Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!
M&A Market Trends
• Global M&A midyear outlook outlined a strategic shift from “health industries” to broader “how we care” domains, with themes expected to drive activity through the remainder of 2025
• Fintech M&A is accelerating, influenced by intensified regulatory changes and competitive market pressures that require agile adaptation
• Private equity and corporate development professionals prepared for a targeted industry bootcamp on valuation, structuring, and market positioning strategies
Cross-Border Insights
• Acquihire transactions in Big Tech are facing increased antitrust scrutiny as regulators recognise competitive implications even when only talent is acquired
• New US tariffs on select Indian exports introduce complex tax and legal factors impacting cross-border M&A with Indian counterparties
• European M&A deal value rose materially in 2025, supported by lower interest rates, improved financing conditions, and renewed investor confidence
Deal Execution Insights
• Founder exit timelines have lengthened significantly, now often spanning six to ten years versus shorter historical averages
• Buyers increasingly pay premiums for defensible market positions, predictable revenues, and clear growth potential
• First-time sellers often misjudge process complexity, underscoring the importance of experienced advisory support in securing optimal outcomes
Regulatory & Risk
• Strategic fit and solid financial fundamentals remain core to deal evaluation amid heightened regulatory attention
• IT disaster recovery planning is becoming integral to M&A to safeguard operational continuity during post-deal scaling
• Health systems facing cost pressures and reimbursement challenges are rethinking contiguous M&A strategies to diversify and maintain service quality
New Products/Tools
• Atlassian remains one of the few acquirers openly publishing its M&A term sheet, an approach sustained since 2019
• Corporate dealmakers emphasised the balance between perceived value and integration potential when assessing acquisition pricing
• PwC rolled out its Harvey AI platform to clients, enabling faster, data-rich deal analysis and streamlined execution processes
Reports/Research
• Bain’s midyear M&A report highlighted growth in technology, financial services, and media, offsetting declines in industrials and healthcare
• Life sciences M&A deal value grew year-on-year in H1 2025, driven by larger transactions in biotechnology and pharmaceuticals
• Technology, media, and telecom M&A maintained high-value activity in Q2 2025 despite macroeconomic pressures, reflecting targeted strategic focus
Want to see the posts voices behind this summary?
This week’s roundup (CW 31/ 32) brings you the Best of LinkedIn on M&A:
→ 71 handpicked posts that cut through the noise
→ 47 fresh voices worth following
→ 1 deep dive you don’t want to miss