Acquisition Replay

Four deals. Four signals the market missed.

Before each of these acquisitions cost a billion dollars to unwind, Acquisition Recon's framework had already flagged why. Here is what the numbers said before the headlines did.

Acquisition Replay — Adobe and Figma

Episode 01

Adobe / Figma

The Buyer Was the Problem

$20B · Terminated December 2023

Acquisition Replay — Amazon and iRobot

Episode 02

Amazon / iRobot

The Asset Was the Problem

$1.7B · Terminated January 2024

Acquisition Replay — Broadcom and VMware

Episode 03

Broadcom / VMware

The Integration Path Was the Problem

$69B · Closed November 2023

Acquisition Replay — Microsoft and Activision Blizzard

Episode 04

Microsoft / Activision

The Culture Was the Problem

$68.7B · Closed October 2023