Can The EDI Industry Be Disrupted in 2023?
Is there an opportunity to disrupt the EDI industry in 2023 through some creative strategic acquisitions?
In the past few months, I have had an unusual number of inquiries from private equity firms about the state of the electronic data interchange (EDI) market. I was a senior executive for two EDI firms many years ago. I worked in product management, client services, and outsourcing general management. I also was involved in corporate development. I evaluated over 200 EDI companies as acquisition candidates and led the operational side of a large EDI acquisition. Since then I have conducted over 50 briefings about the state of the EDI market and its key players for various private equity firms and VCs in the past 10 years. While the pace of these briefings has decreased over the years, recently there has been a flurry of inquiries. The decline of SaaS valuations from the lofty heights of 2021 has sparked an interest in value-driven investors. This got me thinking. Is there an opportunity to disrupt the EDI industry in 2023 through some creative strategic acquisitions?
The EDI Ecosystem
EDI traces its roots back to the Berlin Airlift of 1948. In the 1960s The Transportation Data Coordination Committee (TDCC) developed standards for the…
