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39 | SaaSpocalypse? How AI Is Reshaping Software M&A

Summary

AI is reshaping what buyers and investors look for in software businesses faster than most founders realize, and many are still operating with an outdated playbook. In this episode, managing directors Mike Lyon and Jeff Koons break down what is driving the so-called SaaSpocalypse, why we think it is more of a market re-rating than a collapse, what criteria investors are now using to evaluate software companies, and what concrete steps founders can take right now to assess and help strengthen their position.

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Securities offered through Vista Point Advisors, member FINRA/SIPC. This has been provided for informational purposes only and should not be considered as investment advice or a recommendation. It is not intended to address all circumstances that might arise. Opinions contained herein should not be interpreted as a guarantee of future results. The views and opinions expressed are only as of the date of production and may change without notice at any time. This material may contain “forward-looking” information that is not purely historical in nature. All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. Past performance does not guarantee future results and there is no guarantee any trend will continue. Outcomes will vary depending on individual circumstances. Any examples used in this material are generic, hypothetical, and for illustration purposes only.

Modified on Apr 14, 2026
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