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The value of global software acquisition deals fell to US$50 billion in the first five months of 2026, down from US$88 billion for the same period last year—the lowest total for the period since 2020, according to a PitchBook analysis by the Financial Times. (Financial Times)
Talking point: The collapse in deal value follows a bumper year for private equity software transactions, which logged US$290 billion in buyouts in 2025. Another report from Bain & Co., which analyzed Dealogic data, found the valuations of software companies dropped about eight per cent in the first quarter of 2026, compared to a 0.3 per cent decline for all other sectors. The drop in software deals and value is a response to AI threatening the software business model by making it easier and cheaper to build their tools. The disruption has created uncertainty around which companies will thrive and which will fail, leaving buyout firms unsure where to place their bets.
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