Nat Burgess Joins Tracxn to Discuss the Future of Tech M&A and What Most Investors Miss

Our Founder & Managing Partner, Nat Burgess, recently joined Tracxn for a conversation on “The Future of Tech M&A: What Most Investors Miss.”

In the interview, Nat shared perspective from decades of work across technology M&A, venture investing, and strategic advisory, discussing how the market is changing as AI becomes a larger force in dealmaking.

The conversation explored how companies are being evaluated today, why customer access and market relevance are becoming increasingly important, and how AI is influencing both buyer strategy and founder decision-making.

A key theme from the discussion was that the strongest opportunities are not always defined by technology alone. In many cases, durable customer relationships, domain expertise, and clear strategic fit are what ultimately drive value in a transaction.

Thank you to the Tracxn team for hosting Nat and facilitating a thoughtful discussion on the future of AI, technology, and M&A.

Watch the full interview here: Youtube