How Tech M&A Now Prices Customer API Versioning Risk

In this episode of Tech M&A with Fexingo, Lucas and Luna dive into a growing diligence headache: API versioning risk. When a target company's product depends on third-party APIs, a simple version deprecation can crater revenue. They walk through a real recent case—a B2B SaaS analytics platform that lost 30% of its customer base overnight after a major vendor sunsets an API version. Lucas explains how buyers now model API version dependency trees, demand roadmaps for API migrations, and adjust valuations based on the number of external API endpoints. They also touch on how this trend is reshaping earnout structures and indemnification clauses. With Oracle down 11.7% this week and ServiceNow off 3.4%, the hosts consider whether the market is starting to price in API concentration risk. A must-listen for founders, acquirers, and anyone in tech M&A. #API #APIVersioning #M&A #TechDeals #SaaS #Diligence #Valuation #Earnouts #RiskManagement #SoftwareAcquisitions #Business #Technology #FexingoBusiness #BusinessPodcast #TechM&A #Oracle #ServiceNow #CustomerChurn Keep every episode free: buymeacoffee.com/fexingo