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Chronicles

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Bending Spoons agrees to acquire Miro in an all-cash transaction valuing the workplace-collaboration platform at $1.36B, implying an equity value of ~$1.79B

Bending Spoons SpA agreed to acquire workplace-collaboration platform Miro in an all-cash transaction valuing the business at $1.36 billion, as the Italian technology group continues its acquisition spree.

Bloomberg Sonia Sirletti

Context & Ripple Effects

Bending Spoons is extending an acquisition program that was financed in part by a €500M-plus debt raise for further software deals. The Miro agreement follows its proposed $1.285B Airtable acquisition announced in August 2026, placing two work-management software transactions on its deal slate.

For Miro, the cash valuation creates a sharply lower M&A benchmark than the $17.5B post-money valuation in its 2022 financing. The contrast matters because it turns a formerly high-valued standalone SaaS company into another potential asset in Bending Spoons’ portfolio strategy.

First-order effects

  • Bending Spoons commits to an all-cash purchase of Miro valued at $1.36B, while Miro shareholders receive a transaction implying roughly $1.79B of equity value if the deal closes.
  • The agreed price resets Miro’s observable valuation benchmark far below its $17.5B 2022 post-money valuation.

Second-order effects

  • Bending Spoons must allocate cash, financing capacity and integration resources across the proposed Miro and Airtable transactions, adding execution demands to an acquisition program backed by debt financing.
  • Miro’s sale gives other privately held workplace-software companies a concrete cash-deal reference point that differs materially from funding-round valuations set during the prior SaaS cycle.

Third-order effects

  • If Bending Spoons completes its pending transactions, its model increasingly concentrates enterprise-software ownership in a buyer able to combine acquisition financing with portfolio operations rather than build each product organically.
  • The gap between Miro’s 2022 funding valuation and the agreed acquisition value signals a market in which cash M&A, rather than venture financings, is becoming a more consequential price-setting mechanism for mature SaaS assets.

The trend: Bending Spoons’ Miro and Airtable agreements point to acquisition-led consolidation of work-management software at cash valuations set by strategic buyers.

Discussion

  • @buccocapital @buccocapital on x
    Was $17B at one point
  • @deedydas Deedy on x
    Another brutal M&A. Miro, founded in 2011 and valued at $17.5B 4yrs ago, is getting acquired by Bending Spoons, founded 2013, at ~2.3x ARR. After Airtable, another unfortunate victim of the SaaS bust at ~10x down from peak. It raised $476M only to be sold for $1.355B EV ($1.79B e…