Most SaaS companies talk about M&A as a one-off decision. The ones that consistently create enterprise value treat it as a repeatable operating model. This article breaks down how leading platforms build disciplined, programmatic M&A engines that compound value over time. It lays out a practical operating model spanning strategy, sourcing, evaluation, SteerCo governance, integration, and early success metrics. The piece also clarifies the roles of the CEO, CPO, CFO, CRO, and Corp Dev leader, and highlights where most companies succeed or fail.

AI tuck-ins only create value when the acquired capability plugs into the core data model, workflows, and decisioning engine of the parent platform. Most fail not because the technology is weak, but because the PMI playbook was built for the cloud era, not the AI era. This post breaks down how AI PMI differs fundamentally from cloud PMI a decade ago. Done right, AI PMI turns small acquisitions into platform-level transformations, and translate to material enterprise value.

SaaS multiples have reset, but AI multiples haven’t. Many SaaS platforms bought during the 2017–2021 cycle still have strong cores. They’re just stuck in a market that is now rewarding the next technological shift of AI, and the economics it represents. This piece lays out a practical, investor-focused playbook for identifying which assets can evolve, how targeted AI-led acquisitions accelerate that shift, and why decisive product and architectural transformation is the only path to re-rating into the AI valuation cohort.

As AI reshapes customer expectations and compresses product cycles, most CX vendors are being pushed into a critical decision: build AI internally or buy it. The truth is that neither path works on its own. This post breaks down why a hybrid model is emerging as the most realistic way forward.