S&P Global Market Intelligence's Big Picture M&A Report Examines the Drivers that Can Set the Pace for the Recovery in Dealmaking
S&P Global Market Intelligence has released an analysis examining key M&A trends through 2025. While M&A announcements have increased in 2024, they remain below pre-pandemic levels and far from 2021's records. Private equity firms are showing increased activity and are expected to deploy more capital in a lower rate environment. The report highlights that oil and gas sector consolidation continues despite antitrust concerns, with North American transactions reaching record levels. The technology sector shows potential for recovery, though traditional strategic acquirers remain less active. Lower interest rates and a less restrictive regulatory environment are expected to create more favorable conditions for dealmaking.
S&P Global Market Intelligence ha rilasciato un'analisi che esamina le principali tendenze in materia di fusioni e acquisizioni fino al 2025. Sebbene gli annunci di fusioni e acquisizioni siano aumentati nel 2024, rimangono inferiori ai livelli pre-pandemia e molto lontani dai record del 2021. Le società di private equity stanno mostrando una maggiore attività e si prevede che investiranno più capitale in un ambiente di tassi più bassi. Il rapporto evidenzia che la consolidazione nel settore oil e gas continua nonostante le preoccupazioni antitrust, con le transazioni nordamericane che raggiungono livelli record. Il settore tecnologico mostra potenziale di recupero, anche se gli acquirenti strategici tradizionali rimangono meno attivi. Si prevede che tassi di interesse più bassi e un ambiente normativo meno restrittivo creeranno condizioni più favorevoli per le trattative.
S&P Global Market Intelligence ha lanzado un análisis que examina las principales tendencias en M&A hasta 2025. Si bien los anuncios de M&A han aumentado en 2024, siguen por debajo de los niveles previos a la pandemia y lejos de los récords de 2021. Las firmas de capital privado están mostrando una actividad creciente y se espera que desplieguen más capital en un entorno de tasas más bajas. El informe destaca que la consolidación en el sector de petróleo y gas continúa a pesar de las preocupaciones antimonopolio, con transacciones en América del Norte alcanzando niveles récord. El sector tecnológico muestra potencial de recuperación, aunque los adquirentes estratégicos tradicionales permanecen menos activos. Se espera que tasas de interés más bajas y un entorno regulatorio menos restrictivo creen condiciones más favorables para la realización de negocios.
S&P Global Market Intelligence는 2025년까지의 주요 인수합병(M&A) 동향을 조사한 분석을 발표했습니다. 2024년 인수합병 발표는 증가했지만 팬데믹 이전 수준보다 여전히 낮고 2021년의 기록에는 미치지 못합니다. 사모펀드는 활동이 증가하고 있으며, 낮은 금리 환경에서 더 많은 자본을 배치할 것으로 예상됩니다. 보고서는 석유 및 가스 부문의 통합이 반독점 우려에도 불구하고 계속되고 있으며, 북미의 거래가 기록적인 수준에 도달하고 있다고 강조합니다. 기술 부문은 회복 가능성을 보이고 있지만, 전통적인 전략적 인수자는 덜 활발한 상태입니다. 낮은 금리와 덜 규제적인 환경이 거래 성사를 위한 더 유리한 조건을 만들 것으로 예상됩니다.
S&P Global Market Intelligence a publié une analyse examinant les principales tendances des fusions et acquisitions jusqu'en 2025. Bien que les annonces de fusions et acquisitions aient augmenté en 2024, elles restent en deçà des niveaux d'avant la pandémie et très éloignées des records de 2021. Les sociétés de capital-investissement montrent une activité accrue et devraient déployer plus de capitaux dans un environnement de taux d'intérêt bas. Le rapport souligne que la consolidation du secteur pétrolier et gazier se poursuit malgré les préoccupations en matière d'antitrust, les transactions nord-américaines atteignant des niveaux records. Le secteur technologique présente un potentiel de reprise, bien que les acquéreurs stratégiques traditionnels demeurent moins actifs. Des taux d'intérêt plus bas et un environnement réglementaire moins restrictif devraient créer des conditions plus favorables à la conclusion d'accords.
S&P Global Market Intelligence hat eine Analyse veröffentlicht, die die wichtigsten Trends im Bereich Fusionen und Übernahmen bis 2025 untersucht. Obwohl die Ankündigungen von Fusionen und Übernahmen im Jahr 2024 zunehmen, liegen sie weiterhin unter dem Niveau vor der Pandemie und weit entfernt von den Rekorden des Jahres 2021. Private-Equity-Firmen zeigen eine erhöhte Aktivität und werden voraussichtlich mehr Kapital in einem Umfeld mit niedrigeren Zinsen bereitstellen. Der Bericht hebt hervor, dass die Konsolidierung im Öl- und Gassektor trotz Wettbewerbsbedenken anhält, wobei nordamerikanische Transaktionen Rekordhöhen erreichen. Der Technologiesektor zeigt Potenzial für eine Erholung, obwohl traditionelle strategische Erwerber weniger aktiv sind. Niedrigere Zinssätze und ein weniger restriktives regulatorisches Umfeld werden voraussichtlich günstigere Bedingungen für Transaktionen schaffen.
- Private equity firms showing increased activity in larger deals
- Record levels in North American oil and gas M&A transactions
- Improved revenue outlook for technology industry
- Expected favorable conditions with lower interest rates
- M&A activity remains below pre-pandemic levels
- participation from traditional strategic acquirers in tech sector
Insights
The M&A landscape analysis reveals several key trends shaping the market. Private equity firms are showing increased appetite for larger deals, marking a strategic shift from their previous focus on smaller transactions. The oil and gas sector demonstrates remarkable resilience, with record-level North American M&A activity proceeding despite antitrust scrutiny.
Notable is the subdued participation of major tech players, whose involvement historically catalyzed M&A booms. The anticipated lower interest rate environment could significantly boost dealmaking activity, particularly benefiting private equity deployments. The tech sector's improved revenue outlook, combined with increased private equity interest, suggests potential for deal acceleration.
For S&P Global (SPGI), this analysis showcases their market intelligence capabilities and positions them favorably as a key information provider in the evolving M&A landscape. Their insights are particularly valuable as the market shows signs of recovery from post-pandemic levels.
M&A announcements have showed signs of increasing in 2024 but remain below pre-pandemic levels and are far off 2021's record levels. Achieving new peaks will take time, and major M&A players can set the recovery's pace.
In this new report, S&P Global Market Intelligence experts highlight some of the areas that can help set the pace of the M&A recovery. Private equity firms have been more active and should continue to deploy capital, especially in a lower rate environment. Consolidation in the oil and gas sector is set to resume after a brief pause. Major technology players have helped fuel past M&A booms, but they have remained largely sidelined.
"There is still plenty of room for growth in the M&A market," said Joe Mantone, one the of the authors of the S&P Global Market Intelligence report. "Lower interest rates and a less restrictive regulatory environment should make the dealmaking environment more conducive."
Key highlights from the report include:
- Private equity has increasingly inked larger deals. This marks a shift after two years of slowing M&A and focusing on smaller transactions, such as corporate carve-outs.
- Antitrust concerns have done little to derail the blockbuster oil and gas mergers. Large deals have pushed North American oil and gas M&A transactions to record levels and regulators have yet to stop a
$1 billion - Traditional strategic acquirers have been less active in the technology space and their participation is needed in order for the sector to produce a meaningful M&A recovery. However, the revenue outlook has improved for the industry, and private equity buyout firms are pursuing more deals.
To request a copy of M&A Outlook: Bright spots, shadows on dealmaking horizon, please contact press.mi@spglobal.com
S&P Global Market Intelligence's opinions, quotes, and credit-related and other analyses are statements of opinion as of the date they are expressed and not statements of fact or recommendation to purchase, hold, or sell any securities or to make any investment decisions, and do not address the suitability of any security.
About S&P Global Market Intelligence
At S&P Global Market Intelligence, we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). S&P Global is the world's foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world's leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/marketintelligence.
Media Contact
Katherine Smith
S&P Global Market Intelligence
+1 781-301-9311
katherine.smith@spglobal.com or press.mi@spglobal.com
View original content to download multimedia:https://www.prnewswire.com/news-releases/sp-global-market-intelligences-big-picture-ma-report-examines-the-drivers-that-can-set-the-pace-for-the-recovery-in-dealmaking-302311966.html
SOURCE S&P Global Market Intelligence
FAQ
What are the key findings in S&P Global's (SPGI) 2025 M&A outlook report?
How is the 2024 M&A market performing according to S&P Global (SPGI)?
What sectors are driving M&A activity in S&P Global's (SPGI) 2025 outlook?
