Why Software M&A Now Prices In Customer Concentration Risk

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Why Software M&A Now Prices In Customer Concentration Risk

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In this episode, Lucas and Luna dive into how software M&A buyers are increasingly pricing in customer concentration risk, using the recent 17.3% drop in Oracle's stock as a lens. They discuss how a single customer dependency can crater a target's valuation, and why savvy acquirers are now baking concentration clauses into earnouts and deal structures. They also touch on the broader market sell-off in tech and what it means for dealmaking in Q2 2026. #SoftwareM&A #CustomerConcentration #Oracle #Earnouts #M&A #TechDeals #Valuation #RiskManagement #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #TechM&A #DueDiligence #RevenueConcentration #SaaS #EnterpriseSoftware #MarketSellOff #M&AStrategy Keep every episode free: buymeacoffee.com/fexingo

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