AI & Cloud Infrastructure
Perspective on the foundational software, tooling, and platforms behind modern computing.
- Cloud Infrastructure
- Cybersecurity
- Data & AI Software
- Datastores
- DevOps
- Hyperautomation
- Software Engineering
Industry Expertise
A technology-focused perspective across markets, business models, capital, and strategic change.
Technology sectors
Focused expertise across the technology landscape, grounded in the business models, market dynamics, and strategic questions that shape each sector.
Perspective on the foundational software, tooling, and platforms behind modern computing.
Strategic perspective across the applications that power core business and public-sector workflows.
Strategic context for businesses modernizing financial products, workflows, and infrastructure.
Advisory perspective across specialized capabilities, delivery models, and technology ecosystems.
Deal insights
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.
Approximately $5.66 billion enterprise value
Read deal insightProofpoint Varonis
Proofpoint's acquisition of Varonis signals importance of data protection and AI security in the overall security market.
Approx. $6.3B all-cash announced transaction; $49.75/share
Read deal insightCDW 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.
Approximately $525 million
Read deal insight