This article includes commentary originally published in Ansarada’s 2026 Global M&A Predictions Report, featuring insights from GrowthPoint Managing Director Alex Loukas.
As the M&A landscape evolves heading into 2026, several consistent themes are defining where investors are focusing their attention: the rise of AI-driven strategy, a premium on differentiated intellectual property, and the realignment of global supply chains.
GrowthPoint Technology Partners’ Managing Director Alex Loukas recently contributed his perspective to Ansarada’s 2026 Global M&A Predictions Report, which brings together insights from leading dealmakers around the world. In his remarks, Loukas highlighted the continued strength of mid-market technology transactions, especially among companies that bring something unique to the table.
“Buyers aren’t just looking for scale,” Loukas noted. “They want unique IP that can move the needle.”
While mega deals surrounding high-profile AI technologies continue to attract attention, Loukas emphasized that strategic buyers are equally interested in smaller, specialized firms with defensible technology and clear applications. Founders and executives should also expect increased scrutiny of their AI strategies, as investors now consider AI integration a standard part of every diligence process.
Geopolitical shifts are also influencing deal flow and manufacturing strategy. Following tariff changes in recent years, many technology product companies have moved production closer to home. As Loukas explained, “Buyers want certainty on where components and products originate, especially in the wake of tariff shifts and geopolitical realignments.”
These forces, including AI adoption, unique technology differentiation, and supply chain visibility, are collectively reshaping how buyers evaluate targets and how companies position themselves for acquisition or investment. For founders operating in these fast-moving sectors, understanding these priorities can be the difference between being approached and being overlooked.
Download the full “Ansarada Global M&A 2026 Predictions Report” to read more.
To discuss how these trends may impact your company’s strategic options, contact our team.