M&A Deal Flow 2026: Energy Consolidation, AI Data Centers & What Boards Must Know

What's actually happening in M&A deal flow right now? Mat Hency, Managing Director at Alvarez & Marsal, breaks down the current M&A landscape for board directors—from large strategic transactions and midcap energy consolidation to data center infrastructure driven by AI demand.

Key insights covered:
• Why 2026 deal activity isn't as active as anticipated—but large strategic deals are poised for a banner year
• What's driving transformative M&A: organic growth limitations, regulatory predictability, and interest rate timing
• Midcap energy consolidation: why operators risk being subscale and how consolidation addresses cost profile and investor expectations
• AI-driven data center boom: bottlenecks in land, power, cooling, and services—and why Texas is well-positioned
• Governance implications for boards: capital allocation (build vs. acquire), debt paydown vs. distributions, cyber governance for critical infrastructure, leadership compensation and succession, and ESG shifts toward power, water management, and safety

From our April 23, 2026 program "Navigating the M&A Environment" in Austin, Texas, featuring Mat Hency (Alvarez & Marsal), Mark Mundey (Pearl Meyer), and Chet Fenimore (Fenimore Kay Harrison), moderated by Kathleen McAllister.

Видео M&A Deal Flow 2026: Energy Consolidation, AI Data Centers & What Boards Must Know канала NACD Texas TriCities Chapter