"What's missing from the above technology, IT security." Which is exactly why during the Bloomberg TV interview last month the TPG partner said this year "We will be acquiring small computer software companies in the cyber security landscape." They know they have a critial defecit and will resolve it. Agree. "Our little SFT fits the bill!"
"I would rather pay for the lawsuits (which buys me a right to first refusal) and await the outcome before buying it all. So, you think that is how Texas Pacific Group is playing this hand?