Vacation would be great if nothing happened while I'm away from my desk, but that never seems to be how it works for me. Just as I left for a break on July 14, Accenture announced the purchase of Duck Creek. And then last week, Vertafore reaches out and nabs StoneRiver followed by Sapiens buying not one but two companies—FIS and IDIT.

When I wrote the article on Accenture buying Duck Creek on July 14, I asked a few analysts whether this would be the start of a run on vendors. Karen Furtado of Strategy Meets Action responded: "There very well could be another one or two, but I don't think there will be a domino affect."

Well, she was right about another one or two—although I don't think Karen believed two more acquisitions would take place within a week.

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