Why Software M&A Now Prices in Customer Migration Risk

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Why Software M&A Now Prices in Customer Migration Risk

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In this episode, Lucas and Luna examine why software acquirers are increasingly pricing customer migration risk into deal structures. With a 9.9% five-day gain in Snowflake meaning customers are reassessing their data infrastructure bets, the hosts discuss how buyers now audit customer migration patterns during due diligence. They explore real cases where acquisition values were adjusted due to embedded migration dependencies, and why earnouts increasingly hinge on migration cost and speed. Lucas breaks down the specific metrics dealmakers use, while Luna questions whether this marks a permanent shift in software M&A or a temporary reaction to the post-AI migration landscape. #SoftwareMA #CustomerMigration #DueDiligence #MAndA #Snowflake #TechDeals #CloudMigration #Earnouts #AcquisitionRisk #Business #Technology #FexingoBusiness #BusinessPodcast #DealRoom #MigrationCost #DataInfrastructure #RevenueRisk #PostAI Keep every episode free: buymeacoffee.com/fexingo

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