The SaaS CFO · Ben Murray
podcastplaybookUnlocking the Secrets of the Software M&A Market in 2026
Source excerpt
About The SaaS CFOWelcome to The SaaS CFO Podcast! In this episode, Ben welcomes back Jim Williams, Managing Director at GLC Advisors, for his fourth appearance to provide an up-to-date look at the software M&A landscape. This conversation dives deep into how the rise of AI is reshaping the market, the evolving benchmarks for software company valuations, and what’s currently defining high-quality SaaS businesses. Jim Williams shares insights on the barbell effect in multiples, tougher diligence on revenue quality, new questions investors are asking about AI strategy and margins, and how founders can position themselves for the best possible outcomes—whether they're aiming for a solid exit or shooting for that elusive 10x valuation. Whether you’re a SaaS founder, CFO, or investor, this episode is packed with practical guidance and timely market intelligence you won’t want to miss. Show Notes: 00:00 AI's…
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Apollo layer
What a founder can learn
Founder takeaway
Treat exit readiness as an operating discipline: strengthen revenue quality, articulate how AI affects your product and competitive position, and show credible margin performance. In a valuation market with a barbell effect, these signals can help distinguish a high-quality SaaS business.
Why it matters
Investors are applying tougher diligence and asking new questions about AI and margins, so headline growth alone may not support a strong outcome. Building evidence around business quality before pursuing a transaction can improve both strategic options and negotiating leverage.