July (2/2)

In 2024, the art of dealmaking has evolved. Companies are no longer just surviving economic challenges – they’re mastering them. How? By prioritising both cost synergies and strategic growth.

This year has unveiled a critical lesson: successful M&A requires a balance of clear objectives and strategic flexibility.

The energy sector exemplifies this shift, with giants like ExxonMobil and Chevron driving massive consolidation deals to strengthen their positions. It’s a move from scope to scale, recognising the long-term reliance on traditional energy sources. Tech is not far behind, with deal values nearly doubling year-over-year, fuelled by a surge in generative AI investments. However, the high valuations demand meticulous planning to realise growth potential without overspending. Advanced manufacturing and healthcare sectors are also making waves. They’re not just cutting costs; they’re strategically expanding market reach. International Paper’s acquisition of DS Smith is a prime example, combining footprint expansion with substantial cost savings.

What are some of the insights we are seeing?

  • Strategic clarity: successful deals start with crystal-clear objectives. Balancing cost savings with growth isn’t just a strategy – it’s a necessity.
  • Market leverage: high public market valuations are golden opportunities. Use them to structure deals that favour long-term gains.
  • Adaptive flexibility: today’s economic climate demands adaptable strategies. From screening to integration, flexibility is key to turning challenges into advantages.

Regardless of how these issues play out over the rest of 2024, one thing is certain: operational excellence is paramount. Dealmakers who refine their M&A processes – adapting from screening to diligence to integration – are the ones leading the pack.  The shift towards targeting cost synergies in growth deals and growth synergies in cost deals isn’t just a trend; it’s a testament to the power of agile operations. Flexible companies, learning on the go, and making informed, strategic adjustments will reap the most significant benefits.

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