Peter Williams’ Post

What's the M&A outlook for the rest of the year? Gurm Dhillon discusses how management teams are once again considering M&A as a strategic option after a period of cost-cutting and building up cash. Watch the full video to hear more https://deloi.tt/3Je4MpJ #DeloitteDealsMarketOutlook #DeloitteMandA

What's the M&A outlook for the rest of the year? Gurm Dhillon discusses how management teams are once again considering M&A as a strategic option after a period of cost-cutting and building up cash. Watch the full video to hear more https://deloi.tt/3Je4MpJ #DeloitteDealsMarketOutlook #DeloitteMandA

From more cross border M&A, to deals with value creation at their core, Gurm Dhillon discusses what M&A activity we can expect in 2024 across industries. Watch our latest outlook video https://deloi.tt/3vT4Dos #DeloitteDealsMarketOutlook #DeloitteFA

📢 The 2025 Middle-Market M&A Outlook I recently came across this insightful article from Middle Market Growth highlighting the expected rebound in middle-market M&A this year. You can check it out here: https://lnkd.in/eMCAEXcW. The article echoes much of what I’m seeing in the market: Key Tailwinds for 2025: 🗳️Reduced political uncertainty following the U.S. presidential election 💰Rate cuts by the Fed, improving borrowing conditions 📊Increased quality of companies coming to market ⌛Waning patience among LPs demanding capital distributions ⚖️More realistic valuation expectations from sellers (but there’s still work to be done) 📉 The Valuation Gap (my favorite part of navigating M&A waters): While seller expectations are starting to adjust, we continue to see valuation gaps across industries, deal sizes, and even among lower, medium and high-quality businesses. This disconnect remains one of the biggest hurdles to increased deal activity, as buyers and sellers work to find common ground. 🚀 Opportunities Ahead: With large-cap deal activity expected to lead the way, middle-market M&A is poised to benefit from a trickle-down effect. Many private equity firms are shifting focus down-market, targeting smaller platforms and add-ons in the lower middle market. This aligns with what we’re seeing across our client base: a growing interest in scalable businesses that can be strategically built through M&A. 🔄 Pressure on Fund Managers: The push from LPs to deliver returns and reduce reliance on continuation funds is expected to refocus attention on traditional M&A strategies, driving more activity in the year ahead. ⚡ My Take: 2025 is shaping up to be a strong year for middle-market M&A, but the valuation gap will remain a challenge we’ll all need to navigate. That said, I’m optimistic about the opportunities ahead and the creativity required to close deals in this environment. What trends are you seeing? Let’s connect and discuss how Leonis Partners can make the most of this exciting year in M&A! #MandA #MiddleMarket #PrivateEquity #Valuation #2025Trends #MarketInsights #DealFlow #CorporateFinance #LeonisPartners

After a challenging 2024, there’s a growing sense of optimism in the M&A space. What stands out is the shift in the middle market. Firms that have been sharpening their operations over the past few years are now better positioned to compete, and the quality of deals is improving.  Several factors are aligning to potentially unlock a surge in deal activity: 🌊 𝗢𝗽𝘁𝗶𝗺𝗶𝘀𝗺 𝗳𝗼𝗿 𝟮𝟬𝟮𝟱: 52% of ACG survey respondents expect more deal volume in 2025 compared to 2024, with 25% predicting a significant increase. 📉 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗚𝗮𝗽𝘀 𝗣𝗲𝗿𝘀𝗶𝘀𝘁: Despite the positive outlook, there’s still a gap between seller expectations and buyer offers, which has kept deal volume lower than anticipated. 🏥 𝗦𝗲𝗰𝘁𝗼𝗿𝘀 𝘁𝗼 𝗪𝗮𝘁𝗰𝗵: Healthcare continues to lead, with M&A activity in the sector up 57% year-over-year in 2024, representing 42% of total deal volume. 💰 𝗗𝗿𝘆 𝗣𝗼𝘄𝗱𝗲𝗿 & 𝗣𝗿𝗲𝘀𝘀𝘂𝗿𝗲 𝗳𝗿𝗼𝗺 𝗟𝗣𝘀: Private equity firms are sitting on nearly $2 trillion in uninvested capital, creating mounting pressure to deploy funds. 📈 𝗠𝗶𝗱𝗱𝗹𝗲 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗰𝗼𝘃𝗲𝗿𝘆: Many firms have focused on improving their portfolio companies, positioning them for growth. Notably, 52% of respondents expect more deal volume in the middle market in 2025. 🔄 𝗠𝗼𝗺𝗲𝗻𝘁𝘂𝗺 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴: A significant portion of deals in 2024 involved smaller transactions, with many expecting this trend to continue in 2025 as larger firms look down-market for growth opportunities. The road ahead looks promising, but only time will tell how these factors play out. What trends are you noticing in your industry? Let’s connect and discuss how these developments may impact our businesses. #PrivateEquity #MergersAndAcquisitions #MiddleMarket #LokiGroup

I enjoyed this article from PWC, and I think it has insights for the Main Street market here in Canada as well. Private equity firms continue to be active in the M&A landscape, seeking opportunities across various sectors—including smaller businesses. This could be a great time to position your business to attract interest from investors by focusing on your company's unique strengths, shoring up weaknesses and improving your financials. Companies of all sizes are also pursuing acquisitions to expand their offerings and market reach. Your business might be an attractive target if it offers unique products, services, or market access, so consider how to showcase what makes your firm irresistible to potential buyers. With the expected uptick in M&A activity, buyers are being thorough in their evaluations. Think about how to support and validate of your business's value: early work here can help avoid the dreaded retrade. While the current market direction is still unclear, many best practices for preparing your business for sale are evergreen. Being proactive can position you well, no matter which way the wind blows. One final thought before you digest Brian Levy's fine work: even if your transition is many years away, there has never been a time with more resources, tools, and qualified people to help you make the inevitable transition out of your business a planned one.

Interested in discovering the latest M&A market trends and projections for 2024? 🚗 Consumer Services Insight: The consumer services & retail industry anticipates a surge in M&A activity. Despite economic challenges, optimism is growing, fueled by stabilizing rates. With significant PE dry powder awaiting deployment and a backlog of 2023 transactions, 2024 is poised for heightened deal volume. Moreover, companies are divesting non-core categories to streamline operations, creating additional M&A opportunities. #MergersAndAcquisitions #M&A #MarketTrends #DealOutlook #IndustryInsights #FTIConsulting #CarWashAdvisory #CWA 📰 Read the full article here: https://lnkd.in/enHBz_QR

Companies burdened with higher debt servicing costs may use financial or operational restructuring to reposition in 2024. The retail, construction, leisure, energy and utilities sectors remain under pressure alongside commercial real estate. Stressed - and distressed situations will also create opportunities for buy side M&A. You can read more here in our PwC M&A Outlook : https://pwc.to/41YPvBA #PwCDeals #Restructuring #DealsOutlook #BRS

In the midst of uncertainty, one thing is clear: M&A activity is poised for a resurgence. Sellers are ramping up preparations, crafting business plans, and initiating vendor due diligence. This surge signals promising opportunities for buyers, with more quality assets likely to enter the market soon. Learn how to navigate this evolving landscape in the PwC mid-year outlook: https://pwc.to/4enzPxD #DealMaking #MarketTrends Stage Left Partners Ltd.

The article highlights 2025 as a strong year for M&A, with high demand and recovering supply. Businesses should focus on profitability, reducing risks, and pursuing growth through innovation and scale to attract buyers. Success requires balancing quality advice with strong business acumen. Read more here: https://lnkd.in/gKK_bRN6 #highdemand #profit #risks #mergerandaquisition #supply