Market InsightEurope's dealmaking quarter: defence unicorns, a fusion megaround, and a deep-tech wave
933 European growth and deal signals in three months. Defence and dual-use went mainstream, deep tech and energy took the biggest cheques, and a mid-market wave kept forming under the league tables.
ReportThe 30-Day Deal Report: European M&A & Private Equity
83 M&A, buyout and exit situations in a single month. $88.8bn disclosed, the return of bank consolidation, and a carve-out-and-take-private market. Free PDF download.
Market InsightHealthcare M&A: where the next advisory mandates are forming
Across European and Gulf health systems the deals are public - the mandates aren't. From Triton's Nordic roll-up to PIF's biopharma build-out, here's how to read the signal weeks before the RFP.
Market InsightTMT: the integration wave behind Europe's deal surge
140 deals, +37% last quarter - and 79% carry a post-acquisition integration mandate.
Market InsightFIG: the +92% quarter, and the backlog behind it
114 deals, three-quarters integration-led and skewing large - the fastest-accelerating sector we track.
Market InsightBusiness Services: 83% of deals carry an integration mandate
The most PMI-heavy sector we cover - a buy-and-build machine, quietly up 52% last quarter.
Market InsightEnergy & Infrastructure: capital deploys, the work forms
The most capital-intensive sector - 16 deals £1bn+, infra funds deploying into the transition. Up 45%.
Market InsightIndustrials: +56%, and a wave of big-ticket integration
Top-led rally - KONE–TK Elevator, Apollo–Forvia. 83% of deals open a multi-year integration programme.
Market InsightMaterials & Chemicals: the +164% quarter nobody's talking about
The sharpest move in our coverage - battery and transition materials consolidating fast. Small sector, big inflection.
Market InsightConsumer & Retail: the sector that cooled - and what stayed hot
The one outlier: volume eased 19% - but 85% of what's left is integration-led. The work concentrated.
Market InsightPrivate Equity: deploying hard - and every deal is a mandate
Sponsor-led deal flow +62% last quarter. 79 funds and 927 portfolio companies on watch.
OutlookWhere the market is heading: what 698 deals are telling us
698 deals, accelerating to a 6-month high, 78% integration-led. The signal across the signals.
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