AltoMonk Deal Insights
Independent analysis of strategic rationale, valuation signals, sector structure, and implications for the middle market.
Select Transactions
Announced and closed transactions
Salesforce Braze
Salesforce's proposed $5.66 billion acquisition of Braze expands its real-time customer engagement and AI decisioning capabilities, with implications for marketing technology consolidation.
Proofpoint Varonis
Proofpoint's acquisition of Varonis signals importance of data protection and AI security in the overall security market.
CDW Corporation Lovelytics
CDW's $525 million acquisition of Lovelytics illustrates the strategic value of Databricks expertise, specialized AI consulting talent and enterprise distribution in technology services M&A.
Salesforce Contentful
Salesforce's Contentful acquisition links governed content, customer data and AI agents—and raises questions about strategic software value, composable CMS competition and the valuation reset for venture-backed infrastructure.