---
title: "Citi: Thoma Bravo's acquisition of Informatica has strategic value"
description: "Cloud software giant Salesforce is planning to acquire cloud management data company Informatica, which has strategic value. Citigroup is concerned about the valuation and execution of the deal. Sales"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/201979845.md"
published_at: "2024-04-15T13:17:05.000Z"
---

# Citi: Thoma Bravo's acquisition of Informatica has strategic value

> Cloud software giant Salesforce is planning to acquire cloud management data company Informatica, which has strategic value. Citigroup is concerned about the valuation and execution of the deal. Salesforce CEO Marc Benioff is driving this transaction to enhance Salesforce's cloud data integration and management capabilities in the AI era. Salesforce's Data Cloud products are still immature and face challenges in data integration. However, this acquisition will position Salesforce more favorably in discussions on modernizing data assets. This is good news for small and medium-sized data analytics companies

According to the Zhitong Finance and Economics APP, cloud software giant Salesforce (CRM.US) is planning to acquire cloud management data company Informatica (INFA.US). Citigroup stated that the acquisition has "strategic value," although the bank is concerned about the valuation and execution of the deal.

It is reported that, citing sources familiar with the matter, Salesforce CEO Marc Benioff is pushing forward what could be one of the largest deals in the company's history. This time, Marc Benioff's target is Informatica, which will enhance Salesforce's cloud data integration and data management capabilities in the AI era. Sources say that the two companies have been in negotiations recently and may reach an agreement as soon as within a week.

Citigroup analyst Tyler Radke stated in a report, "Despite Salesforce management's recent emphasis on the success of Data Cloud, our field checks suggest that the product remains relatively immature." "In fact, data integration within the Salesforce product environment is complex. The Salesforce Cloud + Data model operates in different code repositories; important data/information spreads outside the Salesforce platform, and customers typically leverage many other front-end SaaS providers. This limits Salesforce's access to higher-fidelity/quality data, even for traditional BI data analysis. With the proliferation of generative AI, this challenge will only become more difficult."

The analyst added, "As enterprise data assets modernize and generative AI advances, the strategic importance of data governance and data quality is also increasing. As the company seeks to complement its Data Cloud product, combining Informatica's data management assets with Salesforce's significantly larger organization can position Salesforce more favorably in discussions on modernizing data assets."

The analyst also stated that if the acquisition is completed, it will be good news for small and medium-sized data analytics companies, including Elastic (ESTC.US), Teradata (TDC.US), Confluent (CFLT.US), and MongoDB (MDB.US)

### Related Stocks

- [INFA.US - Informatica](https://longbridge.com/en/quote/INFA.US.md)
- [CRM.US - Salesforce](https://longbridge.com/en/quote/CRM.US.md)
- [C.US - Citigroup](https://longbridge.com/en/quote/C.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
