Mergers & Acquisitions
Feb 2026

AI as a Structural Inflection Point for Tech Services Firms: Implications for CEOs, Private Equity Investors and M&A Processes

Valuations of many listed Tech Services and Software companies have come under pressure, driven by uncertainty around AI’s structural impact on delivery models, pricing power and long-term margin resilience. Harald Mährle, Managing Director and Global Co-head of Lincoln’s Technology Group, explores these dynamics in his latest thought leadership piece: AI as a Structural Inflection Point for Tech Services Firms: Implications for CEOs, Private Equity Investors and M&A Processes

Key Insights include:

  • CEOs of Tech Services firms can rethink their business models
  • Private equity investors can evaluate and underwrite AI risk more rigorously
  • Both can enhance long term value creation
  • Implications for M&A processes

Summary

  • Lincoln International is excited to share our thought piece: AI as a Structural Inflection Point for Tech Services Firms: Implications for CEOs, Private Equity Investors and M&A Processes

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Contributor

Headshot of Harald Mährle
I lead with an entrepreneurial mindset and serve as a trusted advisor to our clients, delivering deep process and sector expertise to help them thrive in a rapidly evolving technology landscape.

Harald Mährle

Managing Director & Global Co-Head, Technology

Munich