2026 M&A Outlook

Falling rates, aging VC funds, and must-own categories

Well, that’s a wrap on 2025 – an exciting year characterized by eye watering price tags, sweet sweet rate cuts, BigCo divestitures, tariff-induced market whipsaws, and more.

I’ll do a 2025 wrapped, but I am currently in Mexico on my first vacation I think of the year, so wanted to get some thoughts down, and this felt like a good topic.