The So What from BCG M&A Is Heating Up. Is Your Dealmaking Still on Ice?
Sep 10, 2025
Daniel Friedman, BCG’s global leader of transactions and integrations, shares his insights on the revitalizing M&A landscape. He emphasizes the importance of taking bold actions now to seize rare opportunities that could emerge in a recovering market. Friedman dives into the advantages of pursuing deals during downturns, citing higher potential returns. He discusses how AI is changing due diligence and the proactive strategies needed for success. Finally, he highlights regional and sector trends, particularly the resurgence in Asia Pacific, as companies navigate uncertainty.
AI Snips
Chapters
Transcript
Episode notes
Market Turning Point
- M&A markets started the year slow but are showing signs of stabilizing and increased activity.
- Now is the time for planning and preparation to seize opportunities as momentum returns.
Uncertainty Froze Deal Flow
- Major trade turbulence in January created prolonged uncertainty that froze deal activity despite record dry powder.
- Corporations and private equity largely remained on the sidelines awaiting clarity.
Accept And Manage Uncertainty
- Adjust expectations to live with persistent uncertainty instead of waiting for perfect clarity.
- Assess what level of risk you can accept and prepare to manage it proactively.