M&A deals die with executive turnover: OpenAI's TBPN acquisition almost didn't survive
The Gist
- OpenAI's TBPN deal nearly collapsed when 4 execs left during 3-month closing
- SaaStr reveals 2 failed acquisitions when buyers themselves got acquired mid-process
- Noah Waisberg: Deals die when champions leave, not when strategy changes
- Management churn at tech companies has accelerated deal mortality rates
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ARM-stage companies mitigate this with AI-maintained deal continuity logs that survive personnel changes.
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