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

In this episode of Tech M&A with Fexingo, Lucas and Luna examine a growing trend in software acquisitions: the rising importance of open source maintainers as key assets. Drawing from recent deals and market signals—like the 26.7% jump in Palantir over five days as of August 6, 2026—they discuss how acquirers now price communities, governance, and the risk of maintainer departure. They look at why some buyers are paying premiums for projects with a single active maintainer, while others avoid such concentration risk. They explore real-world cases, from Kubernetes to Redis, and how non-compete clauses are shifting to retention bonuses tied to project milestones. The hosts also talk about the due diligence that goes into evaluating open source health, including bus factor, contribution distribution, and license risks. Tune in for a sharp analysis of how M&A strategies are adapting to the open source economy and what it means for founders, maintainers, and acquirers. #OpenSourceM&A #TechAcquisitions #M&AStrategy #SoftwareDeals #BusinessAndTechnology #Podcast #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions #OpenSourceCommunity #DeveloperEcosystem #DueDiligence #TechValuation #AcquisitionStrategy #PalantirStock #Kubernetes #Redis #BusFactor Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna explore a hidden driver of deal valuations: the cost of walking away from a cloud provider. They anchor the conversation in a real 2026 benchmark—data egress fees that can run into the tens of millions for large enterprises—and explain why buyers now treat multi-cloud portability as a premium asset. Using vivid examples, they show how a target's ability to move workloads freely can shift deal prices by 10 to 15 percent, and why lock-in is now a liability in due diligence. They also connect the trend to recent market moves, including a 30 percent jump in Palantir's stock, as investors reward companies that promise flexibility. The episode is a practical guide for founders and acquirers navigating today's software deal landscape. #TechM&A #CloudComputing #DataEgress #MultiCloud #M&AStrategy #Business #Technology #DueDiligence #Valuation #SoftwareAcquisitions #DealMaking #CloudExitCosts #DigitalTransformation #EnterpriseSoftware #DataPortability #MergersAndAcquisitions #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna examine a rising factor in software and AI acquisitions: data center capacity. As Palantir's stock surges over 32% in five days and Snowflake jumps 12%, the hosts discuss how hyperscalers and strategic buyers are now scrutinizing a target's access to GPUs, power, and compute. They break down the new 'compute-adjusted EBITDA' metric, the premium for secured capacity, and the risks of power constraints for startups. With a nod to Microsoft's 26% weekly gain and Oracle's 23.8% rise, they connect the dots between infrastructure scarcity and deal pricing. Tune in for a practical look at what buyers are really paying for when they acquire AI-driven companies in 2026. #DataCenterCapacity #TechMergersAndAcquisitions #AIInfrastructure #ComputePricing #HyperscalerDeals #GPUScarcity #Palantir #Snowflake #Microsoft #Oracle #Business #Technology #FexingoBusiness #BusinessPodcast #StrategicAcquisitions #MADeals #VentureCapital #TechTrends Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna dive into a growing due-diligence headache: how acquirers are pricing the risk that an AI model's hallucinations become the buyer's liability. Using the recent AWS-Superblocks vibe-coding partnership as a springboard, they explore why a target's AI errors can slash valuations by double digits, and how buyers now run adversarial red-team testing before signing. With NVIDIA up 4.9% in five days and the S&P 500 tech sector climbing 6.1%, the market is rewarding AI optimism—but Lucas explains why a single hallucinated API call can sink a deal. They break down the new 'hallucination risk premium,' the rise of indemnity clawbacks tied to model accuracy, and why some buyers are now requiring escrow holdbacks on AI features. If you're an operator or builder in the tech M&A world, this episode gives you a concrete framework for how to value (or discount) AI models in a target company. #TechM&A #AIHallucinations #MADueDiligence #AIValuation #AIAcquisitions #Superblocks #AWS #VibeCoding #RedTeaming #AIrisks #TechDeals #Business #Technology #FexingoBusiness #BusinessPodcast #AIStrategy #MergersAndAcquisitions #AIGovernance Keep every episode free: buymeacoffee.com/fexingo

In episode 143, Lucas and Luna drill into a fresh angle in tech M&A: how acquirers are pricing post-acquisition retention bonuses. With Microsoft, Amazon, and Oracle all up sharply in the past week, the deal room is hot, and so is the question of what happens to key talent after the close. The hosts walk through a concrete example—how a $50 million earnout might be structured when the target's CTO is flight risk—and look at why retention packages now hinge on vesting cliffs tied to revenue milestones, not just time. They connect this to the broader shift in how buyers price human capital, from developer stickiness to the cost of a post-deal exodus. Lucas brings the specifics, Luna challenges the assumptions, and together they map the anatomy of a retention bonus: the numbers, the risks, and the psychology. If you've ever wondered why some acquisitions fail within a year, this episode explains a big piece of the puzzle. #TechM&A #RetentionBonus #MergersAndAcquisitions #TalentRetention #Earnout #Vesting #HumanCapital #DealRoom #KeyTalent #PostAcquisition #Business #Technology #SoftwareDeals #StrategicBuyers #M&A2026 #FexingoBusiness #BusinessPodcast #VentureCapital Keep every episode free: buymeacoffee.com/fexingo

Episode 142 of Tech M&A with Fexingo digs into a fresh angle: how acquirers now price AI regulation compliance risk in software targets. With the EU AI Act entering full enforcement in August 2026 and a patchwork of state laws in the US, buyers aren't just checking boxes — they're adjusting valuation multiples and deal structures. Lucas and Luna walk through the new diligence checklist, from conformity assessments to prohibited practices, and how buyers are using escrows and earnouts to manage uncertainty. They look at real numbers: Microsoft's stock jumped 19% last week on cloud strength, while Apple dropped 8% amid AI privacy friction — a divergence that hints at where regulators are leaning. The episode also flags the risk of 'regulatory debt' in startups that ignored compliance to move fast. If you're a founder contemplating an exit or an operator acquiring AI capabilities, this one's for you. #AIRegulation #MergersAndAcquisitions #TechDeals #ComplianceRisk #EUAIAct #Valuation #DueDiligence #SoftwareAcquisitions #TechM&A #Business #Technology #FexingoBusiness #BusinessPodcast #StartupExit #Escrow #Earnout #RegulatoryDebt #AIRisk Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna explore how acquirers are now factoring AI-driven developer productivity into deal valuations. A new Google disclosure reveals the company fixed more Chrome bugs in June 2026 than in the previous two years combined, thanks to its internal AI tools. That kind of efficiency gain is reshaping M&A due diligence: buyers are asking targets for metrics on developer velocity, deployment frequency, and time-to-fix, and they're willing to pay premiums for teams that can demonstrate AI-augmented output. Lucas walks through recent market data—Microsoft up 18%, Oracle up 11%, IGV up 6%—as evidence that the market is rewarding efficiency leaders. But he also cautions that AI productivity tools are quickly becoming table stakes, so today's premium may vanish as the technology commoditizes. The hosts discuss how buyers are pricing both the current advantage and the risk of obsolescence, using real-world examples from recent software deals. #TechM&A #FexingoBusiness #BusinessPodcast #AIProductivity #DeveloperEfficiency #GoogleChrome #Microsoft #Oracle #Salesforce #Snowflake #Adobe #IGV #DueDiligence #Valuation #SoftwareAcquisitions #GenerativeAI #TechDeals #BusinessAndTechnology Keep every episode free: buymeacoffee.com/fexingo

Microsoft's $3.2 billion gain from its Anthropic investment underscores a new risk in AI M&A: acquiring a startup whose core models come from a provider that may become a competitor. In this episode, Lucas and Luna explore how savvy buyers are now pricing this 'model provider competition risk' into deal terms, from earnouts to valuation discounts. With software stocks like CRM, ADBE, and NOW surging over 20% in the past five days, they discuss how a hot market inflates premiums and why acquirers are adding protective clauses. Drawing on the Microsoft-OpenAI rivalry and Zuckerberg's vision of billions of personal AI agents, they offer concrete examples of how term sheets are evolving to guard against a startup's dependency on a rival platform. #ModelProviderRisk #Microsoft #Anthropic #OpenAI #AIStartups #AcquisitionTerms #Valuation #TechMA #Business #Finance #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions #ArtificialIntelligence #StartupFunding #DealStructuring #CorporateStrategy #RiskManagement Keep every episode free: buymeacoffee.com/fexingo

When Adobe, Salesforce, and ServiceNow each jumped 20-26% in five days, the market sent a clear signal: AI monetization is now a premium valuation driver in tech M&A. In this episode, Lucas and Luna explore how strategic buyers are rewriting due diligence to focus on a target's ability to charge for AI features, not just build them. Drawing on recent earnings reports, they discuss the shift from 'AI roadmap' to 'AI revenue,' the risk of commoditization, and why some software companies are suddenly worth more. If you're in M&A, venture, or running a SaaS company, this episode gives you the lens to understand the new pricing power in tech deals. #TechMA #SaaS #AIMonetization #Adobe #Salesforce #ServiceNow #MergersAndAcquisitions #Valuation #BusinessPodcast #FexingoBusiness #TechDeals #SoftwareAcquisitions #StrategicBuyers #AIRevenue #StockMarket #Earnings #LucasAndLuna #TechNews Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna break down how cybersecurity for AI agents is becoming a critical valuation factor in software acquisitions. Using the recent $1 billion Cyera-Oasis Security deal and Spur's $200 million funding round as anchors, they explore how acquirers now price risks like agent proliferation, credential theft, and bot detection. The conversation covers deal multiples, earnout structures, and the growing premium for startups that secure enterprise AI workflows. A must-listen for founders or acquirers navigating tech M&A in mid-2026. #CyeraAcquiresOasis #OasisSecurity #SpurBotDetection #AIagents #AISecurity #TechM&A #M&AValuation #Cybersecurity #InsightPartners #DealPricing #Earnouts #Busines #Technology #FexingoBusiness #TechDeals #AcquisitionStrategy #RiskPricing #Podcast Keep every episode free: buymeacoffee.com/fexingo

Today's episode tackles a growing concern in tech M&A: how buyers price the risk of intellectual property theft during due diligence. Lucas and Luna anchor the conversation on the recent accusation by MCP startup Runlayer that Rippling stole its product idea—a high-profile case that's making dealmakers rethink their approach. They discuss how IP risk affects valuations, deal structures like escrows and earnouts, and why recent stock moves in big acquirers like Salesforce, Adobe, and ServiceNow signal a market that's pricing in higher scrutiny. The hosts also explore how smaller startups can protect themselves and why a wave of IP-focused due diligence tools is emerging. A must-listen for anyone involved in software M&A. #TechM&A #IPTheft #Runlayer #Rippling #SoftwareAcquisitions #DueDiligence #DealStructuring #Salesforce #Adobe #ServiceNow #MCP #CorporateEspionage #Earnouts #ValuationRisk #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

When Satya Nadella warned that 'companies that trust one AI for everything may not survive,' he wasn't just making a strategic point — he was flagging a new pricing variable in tech M&A. In this episode, Lucas and Luna examine how deal teams are now quantifying the risk of vendor lock-in on a single AI platform, from OpenAI to Anthropic to Google. They discuss how due diligence checklists have expanded to include API dependency analysis, contract termination clauses, and the cost of replatforming. Drawing on recent market moves — Microsoft's 2.2% dip after Nadella's comments and a broader rotation among AI-exposed stocks — the hosts walk through the typical valuation haircuts observed when a target's AI stack lacks redundancy. They also explore how strategic buyers like private equity and big tech are adjusting earnout structures and integration timelines to hedge against single-platform risk. If you're advising or acquiring a company with a heavy AI dependency, the pricing calculus has changed. Tune in for a grounded, deal-room perspective on one of 2026's quietest but most consequential M&A trends. #TechM&A #AIAcquisitions #MergersAndAcquisitions #AI #ArtificialIntelligence #PlatformDependency #VendorLockIn #SatyaNadella #Microsoft #StrategicBuyers #DueDiligence #Valuation #RiskAssessment #TechDeals #Business #FexingoBusiness #BusinessPodcast #TechPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna explore a new frontier in tech M&A valuation: the hidden technical debt embedded in AI models. Using Microsoft's new cybersecurity model as a prompt, they discuss how buyers are now auditing model retraining cycles, data pipeline fragility, and concept drift risk before setting deal multiples. With NVIDIA down 5% on the week and Snowflake flat, the hosts connect broader market caution to this evolving diligence practice. Along the way, they touch on the Claude/Google data leak as a counterexample of disclosed risk. #AI #M&A #TechDeals #TechnicalDebt #MachineLearning #ModelMaintenance #Microsoft #Cybersecurity #DataPipelines #ConceptDrift #Diligence #Valuation #Acquisition #SaaS #Enterprise #Business #BusinessPodcast #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo

The massive OpenAI hack disclosed July 26 has M&A dealmakers rethinking valuations. This episode breaks down how strategic buyers and private equity firms are now pricing AI model security risk into acquisition offers. Lucas and Luna walk through a typical due diligence scenario where a target's model safety posture can swing valuation by 10-15%. Using the Hugging Face CEO's call for radical transparency as a real-world anchor, they explore how buyers use breach-history audits, penetration test requirements, and indemnity escrows to quantify exposure. If you're acquiring or selling an AI company in 2026, this is the new risk you need to price. #TechMA #MA #AISecurity #OpenAI #HuggingFace #CyberSecurity #RiskPricing #Valuation #DueDiligence #ModelRisk #DataBreach #Acquisition #Startup #VentureCapital #PrivateEquity #Business #Technology #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo

Episode 133 of Tech M&A with Fexingo dives into a new discount showing up in term sheets: the 'China risk' adjustment on AI startups. Lucas and Luna unpack why strategic buyers are shaving 15-20% off valuations for companies without defensible moats against cheap foreign models, using the recent panic over Chinese AI and the Hugging Face / OpenAI security breach as real-world anchors. They explore how this affects everything from earnout structures to data localization clauses, and why some acquirers are walking away from deals entirely. No hot takes, just the math behind the hesitation. #ChineseAI #AIM&A #MergersAndAcquisitions #TechDeals #Valuation #StartupFunding #ArtificialIntelligence #DeepSeek #HuggingFace #OpenAI #DataSecurity #RegulatoryRisk #Earnouts #DealStructure #FexingoBusiness #BusinessPodcast #TechInvesting #PrivateEquity Keep every episode free: buymeacoffee.com/fexingo

A Warner Bros. lawsuit accusing Amazon of poaching executives is sending ripples through M&A deal rooms. In this episode, Lucas and Luna explore how acquirers are now pricing the legal risk of talent raids when buying tech companies. Drawing on recent cases and market data, they discuss why non-compete enforcement, state-level restrictions, and potential litigation costs are becoming standard due diligence items. They also look at how buyers structure earn-outs and retention packages to mitigate the risk that key employees get sued—or leave. If you're advising on or negotiating a tech acquisition, understanding this emerging risk factor could save millions. #TechM&A #PoachingLawsuits #WarnerBros #Amazon #TalentRisk #MergersAndAcquisitions #DueDiligence #NonCompete #ExecutivePoaching #LitigationRisk #Earnouts #Retention #DealStructuring #BusinessPodcast #FexingoBusiness #BusinessAndTechnology #LucasAndLuna #TechDeals Keep every episode free: buymeacoffee.com/fexingo

The Warner Bros. lawsuit accusing Amazon of illegal executive poaching highlights a growing risk in tech M&A: losing key personnel post-acquisition. This episode examines how strategic buyers now discount acquisition targets based on the probability of talent flight. Lucas and Luna explore retention agreements, earnout structures, and the declining enforceability of non-competes. They discuss real-world deal mechanics, including how buyers adjust valuations when key engineers or sales leaders are likely to leave within a year. With Microsoft at $381.70 and NVIDIA at $206.84, the market is signaling that talent retention is a top due diligence priority. Learn how acquirers price the human element in software deals. #TechM&A #TalentRetention #ExecutivePoaching #WarnerBrosLawsuit #Amazon #NonCompete #Earnout #DueDiligence #Microsoft #NVIDIA #MergersAndAcquisitions #Business #Technology #FexingoBusiness #BusinessPodcast #Mergers #Acquisitions #TalentRisk Keep every episode free: buymeacoffee.com/fexingo

As mega-cap tech stocks slide in late July 2026 — Adobe down 10%, Salesforce off 8% — strategic buyers are turning their attention to smaller AI-native support automation startups. Lucas and Luna break down the new due diligence checklist: how acquirers assess bot deflection rates, escalation ratios, and the hidden risk of customer churn when support goes fully autonomous. They walk through a real-world valuation model from a recent sub-$500 million deal in the Zendesk ecosystem, explaining why some bots command 12x revenue while others struggle to get 4x. If you're building or buying in customer support AI, this episode gives you the pricing framework private equity and corporate development teams are using right now. #CustomerSupportAutomation #AIacquisitions #M&A #Valuation #SupportBots #TechDeals #AcquisitionStrategy #Startup #DueDiligence #BotDeflectionRate #ChurnRisk #PrivateEquity #Zendesk #Intercom #Freshdesk #SaaSMetrics #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna examine how strategic buyers are factoring developer turnover into acquisition valuations. They use the recent layoff at Patreon and a drop in Adobe's stock as conversation anchors, explaining why high churn among engineering teams can slash a target's projected EBITDA by 15-20 percent. The hosts walk through a typical diligence framework: reviewing GitHub commit histories, checking vesting schedules, and interviewing team members to gauge retention risk. They also discuss how buyers adjust earnout terms and offer retention bonuses to protect their investment. A candid donation segment reminds listeners that listener support keeps the show ad-free. #DeveloperTurnover #TechM&A #M&A #SoftwareAcquisitions #Valuation #RetentionRisk #EBITDA #Diligence #Earnouts #GitHub #Patreon #Adobe #SaaS #Business #Technology #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions Keep every episode free: buymeacoffee.com/fexingo

Episode 128 of Tech M&A with Fexingo digs into a metric that acquirers are increasingly obsessed with: developer turnover on the target's team. Lucas and Luna break down why a single departure post-acquisition can crater deal value, citing ServiceNow's $40 million bet on an Indian banking software specialist and the latest data from Adobe and Palantir that show retention risk is now priced into every term sheet. They walk through the new due diligence question buyers are asking — not just 'who is key to the product?' but 'what is the probability they stay?' — and how sellers can protect their valuation by proactively locking in developers before a deal closes. If you're a founder or a buyer in a tech M&A process, this one is worth your time. Freshly recorded on July 23, 2026. #TechM&A #DeveloperTurnover #M&AStrategy #ServiceNow #M&ADueDiligence #TechAcquisitions #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #SaaS #SoftwareAcquisitions #RetentionRisk #DealValuation #DeveloperStickiness #PostMergerIntegration #TalentRetention #StrategicBuyers #Earnouts Keep every episode free: buymeacoffee.com/fexingo

With big tech in a two-week sell-off (Microsoft down 2.7%, Salesforce off 5.6%), acquirers are getting pickier. This episode of Tech M&A with Fexingo drills into one overlooked metric: developer community size. Lucas and Luna unpack how a target's GitHub stars, StackOverflow activity, and npm/ PyPI download counts are now being discounted or premium-priced in deal models. They walk through a real case: a mid-market API startup that got a 22% valuation haircut because its SDK had only 1,200 GitHub stars versus a peer's 8,000. They also flag the new due diligence question that private equity firms are asking: 'What's your developer community churn rate?' Specific, actionable, and grounded in the July 2026 market reality. #TechMA #DeveloperCommunity #DueDiligence #Valuation #GitHubStars #SDKPricing #AcquisitionStrategy #OpenSourceMetrics #DevRel #ChurnRate #PrivateEquity #APIStartups #SoftwareAcquisitions #Business #Investing #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna examine a surprising new factor in deal pricing: developer documentation quality. Drawing on recent data—including ServiceNow's 2.5% dip and Snowflake's flat performance—they explore how buyers are now valuing documentation as a proxy for developer adoption, support cost reduction, and long-term stickiness. The conversation covers real-world examples from the API economy and the rise of AI-powered doc tools, and offers actionable insights for founders and acquirers alike. #MergersAndAcquisitions #TechDeals #DeveloperDocumentation #SaaS #APIEconomy #LucasAndLuna #FexingoBusiness #BusinessPodcast #Valuation #AcquisitionStrategy #DevTools #DeveloperExperience #ServiceNow #Snowflake #AIinBusiness #DueDiligence #BusinessAndTechnology #StrategicBuyers Keep every episode free: buymeacoffee.com/fexingo

In tech M&A, a target's developer community is increasingly a premium asset. Lucas and Luna examine how strategic buyers like Microsoft and Salesforce are pricing developer stickiness — the likelihood that a target's API users, plugin developers, and open-source contributors stay after acquisition. They break down a 2025 deal where the buyer paid a 30% premium for a startup with a small revenue base but a passionate developer following, and contrast it with a recent acquisition where the developer base evaporated post-close, eroding value. Specific metrics: GitHub stars, NPM download velocity, Stack Overflow question volume. They also tie in this week's news about Jack Dorsey's new team chat platform Buzz, which is betting on developer buy-in from day one. A concrete look at a pricing dimension that's often overlooked in traditional financial models. #TechM&A #DeveloperStickiness #SoftwareAcquisitions #StrategicBuyers #APIEcosystem #Microsoft #Salesforce #JackDorsey #Buzz #OpenSource #GitHubStars #NPMPackages #StartupValuation #PremiumPricing #DeveloperCommunity #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna explore how strategic buyers in tech M&A are increasingly factoring customer API contract duration into valuation models. With recent data showing that longer-term contracts (three-plus years) command a 12-15% valuation premium over month-to-month or annual renewals, the hosts break down why this metric has become a critical diligence item. Lucas explains how multi-year API agreements reduce revenue churn risk and provide more predictable cash flows, while Luna challenges whether buyers are overpaying for contracts that may lock in pricing on outdated technology. Using real-world examples from the current deal landscape—including a recent SaaS acquisition where contract duration moved the price by $40 million—the episode gives listeners a concrete framework for understanding this often-overlooked deal lever. The conversation also touches on how buyers are now modeling contract extension probabilities and using clawback provisions tied to renewal rates. #TechM&A #APIContracts #DealPricing #SaaS #Valuation #RevenueChurn #ContractDuration #Diligence #StrategicBuyer #MAndA #Business #Technology #FexingoBusiness #BusinessPodcast #Finance #SoftwareAcquisitions #TechDeals #Earnouts Keep every episode free: buymeacoffee.com/fexingo

Episode 123 of Tech M&A with Fexingo drills into a specific angle: how acquisition buyers are now pricing target companies' security compliance posture. Lucas and Luna discuss why a single SOC 2 report is no longer enough, how buyers are hiring third-party security engineers to audit codebases before signing, and what the rise of 'security-adjusted EBITDA' means for sellers. They anchor the conversation in real market context: ServiceNow's flat stock despite a strong quarter signals investors are wary of compliance risk spend, while Adobe's 6% five-day gain shows the market rewarding companies with clean audit trails. The episode also touches on how the SEC's cybersecurity disclosure rules are reshaping deal timelines and earnout structures. For founders considering an exit, this episode offers a practical look at why security hygiene is becoming a valuation multiple killer or booster. #SecurityCompliance #MergersAndAcquisitions #TechDeals #DueDiligence #SOC2 #Cybersecurity #Valuation #SoftwareAcquisitions #SEC #Compliance #Audit #Founders #Business #Technology #FexingoBusiness #BusinessPodcast #TechM&A #SaaS Keep every episode free: buymeacoffee.com/fexingo

Episode 122 of Tech M&A with Fexingo dives into a fast-growing deal variable: customer data residency. Lucas and Luna explore how buyers now discount valuations when a target's data is stored in jurisdictions with uncertain regulatory futures, using the recent Netflix-Ben Affleck AI startup acquisition and Adobe's single-digit stock move as anchor points. They unpack a real 2026 mid-cap SaaS deal where a European data center requirement shaved 11% off the purchase price, and discuss why the traditional 'host anywhere' cloud model is creating a new due diligence line item. The episode closes with a subtle nod to listener support on buy me a coffee dot com slash fexingo. #DataResidency #MAndA #TechDeals #SaaS #CloudComputing #Netflix #Adobe #EuropeanRegulation #DueDiligence #Valuation #Business #Finance #Technology #Acquisition #Startup #BenAffleck #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna explore how acquirers are increasingly pricing customer data ownership into deal valuations. They examine why buyers are now demanding granular data provenance audits—tracking where every data point originates and who can claim ownership—and how this shifts risk from the buyer to the seller. With a reference to Oracle's recent acquisition strategy and Adobe's strong week in the market, the hosts discuss how data ownership clauses have become a new negotiation leverage point, often pushing deal prices down by 500 basis points or more. The conversation also touches on how companies like Snowflake and Databricks are reshaping data portability expectations, and why sellers need to clean up data licensing before even entering a deal. A timely look at the intersection of data rights and M&A economics. #DataOwnership #MergersAndAcquisitions #TechMergers #SaaS #DataProvenance #Valuation #DealPricing #DataRights #Oracle #Adobe #Snowflake #Databricks #CustomerData #RiskAllocation #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #TechDeals Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna explore a hidden deal-breaker in software acquisitions: customer data migration costs. When a strategic buyer like an enterprise software company acquires a SaaS platform, integrating the customer data into the buyer's existing infrastructure can cost millions and delay revenue recognition. Lucas breaks down a real-world example: a mid-market CRM acquisition where migration costs wiped out 18 months of projected synergies. Luna challenges whether buyers are overcorrecting, pointing to a recent ServiceNow acquisition where the acquirer paid a premium specifically because the target's data schema was compatible. They discuss how deal lawyers now structure indemnification around data migration timelines, and what that means for founders planning an exit. Anchored to current market data, the conversation touches on how declining cloud storage costs (down 12% year-over-year) are shifting migration math. A focused, numbers-driven look at a risk most entrepreneurs don't see coming. #TechM&A #SoftwareAcquisitions #DataMigration #MergersAndAcquisitions #SaaS #StrategicBuyers #DealStructuring #Indemnification #CustomerData #CloudCosts #DueDiligence #IntegrationRisk #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #M&A #PrivateEquity #VentureCapital Keep every episode free: buymeacoffee.com/fexingo

Episode 119 of Tech M&A with Fexingo: Lucas and Luna examine how acquirers are weighting customer deployment latency — the time between contract signing and first live usage — as a valuation metric. They break down why a 45-day deployment gap can shave 1.5x off a SaaS multiple, using data from recent mid-market deals. Lucas cites a binder from the Q1 2026 AcmeCRM acquisition where the buyer carved 12% off the headline price after finding average deployment took 68 days versus the seller's claimed 30. Luna brings in the recent ServiceNow (ticker N-O-W) dip — down 7.2% in five days — and questions whether the market is now punishing companies with long implementation cycles. They explore how deployment speed signals integration risk, customer commitment, and revenue recognition timing. No general M&A theory — just one metric, one binder, one live market signal. #CustomerDeploymentLatency #SaaS #TechMA #MergersAndAcquisitions #SoftwareAcquisitions #StrategicBuyers #TechDeals #Business #Technology #FexingoBusiness #BusinessPodcast #SaaSValuation #IntegrationRisk #RevenueRecognition #ServiceNow #AcmeCRM #DealRoom #DeploymentSpeed Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna dig into a due diligence factor that's quietly reshaping deal terms in 2026: how aggressively a target's customers upgrade their APIs. With Databricks hitting a $188 billion valuation and Snowflake's stock flat, buyers are now scrutinizing API versioning risk as a key churn metric. Lucas walks through a recent mid-market SaaS deal where the buyer slashed the earnout by 12% after discovering 40% of customers were still on a deprecated API version. They discuss why sticky-but-stale customer bases can actually signal hidden technical debt, how to price the risk of a forced migration, and why acquirers are now hiring API audit firms alongside traditional due diligence teams. If you're advising or selling a B2B SaaS company, this is the pricing detail your buyer is already running numbers on. #API #VersioningRisk #TechM&A #M&ADueDiligence #SaaS #Databricks #Snowflake #SoftwareAcquisitions #StrategicBuyers #TechDeals #EarnoutPricing #CustomerChurn #APICompatibility #TechnicalDebt #M&APricing #Business #BusinessPodcast #FexingoBusiness Keep every episode free: buymeacoffee.com/fexingo

Episode 117 of Tech M&A with Fexingo dives into a new frontier in software deal pricing: developer adoption risk. Lucas and Luna explore why acquirers are increasingly discounting targets whose tools have high user stickiness but low developer love — citing the recent pullback in ServiceNow's valuation as a case study. They unpack how GitHub stars, Stack Overflow mentions, and API-first design are turning into line items on valuation models. If you're selling a dev tool or buying one, this episode maps the new due diligence priority. Data anchors include ServiceNow's 7.2% weekly drop and Adobe's 2.9% gain as contrasting signals in how the market prices ecosystem depth versus developer goodwill. #DeveloperAdoption #DevToolsM&A #ServiceNow #Adobe #TechM&A #SaaSValuation #M&ADueDiligence #APIFirst #DeveloperExperience #OpensourceEcosystem #SoftwareAcquisitions #TechDeals #Business #Finance #Podcast #FexingoBusiness #BusinessPodcast #TechPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 116 of Tech M&A with Fexingo examines a quietly transformative factor in software deal pricing: the degree to which a target company has automated its customer support. Using ServiceNow's recent dip (down 3.4% this week) and Salesforce's jump (up 5.7%) as context, Lucas and Luna dive into how acquirers now model support cost savings and response-time SLAs as part of valuation. They break down a typical 100-person SaaS target: manual support costing $2.4 million annually vs. an AI-automated setup at $800,000, and how those savings flow into deal multiples. They also discuss how support automation data—ticket deflection rates, first-response time, customer satisfaction scores—is now a standard due diligence line item, sometimes triggering earnout adjustments. A concrete look at how a back-office function became a front-line valuation driver. #TechM&A #M&A #SoftwareAcquisitions #CustomerSupport #Automation #ServiceNow #Salesforce #DueDiligence #Valuation #AIAutomation #SaaS #Business #Technology #FexingoBusiness #BusinessPodcast #MergersAndAcquisitions #SupportAutomation #DealPricing Keep every episode free: buymeacoffee.com/fexingo

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

In this episode of Tech M&A with Fexingo, Lucas and Luna examine how software buyers are now pricing customer AI readiness into acquisition valuations. Using the recent $30 million Series A from Lululemon-backed Syntetica as a springboard, they discuss why acquirers are willing to pay premiums for startups with customers actively deploying AI, and discount targets whose customers are AI-resistant. They reference Microsoft's reported push to diminish OpenAI and Anthropic in sales conversations, and pull data from the current market: ServiceNow down 3.8%, Palantir up 3.7%. The conversation covers how due diligence now includes coding challenge-style tests of AI adoption, and why a startup's customer AI maturity can swing valuation by 10 to 15 percent. They also explore the risk of 'AI theater'—where customers claim usage but aren't integrating deeply. Closed with a brief listener-support segment tied to the episode's theme. #MergersAndAcquisitions #TechMergers #SoftwareAcquisitions #AIreadiness #StartupValuation #DueDiligence #CustomerAdoption #EnterpriseAI #ServiceNow #Palantir #Microsoft #OpenAI #Anthropic #Syntetica #Lululemon #SeriesA #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna examine how cloud infrastructure costs are reshaping software acquisition valuations. With a real-world focus on Oracle's recent 7.8 percent drop — driven by rising cloud migration costs — they break down how buyers are now subtracting future cloud spend from deal multiples. They also discuss how Snowflake's 1.6 percent five-day gain signals market preference for cloud-native architecture. Plus, a look at why some SaaS targets see their EBITDA haircut by 20 to 30 percent due to cloud dependency. A must-listen for founders, operators, and finance pros navigating tech exits. #CloudCosts #MAndA #Oracle #Snowflake #SaaS #TechAcquisitions #CloudMigration #EBITDA #Valuation #DealRoom #FexingoBusiness #BusinessPodcast #TechMergers #SoftwareAcquisitions #DueDiligence #CloudInfrastructure #CostOptimization #AcquisitionMultiples Keep every episode free: buymeacoffee.com/fexingo

Episode 112 of Tech M&A with Fexingo. Lucas and Luna drill into a quietly decisive M&A variable: the target's cloud infrastructure cost structure. With AWS, Azure, and GCP bills often running 30-50% of revenue for SaaS companies, acquirers are now demanding access to cloud cost data during due diligence and adjusting offers based on whether a target is on committed-use discounts, spot instances, or paying on-demand retail rates. Lucas points to a recent mid-market deal where a $200 million ARR SaaS company's acquisition price was discounted by roughly 8% after the buyer discovered the target had never negotiated an enterprise agreement with its cloud provider. Luna connects this to the broader shift toward profitability-focused dealmaking. They also reference the latest market data: Oracle down 8.6% in the past five days amid cloud margin concerns, and Snowflake up 5.6% as its consumption model shows cost predictability. This episode is essential listening for founders building toward an exit and acquirers looking to avoid post-close margin erosion. #CloudInfrastructureCosts #SaaS #M&A #DueDiligence #AWS #Azure #GCP #CloudEconomics #SoftwareAcquisitions #StrategicBuyers #TechDeals #Oracle #Snowflake #Profitability #CloudMargins #FexingoBusiness #BusinessPodcast #TechPodcast Keep every episode free: buymeacoffee.com/fexingo

Lucas and Luna dive into a new pricing pressure in software acquisitions: how strategic buyers are increasingly discounting targets whose customer relationships depend on single-vendor API ecosystems. Drawing on this week's data—Microsoft flat near $385, Oracle dropping 8.6%—they unpack how API vendor lock-in has become a liability in deal valuation. They walk through why acquirers now scrutinize not just churn but the portability of integrations, and how companies that build on open standards command a premium. Along the way, they touch on how Apple's Siri AI opening up to third parties signals a broader shift away from proprietary API gates. This is episode 111 of Tech M&A with Fexingo. #TechMandA #SoftwareAcquisitions #APILockIn #VendorLockIn #SaaSValuation #MAndADeals #TechDeals #StrategicBuyers #OpenAPIs #IntegrationRisk #OracleDrop #AppleSiriAI #CustomerChurn #DealPricing #BusinessPodcast #FexingoBusiness #TechnologyPodcast #PodcastEpisode111 Keep every episode free: buymeacoffee.com/fexingo

When a large strategic buyer like a major cloud platform company acquires a small SaaS startup, the purchase price often includes a hidden premium for the target's R&D team — but in 2026, buyers are getting more skeptical about that premium. Lucas and Luna dig into why acquirers are now discounting the value of acquired engineering talent, using the case of a real late-stage startup that recently sold for a price that the buyer's CFO described internally as 'the team premium, minus the integration risk'. They discuss how deal lawyers are writing clawback provisions tied to headcount retention, how Oracle's recent 6.8% drop reflects market skepticism about its acquisition strategy, and why one serial acquirer now uses a formula that caps the R&D premium at 15% of the purchase price. Plus: what the rise of 'aligned earnouts' means for founders selling their companies. #M&A #SoftwareAcquisitions #SaaS #RandDRamp #Earnouts #StrategicBuyers #TechDeals #Valuation #EngineeringTeams #IntegrationRisk #ORCL #Oracle #CloudComputing #PrivateEquity #FounderEquity #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna dive into how acquirers are now slicing valuations based on a target's API dependencies. With the recent Apple vs. OpenAI trade secrets lawsuit highlighting the risks of embedded third-party integrations, deal teams are increasingly scrutinizing API concentration and lock-in. Lucas breaks down a hypothetical $200 million SaaS acquisition where the buyer docked 15% off the purchase price after discovering that 70% of the target's core workflows depended on a single API from a vendor with a history of sudden pricing changes. They discuss earnout structures that tie payouts to clean API migration, and reference recent market moves like Oracle's 6.8% dip and Snowflake's 2.2% gain as signals of API-driven volatility. If you're selling a software company or advising on deals, this episode will reshape how you think about integration risk. #TechM&A #APIDependency #M&ARisk #SaaS #SoftwareAcquisition #Valuation #Earnout #Oracle #Snowflake #Apple #OpenAI #IntegrationRisk #DueDiligence #TechDeals #BusinessPodcast #FexingoBusiness #AcquisitionStrategy #TechRisk Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna explore a fresh pricing factor in software acquisitions: API dependencies. As the tech stack grows more interconnected, buyers are scrutinizing how much a target company relies on third-party APIs—and what happens if those APIs change or go away. Lucas anchors the discussion with data from ServiceNow (trading near $107) and Salesforce (down 1.4% over five days), both companies whose acquisitions have faced integration risks tied to external APIs. The hosts also touch on how the recent OpenAI household push signals a shift in how platform dependency is valued. If you're an operator or builder, this episode offers a concrete framework for understanding how deal lawyers and due diligence teams now assess API risk in earnouts and valuation. #API #M&A #TechM&A #SoftwareAcquisitions #Earnouts #DueDiligence #ServiceNow #Salesforce #OpenAI #IntegrationRisk #SaaS #Valuation #Business #Technology #FexingoBusiness #BusinessPodcast #TechDeals #CustomerDependency Keep every episode free: buymeacoffee.com/fexingo

Episode 107 of Tech M&A with Fexingo drills into a specific term that has quietly reshaped software acquisition pricing in 2026: the indemnification cap. Lucas and Luna walk through how a typical $200 million SaaS deal now allocates liability limits differently than it did three years ago, using real data points from this week's market. They unpack why buyers are pushing for uncapped fundamental representations while sellers fight to keep the basket high, and how the shift in cloud concentration risk — reflected in names like Snowflake and Databricks — is driving a hard line on IP and data security reps. If you're a founder, corporate development professional, or M&A lawyer, this episode gives you the language and the logic behind a term that can move deal value by seven figures. #TechMA #SoftwareAcquisitions #IndemnificationCaps #MergersAndAcquisitions #SaaS #DealPricing #LiabilityLimits #RepresentationsAndWarranties #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #CorporateDevelopment #RiskAllocation #Escrow #DueDiligence #AcquisitionStrategy #TechDeals #LegalTerms Keep every episode free: buymeacoffee.com/fexingo

In episode 106 of Tech M&A with Fexingo, Lucas and Luna drill into a specific due diligence metric that strategic buyers are prioritizing in mid-2026: the trajectory of customer churn over time, not just the current rate. Using Snowflake's recent deal as a case study, they examine how acquirers model churn acceleration and deceleration, and why a 5% churn rate with a downward trend commands a higher multiple than 3% with an upward one. Lucas walks through the math behind churn trajectory analysis, referencing Snowflake's 261.45 price and its 0.2% five-day slip as context. Luna pushes back on whether this metric really predicts integration success. They also touch on Adobe's 2.6% uptick as an example of a company that has successfully inverted its churn curve. The conversation stays grounded in the July 12, 2026 market environment, where buyers are increasingly savvy about the quality of recurring revenue. A quick listener-support interlude keeps the episode ad-free. #ChurnTrajectory #SaaS #MergersAndAcquisitions #DueDiligence #Snowflake #Adobe #CustomerChurn #RevenueQuality #StrategicBuyers #TechMerger #DealRoom #RecurringRevenue #ChurnCurve #AcquisitionMultiple #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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

In this episode of Tech M&A with Fexingo, Lucas and Luna unpack a shift that's quietly reshaping software deal terms: the length of earnout periods. Once a standard two-year earnout was nearly automatic; now buyers are pushing for three- or even four-year earnouts tied to specific milestones like recurring revenue retention or AI model performance. Lucas walks through a recent mid-market SaaS acquisition where the earnout stretched to 36 months, and how that affected the seller's negotiating leverage. They discuss why longer earnouts are becoming the norm for AI-heavy targets, how they affect founder retention, and what the data from recent Q2 2026 deals shows about average earnout durations. Lucas cites a specific example from the cybersecurity space, referencing CISA's recent challenges to illustrate why buyers are demanding more time to verify product claims. If you're a founder or acquirer navigating software M&A, this episode offers actionable insight into one of the most negotiated lines in the deal sheet. #TechM&A #EarnoutDuration #SoftwareAcquisitions #StrategicBuyers #FounderRetention #AIDeals #CybersecurityM&A #SaaSDeals #MileStones #DealTerms #MidMarketM&A #BusinessAndTechnology #CISA #RecurringRevenue #Valuation #FexingoBusiness #BusinessPodcast #TechDeals Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna examine how acquirers are increasingly pricing customer willingness to pay into deal valuations. Using Oracle's recent acquisition of Cerner as a case study, they break down how subscription pricing models, discounting behavior, and customer upgrade history have become critical diligence metrics. Drawing on live market data from July 10, 2026 — including Oracle's -2.2% five-day decline and ServiceNow's flat performance — they explore why buyers now demand granular data on customer price sensitivity before signing a deal. The conversation also touches on how Meta's +11.5% surge reflects confidence in advertising-based willingness to pay models. A practical look at the new math behind software M&A. #SoftwareM&A #CustomerWillingnessToPay #Oracle #Cerner #SubscriptionPricing #MADiligence #Meta #AdvertisingRevenue #CustomerDiscounting #UpgradeHistory #TechDeals #BusinessPodcast #FexingoBusiness #Podcast #Valuation #PricingPower #RevenueQuality #EnterpriseSoftware Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna drill into a metric that has quietly become a deal-breaker in software acquisitions: implementation time. Drawing on recent data from ServiceNow and Snowflake, they explore why buyers are now discounting targets with long onboarding cycles and paying premiums for companies that can get customers live in under 30 days. They walk through a real-world case study of a mid-market SaaS exit that lost 20% of its valuation because average implementation ran 90 days. The conversation also covers how AI-driven onboarding tools are reshaping deal multiples, and why private equity firms are hiring implementation specialists to run diligence. No fluff, just the mechanics of modern tech dealmaking. #SoftwareM&A #TechDeals #ImplementationSpeed #SaaS #ServiceNow #Snowflake #AI #PrivateEquity #Valuation #DueDiligence #CustomerOnboarding #RevenueRecognition #MergersAndAcquisitions #BusinessAndTechnology #FexingoBusiness #BusinessPodcast #PodcastEpisode #ExitStrategy Keep every episode free: buymeacoffee.com/fexingo

In this episode of Tech M&A with Fexingo, Lucas and Luna explore a due diligence metric that is quietly reshaping deal terms: the customer acquisition cost payback period. Drawing on current market data — including Oracle's 2.8% five-day gain and ServiceNow's 2.4% uptick — they examine how strategic buyers are scrutinizing how quickly a target company recovers its sales and marketing spend. Using a hypothetical but representative case of a B2B SaaS firm, they walk through why a payback period over 24 months can trigger earnout clauses or lower multiples, while sub-12-month payback commands premium valuations. The conversation also touches on how this metric interacts with customer concentration and retention risk, two factors the show has covered in prior episodes. A brief, sincere donation segment supports the show's ad-free model. #CustomerAcquisitionCost #PaybackPeriod #SoftwareM&A #DueDiligence #SaaS #Valuation #Earnouts #B2BSaaS #SalesEfficiency #UnitEconomics #LTVtoCAC #Oracle #ServiceNow #TechDeals #Business #Technology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 100 of Tech M&A with Fexingo. Lucas and Luna dive into how acquirers are increasingly pricing software targets based on customers' willingness to pay — using transaction-level data to assess pricing power and churn risk. They examine a real mid-market case: a $200 million HR SaaS acquisition where the buyer forced a 15% price increase post-close and lost 40% of customers within six months. Lucas explains how willingness-to-pay analysis now rivals ARR as a valuation metric, and why acquirers like Vista Equity and Thoma Bravo are hiring behavioral economists. The episode also touches on Adobe's 16% price hike last year and the backlash that followed. A practical look at a subtle but powerful shift in tech deal-making. #SoftwareM&A #TechAcquisitions #WillingnessToPay #PricingPower #SaaSValuation #ChurnRisk #HRTech #Adobe #VistaEquity #ThomaBravo #BehavioralEconomics #ARRMetrics #CustomerRetention #MAndAPricing #Business #TechDeals #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Episode 99 of Tech M&A with Fexingo dives into a metric that's quietly reshaping how acquirers value software targets: willingness to pay (WTP). Lucas and Luna unpack why strategic buyers are now scrutinizing not just whether customers renew, but whether they'd pay more for the product. With concrete data points—including Adobe and ServiceNow's recent pricing moves, and a look at how Tesla's price cuts signal a different kind of WTP risk—they explain how this metric changes earnout structures and valuation multiples. If you're building or buying a SaaS company, this 12-minute episode gives you a fresh lens for pricing power as of mid-2026. #TechM&A #SoftwareAcquisitions #CustomerWillingnessToPay #SaaSValuations #PricingPower #Earnouts #Adobe #ServiceNow #Tesla #FexingoBusiness #BusinessPodcast #Business #Finance #Technology #MergersAndAcquisitions #StrategicBuyers #RevenueQuality #CustomerValue Keep every episode free: buymeacoffee.com/fexingo

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