Briefings written by the partners who negotiate these markets — not summaries of other people's research.
Record sector deal values, selective buyers and a moving exit backlog — what the first half of 2026 told us across all eight sectors we cover.
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The same five markers keep deciding valuations in every sector we cover. Owners planning an exit should treat them as the work plan.
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2,700 SaaS deals last year, 659 more in Q1 — while public multiples compress to 3.4x. The market has split in two, and preparation decides the side you land on.
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Mega-deals now drive 56% of sector value as buyers chase automation, robotics and supply-chain resilience. What it means for Europe's hidden champions.
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The strongest healthcare deal market since 2019, with private equity running 40%+ of middle-market services volume. The mid-market implications.
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The busiest consumer first quarter in five years rewards brands aligned with health, value and premiumisation — and discounts everything else.
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990 deals in twelve months, platform strategies consolidating facility and technical services, and AI repricing the BPO stack.
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The July 4 safe-harbor deadline triggered a transaction wave while buyers pivot to storage and dispatchable power. The mid-market read.
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From the $22bn Corebridge–Equitable merger to Capital One's Brex acquisition — recurring economics are the valuation.
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From Macquarie's $8.3bn Qube buyout to FedEx's €7.8bn InPost deal — density and data now command the premium.
Read the briefingDeal volume is flat, yet valuations for well-prepared companies keep climbing. The divergence tells sellers something important about timing — and about preparation.
Read the briefingThe average gap between owner expectation and closing price is 28%. Most of it is created years before the process starts — and most of it is avoidable.
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Demographics have turned succession from a family matter into a market force. What the coming wave means for owners who plan — and for those who don't.
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