September recorded 237 SaaS M&A transactions, bringing the YTD total to 2,019, up 28% YoY and keeping 2025 on track to be the most active SaaS M&A year ever. Momentum remained strong across verticals, led by Healthcare, Government, and Real Estate, with notable deals from Bending Spoons, OpenAI, Cadence, and Mitsubishi Electric. Swipe through for this month’s sector highlights and standout transactions, then explore the full list in our SEG SaaS M&A Deal Database™: https://lnkd.in/gJfRxeQk #MnA #SaaS #DealFlow #SaaSMnA
SaaS M&A transactions surge in September, up 28% YoY.
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As the SaaS industry continues to evolve, it is essential for businesses to look beyond traditional subscription models. While these have been the foundation of revenue generation, the next wave of monetization strategies is on the horizon. Think usage-based billing, tiered pricing based on features, and even innovative partnerships offering bundled services. These models not only cater to the diverse needs of customers but also enable companies to unlock new revenue streams. Embracing this shift can lead to sustainable growth and a competitive edge in an ever-changing market. It is time to rethink how you monetize your SaaS offerings and prepare for the future. #SaaS, #Business, #Innovation, #FutureOfWork, #GrowthStrategy, #SubscriptionModels, #UsageBasedBilling, #TieredPricing, #MonetizationStrategies, #DigitalTransformation
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This conversation with ESG is a great reminder of how fast the digital landscape is evolving. Don MacLennan explains why SMBs need more than just visibility, they need control.
Enterprise Strategy Group (part of Omdia)'s latest research confirms what we hear daily: visibility into SaaS usage isn’t enough. LastPass Chief Product Officer, Don MacLennan, explains how AI compounds the risk and what SMBs can do about it.
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The best Vertical SaaS operators know sequencing matters, especially re probabilistic / AI-centric features: → Sell trust first (deterministic) → Deliver insight second (probabilistic) → Position hybrid as transformation, not automation This isn’t theory—it’s a playbook for acquirers, builders, and operators. 🧠 Full breakdown + feature patterns here: https://lnkd.in/eH_Q_9HN
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If your company has a philosophy of never losing a deal on price, you almost certainly have a discounting problem. Because while it might sound customer-centric, setting your sales team up to always win on price creates a trigger-happy discounting culture that eats into margin. In this clip from our latest Masterclass, James D. Wilton discusses the hidden risks of 'no-deal-left-behind' thinking - and shares the pricing opportunities SaaS companies can act on now to position for pricing success in 2026. ▶️ Watch the full Masterclass now on The Cube, Monevate’s free platform for SaaS leaders: https://lnkd.in/edfm69ki #SaaSPricing #PricingStrategy #Discounting #Monetization #Monevate
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Every DAW is a system: inputs, transformations, outputs. Yet unlike SaaS, most DAWs don’t close the loop with user telemetry. Why design blind when the workflow itself is data? #DAW #UXDesign #SystemsThinking #MusicTech
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Curious about how Cyclr empowers our partners to grow? 🌱 Younium is a subscription management platform helping SaaS businesses manage quotes, billing, and revenue. Through Cyclr, Younium has been able to: ✔️ Expand their integration offering ✔️ Offload connector upkeep to Cyclr, reducing engineering and support load ✔️ Enter new markets by supporting local, niche systems ✔️ Deliver integrations 3x faster Read Younium's full integration success story here: https://hubs.li/Q03M47rF0 #integration #SaaS #customersuccess #casestudy
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The ground is shifting beneath SaaS. The flat-rate subscription model that built predictable revenue is giving way to usage-based and hybrid pricing, aligning cost directly with the value customers receive. Interesting article written by Ed Parker-Cook, Principal Consultant, Strategy & Value Creation at The Consultancy Group. Driven by customer demand for fairness and the variable costs of AI, this shift lowers entry barriers, strengthens relationships and creates more sustainable economics. The winners won’t be those clinging to outdated models but the companies that master transparent, customer-centric pricing. 🔗 https://lnkd.in/etZiHB7b #pricingstrategy #pricing #valuecreation
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AI is reshaping SaaS pricing, pushing enterprises to rethink seat-based models in favour of usage- and outcome-driven approaches. In this interview with Frontier Enterprise, Zendesk CRO Chris Donato explains how transparency and measurable outcomes can address concerns around unpredictability and trust. He also shares how sales motions are evolving as CFOs demand clearer ROI and accountability. https://lnkd.in/gmWMtKs2
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Omer Brookstein 🎗 joined Graeme Harrison on Bluesound Professional’s #Surroundscapes videocast to talk about how manufacturers and integrators are shifting from one-time sales to Hardware-as-a-Service and recurring revenue. Watch the full interview here: https://lnkd.in/efCctJHn They dive into why openness and cloud connectivity matter, how cross-vendor monitoring changes day-to-day operations and where agentic #AI and MCP fit into AV workflows. Listen to the conversation and see how teams are building scalable service models and stronger customer relationships!
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6dBig thanks to Paxton Earl and Austin Hammer for the consistent effort behind our deals analysis and market research . You make marketing’s job a lot easier!