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
Asia-Pacific Surge And Three Key Themes
- Asia-Pacific deal volume surged, led by Japan, Greater China, India, and Australia accounting for 95% of activity.
- Themes: Japanese activism unlocking mid-cap value, Australian resource consolidation, and strong sponsor-led infrastructure deals.
EMEA Favors Resilience And Predictability
- EMEA activity favors resilient, predictable assets amid geopolitical uncertainty and tariff risk.
- Country variations matter: Germany/Italy/Switzerland strong in energy and industrials; UK down ~20%.
U.S. Broad M&A Revival
- US M&A showed broad revival with $1.2tn H1 volume, up 15% YoY and acceleration into July/August.
- Both strategics (65%) and sponsors (35%) drove the rebound across deal sizes.