Private Equity M&A Unlocked: Strategies for Thriving Amid Turbulence and Transformation

Strategies for Thriving Amid Turbulence and Transformation
Private Equity M&A Unlocked:

Strategies for Thriving Amid Turbulence and Transformation

Risk as Opportunity Series

The M&A market experienced a slowdown in early 2025, as deal volume declined amid rising uncertainty. Major factors included unpredictable US trade policies and escalating geopolitical tensions in the Middle East. As the year progressed, these challenges continued to shape the strategic landscape for dealmakers.

This second annual study moves beyond headlines, capturing the perspectives and priorities of market participants. It reveals how leaders are adapting—re-evaluating assets, positioning for the new technology innovation cycle, intensifying due diligence, and seeking viable exit strategies.

Key Findings:
  1. Cautious optimism: Most respondents expect M&A activity to increase, though a significant portion foresee a decline.
  2. Policy volatility: Shifting US economic policy and stricter regulations are seen as major challenges to dealmaking.
  3. Supply chain focus: Supply-chain risks, tariffs, and geopolitical tensions are top considerations for transactions.
  4. Preferred exit routes: Sales to corporate buyers and carve-outs are expected to be the most common exit strategies.
  5. AI-driven strategies: Digital transformation, especially through AI, is the leading driver for private equity buy-side activity.

Download now to discover:

  1. How market participants expect M&A activity levels to change over the next 12-24 months
  2. Which sectors are anticipated to be the most active for M&A in the coming year
  3. Expectations for asset valuations over the next 12-24 months compared to current levels
  4. Which exit route structures are expected to generate the largest volume of exits in the near term

40%

Of respondents expect M&A activity to increase moderately over the next 12-24 months, despite turbulent macroeconomic and geopolitical conditions.