How M&A Buyers Now Price Regulatory Risk in Tech Deals

Episode 105 of Tech M&A with Fexingo examines how acquirers are increasingly discounting software targets based on regulatory exposure. Lucas and Luna dig into a recent case: a mid-market AI compliance startup that saw its valuation haircut by nearly 20 percent after a routine FTC inquiry. They walk through the due diligence factors buyers now demand — from consent decree history to data localization exposure — and why a simple cookie-snippet dispute can crater a deal. With META stock up 11.5 percent this week despite fresh Instagram backlash, the hosts ask whether regulatory risk is finally being priced in or still mispriced. Packed with deal-room specifics and a real-world example, this is a must-hear for founders, acquirers, and anyone tracking the evolving playbook in software M&A. #TechM&A #RegulatoryRisk #FTC #AIAcquisition #Compliance #DueDiligence #MergerArbitrage #DataPrivacy #CookieStuffing #META #Instagram #SoftwareM&A #Valuation #Haircut #FexingoBusiness #BusinessPodcast #DealRoom #AcquisitionPricing Keep every episode free: buymeacoffee.com/fexingo