people, today announced the recent acquisition of FARA AS (“FARA”), a leading provider of Ticketing and Real-time Information Solutions, from Ticketer Group. 🇳🇴
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
5iresearch on 🇨🇦 small-cap companies growing with solid profitability and still trading at a meaningful discount compared to US peers. With potential to continue scaling up and attract wider investor interest 📈 $HPS.A $TVK.TO $DRX.TO $HMM.A @5iresearchdotca
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Constellation Software Inc. $CSU 🎣enters into a support and purchase agreement through N. Harris Computer Corp. with Ivrnet Inc. $IVI.V amidst their debt challenges. Small one but they keep going! Cash purchase price of $4,451,000 💵 #distressedassets
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
$LMN.V
@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
$LMN.V Lumine’s purchase today 🎯 “Casa Systems, undergoing a Chapter 11 process, has agreed to sell its Axyom Cloud Native 5G Core Software & RAN Assets, marking Lumine Group's 14th corporate carve-out in the communications and media sector.”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$CSU Earnings. CFO $513 million ⬆️60% up $192 million Free cash flow available to shareholders' ("FCFA2S") ⬆️ 60% or $138 million to $367 million Revenue ⬆️ 23% (8% organic growth, 👀6% adjusting for foreign exchange rates) to $2,126 million to $1,725 million in Q3 2022
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
$TOI.V 🔄 Topicus Acquisition Updates: - Q1 acquisitions: €54.0M total consideration, including €36.5M in cash and €17.5M deferred 💼 - Post-Q1 commitments: €23.4M total, with €16.5M upfront and €6.9M deferred
@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
📈 Topicus $TOI.V Q1 2024 Highlights: - Revenue up 16% to €306.6M, with 5% organic growth 🌱 - Net income rises to €28.3M, €0.22/share 🆙34%💰 - Strong cash flow: CFO at €227.5M, up 31% 💧 - Free cash flow to shareholders up 32% at €133.4M 💸
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Topicus $TOI.V earnings 💪 Cash flows from operations ⬆️ €14.6M to €25.5M compared to €10.9M in Q3 2022 an increase of 134%. Free cash flow available to shareholders ⬆️ €7.0 million to €6.5 million compared to negative €0.5 million in Q3 2022. Organic growth of 8%
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
Mark Leonard’s Path to Constellation Software 🌌🧵 1️⃣Shift to Investing & Venture Capital 🏦 2️⃣Leonard’s seeds for Constellation begin to form 🌱 3️⃣Mentorship Begins: Steve Scotchmer & what Mark learned 🏇 4️⃣Leonard makes decision to focus on Vertical Market Software💻💾📀 $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
Amazing. As of 2022 SEATTLE CITY ATTORNEY’S OFFICE was still using Constellation Justice Systems (renamed now) software from 1996 “And has been trying to replace it for 5 yrs” Is VMS sticky or what! 💿 $CSU.TO look at those icons haha. More to come from the 90’s soon. 👀
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
🛡️ 24 years ago this month was the last time $CSU.TO issued shares 🛡️ $60,000,000 private placement of equity with TD Capital(now Birch Hill Equity Partners) and the Ontario Municipal Employee Retirement System ("OMERS")
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$CSU.TO 🎯🎣 FOG Software Group Acquires Suite of Transportation Rating Solutions from Logility $AMSWA “a suite of Transportation Rating Solutions (‘TRS’), which are on-premise freight shipping solutions for less-than-truckload (LTL), truckload, and rail shipments within NA”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Another one by $CSU.TO. Not much to go on yet but Norwegian company Profundo AS (and the Swedish subsidiary Profundo Fundraising AB) into Volaris Group. ProFundo sells software to help nonprofits with fundraising, events, memberships, and communication. $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$CSU snags 🎣 another one — Harris, a global vertical market software provider, announced today the acquisition of Modyo SpA (“Modyo”), leaders in next-generation frontend platforms used to build engaging web and mobile applications for mission-critical business systems
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
It is inevitable… there are only 3 choices in 🇨🇦 Welcome to the $CSU.TO $TOI.V $LMN.V family Warren
@CNBC
CNBC
3 months
Warren Buffett hinted that Berkshire Hathaway was evaluating a possible investment opportunity north of the border. “We do not feel uncomfortable in any way shape or form putting our money into Canada. In fact, we’re actually looking at one thing now,” Buffett said. Watch the
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@NotMarkLeonard
✨ Constellation Hathaway Capital
18 days
$CSU.TO 🎣 Volaris Group (Kinetic Solutions) acquires Bullet Solutions 🇵🇹 “the preferred choice of timetabling technology that optimizes process of scheduling classes, students, rooms and academic staff for higher education institutions in Portuguese & Spanish speaking markets.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
🚀 @5iresearchdotca report on $TVK.TO 10-year annualized return of 31.6% crediting shrewd capital allocation without relying on multiple expansion TVK stands out as a unique serial acquirer with a consistent dividend growth, its journey as a long-term compounder is just beginning
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@NotMarkLeonard
✨ Constellation Hathaway Capital
1 month
$HPS.V and $DRX.TO getting interesting here but ➡️ June 24 🇨🇦💸
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
Mark and son Damien Leonard from at Ivey (Western University) listening to Francis Chou on value investing (2013)
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
Mark Leonard 🧙‍♂️ $CSU.TO on selling shares and raising capital to invest with friends and family 👀🌲 $PNP.TO 🤔
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$CSU.TO 🎣 Acquisition 🚨 Today, Volaris Group announced the acquisition of Intellior AG. Based in Stuttgart (Germany), Intellior is a leading provider of Business Process Management (BPM), GRC and Integrated Management Systems solutions.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$CSU 🤷🏻‍♂️$3100
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@NotMarkLeonard
✨ Constellation Hathaway Capital
17 days
Earnings releases upcoming: $TOI.V after markets close on Thursday, August 1, 2024.   $CSU.TO after markets close on Friday, August 9, 2024
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
$CSU.TO Harris Computer makes 2 acquisitions 🎣 April 25 - HARRIS ACQUIRES PERFECTAPPS, A NO-CODE DEVELOPMENT PLATFORM FOR WEB APPS, WORKFLOWS, FORMS, AND REPORTS 💻 April 24 - HARRIS ACQUIRES XANALYS, A SOFTWARE PROVIDER IN THE INVESTIGATIVE CASE MANAGEMENT MARKET 🕵️‍♂️
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@NotMarkLeonard
✨ Constellation Hathaway Capital
1 month
$CSU.TO. Harris Computer some acquisitions in June. 🎣
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@NotMarkLeonard
✨ Constellation Hathaway Capital
1 month
$CSU.TO official launch of Omegro, a new, global organization bringing together businesses from Volaris that support customers across all aspects of the supply chain and supporting eco-system 30 business units.
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@MichaelGielkens
Michael Gielkens
1 month
$CSU.TO $CSU Constellation Software formalizing another group in software that is the backbone of it's customers operations.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
22 days
$CSU.TO Jonas Software Welcoming seven new acquisitions to the Jonas family - Q2 2024 Review
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$CSU.TO 🎣 Volaris Group today announced the acquisition of AVENCALL, a France-based (Lyon) provider of software solutions that supports Call Centers & Public Authorities in their critical and unified communications. AVENCALL was previously a subsidiary of Wisper Group
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$CSU and current competitor $TYL Tyler Technologies were fighting for companies 20+ years ago. 🤺 Both were shareholders of HTE Inc 2000-2002. Mark Leonard was BIG GAME hunting a $90 million USD offer made in 2002. 🎯 No luck as sold to Sunguard for $121 million.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$CSU IPO $17 in 2007 a minor gain today of $60 would have been a 350% gain on your initial investment. * I did not own at IPO instead 💯spent $200 at a Western Bar 🍻that weekend… if $200 invested ➡️ $36,470 which was about my student debt. 🤯
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
Topicus acquisition $TOI.V by TSS 🎣February 8 “Total Specific Solutions has acquired Digibis in Spain, the digital management software company for libraries, archives, and Museums”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
As pointed out to me although Danaher co-founder is backing $CHG.DE and they are focusing on VMS it looks ML was referring to Arcadea Group (Private) which was started by former $CSU.TO dealmakers Paul Yancich and Daniel Eis backed by Mitchell Rales from $DHR
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
$CHG.DE Chapters Group mentioned on the $CSU call via question about a Danaher 👀 co-founder (Mitchell Rales) backing a mini-CSU buying VMS businesses in 🇩🇪 +
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
Corum Group 2024 Global Tech M&A Report released. Constellation Software 🥇in 2023 shocker $CSU.TO $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
1 year
$CSU.TO nice news on a long weekend!
@CJ0pp3l
C.J.
1 year
FTC agrees to dismiss case against ICE's $11.7 bln Black Knight deal
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@NotMarkLeonard
✨ Constellation Hathaway Capital
11 months
$CSU.TO acquisition 🚨 FOG Software Group (Vela Software) announced that it has acquired Pittsburgh-based DEBS InfoNet ("InfoBATE"), a leader in fully integrated software solutions specifically for distribution companies and manufacturers in the consumer packaged goods industry.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$CSU Modaxo, to acquire the Curbside Management and Public Safety Businesses from Conduent Incorporated $CNDT Provides parking management systems to the public sector, while their Public Safety business provides traffic management solutions
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
Update 2023 $CSU is 🥇completed 98 total 🤝 And capital 💸 ⬆️
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@NotMarkLeonard
✨ Constellation Hathaway Capital
11 months
Constellation has been named as🥇on Corum Group’s list of top strategic acquirers 6 years in a row: 2017 - 32 acquisitions 2018 - 38 acquisitions 2019 - 75 acquisitions 2020 - 82 acquisitions 2021 - 88 acquisitions 2022 - 132 acquisitions 🚀 2023 - 70+ so far
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$LMN.V $TOI.V
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
Gold-Vision 🇬🇧 has been acquired by Volaris Group $CSU.TO 🎣 Offering CRM Solutions
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
5iresearch on Lumine Group earnings, preferred charges and $LMN.V 🆚 $TOI.V @5iresearchdotca
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
Hammond Power Solutions ⚡️ reports record Q4 2023 Sales of $187M 📈 ⬆️ 29.6% Net income +9.2% ⬆️ $19.9M EPS $1.68 for Q4 ⬆️ 8% Full-year sales $710M ⬆️27% Net income $63.4M ⬆️41.4% EPS $5.33 YTD ⬆️ 40.6% $HPS.A
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
$TOI.V
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$CSU Jonas Software 🎣 Vertus Group Announces Acquisition of Tangerine Global January 10.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
1 month
FOG Software Group $CSU.TO Announces a Strategic Merger Between NedGraphics and Optitex (Current Business Units) to Drive Innovation and Growth
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
Casa Sells Cloud Unit! Lumine Group wins quick auction with $32 million bid $LMN.V
@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
$LMN.V deal with Casa Systems being potentially upended by former ceo of $OPT.V funded by ESW capital Royston made a splash in the wireless industry in 2021 by announcing a $1 billion fund to buy and develop telecom software. December 2016 $CSU lost an acquisition to them
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$CSU.TO 📈 In an interview, Dark Matter CEO Gagliano discusses revolutionizing mortgage tech with AI, simplifying verifications, improving accuracy, and lowering costs amid rebranding and key partnerships, aiming to offer lenders a competitive edge in a tough market 🏦💡
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@NotMarkLeonard
✨ Constellation Hathaway Capital
11 days
Easiest analyst job in the world since May 2006 every few months “we are raising our price target of $CSU”
@BarrySchwartzBW
Barry Schwartz
11 days
RBC raises Constellation Software target to $4,700
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
2️⃣5️⃣ years ago Constellation Software $CSU.TO made its 10th acquisition May 1999 Friedman Corp was acquired with revenues of US $22.0 million and STILL operating now under Vela Software Group ♻️FOG Software Group was also formed as ongoing acquisitions made it necessary
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$CSU.TO in 2005 “11 acquisitions for $18m Sales of public software 🆙 35 % to $90.7m. Sales of private software 🆙 77 % to $74.7m. 2005 sales of $165.4m 🆙 51 % from 2004. Profits 🔻 75 % to $521,000 as Constellation “aggressively bought up small software companies”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
Volaris $CSU.TO announced acquisition of Zeit AG 🇨🇭 provider of workforce management solutions catering to the needs of complex European organizations. Zeit’s helps customers address time tracking for employees and projects, workforce shift planning and attendance management
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$TOI.V (TSS) Dec-18 purchase in 🇪🇸Aviva Voice 8th company to join TSS in Spain “Supports over 100 million transactions allowing clients to perform such legally binding processes as hiring and contracting and debt recovery using SMS, email, and WhatsApp services of Aviva.”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
$CSU Acquisition 🎣 🏥Pacific Medical Management Services🤝 Harris Computer “PacMed's offerings create end-to-end Revenue Cycle Management (RCM) services for the ambulatory 🚑 market that ensure timely and optimal compensation 💵for healthcare services
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@NotMarkLeonard
✨ Constellation Hathaway Capital
2 months
$CSU Harris acquires TeamPraxis, LLC, a RCM services provider in the Hawaiian market Hawaii 🚑 🏝️
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
$CSU.TO
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@adrivalue
Adrián, Head of the arena 
3 months
$CSU.TO Q1 2024: Recurring revenue organic growth +7% Margins up $700m deployed in acquisitions Boring is beautiful🥱
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@NotMarkLeonard
✨ Constellation Hathaway Capital
10 days
🔔 Corum Group Tech Mid-Year M&A report is out and the top volume acquirer is $CSU.TO
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@NotMarkLeonard
✨ Constellation Hathaway Capital
11 months
Constellation has been named as🥇on Corum Group’s list of top strategic acquirers 6 years in a row: 2017 - 32 acquisitions 2018 - 38 acquisitions 2019 - 75 acquisitions 2020 - 82 acquisitions 2021 - 88 acquisitions 2022 - 132 acquisitions 🚀 2023 - 70+ so far
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
$TOI.V CEO 👀 now CEO a private holding company for European online companies 🇳🇱 2 operating companies (was Total Webhosting Solutions) & Total Specific Hosting. van Poelje has been Chairman of board for both since their inception.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
🎣FOG Software Group (Vela Software) $CSU announces it has completed the acquisition of Minnesota-based Comparatio, a leader in EDI solutions (Electronic Data Interchange systems for the supply chain to enhance software offerings in FOG Software’s Manufacturing and Logistics port
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
Mark Leonard March 2015 $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
As @Quartr_App notes $CSU considered $JKHY the “gold standard” among VMS companies and you can see why after reading Mark Leonard’s case study on Jack Henry in 1999 from his Opportunity Above All 4️⃣ 📰 titled “Jack Henry & Associates: Our Gold Standard for VMS Companies”
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@Quartr_App
Quartr
8 months
Are you familiar with $JKHY? Jack Henry & Associates is what $CSU considers to be a "gold standard" among VMS companies. In fact, we challenge anyone to find a more consistent 35-year revenue and EBIT performance at rates at or above the 15% CAGR mark. And yes, shareholders
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
ADF Group $DRX.TO earnings 🚀 Revenues $331.0 million, up 32% 💰 Net income was $37.6 million 🆙 152% 📈 Gross margin 🆙 from 14.2% to 22.0% 🤑 Adjusted EBITDA $55.9 million 🆙 114% 💵 Cash flow from operations $77.9 million 📚 Order backlog a record $510.9 million
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@NotMarkLeonard
✨ Constellation Hathaway Capital
11 months
🌱VMS Ventures Fund $CSU.TO 💰 April 2023 - TIC Systems Founded by Richard Halldearn, former CEO of Vela’s Navarik carves out 👀 Inspection Management Systems from Navarik w/ a investment from the VMS Ventures Fund and Carina (division of CSU) Carve out of own companies BU! 🔪
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
Jonas Software - year in review $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
A GPT trained on Mark Leonard’s letters and other $CSU details will be built and shared (once access is granted)
@OpenAI
OpenAI
9 months
GPTs are a new way for anyone to create a tailored version of ChatGPT to be more helpful in their daily life, at specific tasks, at work, or at home — and then share that creation with others. No code required.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$CSU from January 4 🎣 HARRIS ACQUIRES PHOENIXSOFT; A SOFTWARE SWITCHING SOLUTION AND CLOUD-BASED COMMUNICATION PLATFORM IN THE TELECOMMUNICATIONS AND VOIP INDUSTRIES
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
Perseus Group today acquired Valeyo Inc & its loan origination software (LOS) business from Securian Canada 🇨🇦 The insurance portion of Valeyo's business retained by Securian. Valeyo joining with Securian to continue to provide an LOS and integrated insurance offering $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
$LMN.V Lumine’s purchase today 🎯 “Casa Systems, undergoing a Chapter 11 process, has agreed to sell its Axyom Cloud Native 5G Core Software & RAN Assets, marking Lumine Group's 14th corporate carve-out in the communications and media sector.”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
24 days
$LMN.V
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$LMN.V 🤝Nokia deal Service management platform = device customer care product used in more than 150 deployments covering more than 👀1 billion devices 👀 Device management = software designed to help communication SP remotely manage home broadband access devices & IoT sensors
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@NotMarkLeonard
✨ Constellation Hathaway Capital
4 months
$LMN.V and Nokia Deal closed today (announced in December) “The businesses will be branded under the restored brand “Motive” and will operate as an autonomous, stand-alone business unit within Lumine Group”
@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
$LMN.V Lumine - Nokia 🤝 The Device Management portfolio provides support to Communication Service Providers for remote management of home broadband access devices & IoT sensors from various vendors. The Service Management platform focuses on enhancements in customer care service
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@NotMarkLeonard
✨ Constellation Hathaway Capital
6 months
Vestra Ventures 🌱 “We invest in exceptional founders who are building enduring software companies…we help our portfolio companies scale in a fast, sustainable way” Mark Miller 👀 and Karl Schabas $CSU.TO
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$CSU Jonas Hospitality newly created Property Systems Group to Bridge the Gap Between Best-in-Class & All-in-One Solutions
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
This was a nice opportunity 7 months after IPO … and 4 months later it’s a double 📈
@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Lumine Group $LMN.V looks good here. Could go lower of course but it won’t stay like this for long. $CSU
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@NotMarkLeonard
✨ Constellation Hathaway Capital
8 months
$CSU 🎣 Volaris Group acquired Delacon, a leading provider of Call Tracking, Call Management & Speech Analytics solutions. Working with businesses, enterprises, agencies and government organizations globally, headquartered in Sydney & with a support & development office in India.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
Propel Holdings $PRL.TO has been an interesting one to follow 🇨🇦 listed Fintech but most revenue in 🇺🇸 Market cap approaching $1 Billion Really nice earnings yesterday And a 20% pop today Similar to $GSY.TO but some more growth potential
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Great thread on $TOI.V earnings.
@Invesquotes
Leandro
9 months
1/ Topicus $TOI reported good earnings last week. It was a strong quarter where one of the growth engines came in pretty strong relative to the other. Let's take a look at these 👇
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
Vesta Software Group acquisition of Béker-Soft Informatika Kft. a leading provider & developer of complete software solutions for Hungarian healthcare institutions, products include fully integrated & comprehensive patient management & radiology software systems March 6️⃣ $CSU 🏥
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
No acquisitions closed in Q1 but 2 large acquisitions 🤝 Nokia and Casa Systems closed recently for $183 Million $LMN.V
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@NotMarkLeonard
✨ Constellation Hathaway Capital
3 months
📈 Lumine Group Q1 2024 $LMN.V 💰Revenue Growth: 🆙 48% to $141.1M 💼 Operating Income: More than doubled to $44.5M, a 105% increase 📊 💸 Cash Flows from Operations: Increased $20.0M to $35.0M 🆙 134% 🔼 FCFA2S: Increased $17.1M to $28.8M 🆙 146% 💪
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
1️⃣ April 6 2006 “Constellation plans 40-million IPO” 2️⃣ May 16 2006 “Constellation to go public in $80-million share offering”
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
$CSU Constellation Software Inc. 🚨ATH🚨the day before earnings 👀 $CSU.TO
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@NotMarkLeonard
✨ Constellation Hathaway Capital
10 days
$CSU.TO 🎣 Petrosys, a Carina Software company and division of Vela Software announced the acquisition of Talus Technologies Inc., provider of leading seismic data management solution, Exploration Archives.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
7 months
Constellation's Volaris Group announces leadership update: Mark Miller as Executive Chairman to guide strategy & M&A, remains COO of $CSU and Chairman of Lumine. Michael Dufton takes over as CEO, continuing his role at Vencora.
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@NotMarkLeonard
✨ Constellation Hathaway Capital
10 months
Volaris Group acquires 🎣 Squirrels LLC, a world leader in wireless audio and video transmission software. Squirrels joins Volaris as part of its education vertical dedicated to delivering mission-critical software for educational institutions. $CSU $CSU.TO
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@NotMarkLeonard
✨ Constellation Hathaway Capital
9 months
Constellation Software $CSU crosses the $3000 mark 🎉
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@NotMarkLeonard
✨ Constellation Hathaway Capital
5 months
$CSU Vanson Technology Services, Inc. acquired by CORA Group (subsidiary of Constellation.) The transaction closed March 7, 2024.
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