Industrials Dealmaking Makes a Comeback

Recent deals in the industrial sector suggest an unleashing of pent-up M&A demand due to the new interest rate environment. The podcast discusses the impact of macro uncertainty and higher interest rates on deal-making. It also highlights the effects of wage pressures, supply chain challenges, and increasing CEO confidence on mergers and acquisitions in the industry. The potential surge of deals in the future is discussed, considering the availability of fresh capital and market dampening factors like high rates and inflation.