Ken Lefkowitz Discusses AI-Driven Dealmaking and M&A Market Strength with Law360
Technology M&A remains active as AI drives investment and acquisition activity.
Highlights
AI is expected to continue driving technology M&A as the market sorts durable businesses from weaker ones.
Leading AI companies are likely to strengthen their positions through acquisitions as the sector matures.
Lefkowitz says deal activity remains healthy across fintech, commercial bank mergers, venture capital and joint ventures.
Ken Lefkowitz discussed the M&A market in the first half of 2026 with Law360, including the role AI is playing in technology dealmaking, and his outlook for transaction activity.
Discussing the sector, Lefkowitz said AI is expected to continue driving technology M&A and noted that the current cycle resembles earlier technology booms.
“AI is real,” he said, adding that the market is still in the early stages of sorting durable businesses from weaker ones.
Lefkowitz also noted that leading AI companies are likely to strengthen their positions through acquisitions as the sector matures, similar to the emergence of dominant platforms following the dot-com era.
In the article, he also discussed broader deal activity in the first half of 2026, citing signs of a healthy market with work spanning fintech, commercial bank mergers, venture capital and joint ventures.
“From January through the end of May, we have been as busy as we were since 2021,” Lefkowitz said.
While deal activity has eased in recent weeks, Lefkowitz said he does not expect a significant market slowdown.
“The pipeline is not as deep as it was three months ago,” he said. “But I don't think we're entering a period where deals are going to die.”
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