Making Sense M&A trends and opportunities: A global perspective
Aug 26, 2025
Cassander Verwey, co-head of EMEA M&A at J.P. Morgan, and Rohit Chatterji, head of Asia Pacific M&A, dive into the dynamic M&A landscape. They explore a significant 15% rise in deals in the U.S., boosted by growing investor confidence. The discussion highlights sector-specific trends in resources, healthcare, and industrials, while navigating challenges like tariffs and geopolitical factors. They also examine increased cross-border dynamics, especially European firms targeting U.S. companies, setting the stage for a vibrant future in M&A.
AI Snips
Chapters
Transcript
Episode notes
Tariffs Shock Then Practical Adjustments
- Tariff announcements caused a shock but companies adjusted with scenario planning and hedging.
- Stable rates and supportive fiscal policy restored enough confidence to act despite uncertainty.
Regional Headwinds And Capital Market Support
- Tariffs paused some inbound manufacturing deals, especially into the U.S., but China sentiment is strengthening.
- Strong equity markets in India, Japan, Australia are enabling M&A financing and exit activity.
Sector Forces: Resources, Industrials, And Outbound Demand
- Resources see portfolio optimization and consolidation; industrials face excess capacity driving M&A.
- Rising valuations in India and Japan fuel outbound cross-border acquisitions.