Kroll report kills Rule of 40: Growth now trumps margins in 2026 software M&A

Kroll report kills Rule of 40: Growth now trumps margins in 2026 software M&A

12h ago
SaaStr Gtm_strategyGT Gtm_strategy New

The Gist

  • Kroll data shows growth matters more than margins in 2026 software M&A
  • Cursor's $60B deal accounts for half of H1 2026's $240B total deal value
  • Public multiples tick up but valuations vary wildly between similar subsectors

RevBots.ai View:

GTM teams should prioritize growth metrics over margin optimization in current market conditions.

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