Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!
If you prefer listening, check out our podcast summarizing the most relevant insights from M&A Insights CW 05/ 06:
AI and Data Dealmaking
AI tools shift outbound from generic outreach to targeted, signal based pipelines grounded in owner behaviour and financial indicators
Deal teams apply AI for screening, timing and early dialogues, compressing front end cycle times and freeing capacity for more mandates
AI readiness becomes a valuation lens, with lagging adoption linked to weaker margins and future competitive positioning in buyer assessments
Tech and software stories tie AI directly into deal theses, from acquiring AI native platforms to embedding AI into valuation and CRM stacks
Risk, Diligence and Integration
Intensive early diligence is framed as value protection, stopping weak deals before close and avoiding costly post transaction remediation
Tax, tariffs and regulation are treated as live valuation variables, built into structured scenarios rather than handled as late-stage legal fine print
Enterprise architecture and clear post deal accountability are positioned as enablers of true operating convergence, not just integration activity
Cultural fit, empathy and emotional intelligence are highlighted as decisive success factors, particularly in mid-market and corporate integrations
Exits and Ownership
Engineered buyer competition and tight sell side process design are presented as primary levers to maximize exit value
Clean ownership structures and cap tables are described as non-negotiable hygiene factors for credible, efficient exits
Advisers guide ageing and founder owners through institutional sales, translating personal objectives into structured terms and governance
In SaaS, relationship driven advisory is prioritized over pure AI efficiency, with trust and long-term ties seen as key to getting deals done
Sector Highlights
Banking and fintech posts focus on large card and fintech deals, using M&A to build integrated issuing and lending platforms
Insurance and fintech content shows insurtech acquisitions expanding product breadth and market coverage rather than simply adding scale
Healthcare narratives examine moats in HealthTech and MedTech and use nutrition and healthcare transactions to illustrate disease management strategies
Industrial, resources and property technology stories emphasize vertical integration, control of critical infrastructure and emerging European PropTech plays
Market Outlook
Regional outlooks expect European M&A to perform through 2026 despite geopolitical tension, while North America works through a recent slowdown
Market pieces describe buy side investors preparing for more active pipelines and competitive processes as uncertainty gradually eases
Technology outlooks point to fewer but larger strategic deals, centered on vertical integration, adjacency plays and infrastructure control
Across geographies, CEOs and buy side teams appear most positive where AI and broader transformation form the core of the investment thesis
Want to see the posts voices behind this summary?
This week’s roundup (CW 05/ 06) brings you the Best of LinkedIn on M&A:
→ 72 handpicked posts that cut through the noise
→ 37 fresh voices worth following
→ 1 deep dive you don’t want to miss

