Turning Point Capital

INSIGHTS & OPINIONS

Top M&A Trends 2025: Private Equity and Corporate Strategy Reignite Global Deal Activity

Marcus Emadi | Director at Turning Point Capital

CONTENTS

Global M&A Outlook 2025: A Market Reawakens

After a multi-year slowdown, global M&A deal activity is entering a new cycle. In 2025, investor confidence is rebounding, valuations are stabilizing, and both corporate and private equity buyers are back in acquisition mode.

At Turning Point Capital, we view this year not as a return to previous highs—but as a strategic reawakening. For agile, well-capitalized acquirers, the next wave of opportunity is already forming.

M&A Market Drivers: Why 2025 Is Different

  1. Macroeconomic Stabilization Supports Deal Flow

After navigating rising rates and inflation over the last two years, companies are seeing improved clarity on cost of capital and asset pricing. Central banks are pausing hikes, inflation is softening, and equity markets have regained strength.

These conditions are reigniting M&A appetite, with many acquirers re-entering the market to capitalize on:

  • More predictable valuations
  • Healthier corporate balance sheets
  • Lower volatility in financing markets
  1. Corporate M&A Strategy Turns Offensive

The focus for many corporates in 2023–2024 was defensive—preserving margins and streamlining operations. In 2025, strategies are shifting to growth.

Key strategic objectives include:

  • Acquiring tech and digital capabilities (especially AI integration)
  • Entering new geographies to offset supply chain risk
  • Reconfiguring portfolios for ESG compliance and regulatory resilience
  • Consolidating to gain scale and pricing power
  1. Private Equity Deal Activity Accelerates

Private equity M&A trends are accelerating. With over $2 trillion in global dry powder and aging portfolios, sponsors are now under pressure to deploy and exit.

Key dynamics:

  • Exits are increasing as public markets reopen
  • Sponsor-to-sponsor transactions are returning
  • Mid-market platforms are drawing strong competitive interest
  • Financing structures are evolving—often using private credit over banks

In short, 2025 will be a defining year for the private equity deal cycle.

Top M&A Trends to Watch in 2025

  1. Programmatic M&A Delivers Superior Returns

Companies executing consistent, small-to-medium-sized acquisitions are outperforming. These “programmatic acquirers” treat M&A as a strategic capability—delivering faster integration, more focused diligence, and stronger long-term returns.

  1. Cross-Border M&A Is Rebounding

Cross-border M&A activity is rising again, particularly between the US, UK, and European markets. Stabilized FX markets, post-COVID regulatory harmonization, and clearer geopolitical frameworks are boosting confidence.

Multinationals are expanding into:

  • High-growth consumer markets
  • Clean tech and energy transition platforms
  • Digital infrastructure and software ecosystems
  1. Regulatory Pressure Is Real, But Predictable

Dealmakers in 2025 are facing complex—but increasingly navigable—regulatory landscapes. Whether in antitrust, foreign investment controls, or ESG-related disclosures, success depends on early planning and stakeholder engagement.

Sector-Specific M&A Trends 2025

Technology & AI-Driven Deals

Buyers are aggressively acquiring AI-native and AI-enabling companies to enhance automation, customer experience, and operational leverage.

Financial Services

Consolidation among fintechs and regtech firms is intensifying. Banks are also eyeing bolt-ons to improve digital infrastructure and analytics.

Life Sciences & Healthcare

Pharma majors are targeting biotech to fill R&D pipelines, while private equity targets outpatient platforms and healthcare services.

Energy & Infrastructure

M&A is driven by energy transition mandates. Private capital is backing renewables, carbon capture, storage, and grid infrastructure.

The Rise of Private Credit in M&A Financing

Private credit has become essential to the M&A ecosystem. Sponsors and strategic acquirers alike are using private lending structures to bridge funding gaps, finance LBOs, and offer certainty in competitive bids.

Why private credit is thriving in M&A:

  • Flexible structuring
  • Faster execution than syndicated loans
  • Ability to underwrite complex or bespoke deals
  • Growing appetite from insurers, pensions, and asset managers

Turning Point Capital is active in this space—providing structured capital solutions across sponsor-backed and direct deals.

Challenges Ahead: Not All Deals Will Fly

Despite stronger fundamentals, 2025 M&A activity still faces headwinds:

  • Bid-ask spreads in sectors like real estate and consumer
  • Integration risk in tech-heavy or cross-border transactions
  • Political shifts that may slow regulatory timelines
  • Competition driving up pricing for best-in-class targets

Disciplined underwriting and conviction-led sourcing will define the winners.

Final Thought: M&A in 2025 Rewards Readiness

The top M&A trend for 2025 is not just market recovery—it’s market selectivity. The best-positioned firms will be those who’ve invested in internal capabilities, have dry powder to deploy, and know how to execute across cycles.

At Turning Point Capital, we believe:

  • Smart capital is moving now—not waiting for a full rebound
  • Value will come from deal creativity, not just valuation arbitrage
  • Strategic M&A is back—not as a reaction to volatility, but as a driver of long-term advantage

Frequently Asked Questions (FAQs)

What is private credWhat are the top M&A trends for 2025?it?

Key trends include increased private equity deal flow, programmatic M&A, cross-border expansion, and a shift toward technology and energy-focused acquisitions.

Record levels of dry powder, aging portfolio assets, and improved exit conditions are encouraging sponsors to accelerate both acquisitions and divestitures.

Private credit is providing flexible, bespoke financing solutions in the absence of traditional syndicated bank lending—especially in sponsor-backed transactions.

Technology, life sciences, financial services, and energy transition are leading due to structural demand and innovation.

Success in 2025 depends on disciplined underwriting, sector specialization, integration capabilities, and strategic use of alternative capital.

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