Post by Arcadia Capital

Tech M&A and growth capital stayed active this week, led by cybersecurity, AI infrastructure, and crypto rails. 16 deals below. M&A · Cyera acquired Oasis Security, a machine-identity security platform, for a reported ~$1,000M. Extends Cyera's data-security platform into non-human and AI-agent identity. · Equifax acquired Círculo de Crédito, Mexico's fastest-growing credit bureau, for $750M at ~5.6x EV/Rev. Expands Equifax into one of Latin America's fastest-growing credit markets. · PSG acquired a majority stake in BrightAnalytics, a CFO performance-management software platform, in a deal valued at ~$305M. · Stakk acquired ParaScript, an AI document-intelligence and fraud-detection platform, for $63M. · DCM acquired Octacom, an intelligent document-processing provider, for $54M at ~2.4x EV/Rev. · Figma acquired Bud, an AI vibe-coding and agent-building team, deepening its push from design into software creation. · Mercor acquired Deeptune, a reinforcement-learning environments platform for training AI agents. · Barracuda acquired Evo Security, an identity and access management provider built for MSPs. Financings · SambaNova, an AI inference-chip and infrastructure company, raised $1,000M Series F at an $11,000M valuation led by General Atlantic. · Keyfactor, a machine-identity and PKI security platform, raised $1,000M+ led by Summit Partners. · Oratomic, a fault-tolerant quantum-computing company, raised $300M Series A at a $1,249M valuation co-led by ARCH Venture Partners, Spark Capital, and Khosla Ventures. · Kraken Technology Group, an autonomous maritime defense company, raised $175M at a $1,000M valuation led by DTCP. · Oxylabs.io, a web-data infrastructure platform for AI, raised $130M at a $3,600M valuation led by Warburg Pincus LLC. · Norm Ai, an agentic legal and compliance AI platform, raised $120M at a $1,200M valuation led by Khosla Ventures. · Pearl Health, a value-based care technology platform for Medicare, raised $110M led by Andreessen Horowitz and Trinity Capital. · Databento, a market-data platform for modern finance, raised $97M Series B led by New Enterprise Associates (NEA). #InvestmentBanking #AI #MergersAndAcquisitions #PrivateEquity #VentureCapital

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