Best of LinkedIn: M&A Insights CW 31/ 32

The past two weeks in M&A saw a mix of cross-border deal structuring nuances, execution playbooks, regulatory considerations, and technology-enabled transaction innovation. Key developments also included fresh market outlooks, specialised insurance products, and new analytical tools.

Date

July 30, 2025

M&A Insights

Thomas Allgeyer

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!

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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

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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

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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

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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

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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

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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

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