The Olympian Group - P.E. | V.C. | M&A | Public Markets

Outlook for 2024 in P.E. & V.C.

Great short article on M&A in Pharma.and Life Sciences for 2024 from PwC.

To My Global Network , Please see my latest post on the M&A Outlook for 2024 and Beyond. Despite the 2022 downturn, the M&A environment is making a comeback with interest rates peaking, inflation slowing down, and the US debt ceiling crisis averted. The convergence of buyer and seller pricing expectations and an abundance of dry powder are also contributing factors. Looking ahead, we expect to see significant dealmaking in digitalization, decarbonization, supply chain resilience, and value creation. Stay ahead of the curve and read the full post for more insights. Should any of you be interested in speaking with me regarding any potential merger or acquisition that you or your company is embarking on, please feel free to reach out to me directly. Thank you ! Thanks to Alpha Sense for their excellent reporting. #MandA #Outlook2024 #Digitalization #Decarbonization #SupplyChainResilience #ValueCreation

To My Network Around the Globe. Please find the continuation of the M&A outlook for 2024 from Alpha Sense with emphasis on the U.S., U.K. & India. Global M&A Trends United States The US M&A market was heavily affected by several key headwinds in 2022—increased scrutiny from regulators, rising interest rates, global tensions, and stock market volatility—which affected deal flow well into 2023. However, in the second half of 2023, there was a substantial rebound in deal volume, and the U.S. is currently contributing to a larger-than-usual share of global activity, which is helping offset the decline in volume in European and APAC regions. M&A experts predict that deal flow in the U.S. will continue at a stable, steady pace throughout 2024. Industries of all kinds are feeling the pressure to keep up with the speed of business transformation, and M&A remains a powerful way to maintain a competitive advantage. That said, no M&A boom appears imminent as the United States.—like most other regions—is still dealing with regulatory and macroeconomic headwinds. United Kingdom Similar to the rest of the world, the UK is dealing with a number of headwinds that have persisted since 2022, among which are high inflation, macroeconomic turbulence, a potential recession, geopolitical instability in Europe, and regulatory uncertainty. Still, the UK and Ireland are expected to have the highest growth in M&A activity next year, according to the European M&A Outlook 2024 report published by law firm CMS. Interest rates have finally reached their peaks and are expected to start coming down, which means buyers and sellers can better assess market conditions and make more accurate business valuations. Additionally, dealmakers are keen to complete transactions before the next general election in 2025, since an increase in capital gains tax is likely with administrative changes. There is also concern among dealmakers that the UK’s regulatory environment is a hindrance to M&A, especially since the Competition and Markets Authority (CMA) has gained greater power since Brexit. However, the CMA’s increased scrutiny does not seem to be deterring potential buyers and sellers from making deals in 2024. India Of all the regions discussed in this article, India has one of the most bountiful M&A landscapes this year. Even while dealmaking dropped off in other regions in 2022-2023, M&A deal volume and value reached historic highs in India. The main factors behind this surplus are: corporate balance sheets are solid, private equity has ample dry powder to deploy, India has become a global hotspot for non-US capital, and conglomerates are increasingly turning to M&A to win future profit pools. The forward momentum of M&A activity is slated to continue in India, with global markets standing at the ready to double down on India as an attractive long-term opportunity.

To my network, sharing some highlights from Alpha Sense on M&A Trends for 2024. Mergers and Acquisitions Trends at a Glance After a slow start in 2023, deal activity and flow appear to be stabilizing and are likely to grow at a steady pace in 2024. With the rise of generative AI, more and more companies across industries are prioritizing deals that enable them to add tech capabilities and be at the forefront of the AI revolution.. Increases in enforcement and legislation in the US are affecting how companies enter deals. Small to midsize M&A deals are on the rise as valuations reset. PE firms are sitting on a record amount of dry powder, which will likely spur M&A opportunities in the near future. Cross-border M&A deals are becoming more popular for growth-focused companies. Around the world, investors are favoring companies with demonstrated commitments to environmental, social, and governance practices, as well as clear ethical values.