Vertical AI M&A Deals (2026)
Announced acquisitions of AI-native software companies built for a specific industry or workflow, tracked from public sources with a source link on every row. Part of the ProCloser Tech & SaaS M&A Deal Index.
ProCloser tracks 54 Vertical AI deals in its Tech M&A Deal Index, 15 announced in the last 30 days, covering May 20, 2026 to Aug 14, 2026.
The largest disclosed Vertical AI deal is SpaceX's acquisition of Cursor for $60 billion (SEC 8-K).
10 of 54 deals disclosed a value; the others are listed as undisclosed.
The most active acquirers in this cut are SpaceX (2).
The most frequently credited advisors are L40° (1) and Equiteq (1).
Private equity buyers account for 6% of Vertical AI deals; 9% were cross-border.
Last updated Aug 18, 2026.
About this cut
This page collects announced acquisitions of AI-native software companies built for a specific industry or workflow. It currently lists 54 deals announced between May 20, 2026 and Aug 14, 2026, with 15 added in the last 30 days. The largest disclosed transaction is SpaceX's purchase of Cursor for $60 billion. 10 of the 54 deals carry a disclosed value; the remaining 44 were announced without terms and are shown as undisclosed rather than estimated. Across the cut, strategic buyers led with 31 deals and 5 deals crossed a border. Repeat acquirers include SpaceX (2) and advisors credited in public sources include L40° (1) and Equiteq (1). Use the filters to narrow by buyer type, size or geography, or download the CSV and JSON for your own analysis. Every row links to the public source it was taken from.
Vertical AI deals
Showing 54 of 54 deals · Reset filters · Filters need JavaScript; the full table is always in the page.
| Date | Target | Acquirer | Buyer type | Sector | Geo (target → acquirer) | Value | Sell-side advisor | Source |
|---|---|---|---|---|---|---|---|---|
| omni:usAI technology for insurance systems | adesso | Strategic | Vertical AI | DE → DE | Undisclosed | Not disclosed | News | |
| First Cycle, INC.agentic AI for insurance underwriting and claims | XChange TEC.INC | Public company | Vertical AI | HK → CN | Undisclosed | Not disclosed | News | |
| LaylaAI-powered trip planning startup | Expedia | Public company | Vertical AI | n/a → US | Undisclosed | Not disclosed | News | |
| Elipse.aiAI software company | Runtime Enterprises | Strategic | Vertical AI | CL → n/a | Undisclosed | L40° | Advisor announcement | |
| BenchmarkAI decision-infrastructure for asset managers | Harvey | Strategic | Vertical AI | US → n/a | Undisclosed | Not disclosed | News | |
| Limbikcognitive AI company | Burson | Strategic | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| Michelo Roboticsindustrial robot intelligence for surface treatment | Finger | Strategic | Vertical AI | KR → KR | $11.8Mconverted from KRW, approximate | Not disclosed | News | |
| AgencyAI-native customer success company | Klaviyo | Public company | Vertical AI | n/a → US | Undisclosed | Not disclosed | SEC 8-K | |
| CursorAI coding assistant/agent | SpaceX | Public company | Vertical AI | n/a → US | $60B | Not disclosed | SEC 8-K | |
| Artiumagentic AI software consulting | AlixPartners | Strategic | Vertical AI | n/a → US | Undisclosed | Equiteq | News | |
| Camionagentic AI for property portfolios | Deepki | Strategic | Vertical AI | GB → n/a | Undisclosed | Not disclosed | News | |
| SpeculoAI voice assistant for real estate lead intent | LPT Aperture Holdings | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| PetPeotalkvision-AI pet behavior analysis | LIMPID Corp. | Strategic | Vertical AI | KR → KR | Undisclosed | Not disclosed | Press release | |
| Takeofflong-horizon AI agent runtime | Sierra | Strategic | Vertical AI | n/a → US | Undisclosed | Not disclosed | News | |
| InterPositiveAI tools for LLM training and film post-production | Netflix | Public company | Vertical AI | n/a → n/a | $587Mapproximately | Not disclosed | News | |
| Shapedreal-time AI recommendation and search technology | Whatnot | Strategic | Vertical AI | n/a → US | Undisclosed | Not disclosed | News | |
| Arpaluscomputer vision grocery shelf inventory tracking | Instacart | Public company | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| Verloop.ioconversational AI customer interaction platform | Nurix AI | Strategic | Vertical AI | IN → IN | Undisclosed | Not disclosed | News | |
| Raccoon EyesAI camera-based food waste tracking | Topanga.io | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| ai.workAI agent platform for enterprise workflows | ServiceNow | Public company | Vertical AI | IL → US | Undisclosed | Not disclosed | News | |
| VeraxAI predictive livestock health analytics platform | dsm-firmenich | Public company | Vertical AI | US → NL | Undisclosed | Not disclosed | News | |
| Adaptive MLreinforcement learning operations platform | Datadog | Public company | Vertical AI | n/a → US | Undisclosed | Not disclosed | News | |
| LabibAIAI research startup, computer vision, LLMs | 9Yards X | Strategic | Vertical AI | AE → AE | Undisclosed | Not disclosed | News | |
| FinalRunAI tools for product development workflows | Noon | Strategic | Vertical AI | IN → US | Undisclosed | Not disclosed | News | |
| PinkfishAI agent tools using MCP | Genesys | Strategic | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| WeXL EduAI-powered student assessment and learning platform | GACM Technologies | Strategic | Vertical AI | IN → IN | $60.2Mconverted from INR at approx 83 INR/USD; deal is for a 30% stake | Not disclosed | News | |
| Space-ngAI navigation and guidance software for spacecraft | Firefly Aerospace | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| Maklare AIAI-based real estate demand data structuring | Premarket | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | Press release | |
| Topaz LabsAI image and video enhancement | Adobe | Public company | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| EntendreAI agents for bookkeeping automation | MoonPay | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| iMeritAI model training, evaluation, reinforcement learning services | ExlService Holdings, Inc. | Public company | Vertical AI | n/a → US | $310Mup to; includes $170 million upfront and $140 million in incentives/earnouts over two years | Not disclosed | SEC 8-K | |
| SmartFactory RxAI-driven pharma manufacturing intelligence platform | TELEO Capital Management | Private equity | Vertical AI | US → US | Undisclosed | Not disclosed | Press release | |
| LummiAI-generated design and stock image tools | Udemy | Public company | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| AudirieAI conversational simulation and assessment platform | Colibri Group | PE-backed strategic | Vertical AI | n/a → US | Undisclosed | Not disclosed | Press release | |
| AnysphereAI coding agent startup | SpaceX | Public company | Vertical AI | n/a → US | $60Ball-stock deal | Not disclosed | News | |
| Sarvam AIgenerative AI and LLM startup | HCLTech | Public company | Vertical AI | IN → IN | $150.7M10.5% minority stake, cash, part of Series B round | Not disclosed | News | |
| FinAI agents for customer service | Salesforce | Public company | Vertical AI | n/a → n/a | $3.60Balso stated as approximately EUR 3.1 billion | Not disclosed | News | |
| RiskFront AIagentic AI for financial crime compliance | K2 Integrity | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| NoNerdsAI-native marketplace for educational content | JoAcademy | Strategic | Vertical AI | JO → JO | $140,000 | Not disclosed | News | |
| YarnGPTNigerian-accented text-to-speech AI platform | Bluechip Technologies | Strategic | Vertical AI | NG → NG | Undisclosed | Not disclosed | News | |
| Sureel AIAI content attribution and tracking | Warner Music Group | Public company | Vertical AI | n/a → US | Undisclosed | Not disclosed | News | |
| KnownwellAI startup | 2X | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| PatentMakerAI patent drafting and prosecution assistant | DeepIP | Strategic | Vertical AI | DE → n/a | Undisclosed | Not disclosed | News | |
| ActualizeArabic dialect-aware voice AI agents | CNTXT AI | Strategic | Vertical AI | n/a → AE | Undisclosed | Not disclosed | News | |
| Morpheus AIgenerative video world model AI lab | Roblox | Public company | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| Kumo AIpredictive business foundation models | NVIDIA | Public company | Vertical AI | US → US | Undisclosed | Not disclosed | News | |
| Nara Logicsexplainable AI decision-support platform | Omni | PE-backed strategic | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| Aprendiocustom AI automation systems integrator | Level 6 Marketing | Strategic | Vertical AI | US → US | Undisclosed | Not disclosed | Press release | |
| Cadastralagentic AI for commercial real estate legal work | Legora | Strategic | Vertical AI | US → SE | Undisclosed | Not disclosed | News | |
| Weights.ggAI voice cloning consumer app | OpenAI | Strategic | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| Mapless AIremote teleoperation and onboard perception tech | FORT Robotics | Strategic | Vertical AI | n/a → n/a | Undisclosed | Not disclosed | News | |
| StackAIno-code AI agent-building platform | Asana | Public company | Vertical AI | n/a → US | $75M | Not disclosed | News | |
| Yessautonomous AI agent systems for enterprises | Amdocs | Public company | Vertical AI | IL → IL | Undisclosed | Not disclosed | News | |
| VizreeAI business automation and customer engagement platform | Vinra Group | Strategic | Vertical AI | IN → IN | Undisclosed | Not disclosed | News |
Frequently asked questions
How many Vertical AI deals does the index track?
54 deals so far, 15 of them announced in the last 30 days. The count changes as the daily pipeline verifies new announcements; the full dataset is downloadable as CSV or JSON from the hub.
What counts as a Vertical AI deal here?
This cut includes announced acquisitions of AI-native software companies built for a specific industry or workflow. Sector and buyer type are taken from the announcement text; rows where those had to be inferred are marked medium confidence in the JSON.
Why do some Vertical AI deals show no value?
Because the parties did not publish one. We record a value only when a dollar figure appears in the public source and never estimate, so undisclosed means undisclosed.
I am selling a Vertical AI company. Who should I talk to?
The advisor league lists firms publicly credited on tracked deals. For a fit-based introduction, get matched with a vetted M&A advisory firm, free to sellers. For pricing context see EBITDA multiples by industry.
ProCloser.ai. "Vertical AI M&A Deals (2026), ProCloser Tech M&A Deal Index." https://procloser.ai/deals/vertical-ai/. Updated 2026-08-18.
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