Episode 94: Tech M&A in February 2026: Deal Volume, Valuations & Mega Deal Trends Explained

February 2026 was an active month for technology mergers and acquisitions, with 394 tech M&A transactions , including five billion‑dollar mega deals and a top disclosed transaction valued at $9.9 billion . In this market update, we break down the latest tech M&A data from the Corum Index , including deal volume, valuation multiples, private equity activity, cross‑border trends, and sector‑level performance across horizontal, vertical, infrastructure, gaming, IT services, healthcare, AI, cybersecurity, and supply chain management . You'll hear where valuations are expanding, which subsectors are commanding premium multiples, and how strategic buyers, private equity firms, and non‑tech acquirers are shaping today's deal landscape. If you're a founder, CEO, investor, or corporate development leader, this report offers practical insight into exit timing, buyer demand, and market momentum . Takeaways February 2026 recorded 394 tech M&A deals , including five $1B+ mega transactions Private equity acquired 23 platform companies; VC‑backed exits totaled 105 35% of deals were cross‑border , highlighting strong global buyer demand Startups represented 45% of all transactions, with an average target age of 12 years The horizontal sector continues to lead in total deal volume and value Supply Chain Management (SCM) delivered the highest revenue and EBITDA multiples Healthcare, education software, AI, cybersecurity, gaming, and infrastructure saw robust activity Strategic buyers increasingly pursued AI capabilities, data platforms, and sector‑specific software Valuation multiples varied widely by subsector—underscoring the importance of positioning and timing Chapters 00:13 – Mega Deals and Market Scale 00:24 – Private Equity, VC Exits & Cross‑Border 00:47 – Vertical vs Horizontal Sector Performance 04:22 – IT Services Valuation Trends (Developed & Emerging Markets) 06:15 – Consumer Sector Deals 09:06 – Infrastructure Sector Valuations

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Episode 94: Tech M&A in February 2026: Deal Volume, Valuations & Mega Deal Trends Explained is an episode from The Tech M&A Podcast by Heidi Owen.

This episode is 11:33 long.

This episode was published on Mar 18, 2026.

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