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  5. CSU: Barry Schwartz is very bullish and calling for a record M&A year for CSU due to less PE competition. [Constellation Software Inc.]

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Q: Barry Schwartz is very bullish and calling for a record M&A year for CSU due to less PE competition. He’s buying the dip—do you think we should too?
Asked by jean on February 06, 2026
5i Research Answer:
We are not 100% convinced that the AI-software scare has run its course, but we would still be...
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