- Medallia is potentially in sale talks with tech-focused private equity firms, including Vista Equity and Thoma Bravo.
- Medallia fits the profile nicely of a PE takeout with consistent growth, a defendable niche, and a reasonable path to profitability.
- Growth has hovered in the high teens post-pandemic, and the company is also operating cash flow positive.
- Still, trading at 9.5x this year's revenue for a mid-teens growth profile, most of the upside in Medallia is likely already priced in.
For further details see:
Medallia: Fully Priced After Acquisition Rumors Swirl