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Overview

The AI Value Equation

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Hosted at the Rosewood Sand Hill in Silicon Valley, the 2026 Technology M&A Conference is an exclusive, invitation-only summit convening 165 senior leaders across Corporate Development, M&A Integration, Private Equity, and Finance, alongside industry luminaries, academics, regulators, investors and operators collaborating with KPMG, to decode "The AI Value Equation."

Designed for C-suite dealmakers and investors navigating rapid industry disruption, this premier forum delivers front-line case studies, live platform demonstrations, and high-impact peer exchange. Attendees will equip their deal teams with actionable frameworks to navigate the strategic forces redefining technology dealmaking—covering everything from AI-powered M&A execution and enterprise AI economics to post-SaaS valuations, insights into capital deployment on horizon technologies, global antitrust clearance, and frontier cyber and IP due diligence.

  • Connect with Industry Leaders
    Join an exclusive community of decision-makers: Engage with senior executives, private equity investors, corporate development leaders, and advisors shaping the future of technology dealmaking.
  • Gain Exclusive Market Intelligence
    Understand where the market is headed: Access timely perspectives on the trends, opportunities, and challenges influencing transaction activity, investment decisions, and value creation.
  • Learn Proven Strategies
    Turn insight into action: Hear firsthand experiences and best practices from industry leaders navigating growth, transformation, and increasingly complex deal environments.
  • Explore What's Next
    Stay ahead of disruption: Gain exposure to emerging technologies, evolving business models, and innovative approaches that are reshaping the technology sector.
  • Exchange Ideas with Your Peers
    Participate in candid discussions: Collaborate with fellow executives facing similar opportunities and challenges while sharing perspectives and lessons learned.
  • Expand Your Network
    Build relationships that extend beyond the conference: Connect with influential leaders across the technology and private equity ecosystem and strengthen your professional network.

Agenda

Time (Pacific Time)

Agenda

9:00 AM – 9:30 AMRegistration & Networking
9:30 AM – 9:45 AM

Welcome

Anuj Bahal, Principal, U.S. National Technology, Media & Telecommunications (TMT) Deal Advisory and Strategy Leader, KPMG US

Tim Lashua, Partner, Deal Advisory & Strategy, KPMG US

9:45 AM – 10:45 AM

Session 1:

Managing AI at the National and Organizational Level: Opportunity and Risk
Examine the geopolitical race for AI leadership alongside actionable strategies for establishing dynamic, enterprise-wide governance that balances aggressive innovation with ethical risk management.

Anne Neuberger, Former Deputy National Security Advisor, Cyber and Emerging Technologies; Partner, Andreessen Horowitz; Payne Distinguished Lecturer, Stanford University

Moderated by: Chad Seiler, TMT Consulting Industry Leader Deal Advisory & Strategy, KPMG US

10:45 AM – 11:50 AM

Session 2:

Rewriting M&A Lifecycle with AI

Explore real-world use cases and live demonstrations from front-line deal leaders on how artificial intelligence is fundamentally transforming deal sourcing, due diligence, and post-merger integration.

Henry Kwan, Corporate Development Integration Lead, OpenAI

Todd Manley, Global Head of M&A Integration, PayPal 

Brian Whitlock, Head of M&A Diligence & Integration Management, Microsoft

11:50 AM – 12:15 PM

Break

12:15 PM – 1:00 PM

Session 3:

From Tokenomics to AI Economics: Unlocking the Real Value Levers

Shift the conversation from compute consumption to enterprise value as C-suite, board, and investment leaders dissect the strategic, operational, and financial levers required to monetize AI at scale.

Jeff Epstein, Operating Partner, Bessemer Venture Partners
Board Director, Zoom, Twilio, Okta, and other companies

Moderated by: Swami Chandrasekaran, Global Head of AI and Data Labs, KPMG US

1:00 PM – 1:50 PM

Networking Lunch

1:50 PM – 2:50 PM

Session 4:

Navigating the Software Reset: Market Outlook, Valuations, and Deal Flow

Dissect the post-SaaS market landscape, bridging the valuation divide between buyers and sellers as mega-caps, PE sponsors, and growth companies pivot from talent/IP acquisitions to strategic platform consolidation and non-core carve-outs.

Umi Mehta, Managing Director, Global Head of Technology Venture Capital and Private Equity, Morgan Stanley

2:50 PM – 3:45 PM

Session 5:

The Investor's View: Venture, Growth, and Corporate AI Strategy

Dissect the differing playbooks of venture capitalists, growth equity funds, and corporate strategics as they identify, fund, and scale the next wave of AI-driven companies from infrastructure to the application layer.

Gamiel Gran, Chief Commercial Officer, Mayfield

James Higa, Founder and Managing Partner, Offline Ventures

Moderated by Richard Entrup, Managing Director and Head of Emerging Solutions, Enterprise Innovation, KPMG US

3:45 PM – 4:15 PM

Break

4:15 PM – 5:00 PM

Session 6:

Clearing the Hurdle: Antitrust, Geopolitics, and Global Tech M&A

Gain insider perspectives from top legal, corporate, and geo-tech policy leaders on anticipating regulatory interventions, managing cross-border competition scrutiny, and structuring defensible tech transactions over the next 12 to 18 months.

Barbara Blank, Director & Associate General Counsel, Competition & Regulatory, Meta Platforms

Heather West, Practice Head, Geotechnology, Eurasia Group

Moderated by Sarah James, Senior Editor, S&P Global Market Intelligence

5:00 PM – 5:50 PM

Session 7:

Frontier AI & Cyber Diligence: Pricing Risk and Protecting Deal Value

Gain insider foresight from frontier AI security leaders on emerging model capabilities over the next 12–18 months while mastering the cyber diligence frameworks necessary to make decisive go/no-go investment calls and adjust target valuations.

Moderated by Brian Molk, Managing Director, Advisory, KPMG US

5:50 PM – 6:00 PM

Closing Remarks

Anuj Bahal, Principal, U.S. Technology, Media & Telecommunications (TMT) Deal Advisory and Strategy Leader, KPMG US

Tim Lashua, Partner, Deal Advisory & Strategy, KPMG US

6:00 PM – 8:00 PM

Networking Reception and Dinner

Recap of the 2025 Technology M&A Conference

The 2025 Technology M&A Conference, held on November 6 at Rosewood Sand Hill in Menlo Park, CA, brought together visionary leaders, innovators, and dealmakers to explore how AI is reshaping the future of technology mergers and acquisitions. The event featured more than 80 technology and private equity leaders and an agenda shaped by a Steering Committee of industry executives, providing attendees with practical insights on navigating an increasingly complex deal environment. Dedicated networking breaks, lunch discussions, and an evening reception fostered meaningful peer-to-peer connections.

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Prior conference speakers

Luminaries and leaders

  • Barbara Blank, Associate General Counsel, Competition & Regulatory, Meta
  • Anik Bose, Managing Partner and Founder, BGV Ventures; Ethical AI Governance Group (EIAGG)
  • Jonathan Brill, Business Futurist and Executive Chairman, Center for Radical Change
  • Grayson Brulte, Founder and Chief Executive Officer, The Road to Autonomy
  • Erik Brynjolfsson, Stanford Professor, Senior Fellow at the Institute of Human-Centered AI and Director of the Stanford Digital Economy Lab, Stanford University
  • John Chambers, Founder and Chief Executive Officer, JC2 Ventures
  • Surojit Chatterjee, Founder and Chief Executive Officer, Ema
  • Brian Decker, Co-Chief Investment Officer and Head of Infrastructure Software, Francisco Partners
  • Dan Durn, Chief Financial Officer and Executive Vice President, Finance, Technology, Security and Operations, Adobe Inc.
  • Pegah Ebrahimi, Co-Founder and Managing Partner, FPV Ventures
  • Jeff Epstein, Head of Corporate Development and Operating Partner, Bessemer Venture Partners
  • Arianna Evers, Special Counsel, WilmerHale
  • Matthew Gemello, Corporate Partner and Global Corporate Business Unit Leader, Orrick, Herrington & Sutcliffe LLP
  • Gamiel Gran, Chief Commercial Officer, Enterprise GenAI, Mayfield Fund
  • Sarah Johnson, Vice President, Workforce Enablement, Hitachi Vantara
  • Chris Kauffman, Partner, General Catalyst
  • Xiaomeng Lu, Director, Geotechnology, Eurasia Group
  • Gina Mastantuono, Chief Financial Officer, ServiceNow
  • Mark McKinnon, Creator, Executive Producer and Co-host of Showtime's The Circus; Co-founder, No Labels
  • Umi Mehta, Global Head of Technology Private Equity and Venture Capital Investment Banking, Morgan Stanley
  • Anton Otaner, Founder and Chief Executive Officer, Clarum
  • Victor Peng, Board Member and National Semiconductor Technology Center Steering Committee Member; Former President of AMD and Chief Executive Officer of Xilinx, KLA Corporation
  • Ezra Perlman, Co-President, Francisco Partners
  • Lerrel Pinto, Co-Founder, ARI; Assistant Professor, New York University (NYU)
  • Shuchi Rana, Global Head of Whitespace Intelligence, ServiceNow
  • Scott Rosenberg, Managing Editor, Axios
  • Amit Sangani, Senior Director, AI Partner Engineering, Meta
  • Ted Shelton, AI Strategist and Author, Infinite Future
  • Kelley Steven-Waiss, Chief Transformation Officer, ServiceNow
  • Vivian Sun, Head of Automated Driving Systems, Amazon
  • Trevor Traina, Founder and Chief Executive Officer, Kresus Labs; Chief Business Officer, Tools for Humanity
  • Amanda Vinson, Corporate Development and Ventures Executive, ServiceNow
  • Dominic Vote, Partner, Antitrust and Competition Group, WilmerHale
  • Kristen Walthall, Vice President, Finance, Mergers & Acquisitions, HP Inc.
  • Keith Webster, President, Global Business Intelligence (GBI), J.D. Power (a Thoma Bravo Company)
  • Brian Whitlock, Head of M&A Diligence and Integration, Microsoft
  • Mike Wyatt, Head of Global Technology M&A, Morgan Stanley
  • Nicholas Zeitlin, Partner and Co-head, KKR Capstone

The AI Value Equation

Explore exclusive industry insights and thought leadership at our invite-only event. Fill out the form to be considered for an invitation. Stay informed about future KPMG events and the latest innovations in mergers and acquisitions.

Thank you

Thank you for your interest in the 2026 Technology M&A Conference. As this is an invite-only event, we are currently reviewing your information for consideration. We appreciate your patience and will reach out soon.

The AI Value Equation

Explore exclusive industry insights and thought leadership at our invite-only event. Fill out the form to be considered for an invitation. Stay informed about future KPMG events and the latest innovations in mergers and acquisitions.

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