[mbesto]

Interesting year so far for PE M&A in SaaS companies

Vista - Cvent $1.65B

Vista - Marketo $1.80B

Vista - Ping $600M

Apollo - Rackspace $4.3B (moreso IaaS)

Thoma Bravo - Qlik $3.0B (debatable SaaS)

[frik]

Thoma Bravo has then

  * Qlik (BI)
  * Riverbed (APM, app & network analytics)
  * Dynatrace (APM, app & network analytics)
  * Compuware (mainframe maintenance, Dynatrace was a business unit of Compuware)

https://thomabravo.com/portfolio/all/current/

What does Thoma Bravo do with two old-school APM companies that barely provide a modern cloud service, a BI that barely provide a cloud service and a stone age relict? Will the merge the company assets and lay-off some "fat"? Or wait until IBM or Microsoft wants to buy one of their companies?