I'd speculate Fusionsport might be one. Seem to fit the bill and have a client list that could "significantly contribute to FY18 revenue".
You've touched on part of near term problem for CAT. How can you assess whether these are solid acquisitions or not without understanding who they are and more importantly the numbers behind them. They all sound strategically sound, but at the moment there is an unknown and the market hates that. Maybe the institutions got a good steer as part of the institutional raise?!
The other thing that is hanging over CAT is they aren't completed deals. Normally you CR with locked up deals.
Just hope they announce a close soon, demonstrate the value of the new deals and hit or exceed guidance.
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