How Software M&A Now Prices In Customer Concentration

In this episode, Lucas and Luna dig into a structural shift in software M&A: how buyers are pricing in customer concentration risk. Using the latest data — including Palantir's 15 percent surge in the last five days and a new billion-dollar SambaNova round — they explore why a single customer representing more than 10 percent of revenue is now a deal-breaker for many strategic acquirers. They walk through how due diligence has changed, what earnouts now look like for founder-led companies with concentrated customer bases, and why this trend may accelerate as AI startups lean on a handful of hyperscalers. If you're running a B2B software company or thinking about an exit, this episode has concrete numbers and deal terms you can use. #SoftwareM&A #CustomerConcentration #MADueDiligence #Palantir #SambaNova #AIStartups #Earnouts #StrategicBuyers #RevenueRisk #BusinessPodcast #Technology #FexingoBusiness #DealStructuring #Valuation #B2BSaaS #ExitPlanning #Acquisition #RiskPricing Keep every episode free: buymeacoffee.com/fexingo