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

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

By: 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. Economics
Episodes
  • Why Software M&A Now Prices in Customer Migration Risk

    Why Software M&A Now Prices in Customer Migration Risk
    Jun 29 2026
    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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    7 mins
  • How Software Earnouts Now Track Revenue Visibility

    How Software Earnouts Now Track Revenue Visibility
    Jun 28 2026
    Episode 79 of Tech M&A with Fexingo. Lucas and Luna explore why strategic buyers are now tying earnout payments to the timeliness of revenue recognition — not just revenue totals. They unpack a recent mid-market SaaS deal where the buyer inserted a 90-day 'revenue visibility window' clause after discovering the target's backlog was being booked as deferred revenue with no clear conversion timeline. The hosts tie this to broader market signals: Adobe's 4% gain and ServiceNow's 5.7% rise in a week where software stocks like Oracle shed 15% — suggesting investors are rewarding companies with predictable revenue streams. Plus, a look at how the SEC's latest revenue recognition guidance is reshaping M&A term sheets. #RevenueVisibility #SoftwareM&A #SaaS #Earnouts #EarnoutStructure #RevenueRecognition #SEC #ASC606 #Adobe #ServiceNow #Oracle #TechM&A #StrategicBuyers #DueDiligence #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
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    7 mins
  • How Software M&A Now Prices in Open Source Dependency Risk

    How Software M&A Now Prices in Open Source Dependency Risk
    Jun 28 2026
    Episode 78 of Tech M&A with Fexingo dives into a growing concern for acquirers: the open source dependencies buried in a target's codebase. Lucas and Luna discuss how buyers like Salesforce and Adobe are now auditing for GPL licensing, abandoned upstream projects, and supply chain vulnerabilities. The hosts cite recent shifts in deal terms where earnouts now factor in a company's ability to maintain critical open source packages. They also reference stock moves in CRM, ADBE, and NOW as signals of investor focus on software quality. Plus, a look at how the Linux Foundation's new security initiative is reshaping due diligence checklists. #TechMandA #SoftwareAcquisitions #OpenSourceRisk #GPL #SoftwareSupplyChain #Earnouts #Salesforce #Adobe #ServiceNow #LinuxFoundation #Business #Technology #Podcast #FexingoBusiness #BusinessPodcast #TechDeals #SoftwareDevelopment #DueDiligence Keep every episode free: buymeacoffee.com/fexingo
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    6 mins
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