『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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  • Why the Software IPO Wave Is Feeding M&A

    Why the Software IPO Wave Is Feeding M&A
    2026/06/06
    This episode of Tech M&A with Fexingo looks at a counterintuitive trend in dealmaking: companies that just went public are becoming some of the most active acquirers. Lucas and Luna break down the mechanics of stock-as-currency, the risk of overpaying with inflated shares, and why the 2024-2026 IPO pipeline is creating a new class of buyers. They anchor the conversation in recent data, including the sharp sell-offs in high-growth names like ServiceNow and Palantir, and ask whether this acquisition strategy holds up when the market turns. A focused look at a deal dynamic that's reshaping enterprise software. #TechM&A #SoftwareAcquisitions #IPOWave #StockForAcquisitions #StrategicBuyers #EnterpriseTech #ServiceNow #Palantir #PrivateEquityInTech #DealRoom #GrowthStocks #BusinessStrategy #Business #Finance #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions #PublicCompanyDynamics Keep every episode free: buymeacoffee.com/fexingo
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    8 分
  • Why Oracle Stock Dropped 14 Percent While M&A Spend Surged

    Why Oracle Stock Dropped 14 Percent While M&A Spend Surged
    2026/06/06
    Oracle just reported a brutal week — its stock down nearly 14 percent, the worst hit among enterprise software giants. But here's the twist: Oracle is still spending billions on acquisitions, and its M&A strategy may be exactly why the stock dropped. Lucas and Luna unpack the paradox of buying companies when your own share price is falling, using Oracle's recent purchase of a cloud security startup and comparing it to ServiceNow's 17 percent slide and continued dealmaking. They explore how acquirer stock declines affect earnout structures, why buyers sometimes accelerate deals during a downturn, and what Microsoft's 9.5 percent drop means for the broader tech M&A landscape. Specific examples include Oracle's use of stock-collared earnouts and the way falling share prices can actually make all-stock acquisitions cheaper for the buyer. A fresh angle on the counterintuitive relationship between stock performance and corporate M&A activity. #Oracle #TechM&A #EnterpriseSoftware #StockDecline #MergersAndAcquisitions #ServiceNow #Microsoft #CloudSecurity #Earnouts #BusinessStrategy #IPO #SoftwareAcquisitions #MarketVolatility #CorporateFinance #FexingoBusiness #BusinessPodcast #TechDeals #BuyersMarket Keep every episode free: buymeacoffee.com/fexingo
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    9 分
  • Why the Software Startup IPO Explosion is Reshaping M&A

    Why the Software Startup IPO Explosion is Reshaping M&A
    2026/06/05
    In this episode of Tech M&A with Fexingo, Lucas and Luna explore how the recent deluge of venture-backed software startups going public is reshaping the M&A landscape. As companies like ServiceNow, Snowflake, and Oracle see their stocks slide — with NOW down 17.2% in a week and SNOW off 15% — many newly public firms are becoming acquisition targets themselves. Lucas explains the 'IPO-to-M&A pipeline' concept, where a strong IPO market creates a wave of attractive, well-capitalized targets for strategic buyers. Using the example of Asana's recent acquisition of Stack AI, the hosts discuss how acqui-hires, earnouts, and reverse earnouts are evolving in this environment. They also touch on the role of private equity as an alternative exit. The conversation is grounded in current market data, including the 14% drop in Oracle and 11.4% decline in Salesforce, and recent headlines about Google's massive compute deal with SpaceX. #TechM&A #SoftwareAcquisitions #IPOtoM&A #ServiceNow #Snowflake #Oracle #Salesforce #Asana #StackAI #PrivateEquity #Earnouts #AcquiHire #ReverseEarnout #Business #Technology #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions Keep every episode free: buymeacoffee.com/fexingo
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    10 分
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