Thoma Bravo, a technology-focused investment firm, is in preliminary negotiations to acquire Jeppesen, Boeing’s navigation division $BA. According to Bloomberg News, an official announcement regarding the deal is expected later this week. This sale is part of a broader strategy by Boeing's CEO, Kelly Ortberg, aimed at optimizing operations and reducing debt through divestitures of non-core assets.

SailPoint Technologies made headlines when it returned to the public market after a period of private ownership under Thoma Bravo in 2022. The company's recent IPO, underwritten by Morgan Stanley, Goldman Sachs, and J.P. Morgan, has sparked both optimism and cautious assessment from financial analysts. While several brokerage firms on Wall Street have issued predominantly positive outlooks, some experts warn of intensifying competition in the data protection space.