ERG Analysis
Analysis on the budget cuts advocated by Defense Secretary Gates
The full analysis can be downloaded here.
August 2010
Analysis on Altegrity’s announcement to acquire Kroll from Marsh McLennan Companie, Inc.
The full analysis can be downloaded here.
July 2010
The Global Intelligence Index and Recent Market Developments ERG Partners announces the launch of its ERG Global Intelligence Index (ERGIX).
September 14, 2011
UPDATE: SEPTEMBER 29
KEYW Share Price Drops by More than a Third since Monday
KEYW dropped 22.5% on announcing a key contract was awarded to a competitor, on a day, when the ERGIX outperformed the broad market by more than a full percentage point ending up 126.87, a 2.2 percent increase from the previous close (See chart below). Since then its market value has dropped another 13%, resulting in an overall correction of 33%.
Chart: Performance of ERGIX component stocks on September 27, 2010
Altegrity appoints new Chief Executive Officer Sharon T. Rowlands September 25, 2011 - Sharon T. Rowlands has been appointed Chief Executive Officer (CEO) and will become a member of Altegrity’s Board of Directors effective November 1. She will succeed Michael G. Cherkasky. Also, Steve Alesio, former Chairman & CEO of Dun & Bradstreet and a Senior Advisor of Providence Equity Partners, the majority owner of Altegrity, will become Chairman of the Board.
CACI Announces Intent to Acquire Advanced Programs Group, LLC; September 22, 2011--ARLINGTON, Va.--(BUSINESS WIRE)-- CACI International Inc (NYSE: CACI) announced today that it has signed a definitive agreement to acquire Advanced Programs Group, LLC (APG). APG's revenue in calendar year 2010 was $41.9 million. The acquisition is expected to be accretive to CACI's earnings per share during its first 12 months.
Tetra Tech Acquires Department of State Consulting Firm PRO-telligent; PASADENA, Calif.-September 15, 2011-(BUSINESS WIRE)--Tetra Tech, Inc. (NASDAQ: TTEK) announced today that it has signed a definitive agreement to acquire Department of State consulting firm PRO-telligent, LLC. PRO-telligent has more than 600 employees and approximately $100 million in annual revenue.
ERG Partners is Launching the ERG Global Intelligence Index
September 14, 2011 – WESTPORT, Ct – ERG is launching the ERG Global Intelligence Index (ERGIX), composed of a representative mix of U.S. and foreign listed companies tracking valuations in the intelligence sector.
IBM to buy intelligence data analytics firm i2; August 21, 2011 – SAN FRANCISCO (MarketWatch) - IBM Corp. IBM -0.71% on Wednesday said it has agreed to buy i2, a Cambridge, U.K.-based data intelligence analytics software company focused on government, law enforcement, retail, insurance and health customers. Financial terms of the acquisition were not disclosed.
Sotera Announces the Acquisition of Software Process Technologies, Inc., MCLEAN, Va., August 9, 2011 – Sotera Defense Solutions (Sotera), a provider of mission-critical, technology-based systems, solutions and services for national security agencies and programs of the U.S. government, announced today that it entered into a definitive agreement to acquire Software Process Technologies, Inc. (SPT) on August 8, 2011.
KEYW to Acquire Flight Landata, Inc., July 28, 2011 -- KEYW Corporation (Nasdaq:KEYW) announced that it has entered into a definitive agreement to acquire Flight Landata, Inc. ("FLD") (flightlandata.com), a provider of airborne Intelligence Surveillance and Reconnaissance (ISR) solutions and Micro Terrain Intelligence.
CACI International Inc announces that it has signed a definitive agreement to acquire Paradigm Holdings, Inc.
Jul. 25, 2011 (Business Wire) -- CACI International Inc (NYSE: CACI) announced today that it has signed a definitive agreement to acquire Paradigm Holdings, Inc. (OTC: PDHO).
ERG Global Intelligence Index (ERGIX)
The ERGIX is composed of U.S. and international publicly traded companies. The constituent companies in the index are weighted by their initial market capitalizations as of 12/31/2008.
ERGIX Components
Diversified government services companies:
Booz Allan Hamilton, CACI, the Canadian firm CGI, Dynamic Research Corp, Computer Science Corp, ManTech, and SAIS
Mid-sized defense-focused companies:
Cobham, Cubic, Kratos, L-3, and Safran
Specialized services
KEYW, WidePoint Corporation, Hexagon, and GeoEye
The Global Intelligence Index and Recent Market Developments ERG Partners announces the launch of its ERG Global Intelligence Index (ERGIX).
September 14, 2011
