- AI-native SaaS companies are commanding a ~2x valuation premium over legacy SaaS providers, reflecting market preference toward defensible technology assets with strong AIupside.
- AI-driven enterprise software spending is expected to surpass $450B in 2026, with AI software alone projected to grow ~60% YoY as enterprises seek to keep pace with rapidly modernizing workflows and operations.
- Enterprise AI pioneers are increasingly capturing significant productivity gains at scale, with 20-30% improvements in software development efficiency and 25-40% reductions in time-toinsight across enterprise workflows.
S&S M&A Weather Report
Geopolitical conflict and an ever-dynamic rate environment have resulted in a volatile M&A market in 1H 2026. Should Middle East tensions cool, economic indicators stabilize, and current tech-IPO market momentum persist, the software market could be poised for a Q3 rebound.
Connect with Our Team
- Christopher Park, Managing Director, Head of Software & Services, CPark@IntrepidIB.com
- Jeff Becker, Managing Director, Software & Services, JBecker@IntrepidIB.com
- Josh Moses, Managing Director, Software & Services, JMoses@IntrepidIB.com
- Terry Jiang, Managing Director, Software & Services, TeJiang@IntrepidIB.com
- Ryan Makis, Director, Software & Services, RMakis@IntrepidIB.com