✅ Final Thoughts Friday for 2025-10-03

The biggest story this week is the (new) biggest private equity deal in history for a familiar name… Silver Lake.

And now… a similar playbook is running

The week saw the acquisition of video game giant Electronic Arts (EA). A consortium led by Saudi Arabia’s Public Investment Fund (PIF) and private equity firm Silver Lake is taking the company private for approximately $55 B.

https://www.techmeme.com/250929/p16#250929p16

Why (new) biggest?

Back in my days at VCE, the VMware, Cisco, and EMC relationship became more one-sided when we became an EMC Federation company in 2015. Later that same year, we were acquired again by Michael Dell and… private equity firm Silver Lake to become Dell Technologies in what was the biggest deal ever at that time.

https://fudge.org/archive/my-fifth-year-at-vce/

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