AltoMonk Deal Insights

What technology transactions reveal.

Independent analysis of strategic rationale, valuation signals, sector structure, and implications for the middle market.

Select Transactions

Highlighted Deals

Announced Oct 20, 2026

Public

Salesforce Braze

Salesforce–Braze: Building the Real-Time Customer Engagement Platform

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.

AI & Software ApplicationsApproximately $5.66 billion enterprise value

Announced Oct 15, 2026

Preview Access

Proofpoint Varonis

Proofpoint–Varonis: Building an AI and Data Security Powerhouse

Proofpoint's acquisition of Varonis signals importance of data protection and AI security in the overall security market.

CybersecurityApprox. $6.3B all-cash announced transaction; $49.75/share

Announced and closed transactions

Additional Deals

Proofpoint–Varonis: Building an AI and Data Security Powerhouse

Preview Access

Proofpoint's acquisition of Varonis signals importance of data protection and AI security in the overall security market.

CybersecurityApprox. $6.3B all-cash announced transaction; $49.75/share