M&A ROARS BACK

Summary from the TLDR Founders newsletter

Tech M&A is surging in 2025's first quarter with eight major deals totaling over $45 billion, including Google's $32B acquisition of Wiz and ServiceNow's $2.9B purchase of Moveworks. This uptick suggests a potential shift back to inorganic growth as established cloud companies face slowing expansion. The window may be especially valuable for "zombie" point solutions stuck at $100-300M in revenue that could thrive as part of larger platforms.