『Tech M&A with Fexingo: Software Acquisitions, Strategic Buyers, and Tech Deals』のカバーアート

Tech M&A with Fexingo: Software Acquisitions, Strategic Buyers, and Tech Deals

Tech M&A with Fexingo: Software Acquisitions, Strategic Buyers, and Tech Deals

著者： Fexingo
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Lucas and Luna dissect software acquisitions, strategic buyouts, and the mechanics of tech dealmaking. Each episode examines a single transaction—from major cloud platform purchases to niche vertical software consolidations—breaking down the valuation multiples, the strategic rationale, and the regulatory headwinds. They analyze the balance sheets of acquirers like Salesforce, Adobe, and Microsoft, and the exit strategies for founders backed by private equity. Lucas brings the deal math and antitrust context; Luna pushes on integration risks and cultural fit. Together, they track how software M&A shapes market structure, from enterprise SaaS to open-source monetization. For the investor, operator, or advisor who wants to understand exactly why a company was bought, at what price, and what it signals for the sector. What does the latest acquisition tell us about where the industry is heading—and the one deal that derailed the acquirer's strategy? #SoftwareAcquisitions #TechMergers #MAStrategy #ValuationMultiples #PrivateEquity #EnterpriseSaaS #CloudComputing #RegulatoryReview #Antitrust #ExitPlanning #StrategicBuyers #Microsoft #Salesforce #Adobe #Business #FexingoBusiness #BusinessPodcast #Technology Keep every episode free: buymeacoffee.com/fexingo© 2026 Fexingo. All rights reserved. 経済学
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  • Tech Stocks Are Crashing But Software M&A Is Surging

    Tech Stocks Are Crashing But Software M&A Is Surging
    2026/06/08
    Lucas and Luna dig into a counterintuitive moment in tech M&A: software stocks are getting hammered — the iShares Expanded Tech-Software Sector ETF (IGV) is down 11 percent in a week, ServiceNow has lost 17 percent, Oracle 14 percent — yet deal activity is accelerating. They examine why strategic buyers like Microsoft and Salesforce are ramping up acquisitions even as their own share prices fall, the role of stock-for-stock deals in a correction, and what this pattern means for founders weighing an offer. Lucas walks through the math: how a 15-percent stock drop actually makes acquisition math more attractive for cash-rich buyers, and why the earnout structure is evolving to bridge valuation gaps in a volatile market. This episode includes a brief, organic mention of listener support that keeps the show independent. #SoftwareM&A #TechStocks #M&AStrategy #StockCorrection #Microsoft #Salesforce #Oracle #ServiceNow #Earnouts #Volatility #BusinessPodcast #Technology #Finance #FexingoBusiness #Acquisitions #StrategicBuyers #Valuation #MarketDownturn Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • Why Software Buyers Are Demanding Earnouts in Every Deal

    Why Software Buyers Are Demanding Earnouts in Every Deal
    2026/06/07
    In this episode of Tech M&A with Fexingo, Lucas and Luna break down the mechanics and motivations behind earnouts — the contingent payment structures that now appear in nearly every software deal under $500 million. They examine a real example: a mid-market SaaS acquisition where 40% of the purchase price was tied to revenue retention milestones. The hosts discuss why strategic buyers like ServiceNow and Oracle increasingly insist on earnouts to bridge valuation gaps in a volatile market, especially after recent sell-offs in enterprise software stocks (CRM down 11%, NOW down 17% in five days). They also explore how founders are negotiating earnout protections and what happens when targets are missed. Drawing on data from software M&A advisors, they walk through the trade-offs: earnouts keep deals alive but can poison post-close integration if poorly designed. This episode is essential listening for founders, corporate development teams, and anyone trying to understand why so many tech deals now include a 'prove-it' clause. #Earnouts #SaaS #TechM&A #SoftwareAcquisitions #ServiceNow #Oracle #Salesforce #CRM #NOW #ValuationGap #Business #Technology #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions #RevenueRetention #DueDiligence #EarnoutStructures Keep every episode free: buymeacoffee.com/fexingo
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    10 分
  • When Tech M&A Becomes a Zero-Sum Game

    When Tech M&A Becomes a Zero-Sum Game
    2026/06/07
    In this episode, Lucas and Luna examine how the sharp sell-off in enterprise software stocks — with ServiceNow down 17 percent, Oracle down 14 percent, and Snowflake down 15 percent over the past five days — is fundamentally reshaping the M&A landscape. They use the specific case of a mid-cap cybersecurity firm that saw its acquisition premium evaporate overnight to illustrate a broader trend: when public market valuations compress, strategic buyers gain leverage, deal structures shift toward earnouts and stock considerations, and the 'seller's market' of 2024-2025 gives way to a buyer's market. Lucas walks through the mechanics of a recent all-stock deal that was renegotiated mid-process due to the buyer's stock price decline, and Luna questions whether the window for founder-friendly deals has closed for the rest of 2026. A focused, data-driven look at how falling software valuations are rewriting term sheets. #TechM&A #SoftwareAcquisitions #StrategicBuyers #ValuationCompression #ServiceNow #Oracle #Snowflake #Earnouts #AllStockDeals #BuyersMarket #MergersAndAcquisitions #TechDeals #EnterpriseSoftware #DealStructuring #FounderFriendly #FexingoBusiness #BusinessPodcast #BusinessAndTechnology Keep every episode free: buymeacoffee.com/fexingo
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    7 分
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