Two Major SaaS Exits Announced

After last week’s Lack of SaaS Consolidation post, we just had two major SaaS exits announced in the last 24 hours:

With relatively few SaaS exits recently, these two are huge. What to make of it? Here are a few thoughts:

  • SaaS has much more growth ahead than public markets even priced in
  • Market leaders get a serious premium
  • Consolidation will eventually happen for the category leaders
  • Plan on 10+ years for the largest of SaaS exits
  • Look for more of these huge exits over the next five years (Zendesk, Shopify, HubSpot, etc.)

It’s a great time to be in SaaS and we have many years of growth ahead of us.

What else? What are some more thoughts on these recent SaaS acquisition announcements?

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