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

Tech M&A has a new dominant player: not Microsoft or Salesforce, but private equity firms piling into vertical software and specialized B2B tools. Lucas and Luna break down the specific mechanics — the high recurring revenue, the low churn, the buy-and-hold (not flip) strategy — that have PE funds writing massive checks for companies like the one that just sold for $12 billion. Lucas brings numbers: since 2024, PE-backed software deals have doubled as a share of total tech M&A, hitting nearly 40% by Q1 2026. He explains why a subscription-model ERP serving mid-market factories is more attractive than a high-growth consumer app. Luna pushes back on the 'financial engineering' critique — and they land on a surprising insight: the best-run PE-owned software firms actually spend more on R&D than their public peers. If you work in B2B SaaS, this episode will change how you think about your company's exit options.

#PrivateEquity #TechMA #SoftwareAcquisitions #PE #VerticalSoftware #B2BSaaS #RecurringRevenue #LBO #ThomaBravo #VistaEquity #SilverLake #SaaS #TechDeals #BusinessPodcast #FexingoBusiness #MergersAndAcquisitions #SoftwareInvesting #DigitalTransformation

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Episode 3 of Tech M&A with Fexingo examines Oracle's transformation into a disciplined acquirer. Lucas and Luna break down how Oracle has spent over $50 billion on acquisitions since 2020, focusing on cloud infrastructure and healthcare IT. They discuss the Cerner acquisition's integration challenges, the strategic rationale behind buying startups like Adatao and Aconex, and how Oracle's approach differs from Salesforce's splashier deals. With Oracle's stock down 1.6% over the past five days, they consider whether the market is skeptical of its M&A strategy or simply waiting for returns. The hosts also touch on the broader software deal landscape, referencing the IGV's 0.8% five-day gain and Palantir's 2.6% rise as counterpoints. A must-listen for anyone tracking enterprise software consolidation.

#Oracle #TechM&A #SoftwareAcquisitions #Cerner #CloudInfrastructure #HealthcareIT #M&AStrategy #EnterpriseSoftware #LarryEllison #Adatao #Aconex #SafraCatz #Business #Technology #MergersAndAcquisitions #FexingoBusiness #BusinessPodcast #TechDeals

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Lucas and Luna dive into the mechanics of tech M&A in 2026, using ServiceNow's recent acquisition spree as a case study. ServiceNow's stock is up 14 percent over the past week — and the company has been on a buying tear, snapping up AI startups and workflow tools. Lucas explains why strategic buyers like ServiceNow, Adobe, and Salesforce are outbidding venture capital for hot startups, and how the math works when a $200 billion market-cap company buys a $50 million startup. Luna pushes back on whether these deals actually deliver innovation or just consolidate market share. Along the way, they reference the latest data on M&A multiples, the role of earnouts, and why the 'acqui-hire' model is making a quiet comeback. If you work in tech, invest in tech, or just wonder where all the independent software companies go, this episode is for you.

#ServiceNow #TechMAndA #SoftwareAcquisitions #StrategicBuyers #AIStartups #MAndAStrategy #AcquiHire #WorkflowAutomation #EnterpriseSoftware #VentureCapital #Innovation #Consolidation #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #TechDeals #NowPlatform #AcquisitionMultiples

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In this premiere episode of Tech M&A with Fexingo, Lucas and Luna dig into the defining theme of dealmaking in 2026: the shift from a zero-interest-rate-era feeding frenzy to a strategic, ROI-obsessed environment. They anchor the conversation around Salesforce’s recent $28.1 billion acquisition of Informatica — a deal that closed in April after a year of shareholder pushback and regulatory scrutiny. Lucas breaks down why this deal signals a new era of tech M&A, where buyers like Salesforce, Microsoft, and Adobe are focused on data infrastructure, integration, and measurable revenue synergies rather than land-grab growth. Luna points to Adobe's recent Figma deal collapse as a contrast, and the hosts discuss how regulatory climate and activist investors are reshaping deal terms. They reference Salesforce's stock performance, the drop in global tech M&A volume from $1.2 trillion in 2021, and the rise of earnouts and break-up fees. The episode establishes the show's voice: two sharp analysts who love the details of deal structure, market signals, and the personalities behind the biggest transactions in tech.

#Salesforce #Informatica #TechM&A #LucasAndLuna #FexingoBusiness #BusinessPodcast #SoftwareAcquisitions #MergersAndAcquisitions #Adobe #Figma #DataInfrastructure #Earnouts #ActivistInvestors #RegulatoryScrutiny #DealStructure #TechDeals #PrivateEquity #StrategicBuyers

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