Fexingo

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

Business EN ↓ 104 episodes

Lucas and Luna dissect software acquisitions, strategic buyouts, and the mechanics of tech dealmaking. Each episode examines a single transaction—from major cloud platform purchases to niche vertical software consolidations—breaking down the valuation multiples, the strategic rationale, and the regulatory headwinds. They analyze the balance sheets of acquirers like Salesforce, Adobe, and Microsoft, and the exit strategies for founders backed by private equity. Lucas brings the deal math and antitrust context; Luna pushes on integration risks and cultural fit. Together, they track how software...

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Fexingo

Episodes

Why Private Equity Is Buying Your Favorite Software Stack 22.05.2026 8:33

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 number...

Why Oracle Became the Quiet Giant of Tech M&A 21.05.2026 8:12

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...

When Software Companies Buy Other Software Companies 21.05.2026 9:04

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...

Salesforce and the $28 Billion Tech M&A Pivot 19.05.2026 8:22

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 scrutin...