Resurgent Corporate Dealmaking

Merger and acquisition (M&A) activity is gaining traction after a muted period, driven by deregulation, Fed rate cuts, and surging demand for AI-related transactions. With deal volume trending higher, as illustrated in the “M&A Activity is Gaining Momentum” chart, it creates attractive opportunities for merger arbitrage strategies and private equity investors in the alternative investments arena. The backdrop suggests improving conditions for dealmakers, which could broaden the investible universe and support returns in 2026.