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Jan 21, 2025 | 
ionanalytics.com | Mark Andress |Troy Hooper |Izaz Ansari |Carlos Martinez
Data Insight A wave of consolidation targeting software-as-a-service (SaaS) companies is expected in 2025 as the pace of adoption of artificial intelligence (AI) puts pressure on cloud-based business models. Driving the wave will be Big Tech companies like Alphabet [NASDAQ:GOOG], Amazon [NASDAQ:AMZN], Microsoft [NASDAQ:MSFT] and Oracle [NYSE:ORCL], which are looking to layer service capabilities on top of their cloud computing infrastructure.
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Jan 20, 2025 | 
ionanalytics.com | Auri Aittokallio |Izaz Ansari |Lloyd Vassell
Dealmaking in the European spacetech sector is set to skyrocket as a result of the combination of geopolitical tensions and a growing emphasis on defence budgets. Europe finds itself between China and the US, two superpowers engaging in competitive stargazing, while Russia continues to pose a threat to the region’s stability through hybrid warfare tactics.
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Jan 8, 2025 | 
ionanalytics.com | Serafina Smith |Carlos Martinez |Izaz Ansari
Data Insight Oil majors could pare portfoliosActivity to expand beyond Permian BasinTrump’s FTC likely to ease energy regulationLast year’s gusher of mega-deals by oil and gas majors, including Diamondback’s [NASDAQ:FANG] USD 28.1bn acquisition of Endeavor Energy Resources, could prompt a slew of divestitures, industry experts told Mergermarket. The midstream and oilfield services sectors will also continue to consolidate.
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Dec 3, 2024 | 
ionanalytics.com | Jeff Sheban |Izaz Ansari |Mark Andress |Carlos Martinez
Data Insight After two seasons of disappointing returns, a thought is germinating in the agricultural technology sector: 2025 might be a better year for M&A. But maybe not by much. “Agtech has really taken it on the chin in recent years,” said Ramsey Masri, CEO of agricultural data and analytics provider CeresAI. “The sector itself has grossly underperformed and is ripe for consolidation.
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Nov 19, 2024 | 
ionanalytics.com | Siddesh Mayenkar |Mark Andress |Serafina Smith |Izaz Ansari
Data Insight Amid a rebound in M&A activity targeting oil and gas pipeline and storage operators, cash-rich corporates are expected to continue filling in the void left by private equity firms, according to market participants. Over the last five years, strategics have been playing an increasingly dominant role in North American midstream M&A, while financial-sponsor participation has declined.
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Nov 15, 2024 | 
ionanalytics.com | Rachel Lewis |Izaz Ansari |Lloyd Vassell
Some of Europe’s largest private equity firms, once renowned for multi-billion buyouts, are increasingly seeing that bigger is not always better. Sponsors including KKR, EQT, CVC, Permira, and others, have all dropped the average size of their global deals over the past five years, and especially when compared to the heady days of 2021.
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Nov 11, 2024 | 
ionanalytics.com | Mark Andress |Izaz Ansari |Carlos Martinez
Data Insight Dealmakers are anticipating a surge in mergers and acquisitions following Donald Trump’s election as president. The promise of lower corporate taxes, deregulation and leadership changes at key regulatory agencies all point to a friendlier environment for M&A under a Trump White House, say investment bankers and lawyers.
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Nov 5, 2024 | 
ionanalytics.com | Mark Andress |Izaz Ansari |Carlos Martinez
Data Insight Big Pharma evades USD 5bn+ blockbuster dealsPrivate, earlier-stage drugmakers targeted insteadDown rounds expected as investors focus on ‘winners’Biotech deals are shrinking in size as Big Pharma shies away from blockbuster transactions. For the year to date, the average deal size has sunk to USD 234m, according to Mergermarket data. That is the lowest level since 2017 (see first chart).
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Oct 21, 2024 | 
ionanalytics.com | Aldrin Brown |Izaz Ansari |Carlos Martinez
What began as a slightly improved market for North American telecommunications M&A in 1H24 has picked up steam in recent months, sending transaction volume to levels not seen in several years. The surge has been led in part by substantial fiber deals. Verizon Communications’ [NYSE, NASDAQ: VZ] USD 20.3bn all-cash acquisition of fiber-optic internet provider Frontier Communications [NASDAQ:FYBR], announced on 5 September, marked the year’s largest transaction.
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Oct 7, 2024 | 
ionanalytics.com | Priscilla Ann Murphy |Max Gonzales |Izaz Ansari |Carlos Martinez
Interest rate cut in US seen as turning pointMacroeconomic scenario suspended deals until mid-yearDeal volume increases in 3Q24Brazil’s M&A market is expected to rebound in the short term, according to lawyers and financial advisors. Sao Paulo-based law firm TozziniFreire Advogados has seen a promising interest in acquisitions and partnerships start to return in 2H24, said partner Carla do Couto. “Uncertainty has lowered a bit,” added partner Marcela Ejnisman in the same interview.
