AltoMonk Deal Insights

What technology transactions reveal.

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

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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

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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

CDW–Lovelytics: Acquiring Specialized Data and AI Services at Scale

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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.

IT ServicesApproximately $525 million