AlixPartners Creates AI Disruption Score for 500 Software Companies Across 12 PE Portfolios — Projects 25-35% Revenue Decline Over Three Years
Let's Data Science / AlixPartners·high signal
Consulting firm AlixPartners published an analysis of 500 software companies across 12 private-equity portfolios, introducing an 'AI Disruption Score' to rank exposure to AI cannibalization. The report projects SaaS revenue declines up to 15% next year and 25-35% over three years, identifies a $40 billion 2028 debt wall, and finds AI-native companies commanding 5-6x valuation premiums with 7-8 percentage points higher growth. AlixPartners predicts M&A in software will surge 30-40% YoY in 2026 as mid-market companies are forced to merge or exit.