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Perspectives ontechnology M&A.
Selected perspectives on strategic technology M&A, valuation, market dynamics and the transatlantic transactions shaping the technology sector.
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Freshworks
Sagacityacquired by
Buy, don’t build: Salesforce, Workday, Anthropic, Cohere, Freshworks and Accenture go shopping, and Workday and Adobe sign AI partnerships
As AI agents move into real work, platforms are buying what makes them safe and useful there (identity, security, spend control and the customer data they act on), and the companies that own those pieces are being bought for fit, not size.
Read article- Buyer Spotlight
Buyer Spotlight: Nebius
Nebius has spent 2026 buying the software layers above its GPUs. We map the deals, assess the strategy behind them and look at where the AI cloud market and its adjacent segments are heading.
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GoShineacquired by
Flamel.aiacquired by
Listen Labsacquired by
Robotiq.aiacquired by
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- Dokaiacquired by
Bolt
Buy, don’t build: SAP, Salesforce, Yext, HCLTech, Automation Anywhere and Bolt go shopping, and Accenture partners with Within
Platforms are buying the point solutions their AI agents need to do real work (proprietary data, execution inside legacy systems, a customer-facing voice, a new channel), and companies that own those pieces are being bought for strategic fit, not scale.
Read articleSaaS trading in 2026: a market split in two
Public software multiples were cut almost in half, yet private SaaS deal-making has never been busier. What happened this year, and what it means for founders preparing an exit.
Read articleARR multiples: what is my company worth?
How buyers turn ARR into a price in 2026, the range to expect for your size, and the metrics that move you up or down within it.
Read articleThe transatlantic premium in technology exits
US technology companies still sell at materially higher multiples than comparable European ones. Why the gap exists, and how European founders can close part of it.
Read articleWhat buyers actually read in a data room
Buyers no longer take the management deck at face value. In 2026 they rebuild your ARR, read your cohorts and test your AI defensibility. Here is what they open first.
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